This User Agreement (“Agreement”) governs the access or use by you, an individual, within the United States and its territories and possessions of applications, websites, content, products, and services (the "Services", “Site Services”, “PinTax’s Services”) made available in the United States and its territories and possessions by PinTax - Odixom Participation Limited (Stasinou 1, Mitsi Building 1, 1st floor, Flat/Office 4, P.C. 1060, Nicosia, Cyprus. Registration Number HE 259368, Tax Identification Code 12259368H), (hereinafter PinTax, “we”, or “us”). PLEASE READ THIS AGREEMENT CAREFULLY BEFORE ACCESSING OR USING THE SERVICES. In this Agreement the words "including" and "include" mean "including, but not limited to."

Your access and use of the Services constitutes your agreement to be bound by this Agreement, which establishes a contractual relationship between you and PinTax. If you do not agree to this Agreement, you may not access or use the Services. This Agreement expressly supersede prior agreements or arrangements with you. PinTax may immediately terminate this Agreement or any Services with respect to you, or generally cease offering or deny access to the Services or any portion thereof, at any time for any reason.

Supplemental terms may apply to certain Services, such as policies for a particular event or activity, and such supplemental terms will be disclosed to you in connection with the applicable Service(s) in the specific rules, policies etc. Supplemental terms are in addition to, and shall be deemed a part of, the Agreement for the purposes of the applicable Service(s). Supplemental terms shall prevail over this Agreement in the event of a conflict with respect to the applicable Services.

PinTax may amend this Agreement related to the Services from time to time. Amendments will be effective upon PinTax's posting of such updated Agreement or the amended policies or supplemental terms on the applicable Service(s). Your continued access or use of the Services after such posting constitutes your consent to be bound by the Agreement, as amended.

Our collection and use of personal information in connection with the Services is as provided in PinTax’ Privacy Policy located at https://pin.tax/article/privacy.

The Services constitute a communication platform that enables Users of PinTax’s website (“The Site”) or mobile applications provided as part of the Services (each, an "Application") to find Tax professional to arrange and receive consultation on tax issues from Tax Professional under Tax Professional’s agreement with PinTax, on the free choice basis. Unless otherwise agreed by PinTax in a separate written agreement with you, the Services are made available solely for your personal, noncommercial use. YOU ACKNOWLEDGE THAT PINTAX DOES NOT PROVIDE LEGAL ADVICE ON TAX ISSUESOR FUNCTION AS A TAX PROFESSIONAL. PINTAX SHALL NOT BE RESPONSIBLE OR LIABLE FOR COMMUNICATION AND OTHER FORMS OF INFORMATION EXCHANGE BETWEEN USERS AND TAX PROFESSIONALS AND ITS CONSEQUENCES.

LICENSE
Subject to your compliance with this Agreement, PinTax grants you a limited, non-exclusive, non-sublicensable, revocable, non-transferrable license to: (i) access and use the Applications on your personal device solely in connection with your use of the Services; and (ii) access and use any content, information and related materials that may be made available through the Services, in each case solely for your personal, noncommercial use. Any rights not expressly granted herein are reserved by PinTax and PinTax’s licensors.

RESTRICTIONS
You may not: (i) remove any copyright, trademark or other proprietary notices from any portion of the Services; (ii) reproduce, modify, prepare derivative works based upon, distribute, license, lease, sell, resell, transfer, publicly display, publicly perform, transmit, stream, broadcast or otherwise exploit the Services except as expressly permitted by PinTax; (iii) decompile, reverse engineer or disassemble the Services except as may be permitted by applicable law; (iv) link to, mirror or frame any portion of the Services; (v) cause or launch any programs or scripts for the purpose of scraping, indexing, surveying, or otherwise data mining any portion of the Services or unduly burdening or hindering the operation and/or functionality of any aspect of the Services; or (vi) attempt to gain unauthorized access to or impair any aspect of the Services or its related systems or networks.

THIRD PARTY SERVICES AND CONTENT
The Services may be made available or accessed in connection with third party services and content (including advertising) that PinTax does not control. You acknowledge that different terms of use and privacy policies may apply to your use of such third party services and content. PinTax does not endorse such third party services and content and in no event shall PinTax be responsible or liable for any products or services of such third party providers. These third party beneficiaries are not parties to this Agreement and are not responsible for the provision or support of the Services in any manner. Your access to the Services using these devices is subject to terms set forth in the applicable third party beneficiary's terms of service.

