Terms & Conditions

Welcome to Umbrella Tax Experts "The Green Team". These Terms and Conditions govern your use of our website and services. By accessing or using our website and services, you agree to comply with these terms.

1. Services Provided

Umbrella Tax Experts provides tax preparation, tax planning, training, and related services, including:

Virtual tax preparation for individuals and businesses.
Credit restoration and tax law assistance.
IRS tax training programs for aspiring tax professionals.
Remote contract employment opportunities for tax preparers.
Marketing and business development tools for tax professionals.
Client rewards, including vacation incentives, subject to eligibility.

2. User Responsibilities

By using our services, you agree to:

Provide accurate and complete personal and financial information for tax preparation purposes.
Maintain an active and valid IRS-issued PTIN (Preparer Tax Identification Number) if participating as a tax preparer.
Abide by IRS guidelines and all federal, state, and local tax laws.
Promptly respond to requests for additional information needed to complete tax filings.
Review and approve your tax return before it is filed with the IRS.

3. Eligibility

To use our services, you must be at least 18 years old and legally authorized to enter into a contract. You must also comply with any specific eligibility criteria for certain services (e.g., PTIN requirements for tax preparers).

4. Payment Terms

For tax preparation services:

Fees for services are due at the time of filing and may be deducted from your refund through authorized bank products or paid directly at the time of service.
Our tax professionals are independent contractors. Any issues related to individual services provided by these professionals should be reported to us immediately.
Refunds or credits for services will be considered on a case-by-case basis and are subject to approval.

For training and business development packages:

All fees are non-refundable unless otherwise stated.
Access to the training suite is granted upon full payment.

5. Vacation Rewards Program

Clients who file their taxes with Umbrella Tax Experts may qualify for a complimentary vacation reward:

Vacation rewards are subject to eligibility and participation in our rewards program.
Clients are responsible for any local resort fees and surcharges that apply to the vacation package.
Vacation rewards are non-transferable and may not be redeemed for cash.

6. Liability Disclaimer

Umbrella Tax Experts provides tax preparation services based on the information you provide. While we strive to ensure accuracy, it is your responsibility to verify all data before submission.

We are not liable for any penalties, fees, or legal action arising from inaccurate or incomplete information provided by you.
We are not responsible for any delays caused by the IRS, state agencies, or other third parties.
Any advice provided through our website or by our tax professionals is based on current tax laws and regulations, which may change over time.

7. Intellectual Property

All content, including text, graphics, logos, and software used on this website, is the property of Umbrella Tax Experts or its content suppliers and is protected by copyright and other intellectual property laws.

8. Privacy Policy

Your use of our website is also governed by our Privacy Policy, which outlines how we collect, use, and protect your personal information.

9. Modifications

Umbrella Tax Experts reserves the right to modify these Terms and Conditions at any time. Changes will be effective upon posting on this page, and continued use of the website and services signifies acceptance of the updated terms.

10. Governing Law

These Terms and Conditions are governed by the laws of the state of Georgia. Any disputes arising from the use of our services will be resolved in accordance with the laws of Georgia.

By visiting our website, signing up for our tax service, utilizing our mobile app or any form on this website , I agree to receive recurring automated marketing text messages at the phone number provided. Msg & data rates may apply. Msg frequency varies.

11. Contact Information

If you have any questions about these Terms and Conditions, please contact us at:

Umbrella Tax Experts
Email: [support@umbrellataxexperts.com]
Phone: (678) 701-7919

By using our website and services, you acknowledge that you have read, understood, and agreed to these Terms and Conditions.