1. We are not the IRS, U.S. Treasury, or any government agency
Clear Path Tax Help is a private business. We do not speak for, represent, or warrant any communication with the Internal Revenue Service, any state taxing authority, any federal or state court, any United States territory revenue agency, any municipal business tax office, or any Native nation tax authority unless a separate writing signed by an authorized government official says otherwise. Official notices, transcripts, IDRS prints, Integrated Data Retrieval System extracts you authorize professionals to pull, CAF numbers, PTINs, EFINs, bonding, licenses, and powers of attorney should be verified by you with the issuing authority; do not rely on our branding, colors, or telephone greeting as proof of government affiliation.
2. Educational and marketing content only (no personalized advice here)
Website copy, downloads, calculators, FAQs, webinars, transcripts, blog posts, even when authored by credential-holders, is generalized and may omit facts decisive in your matter. Examples simplify arithmetic, presume continuous compliance assumptions that may fail in audits, and may use rounded figures. Nothing here is personalized legal advice, accounting advice under state board rules, Circular 230 covered written advice when not issued by appropriately authorized persons under supervisory procedures, appraisal within USPAP if appraisal is referenced illustratively rather than formally, appraisal within IVS if multinational property is modeled, forensic accounting sufficiently complete for tribunal submission, economist projection admissible under Daubert-style standards absent expert engagement retained by counsel, or guarantee that any examiner, revenue officer, settlement officer, appeals officer, Office of Chief Counsel delegate, Automated Underreporter system, Automated Substitute for Return posture, Automated Levy Program, Passport Certification program, Passport decertification program, private debt collection agency liaison if ever applicable, Passport non-certification timelines, Innocent Spouse relief evaluation, transferee surcharge evaluation, fiduciary surcharge evaluation, or judge will agree with illustrative conclusions.
3. No assurance of outcomes, timelines, forgiveness, or “programs”
Tax administration is fact-specific and discretionary in many respects. Non-exhaustive examples of matters that frequently fail despite strong marketing narratives include Offers in Compromise (all three tracks), partial-pay installment agreements, streamlined installments when filing history is imperfect, lien withdrawal/subordination requests, levy releases for equitable hardship, innocent spouse petitions, penalty abatements, audit reconsiderations, ERC claims under heightened scrutiny, trust fund defenses, transferee assertions, cryptocurrency tracing disputes, worker classification defenses, promoter penalty defenses, and any strategy involving interplay between refund statutes, assessment statutes, bankruptcy nondischargeability of priority/trust fund liabilities, passport certification, and other cross-disciplinary issues.
Marketing language such as “pennies on the dollar,” “guaranteed savings,” “fast IRS negotiation,” or “stop collections today” expresses aspirations or historical anecdotes only unless a signed engagement expressly warrants otherwise with caps and exclusions you negotiate with counsel.
Aggregate “savings” figures in marketing, even if truthful for a de-identified cohort, do not predict your outcome. Individual results vary with documentation, examiner assignment, managerial review, appellate rights exercised or waived, statutes of limitation, lien priority fights with lenders, homestead exemptions defeating levies imperfectly described online, tenancy by entireties quirks in selected states, forged signature defenses, preparer malpractice cross-claims delaying resolutions, multilingual translation errors in examiner interviews, an inexhaustible list rendering guarantees impossible ethically.
4. Fees, prepaid services, financing, and refunds
You may owe separate fees to us and to independent professionals or vendors, retainers, hourly or flat programs, evergreen billing authorities, ACH pulls, financed payment plans from third-party lenders, carrier/aggregator pass-through messaging costs, experts engaged by counsel, mediators, arbitrators, court reporters, e-discovery hosting, translation and apostille services, specialized tax or litigation counsel, tracing vendors, and other pass-through costs. This list is illustrative only; your matter may require none or many of these items.
Refund policies, if any, appear only in executed engagement materials and may exclude work already performed, third-party pass-through costs non-refundable from upstream vendors, minimum retainers non-refundable when law permits, government filing fees non-refundable if already tendered, finance fees charged by lenders non-refundable if loan documents say so, and analogous carve-outs. Non-payment may cause withdrawal of representation consistent with professional rules and contracts; non-payment may leave you self-represented during critical deadlines, plan liquidity accordingly.
