Terms of Service

1. Introduction and Acceptance

These Terms of Service ("Terms") constitute a legally binding agreement between you ("Client," "you," or "your") and TaxPilota ("Company," "we," "us," or "our"), a business advisory firm headquartered at 1800 Wazee St, Denver, CO 80202, United States. These Terms govern your access to and use of our website located at taxpilotra.com and all advisory services provided by TaxPilota.

By accessing our website, submitting an inquiry, or entering into any advisory engagement with TaxPilota, you acknowledge that you have read, understood, and agree to be bound by these Terms in their entirety. If you do not agree with any part of these Terms, you must not use our website or engage our services.

TaxPilota reserves the right to update or modify these Terms at any time. We will notify clients of material changes via email or by posting a prominent notice on our website. Your continued use of our services following such notification constitutes acceptance of the revised Terms.

2. Description of Services

TaxPilota provides IT consulting and advisory services focused exclusively on operational process optimization. Our services include, but are not limited to:

• SaaS Selection Advisory: Research, evaluation, and recommendation of software-as-a-service platforms suited to your operational needs and budget.
• Workflow Analysis and Digital Organization: End-to-end mapping and analysis of your existing business processes, identification of inefficiencies, and delivery of structured improvement recommendations.
• Automation Strategy: Development of prioritized roadmaps identifying automation opportunities, tool candidates, and implementation sequencing.
• Operational Workflow Design: Creation of documented standard operating procedures, role assignments, and workflow diagrams for implementation by your team.
• General IT Advisory and Consulting: Strategic guidance on technology selection, operational architecture, and process improvement.

All services provided by TaxPilota are advisory and consulting in nature only. We do not provide financial services, accounting services, tax advice, legal services, or investment advice. We do not host software, manage client systems, implement technical solutions, or execute operational processes on behalf of clients.

3. Scope and Limitations of Advisory Services

3.1 Advisory Only

TaxPilota's engagement with any client is strictly limited to providing advice, recommendations, analysis, and documentation. All recommendations are delivered as advisory deliverables for the client's consideration. TaxPilota does not guarantee that any recommendation, if implemented, will produce a specific outcome.

3.2 No Implementation Services

TaxPilota does not implement, configure, or manage any software, system, or process on behalf of clients. Any technical implementation, software configuration, vendor negotiation, or operational change is the sole responsibility of the client and their chosen vendors or employees.

3.3 No Financial or Legal Advice

Nothing in any TaxPilota deliverable, report, recommendation, or communication constitutes financial, legal, tax, accounting, or investment advice. Clients should consult qualified financial, legal, and tax professionals for advice in those domains.

3.4 Vendor Independence

TaxPilota does not hold affiliate agreements, referral partnerships, or any financial arrangement with any software vendor or service provider. Tool recommendations are made solely on the basis of fit for the client's operational context.

4. Client Responsibilities

In order to receive effective advisory services, the client agrees to:

• Provide accurate, complete, and timely information about their business operations, processes, and technology environment.
• Make relevant personnel available for interviews, workshops, and review sessions as required by the engagement scope.
• Review and provide feedback on deliverables within agreed timelines.
• Not provide TaxPilota with any confidential third-party information without appropriate authorization to share such information.
• Understand that advisory recommendations require client-side evaluation, decision-making, and implementation.
• Maintain all necessary licenses, subscriptions, and legal permissions for any software or tools they choose to adopt based on TaxPilota recommendations.

5. Engagement Process and Deliverables

Each advisory engagement begins with a scoping call to define objectives, timelines, and deliverable formats. Following scoping, TaxPilota will provide a written Statement of Work ("SOW") outlining the engagement scope, fees, and timeline. No work will commence until the SOW is agreed upon by both parties in writing.

Deliverables may include written reports, process maps, workflow diagrams, software comparison matrices, implementation roadmaps, and SOP documentation. All deliverables are provided in digital format. TaxPilota retains the right to use anonymized, non-identifiable versions of methodologies and frameworks developed during engagements for internal knowledge base purposes.

6. Fees, Payment, and Invoicing

Service fees are as outlined in the applicable Statement of Work. Fees reflect US market advisory rates and are quoted in US Dollars (USD). All invoices are due within fifteen (15) days of the invoice date unless otherwise agreed in the SOW.

TaxPilota reserves the right to suspend advisory services for accounts with overdue invoices. A late payment fee of 1.5% per month may be applied to balances outstanding beyond thirty (30) days. Clients are responsible for all applicable taxes associated with advisory services received.

7. Intellectual Property

Upon full payment of all fees associated with an engagement, TaxPilota grants the client a non-exclusive, non-transferable license to use all project-specific deliverables for their internal business operations. TaxPilota retains all rights to its proprietary methodologies, frameworks, templates, and tools developed independently of the specific client engagement.

The client may not resell, sublicense, or distribute TaxPilota deliverables to third parties without explicit written consent from TaxPilota.

8. Confidentiality

Both parties agree to maintain the confidentiality of all non-public information shared during an engagement. TaxPilota will not disclose client business information, processes, financials, or strategic plans to any third party except as required by applicable law or with the client's explicit written consent. Clients agree not to disclose TaxPilota's proprietary methodologies, pricing, or internal documentation.

9. Limitation of Liability

To the maximum extent permitted by applicable law, TaxPilota's total liability to any client for any claim arising out of or related to advisory services shall not exceed the total fees paid by the client in the three (3) months preceding the event giving rise to the claim.

TaxPilota shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, revenue, data, or business opportunity, even if advised of the possibility of such damages.

TaxPilota's advisory recommendations are provided on a best-efforts basis. We make no warranty, express or implied, that implementing our recommendations will produce specific financial, operational, or business outcomes.

10. Indemnification

Client agrees to indemnify, defend, and hold harmless TaxPilota, its officers, employees, and advisors from any claims, losses, damages, liabilities, and expenses (including reasonable attorneys' fees) arising from: (a) client's misuse of advisory deliverables; (b) client's breach of these Terms; (c) client's violation of any third-party rights; or (d) any decisions made by the client based on TaxPilota's advisory recommendations.

11. Termination

Either party may terminate an engagement with fourteen (14) days written notice. In the event of termination, the client is responsible for payment of all fees earned up to the termination date, including a proportional share of any fixed-fee deliverables that have been partially completed. TaxPilota may terminate immediately and without notice if the client engages in conduct that is unlawful, fraudulent, or harmful to TaxPilota's reputation or business.

12. Governing Law and Dispute Resolution

These Terms are governed by the laws of the State of Colorado, United States, without regard to its conflict of law provisions. Any dispute arising under these Terms that cannot be resolved informally shall be submitted to binding arbitration in Denver, Colorado, under the rules of the American Arbitration Association. The prevailing party in any dispute shall be entitled to recover reasonable attorneys' fees.

13. Entire Agreement

These Terms, together with any applicable Statement of Work, constitute the entire agreement between TaxPilota and the client with respect to advisory services and supersede all prior agreements, representations, or understandings of any kind.