OWNERSHIP
The Services and all rights therein are and shall remain PinTax's property or the property of PinTax's licensors. Neither this Agreement nor your use of the Services convey or grant to you any rights: (i) in or related to the Services except for the limited license granted above; or (ii) to use or reference in any manner PinTax's company names, logos, product and service names, trademarks or services marks or those of PinTax's licensors.

USER ACCOUNTS
In order to use most aspects of the Services, you must register for and maintain an active personal User Services account ("Account"). You must be at least 18 years of age, or the age of legal majority in your jurisdiction (if different than 18), to obtain an Account. Account registration requires you to submit to PinTax certain personal information, such as your name, address, mobile phone number and age as well as your PayPal account details. You acknowledge and agree that more accurate definition of your location will increase chances for you that Tax Professional, appropriate for your case, will be found within PinTax. 

You acknowledge and agree that your Account is private (it is not public for another Users and Tax Professionals). After you connect with particular Tax Professional, such Tax Professional can see your account profile, except of financial information included into your Account. However, feedbacks you leave for particular Tax Professional are for public display.

PinTax reserves the right, in our sole discretion, to refuse, suspend, or revoke your access to the Site and Site Services upon discovery that any information you provided on any form or posted on the Site or other conduct otherwise violates this Agreement, anybody’s rights, or which is misleading causes or may cause any moral or material damage, or which is used for fraud or selfish purposes which violate the law or for any other reason or no reason in PinTax’s sole discretion. You agree to provide accurate, complete and relevant information in your Account. If you are not able to ensure the accuracy, completeness or relevance of the information in your Account, including a valid payment method (your PayPal account details), it may cause your inability to get access to the Services and to use the Services, or result in PinTax's termination of this Agreement with you. PinTax is not responsible for the accuracy and authenticity of User provided data. PinTax makes efforts to ensure the security of User provided data storage.

In accordance with the clause above, User has the right to use assumed name to operate on the Site or the Site services, if it does not harm anyone.
You are responsible for all activity that occurs under your Account, and you agree to maintain the security and secrecy of your Account username and password at all times. Unless otherwise permitted by PinTax in writing, you may only possess one Account.

You may delete your account if you want to. All your data you uploaded and used on PinTax site and services will be stored during 180 days after you have deleted your account. If you want to restore your account, you will have to send request to Customer Support at: info@pin.tax or via "Contact Us" on Pin.tax. After Customer Support processed you request, your account will be restored. 

USER REQUIREMENTS AND CONDUCT
The Service is not available for use by persons under the age of 18. You may not authorize third parties to use your Account, and you may not allow persons under the age of 18 to receive Tax Professional Services unless such persons are accompanied by you. You may not assign or otherwise transfer your Account to any other person or entity. You agree to comply with all applicable laws when using the Services, and you may only use the Services for lawful purposes. You will not in your use of the Services cause nuisance, annoyance, inconvenience, whether to the Tax Professional or any other party. In certain instances you may be asked to provide proof of identity to access or use the Services, and you agree that you may be denied access to or use of the Services if you refuse to provide proof of identity.

TEXT MESSAGING
By creating an Account, you agree that the Services may send you informational text (SMS) messages or email as part of the normal business operation of your use of the Services. You may opt-out of receiving text (SMS) messages and/or email from PinTax at any time by contacting Customer Support at: info@pin.tax or via "Contact Us" on Pin.tax.You acknowledge that opting out of receiving text (SMS) messages and/or email may impact your use of the Services.

USER PROVIDED CONTENT
PinTax may, in PinTax's sole discretion, permit you from time to time to submit, upload, publish or otherwise make available to PinTax through the Services textual, audio, and/or visual content and information, including commentary and feedback related to the Services, initiation of support requests ("User Content"). However, PinTax reserves the right to determine the format in which User Content shall be uploaded, and the allowable size of the files you wish to upload. If the file size exceeds allowable size or file format is not specified in the list of acceptable file formats, you may not be able to upload such files.