5. Third parties, referrals, and compensation transparency
We may receive compensation, fees, marketing allowances, lead-generation bounties, revenue shares, software subsidies, conference sponsorships, affiliate commissions, or other valuable consideration, for referrals or coordination with service providers. When applicable law requires disclosure of such arrangements, we provide additional detail in the specific contract or addendum governing the referred relationship. You should ask every professional you retain to disclose conflicts in writing before you sign.
6. Communications technologies and recording
Calls, texts, emails, portal chats, videoconferences, voicemail transcription, conversational AI triage with human escalation, and marketing automation may be recorded, logged, retained, analyzed for quality assurance, training, regulatory defense, subpoena responses, billing substantiation, and may be routed through vendors globally with data processing agreements imposing commercially reasonable safeguards but imperfect security. Laws on single-party versus all-party consent to record vary; do not consent to recordings if unlawful in your geography without affirmative permission of other participants, we expect you to announce recording duties at call start where your counsel advises you must. Automated text/SMS/email deliverability suffers during carrier incidents; revocation instructions appear in footer copy where required, supplemented by Privacy Policy specifics.
7. Fair Debt Collection Practices Act, Telemarketing Sales Rule, State debt relief statutes, UDAP statutes
Federal and state protections designed for unsecured consumer creditors may or may not map cleanly onto federal or state tax assessments and their collection tools. Regardless, we aim to comply with applicable laws governing marketing claims, deceptive practices, dialing and texting when we conduct covered communications, finance-related disclosures when we advertise payment options, testimonials and endorsements, and earnings claims when we publish comparables. We do not warrant that every blog paragraph, SMS template, multilingual creative asset, or archived ad snapshot remains compliant with every jurisdiction after law changes. Spoofing, SMS pumping fraud, flash calling misattribution, short-code lease misconfigurations by upstream aggregators, STIR/SHAKEN anomalies, or unauthorized AI voice clones may falsely associate activity with our brand, verify caller identity and URLs before paying anyone.
8. Technology, websites, portals, analytics, and AI limitations
Software may contain defects, leak data during zero-day windows, misroute attachments, mis-time cron jobs for deadline reminders, mislabel time zones for international filers, duplicate tickets causing staff confusion, misapply spam heuristics blocking your legitimate documents, mis-OCR scanned IRS notices into wrong years, hallucinate summaries if large language models preprocess intake notes incorrectly supervised, never rely on portal status alone when statutory deadlines loom; independently verify with IRS transcripts, practitioner hotlines compliant with Circular 230 limitations, and postal tracking for certified filings.
9. Bankruptcy, Offers in Compromise, and overlaps
Bankruptcy petitions, avoidance actions, nondischargeability complaints, plan treatment of priority taxes, plan treatment of trust fund portions, plan feasibility fights, stay relief motions for taxing authorities seeking to assess or file proofs of claim, cramdown controversies unrelated to tax but affecting liquidity for tax installments, DIP financing covenants interacting with taxing authority escrow demands, often require counsel outside any introductory marketing site. Discuss timing with competent counsel before paying “resolution” vendors if you contemplate bankruptcy: transfers deemed preferences or fraudulent conveyances may complicate plans.
10. Children’s data
Our services are not directed to children under sixteen (16). We do not knowingly collect children's personal information for marketing. If you believe we received such data inadvertently, notify us promptly via /contact.
11. Geography, embargo, sanctions, cryptocurrency
Interactions may be unlawful for embargoed jurisdictions, sanctioned parties, sanctioned wallet addresses rumored on social rumor boards, but not always accurately, or other restricted persons. Cryptocurrency transactions irreversible erroneously routed are your risk absent a formal written custody agreement with indemnities you negotiated with competent counsel. We disclaim advising you on sanctions law beyond directing you to OFAC guidance and counsel.
12. Testimonials, case studies, reviews
Any anecdotal outcome may omit adverse facts and may rely on shorthand phrasing barred by nuanced truth-in-advertising standards if replicated without substantiation dossiers contemporaneously maintained. Monetary savings references may omit interest continues to run until paid, liens harm credit even after resolution, emotional costs, opportunity costs of staff time, alternative resolution costs, and tax consequences of settlements. Do not infer similar outcomes.
13. Change log
We may revise this page to reflect business changes, regulatory guidance, or risk management. The “last updated” header controls for casual readers; archived copies may exist on third-party mirrors we do not control, rely only on the copy served from our primary domain.
14. Contact
Questions: call 1 (888) 927-6275 or use the confidential contact form. Keep copies of everything you send.