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Legal · Terms of Use

Terms of use

Effective and last reviewed: May 1, 2026. Operating entity conducting business as Clear Path Tax Help (“we,” “us,” or “our”) provides this website subject to these Terms of Use (“Terms”). By accessing or using the site, by browsing, submitting a form, calling 1 (888) 927-6275, or otherwise, you agree on behalf of yourself or the organization you represent. If you do not agree, discontinue use immediately.

1. Eligibility

You represent that you are at least eighteen (18) years old and able to form a binding agreement. If you are submitting information about another person, such as a spouse, business partner, or fiduciary, you certify you have authority to do so consistent with law and any privacy obligations owed to them.

2. Nature of the website

This website publishes general educational and marketing materials about tax relief themes and related workflows. Availability of the site does not imply that any specific program, installment plan, settlement, abatement, penalty relief, levy release, or other remedy is available, achievable, advisable, economically sensible, lawful in your jurisdiction, timely, expedited, favored by the IRS or a state, guaranteed, warranted, endorsed, simulated, precedent-based, comparable to others’ outcomes, confidential at the taxing authority, or exempt from enforcement. Statutes of limitation, procedural deadlines, lien priority, collateral consequences with lenders and immigration, and similar issues may apply even where not discussed online.

3. No attorney–client or other professional relationships from browsing

Merely contacting us via web form or telephone, or receiving a courtesy response, does not by itself establish an attorney–client relationship, a certified public accountant engagement, enrolled agent engagement, or any other fiduciary professional relationship absent a separate formal written engagement that expressly states roles, scope, jurisdictions, disclosures, remedies, supervisory rules, malpractice coverage, signatures, identifiers, retention terms, substitution of counsel or preparer, and termination rights. Until then, do not assume privilege, nondisclosure, file retention, escalation paths, supervisory review, contingency fee rules, escrow, prepaid fund handling, refunds, or guaranteed priority response.

4. Referrals, coordination, and third-party services

We may provide intake, general education, marketing, introductions, scheduling assistance, questionnaires, illustrative examples, calculators, document checklists, and facilitation that does not constitute legal, tax, or accounting representation unless a separate engagement letter or statement of work clearly says otherwise. Tax preparation; audit, appeals, collections, lien, levy, summons, Criminal Investigation liaison where applicable through licensed counsel only; penalty relief advocacy; Offers in Compromise; installment agreements; trust fund defenses; bookkeeping; appraisals; litigation; lending; insurance; SaaS; dialing/SMS/email infrastructure; CRM/hosting vendors; transcription; translation; couriers; courthouse and lien-record vendors; fractional CFO-style advisory, and many analogous functions, may involve independent professionals retained by you or introduced to you. Their fees, timelines, fiduciary duties, supervisory rules, cancellations, malpractice exposure, subpoena posture, substitutions of provider, record portability, outages, ACH/card disputes, multilingual staffing, escrow/prepaid-retainer nuances, billing disputes, financing surcharges, and substantive IRS or state determinations, including acceptance of any resolution package, are governed solely by contracts between you and those parties and controlling law.

We disclaim liability for acts or omissions by third parties; miscommunications between you and them; upstream outages affecting deliverability or filing timeliness when they control filings; revocation of Powers of Attorney; inaccuracies you certify that propagate into downstream filings; transferee/successor/alter-ego issues revealed after diligence gaps, except where a tribunal determines we negligently misrepresented facts with proximate causation, in which event Section 11 caps still apply.

5. Your information and honesty

You agree to supply accurate identifiers and truthful facts, including where relevant: income characterization, dependents, withholding, filings, transcripts, Accounts Management history, Automated Collection System history, lien/levy history, bankruptcies contemplated or filed, trust fund exposures, payroll tax exposures, cryptocurrency and digital asset events, international information returns, FIRPTA/FATCA footprints, captive or listed-transaction footprints, summons or criminal-referral history, domicile/residency sourcing, marketplace and economic nexus postures across states and localities, motor fuel / tobacco / highway / employment tax footprints, Responsible Officer / Trustee exposures, transferee exposures, equitable tolling doctrines you assert, penalty defenses grounded in facts, and whatever else a professional determines material. Omissions materially worsening posture are your responsibility once professionals warn you orally or in writing unless you contemporaneously remedy with documentation.