By using or accessing PinTax Site or services, you agree that we can collect and use such content and information in a harmless way which will not violate anybody’s rights in accordance with the Privacy and Cookie Policy as amended from time to time at: info@pin.tax or via "Contact Us" on Pin.tax. You also acknowledge and agree that some information about you can be used by PinTax at its own discretion.

If you allow others including Tax Professional to access your data (e.g. by, amongst other things, giving them a link to or sending them your data), in addition to them accepting this Agreement, you are responsible for their actions and omissions while they are using the website and services and you agree to fully indemnify us for any claim, loss, damage, fine, costs (including our legal fees) and other liability if they breach any provision of this Agreement.

You must maintain copies of all data which you send to Tax Professional or store on our service. We do not make any guarantees that there will be no loss of data or the services will be bug free. You are completely responsible to remove all data prior to termination of services. You also acknowledge and agree that if you delete you account, PinTax’s will have no responsibility for any of your data stored on PinTax Site and PinTax’s services.  
Our service may automatically delete a piece of data you upload or give someone else access to where it determines that that data is an exact duplicate of original data already on our service. In that case, you will access that original data.

We will store your data on our service subject to this Agreement. If you choose to stop using our services, and delete your account, all your data will be stored on PinTax Site and Services during 180 days from the moment you have deleted your account. After the expiration of such period you need to make sure you retrieve your data first because, after that, we may, if we wish, delete it. If we suspend our services to you because you or someone you have given access to has breached this Agreement, during the term of that suspension, we may if we wish deny you access to your data. If we terminate our services to you because you or someone you have given access to has breached this Agreement, we may if we wish delete your data immediately. 

Any User Content provided by you remains your property. However, by providing User Content to PinTax, you grant PinTax a worldwide, perpetual, irrevocable, transferrable, royalty-free license, with the right to sublicense, to use, copy, modify, create derivative works of, distribute, publicly display, publicly perform, and otherwise exploit in any manner such User Content in all formats and distribution channels now known or hereafter devised (including in connection with the Services and PinTax's business and on third-party sites and services), without further notice to or consent from you, and without the requirement of payment to you or any other person or entity. 

You represent and warrant that: (i) you either are the sole and exclusive owner of all User Content or you have all rights, licenses, consents and releases necessary to grant PinTax the license to the User Content as set forth above; and (ii) neither the User Content nor your submission, uploading, publishing or otherwise making available of such User Content nor PinTax's use of the User Content as permitted herein will infringe, misappropriate or violate a third party's intellectual property or proprietary rights, or rights of publicity or privacy, or result in the violation of any applicable law or regulation.

You agree to not provide User Content that is defamatory, libelous, hateful, violent, obscene, pornographic, unlawful, or otherwise offensive, as determined by PinTax in its sole discretion, whether or not such material may be protected by law. PinTax may, but shall not be obligated to, review, monitor, or remove User Content, at PinTax's sole discretion and at any time and for any reason, without notice to you.

FEEDBACKS AND RATINGS
You will be able to leave feedback about Tax professional Services. PinTax provides its public feedback system as a means through which Users can share their opinions publicly and PinTax does not monitor or censor these opinions. PinTax does not usually investigate any feedbacks posted by Users for accuracy or reliability. You may be held legally responsible for damages suffered by other Users or third parties as a result of your feedbacks if such feedbacks are legally actionable or defamatory. PinTax is not legally responsible for any feedback or comments posted or made available on the Site by any Users or third parties, even if that information is defamatory or otherwise legally actionable. PinTax may delete any feedback or comment at its own discretion at any time, including feedbacks which are offensive or/and discriminatory in any forms.

You acknowledge and agree that Tax Professional profiles are ranked according to rating system developed by PinTax’s.

NETWORK ACCESS AND DEVICES
You are responsible for obtaining the data network access necessary to use the Services. Your mobile network's data and messaging rates and fees may apply if you access or use the Services from a wireless-enabled device. You are responsible for acquiring and updating compatible hardware or devices necessary to access and use the Services and Applications and any updates thereto. PinTax does not guarantee that the Services, or any portion thereof, will function on any particular hardware or devices. In addition, the Services may be subject to malfunctions and delays inherent in the use of the Internet and electronic communications.

ACCEPTANCE OF PERFORMED SERVICES
You acknowledge and agree that PinTax establishes the terms of Tax Professional services performance. This term begins at the moment when Tax Professional receives from you all the information Tax Professional considers as sufficient to perform Tax Professional services.

