Bright!Tax Terms of Service
This is the Terms of Service Agreement for our website, located at brighttax.com, as owned and operated by Bright!Tax. This was last updated on November 21, 2022. This Agreement is between you and Bright!Tax and is governed by the Electronic Signatures in Global and National Commerce Act (ESIGN Act).
Limited License
Bright!Tax grants you a non-exclusive, non-transferable, revocable license to access and use our website and service strictly in accordance with this agreement. Your use of our website and service is solely for the purposes as provided in this agreement. No printout or electronic version of any part of our website may be used by you in any litigation or arbitration matter whatsoever under any circumstances.
Engagement Agreement
We will prepare tax returns as requested, based on the information that you furnish to us. Documents must be submitted to us electronically via our online Client Organizer. We are not equipped to accept original documents via paper mail or electronically via email.
We will not audit or otherwise verify the information you submit. You agree to review the return to ensure that names, addresses, social security numbers and other income and deduction information contained within have been reported properly.
In the event that your Bright!Tax prepared return is audited by tax authorities, we will support you through the process to the extent that it includes providing the IRS with calculations and information in our possession and related to the original preparation of your return. Audit support beyond the original scope of your return may attract additional professional fees.
All information provided to us will be kept confidential except when 1) required by law or per tax authority regulation, or 2) upon the express direction of the client. Please see our privacy policy for more information regarding how we collect and secure your data.
Please note that Bright!Tax is a tax preparation firm registered and operating outside the United States. By engaging our services, you acknowledge and consent to your tax return information being furnished to our tax return preparers outside the United States, in accordance with e-CFR Title 26 CFR § 301.7216-2. We maintain strict data security and privacy protocols to protect your information. Please review our Privacy Policy for more details.
Extension Filing
Your Bright!Tax CPA may file an extension on your behalf. Any extension that we may file on your behalf does not extend the due date of tax payments related to a return. Making tax payments after the April 15th deadline may subject the client to penalties and interest.
Changes in Fees
Please note the fees are subject to change should we discover additional requirements not adequately disclosed to us during the client discovery process and before an initial quote issued. We will never modify our fees or the scope of your project without your notification and approval.
Retainers & Refunds
We request 50% of the total amount of our quoted services as a retainer at the time a quote is accepted. Should you decide to disengage after the initial retainer is paid, the following milestones apply to your refund:
- Quote Accepted: We retain a technology fee of $50 + payment processing fees.
- Documents Submitted: We retain 10% of the total accepted quote.
- Preparation Commenced: We retain 50% of the total accepted quote.
- Draft Delivered: Your retainer is non-refundable & full payment of quoted work is due.
Payment Terms
We request payment for services rendered at the time that your project is made available for your review. This payment is due immediately upon receipt. Should you have questions or require adjustments to your return, we ask that you notify us within 7 days of receipt so that we can efficiently move toward the completion of your return.
Payments not received within 90 days of delivery will be escalated to our international collections partner, TCM Group. Collections efforts will include reporting to major credit bureaus (Experian, TransUnion, and Equifax) and collection efforts in your country of residence. Delinquent accounts will be responsible for outstanding invoice amounts due to Bright!Tax as well as fees incurred through utilization of the collections agency.
Client Code of Conduct
At Bright!Tax, we are committed to fostering a professional, respectful, and collaborative environment—for our clients and our team members alike.
By engaging our services, you agree to treat our team with courtesy and respect. This includes refraining from:
- -Disrespectful, aggressive, or demeaning language
- -Repeated verbal abuse or intimidation
- -Unreasonable demands or communication tone inconsistent with a professional working relationship
We understand that taxes can be stressful, and we’re here to help. However, if a client’s conduct compromises the well-being of our team or undermines our ability to provide high-quality service, we reserve the right to:
- -Reassign or limit contact with team members
- -Pause work until respectful engagement is re-established
- -Terminate the engagement, with any refund determined per the terms outlined above
We’re proud to serve a global community of kind, thoughtful clients—and we’re just as committed to protecting the people who support them.
Our Commitment
We care deeply about client satisfaction. If you’re unhappy at any point, please reach out—we’re committed to resolving concerns with integrity and transparency.
Claims for Computational Inaccuracies
If there is a computational inaccuracy in the processing of your tax return, we will pay to you the amount of the penalty and interest that may be assessed to you. The amount of the reimbursement to you will not exceed the fee that you paid for Bright!Tax services. Within 30 days of receiving an assessment by the taxing authority you must notify Bright!Tax and provide all relevant documents. This is the extent of the remedy, as allowed by law, and is the total obligation of Bright!Tax and its partners.
Arbitration of Disputes
Any controversy or claim arising out of or relating to this contract or the breach of this contract shall be settled by binding internet arbitration at https://www.arbresolutions.com in accordance with their standard operating and dispute procedures. The arbitrator’s decision shall be final and legally binding, and judgment may be entered thereon.
General Terms
Any cause of action by you with respect to our website or services must be instituted within one year after the cause of action arose or be forever waived. Should any part of this agreement be held invalid or unenforceable, that portion shall be construed consistent with applicable law and the remaining portions shall remain in full force and effect. To the extent that any content is in conflict or inconsistent with this agreement, this agreement shall take precedence.
Additional Bright!Tax Client Services
During your engagement, you may find it helpful to take advantage of our Additional Bright!Tax Client Services.
Entire Agreement
This agreement constitutes the entire agreement between you and us regarding your use of Bright!Tax and supersedes any prior statements or written or oral agreements with respect thereto.