Terms of use

Service warranty

If there is a computational inaccuracy in the processing of a user’s data by TFX, we will repay to you the amount of the penalty and/or interest assessed solely as a result of such computational inaccuracy paid by you to the relevant taxing authority provided, however, that in no case shall the amount of such repayment exceed the cost of TFX fee paid by you. For purposes of this agreement, a “computational inaccuracy” shall be defined to mean only a mistake in the numerical addition, subtraction, multiplication or division of numbers. If you believe such a computational inaccuracy has occurred, you must notify us via email .

This notification is to be made as soon as you learn of the mistake (and in no event later than 30 days after the penalty is assessed). You must include a copy of the notice of error from the taxing authority, a copy of the applicable printed tax return and the user id associated with the return. You are responsible for providing any other information requested by us. You are also responsible for paying any additional tax liability not repayable to you under this agreement.

To the full extent permitted by law, the foregoing sets forth user’s sole and exclusive remedy and the entire obligation of TFX and its affiliates, agents, subcontractors and suppliers with respect to any claims with respect to alleged computational errors or inaccuracies in the performance of TFX.

Explanation of rationale
for the way Tax return is prepared

TFX will make reasonable effort to explain the rationale for the way the tax return is prepared. However, if the explanation provided proves insufficient, the client can elect to purchase a separate service, billed at $200 per hour, whereby TFX will offer a thorough explanation of IRS rules & regulations that were used to prepare the return.

Tax preparation offered under the flat fee arrangement does not include explanation of tax rules and/or educating the client about them.

Inclusion of self-prepared forms
in the return

If client wishes to include a self-prepared form in the return prepared by TFX, (s)he will be required to sign a waiver removing liability from TFX from any issues with the return. Since TFX can not guarantee accuracy of these forms, their inclusion may render the rest of the return incorrect. Therefore TFX will not be held responsible for the return if any of its constituent parts were prepared by another party.

Limitation of liability

Except as expressly provided above, TFX is provided "as-is" and, to the maximum extent permitted by applicable law, we disclaim all other warranties, express or implied, regarding TFX, including fitness for a particular purpose, merchantability, or non-infringement. Some jurisdictions do not allow the exclusion of implied warranties, so the above exclusions may not apply to you. In this event, any implied warranties are limited in duration to 60 days from the date that completed tax return forms are supplied to you by TFX. However, some jurisdictions do not allow limitations on how long an implied warranty lasts, so the above limitation may not apply. This warranty gives you specific legal rights. You may have other rights under the laws of certain jurisdictions. Our entire liability to you for any reason shall be limited to the amount of the fee paid by you for TFX. To the maximum extent permitted by applicable law, we are not liable for any indirect, special, incidental or consequential damages (including damages for loss of business, loss of profits or investment, or the like), whether based on breach of contract, breach of warranty, tort (including negligence), product liability or otherwise, even if we have been advised of the possibility of such damages. Some jurisdictions do not allow the limitation and/or exclusion of liability for incidental or consequential damages, so the above limitation or exclusion may not apply.

Waiver of liability for links to other websites

The TFX Website may contain links to other websites. You understand and agree that TFX has no control over the base-content of any such websites, especially with regards to the accuracy, reliability, and timeliness of their base-content. As always, you understand and agree that your use and reliance on any base-content from such other websites is solely at your own risk. You understand and agree that TFX is in no way liable for any damages to you that may arise from such use or reliance, regardless of the fact that you reached such a website through the TFX Website.


You agree to indemnify TFX and our partners, agents, officers, directors, employees, subcontractors, successors, assigns, third party suppliers of information and documents, attorneys, advertisers, product and service providers, and affiliates from any liability, loss, claim and expense, including reasonable attorney’s fees, related to your violation of this Agreement or the use of our Website.

Release of personal information

As stated in our Privacy Policy, TFX is committed to your privacy and will not share your personal information with anyone. However, you understand and agree that TFX may release user information about you, without your consent of notice, if required by law or subpoena, or if such release of the information is necessary to address unlawful or harmful activity.

Refund policy

We do not offer refunds for services rendered. All fees are final.

We have no recurring charges – therefore there are no cancellation fees. For tax preparation services, payment for services is only due after our work is done.

Early Bird payments & other retainers provide clients with store credits to be used at a later date. These, along with all payments to TFX, are non-refundable.

Credit does not expire: any credits from prepayments will remain in your account and will never expire.

While we will make reasonable efforts to accommodate changes requested by the client, the final version of the return we sign is fully at our discretion. If TFX is to e-file the return, it has to be prepared fully in accordance with our rules and procedures. If client wishes to submit a different version to the IRS, we would provide him/her with a PDF version of the return that he/she is free to amend in any way he/she sees fit and mail it to the IRS.

If TFX refunds a payment, processing fees from original transaction will not be returned as payment processors.

A large portion of the underlying cost of payment processing is driven by fees assessed by banks and payment networks (like Visa and Mastercard). These networks set rules about which fees apply for refunded payments, and in many cases banks and card networks keep the entire upfront cost of a refunded transaction. For some regions and payment types, refunded payments also incur additional fees. Stripe, Square, and other payment processors do not return our fees when a payment is refunded.

Service credit redemption

Early bird or Referral credit ("Credit") may only be redeemed toward the purchase of eligible services on tfx.tax. If a purchase exceeds the redeemer's Credit balance, the remaining amount must be paid with another payment method. To view your Credit balance, visit your account in the TFX Client home.

In sum – any credit with TFX is just like having a store gift card. You can always use it with us but it’s not redeemable for cash.

Early Bird credit limitations

Early Bird Credit is not eligible for use on the last 10 days of the extended tax deadline (generally between Oct 5 – 15).

Unused Credit balances in a tfx.tax account may not be transferred to another tfx.tax account.


We reserve the right to close customer accounts and take payment from alternative forms of payment if a fraudulently obtained Credit is redeemed and/or used to make purchases on tfx.tax.

General terms

When you purchase, receive or redeem a Credit, you agree that the laws of the United States Of America will govern these Credit terms and conditions. We reserve the right to change these terms and conditions from time to time in our discretion. All terms and conditions are applicable to the extent permitted by law.

Controlling law and jurisdiction

This Agreement shall be governed by and construed in accordance with the laws of the State of New York, United States of America. The exclusive jurisdiction for any action relating to this Agreement shall be a federal or state court in New York County, New York, and you hereby consent to the jurisdiction of such courts for such purposes.

Entire agreement

This Agreement contains the entire agreement between you and us regarding your use of TFX and supersedes any prior statements or written or oral agreements with respect thereto.

By agreeing to our Terms of Use you also agree to our Privacy policy.