You will not misuse the Site to threaten staff, propagate malware or spam, mislead regulators, impersonate taxing authorities or our brand, tamper with evidence, circulate deepfakes alleging agency endorsements we never made, or pursue sanctions evasion, money laundering, straw-person structures, bogus whistleblowing, synthetic identities, counterfeit IRS letters, swarm harassment, scraping designed to degrade systems, probing for vulnerabilities absent an express coordinated disclosure lane we publish, or analogous misconduct. We may refuse or terminate services, report crimes where mandated, preserve and produce records pursuant to lawful process consistent with Privacy Policy carve-outs.

6. Fees, estimates, and scope changes

Marketing copy, webinars, voicemail summaries, calculators, and verbal ballparks describing retainers, flat fees, subscriptions, phased payments, ACH templates, pass-through telecom surcharges, illustrative refund tiers, promotional “guarantee” language (even on archived screenshots), financing through unrelated lenders, travel for hearings, duplication, certified mail, courthouse filings, mediation/arbitration deposits, experts engaged by downstream counsel, appellate record costs, rush or multilingual coordination fees, CPI adjustments, evergreen renewals, and analogous figures are non-binding until confirmed in a contemporaneous writing signed by our authorized representative, referencing these Terms (by URL) and enumerating scope, exclusions, substitutions, escalation contacts, auto-renew windows, and any dispute procedure that may modify Section 13.

We may correct or withdraw quotes, without honoring stale captures from archive bots, phishing clones, forged PDFs, spoofed Caller ID/SMS, typosquatted domains, non-compliant influencer posts, or ephemeral social stories missing endorsement disclosures, even when errors stem from imperfect voicemail transcription. Deposits may be non-refundable when separate engagement materials say so and law permits.

7. Communications consent (calls, SMS/MMS/RCS, voicemail drops, email, and autodialed or prerecorded voice where lawful)

Providing a telephone number or email constitutes express written consent (including e-sign equivalents) for us, and subsidiaries, successors, fulfillment partners compliant with vendor agreements, to contact you via live or automated dialing, voicemail drops permitted in your geography, SMS/MMS/RCS/WhatsApp commerce channels where separately opted-in and platform rules permit, machine-enabled conversational bots only when conspicuously disclosed beforehand, multilingual scripts possibly involving machine translation with known error rates, and email, about services you inquired into, confirmations, transactional messaging, reminders, and, if you later opt in, newsletters or campaign-style nurturing. Carrier message and data rates apply; deliverability suffers during outages upstream of carriers; spoofed Caller ID phishing may imitate our numbering ranges despite remediation; spoofed URLs may imitate our branding; emoji rendering may vary by OS yet not alter revocation obligations we honor per law.

You represent you either own each number/email or have authority from the subscriber. Numbers on Do Not Call registries remain callable only to the extent statutory or regulatory exemptions for established business relationships, transactional permissions, consent you grant, debt-related calls defined by applicable statutes, or analogous bases apply, we do not promise perfect regulatory classification mapping for ambiguous tax-account fact patterns. Revoke promotional communications via STOP/UNSUBSCRIBE or by written notice through /contact, consistent with TCPA and analogous state laws, CAN-SPAM, wireless best practices, and telemarketing or debt relief rules when they apply to campaigns we run. We honor revocations promptly and without charging unlawful fees and may request reasonable identity verification.

8. Intellectual property

Materials on the Site, copy, visuals, calculators, spreadsheets (which may error if macros disabled), gated PDF decks with fonts licensees must supply themselves, captions with ASR inaccuracies, hashtags, thumbnails, podcast waveforms where applicable, webinars with verbally announced legal caveats mirrored in captions, compilations analogous to procedural checklists sanitized of downstream professionals' confidential notes, design trade dress palettes and rounded layouts subject to iterative experimentation, remain owned by us or licensors absent an express license. You may view/download reasonable excerpts for personal, non-commercial use. Automated scraping violating robots instructions, framing or hotlinking to siphon bandwidth, training generative models on our corpus without consent, circumvention of access controls/paywalls/embargoed CDN regions, deceptive metatags, typosquatting/cybersquatting, diluting trade dress, or distributing slide decks violating third-party font EULAs, all require prior written permission.