You acknowledge and agree that the Report File receipt from Tax Professional means the completion of Tax professional services performance. You have 24-hour period from the moment when you have received Report File, during which you can appeal Tax Professional services performance or make comments to the Report File.
After the expiration of 24-hour period, Report File is deemed accepted by you.

You understand that use of the Services may result in charges to you for the services you receive from a Tax Professional ("Charges"). You acknowledge and agree that PinTax does not receive any payments from Users and does not pay Tax Professionals for their Services. 

After the expiration of 24 hours period from the moment when you have received Report File from Tax Professional through your use of the Service, PinTax will facilitate your payment of the applicable Charges Tariff plan, on behalf of the Tax Professional, as Tax Professional's limited payment collection agent. 
Payment of the Charges in such manner shall be considered the same as payment made directly by you to the Tax Professional.

You acknowledge and agree that payments on the Site and other PinTax Services are available only through PayPal. The Site and PinTax’s Services operate in US Dollars.

All payments of charges for Tax Professional Services shall be made according to Tariff plan established by PinTax in the Appendix 1, which is an integral part of this Agreement. Tariffs may be amended by Tax Professional without User’s prior consent. Tax Professional may offer another Tariff plan providing relevant explanation for it in case the previous Tariff Plan was incorrect and/or the additional consultation was needed.

Charges paid by you are final and non-refundable, unless otherwise determined by PinTax. PinTax will have no responsibility for determining, remitting, or withholding any taxes applicable to the Charges.

PinTax will use reasonable efforts to inform you of Charges that may apply, provided that you will be responsible for Charges incurred under your Account regardless of your awareness of such Charges or the amounts thereof. 

Except for our limited role in facilitating payments that you make, we are not involved in any underlying transaction between you and any Tax Professional. We are not a bank and do not offer banking services. We may use the services of PayPal just to facilitate your payments. We do not guarantee payment on behalf of any user.  We have no control over the quality, safety, reliability, legality, or any other aspect of any service that you may purchase using PinTax Site Services or any service that you may use to access PinTax Site Services.

The payment transactions are provided on an "as-is" basis. To the fullest extent permitted by applicable law, we disclaim, and make no representations or warranties of any kind, expressed or implied, that payment transactions will meet your requirements, will always be available, accessible, uninterrupted, timely, secure, or operate without error or will contain any particular features or functionality.

You may choose to cancel your request for Tax Professional services at any time prior to the receipt of work start approval from Tax Professional. In this case the payment of charges paid by User will not be returned to User. 

This payment structure is intended to fully compensate the Tax Professional for the services provided by it.

DISCLAIMER
THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE." PINTAX DISCLAIMS ALL REPRESENTATIONS AND WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, NOT EXPRESSLY SET OUT IN THIS AGREEMENT, INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. IN ADDITION, PINTAX MAKES NO REPRESENTATION, WARRANTY, OR GUARANTEE REGARDING THE RELIABILITY, TIMELINESS, QUALITY, SUITABILITY, OR AVAILABILITY OF THE SERVICES OR ANY SERVICES OR GOODS REQUESTED THROUGH THE USE OF THE SERVICES, OR THAT THE SERVICES WILL BE UNINTERRUPTED OR ERROR-FREE. PINTAX DOES NOT GUARANTEE THE QUALITY, SUITABILITY, SAFETY OR ABILITY OF TAX PROFESSIONALS SERVICES. YOU AGREE THAT THE ENTIRE RISK ARISING OUT OF YOUR USE OF THE SERVICES, AND ANY SERVICE OR GOOD REQUESTED IN CONNECTION THEREWITH INCLUDING TAX PROFESSIONAL SERVICES, REMAINS SOLELY WITH YOU, TO THE MAXIMUM EXTENT PERMITTED UNDER APPLICABLE LAW.

LIMITATION OF LIABILITY
PINTAX SHALL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES, INCLUDING LOST PROFITS, LOST DATA RELATED TO, IN CONNECTION WITH, OR OTHERWISE RESULTING FROM ANY USE OF THE SERVICES, EVEN IF PINTAX HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. PINTAX SHALL NOT BE LIABLE FOR ANY DAMAGES, LIABILITY OR LOSSES ARISING OUT OF: (i) YOUR USE OF OR RELIANCE ON THE SERVICES OR YOUR INABILITY TO ACCESS OR USE THE SERVICES; OR (ii) ANY TRANSACTION OR RELATIONSHIP BETWEEN YOU AND ANY TAX PROFESSIONAL, EVEN IF PINTAX HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. PINTAX SHALL NOT BE LIABLE FOR DELAY OR FAILURE IN PERFORMANCE RESULTING FROM CAUSES BEYOND PINTAX'S REASONABLE CONTROL. YOU ACKNOWLEDGE THAT PINTAX IS NOT RESPONSIBLE FOR THE SERVICES TAX PROFESSIONALS PROVIDE AND DOES NOT GUARANTEE THAT TAX PROFESSIONALS HAVE EDUCATION AND EXPERIENCE AND/OR HAVE LICENSES AND CERTIFICATES REQUIRED IN USA FOR THE PERFORMANCE OF TAX PROFESSIONAL SERVICES. IN NO EVENT SHALL PINTAX'S TOTAL LIABILITY TO YOU IN CONNECTION WITH THE SERVICES FOR ALL DAMAGES, LOSSES AND CAUSES OF ACTION EXCEED FIVE HUNDRED U.S. DOLLARS (US 500).PINTAX'S SERVICES MAY BE USED BY YOU TO REQUEST AND RECEIVE TAX PROFESSIONAL SERVICES, BUT YOU AGREE THAT PINTAX HAS NO RESPONSIBILITY OR LIABILITY TO YOU RELATED TO ANY TAX PROFESSIONAL SERVICES PROVIDED TO YOU BY TAX PROFESSIONALS OTHER THAN AS EXPRESSLY SET FORTH IN THIS AGREEMENT.
THE LIMITATIONS AND DISCLAIMER IN THIS SECTION 5 DO NOT PURPORT TO LIMIT LIABILITY OR ALTER YOUR RIGHTS AS A CONSUMER THAT CANNOT BE EXCLUDED UNDER APPLICABLE LAW.

INDEMNITY
You agree to indemnify and hold PinTax and its officers, directors, employees, and agents harmless from any and all claims, demands, losses, liabilities, and expenses (including attorneys' fees), arising out of or in connection with: (i) your use of the Services or services obtained through your use of the Services; (ii) your breach or violation of any of this Agreement; (iii) PinTax's use of your User Content; or (iv) your violation of the rights of any third party, including Tax Professionals.

You acknowledge and agree that all disputes which arise between you (for purposes of this clause also “Client”) and PinTax shall be resolved according to legislation and the appropriate dispute resolution procedures of the Republic of Cyprus.

In case disputes arise between you (for purposes of this clause also “Client”) and Tax Professional, you may send your complaint to Customer Support at: info@pin.tax or via "Contact Us" on Pin.tax. PinTax, during 3 working days, as the main arbitrator solves the disputes between Users (Clients) and Tax Professional at its own discretion relying only on the formal characteristics of User and Tax Professional interaction including Tax Professional services performance (for example, the fact of Report File receipt by User, files exchange, use of chat  etc.).

CLASS ACTION WAIVER
This arbitration provision affects your ability to participate in class, collective or representative actions. Both you and PinTax agree to bring any dispute in arbitration on an individual basis only, and not on a class, collective, or representative basis on behalf of others. There will be no right or authority for any dispute to be brought, heard or arbitrated as a class, collective, representative or private attorney general action, or as a member in any such class, collective, representative or private attorney general proceeding.

CLAIMS OF COPYRIGHT INFRINGEMENT
 Claims of copyright infringement should be sent to PinTax Customer Support at: info@pin.tax or via "Contact Us" on Pin.tax.

NOTICE
PinTax may give notice by means of a general notice on the Services, electronic mail to your email address in your Account, or by written communication sent by first class mail or pre-paid post to your address in your Account. Such notice shall be deemed to have been given upon the expiration of 48 hours after mailing or posting (if sent by first class mail or pre-paid post) or 12 hours after sending (if sent by email). You may give notice to PinTax, with such notice deemed given when received by PinTax, at any time by first class mail or pre-paid post to Odixom Participation Limited (Stasinou 1, Mitsi Building 1, 1st floor, Flat/Office 4, P.C. 1060, Nicosia, Cyprus).