9. Prohibited uses

You will not reverse engineer any non-public API if ever exposed inadvertently, inject scripts into forms, probe for vulnerabilities except coordinated disclosure we explicitly invite in a responsible disclosure policy if ever published, generate artificial traffic to distort analytics, generate artificial call volume to exhaust staff, generate artificial chargebacks to upstream card processors, generate artificial regulatory complaints designed to silence lawful speech, coordinate straw complaints with competitors, seed defamatory reviews with synthetic identities, coordinate bot swarms to flag our social posts, coordinate DMCA abuse against our marketing videos if ever published, mis-use accessibility tooling to spam support in ways that degrade service for disabled users, among other misuses we may add by policy updates.

10. Warranty disclaimer

THE SITE AND ANY COMMUNICATIONS ARE PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, ACCURACY, TIMELINESS, FREEDOM FROM INTERRUPTION, FREEDOM FROM HARMFUL CODE, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE. SOME JURISDICTIONS DO NOT ALLOW EXCLUSIONS; IN THOSE JURISDICTIONS, EXCLUSIONS APPLY TO THE MAXIMUM EXTENT PERMITTED.

11. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE AND OUR OFFICERS, DIRECTORS, EMPLOYEES, CONTRACTORS, AGENTS, AFFILIATES, SUCCESSORS, AND ASSIGNS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, PUNITIVE, OR MULTIPLIED DAMAGES, OR FOR LOST PROFITS, LOST REVENUE, LOST GOODWILL, LOST DATA, BUSINESS INTERRUPTION, COVER, REPUTATIONAL HARM, EMOTIONAL DISTRESS, OR COST OF SUBSTITUTE SERVICES, EVEN IF ADVISED OF THE POSSIBILITY, ARISING OUT OF OR RELATED TO THE SITE OR THESE TERMS. OUR AGGREGATE LIABILITY FOR DIRECT DAMAGES TIED TO THE SITE OR THESE TERMS WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID US DIRECTLY IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM OR (B) ONE HUNDRED U.S. DOLLARS (US$100), EXCEPT WHERE PROHIBITED. THESE LIMITATIONS ARE ESSENTIAL TO ALLOCATION OF RISK AND PRICING.

12. Indemnity

You will defend, indemnify, and hold harmless us and our personnel from third-party claims, losses, liabilities, and expenses (including reasonable attorneys' fees) arising from your breach of these Terms, your misuse of the site, your violation of law, your inaccurate submissions, your dispute with the IRS or a state, your dispute with a vendor we introduced, your conduct toward our staff, your social media posts referencing us in ways that create association confusion, your publication of purported recordings of calls made without required two-party consent where applicable, your publication of purported transcripts generated by non-neutral ASR engines with hallucinated dialogue, except where indemnity is prohibited.

13. Disputes, arbitration election (read carefully)

Unless a governing written engagement says otherwise, or unless an arbitrator determines a claim is exempt as a small claim filed in court of limited jurisdiction, we may elect binding arbitration administered by a mutually agreeable arbitration provider before suit, with fees allocated per provider rules unless law requires fee shifting for prevailing consumers. CLASS ACTIONS AND CLASS ARBITRATIONS ARE WAIVED WHERE PERMISSIBLE; JURY TRIALS ARE WAIVED WHERE PERMISSIBLE. If any provision is unenforceable, it will be narrowed; the remainder survives. You waive any objection based on inconvenient forum unless mandatory venue statutes for consumer protection forbid waiver in your jurisdiction. Nothing limits our right to seek injunctive relief for misuse of intellectual property, misuse of portals, scraping, phishing coordination, counterfeit brand usage, ransomware demands referencing our brand, even if spoofed, or other irreparable misuse.

14. Modifications

We may update these Terms by posting revisions with a refreshed “effective date.” Continued use after posting constitutes acceptance of the revised Terms for new interactions prospectively unless law requires affirmative re-consent for certain channels.

15. Contact

Questions about these Terms should be routed through our confidential contact channels, including telephone 1 (888) 927-6275. Preserve written records whenever possible.

For privacy practices governing personal information, see our Privacy Policy.