GENERAL
You may not assign this Agreement without PinTax's prior written approval. PinTax may assign this Agreement without your consent to: (i) an acquirer of PinTax's equity, business or assets; or (ii) a successor by merger. Any purported assignment in violation of this section shall be void. No joint venture, partnership, employment, or agency relationship exists between you, PinTax or any Tax Professional as a result of this Agreement or use of the Services. If any provision of this Agreement is held to be invalid or unenforceable, such provision shall be struck and the remaining provisions shall be enforced to the fullest extent under law. PinTax's failure to enforce any right or provision in this Agreement shall not constitute a waiver of such right or provision unless acknowledged and agreed to by PinTax in writing.

Website Pin.tax is in beta-testing for the period up to 15.01.2017. During beta testing some features of the site may not be available or work properly.
PinTax can independently decide to reduce or extend the period of beta testing. In accordance to it, some changes will be made to the appropriate user agreements.

If you have any questions you can submit your request to PinTax Customer Support at: info@pin.tax or via "Contact Us" on Pin.tax. PinTax Customer Support operates according to the schedule on the PinTax Site.

Effective Date: 11-08-2016

User’s Tariff Plans of PinTax Services

1.BASIC PLANS:

1.1. Name of plan: START
Price: Free
Description:  This plan includes 5GB of memory where you can store your documents (checks, receipts, invoices, tax returns, etc.)
Period of usage : Constant use (site life period)

1.2. Name of plan: FEDERAL 1 
Price: $29
Description: This plan includes the preparation of tax returns for taxpayers with one type of income (Employment W-2 OR Unemployment 1099-G OR Social Security BenefitsSSA-1099 OR other).
This plan is also for taxpayers with multiple forms of the same income  (for instance: 2 or more forms W-2).
This Plan does not include any dependents. If you want to file your children (or other dependents) this year, add Dependent Plan in the Additional plans.
Time preparation limit: 3 days after receiving all necessary documents

1.3. Name of plan: FEDERAL 2 
Price: $68
Description: This plan includes the preparation of tax returns for taxpayers with 2-3 types of income (Employment W-2 AND/OR Unemployment 1099-G  AND/OR Social Security Benefits SSA-1099 AND/OR other).
A taxpayer may have several forms of the same type of income, but the types of income can not be more than three.
This Plan does not include any dependents. If you want to file your children (or other dependents) this year, add Dependent Plan in the Additional plans.
Time preparation limit: 3 days after receiving all necessary documents.

1.4. Name of plan: FEDERAL 3 
Price: $137
Description:  The plan includes the preparation of tax returns for taxpayers with 4-5 types of income and credits (Employment W-2 AND/OR Unemployment 1099-G  AND/OR Social Security Benefits SSA-1099 AND/OR other).
A taxpayer may have several forms of the same type of income and credits, but the types of income and creditscan not be more than five (for instance: W-2, SSA-1099, 1098-T, 1099-G, 1099-INV).
This Plan does not include any dependents. If you want to file your children (or other dependents) this year, add Dependent Plan in the Additional plans.
Time preparation limit: 3 days after receiving all necessary documents.

1.5. Name of plan: FEDERAL 4 
Price: $236
Description:  This plan includes the preparation of  tax returns for taxpayers with 4-5 types of income and credits or itemized deductions (Employment W-2 AND/OR Unemployment 1099-G  AND/OR Social Security Benefits SSA-1099 AND/OR itemized deductions AND/OR other).
If you have less than 10 receipts for itemized deductions, our bookkeeping service will be free for you. If you have more than 10 receipts for itemized deductions, please, use our Bookkeeping service.
This Plan does not include any dependents. If you want to file your children (or other dependents) this year, add Dependent Plan in the Additional plans.
Time preparation limit: 5 days after receiving all necessary documents.

1.6. Name of plan:  FEDERAL 5 for Self-Employed
Price: $129 
Description:  This plan includes the preparation of tax returns for taxpayers were was self-employed this year and did not have other types of Income (W-2 or 1099-Inv etc.).
If you have less than 10 receipts of your income or expenses, our bookkeeping service will be free for you. If you have more than 10 receipts of your income or expenses, please, use our Bookkeeping service.
This Plan does not include any dependents. If you want to file your children (or other dependents) this year, add Dependent Plan in the Additional plans.
Time preparation limit: 5 days after receiving all necessary documents.

1.7. Name of plan: FEDERAL 6 for Self-Employed
Price: $199 
Description:  This plan includes the preparation of tax returns for taxpayers who were self-employed this year and had other types of Income (W-2 or 1099-Inv etc.).
If you have less than 10 receipts of your income or expenses, our bookkeeping service will be free for you. If you have more than 10 receiptsofyour income or expenses, please, use our Bookkeeping service.
This Plan does not include any dependents. If you want to file your children (or other dependents) this year, add Dependent Plan in the Additional plans.
Time preparation limit: 5 days after receiving all necessary documents.

1.8. Name of plan:  STATE 1 
Price: $19
Description:  This plan includes the preparation of tax returns for taxpayers with one type of income (Employment W-2 OR Unemployment 1099-G  OR Social Security Benefits SSA-1099 OR other).
This plan also for taxpayers with multiple forms of the same income  (for instance: 2-3 forms W-2).
Time preparation limit: 3 days after receiving all necessary documents.

1.9. Name of plan:  STATE 2 
Price: $48
Description:  This plan includes the preparation of tax returns for taxpayers with 2-4 types of income (Employment W-2 AND/OR Unemployment 1099-G  AND/OR Social Security Benefits SSA-1099 AND/OR other).
A taxpayer may have several forms of the same type of income, but the types of income can not be more than four.
Time preparation limit: 3 days after receiving all necessary documents.

1.10.Name of plan:  STATE 3 
Price: $87
Description:  This plan includes the preparation of tax returns for taxpayers with 4-5 types of income and credits (Employment W-2 AND/OR Unemployment 1099-G  AND/OR Social Security Benefits SSA-1099 AND/OR other).
A taxpayer may have several forms of the same type of income and credits, but the types of income and credits can not be more than five (for instance: W-2, SSA-1099, 1098-T, 1099-G, 1099-INV).
Time preparation limit: 3 days after receiving all necessary documents.

1.11. Name of plan:  B-KEEP 1 
Price: Free
Description:  This plan includes Bookkeeping service for taxpayers with less than 10 receipts of income and expenses.
This plan used when you choose our  Plans for Self-Employed  (Federal 5, Federal 6).
Time preparation limit: 5 days after receiving all necessary documents.

1.12. Name of plan:  B-KEEP 2 
Price: $29 per hour of Tax Professional work
Description:  This plan includes Bookkeeping service for taxpayers with more than 10 receipts of income and expenses.
Time preparation limit: 5 days for report after receiving all necessary documents.

1.13. Name of plan: CONSULT 
Price: $29 per hour of Tax Professional work
Description:  Tax Professionals work with documents posted in the client’s profile only. If the client needs additional service (to find the exemption from ACA penalty, advice about HSA, IRA etc.), the tax professional can offer help in these problems for an additional charge. Tax Professionals also can help taxpayers with request for innocent spouse relief, splitting benefits between divorced parents, residential energy credits etc.
The tax professional will evaluate the time needed to fulfill your request and send you a bill. If you accept it, work can begin.
Time preparation limit: 5 days for report after receiving all necessary documents.

2.ADDITIONAL PLANS:
This Additional Plans can be added to Basic plan in some cases.  It depends on the user’s situation and coordinate between Taxpayer and Tax Professional. Time preparation limit for plans DEPEND1-5: +1 day after receiving all necessary documents.

2.1. Name of plan: DEPEND 1 
Price: $40 
Description:  This plan for first depend, added to FEDERAL & STATE plans

2.2. Name of plan: DEPEND 2 
Price: $60  
Description:  This plan for 2 dependents, added to FEDERAL & STATE plans

2.3. Name of plan: DEPEND 3
Price: $80  
Description:  This plan for 3 dependents, added to FEDERAL & STATE plans

2.4. Name of plan: DEPEND 4 
Price: $100
Description:  This plan for 4 dependents, added to FEDERAL & STATE plans

2.5. Name of plan: DEPEND 5
Price: $120
Description:  This plan for 5 dependents and more, added to FEDERAL & STATE plans

2.6. Name of plan:  BIGGER
Price: $20  
Description:  +20 GB for storage per year