Tax Preparer Participation Agreement

Effective Date: August 16, 2026

IMPORTANT: THIS AGREEMENT REQUIRES INDIVIDUAL BINDING ARBITRATION AND WAIVES JURY-TRIAL, CLASS-ACTION, CLASS-ARBITRATION, COLLECTIVE-ACTION, AND REPRESENTATIVE-ACTION RIGHTS, SUBJECT TO SECTION 23. This Tax Preparer Participation Agreement (the “Agreement”) is entered into by and between Get My Preparer, LLC, a Florida limited liability company (“Operator,” “Get My Preparer,” “we,” “us,” or “our”), and the tax return preparer, tax professional, tax preparation business, or other participating provider that accepts this Agreement (“Preparer,” “you,” or “your”).

This Agreement becomes binding when Preparer signs it, checks an acceptance box, creates or activates a Preparer account after being presented with it, or otherwise electronically accepts it. The parties agree as follows:

1. Platform and Agreement Structure

Operator operates an online tax preparer marketplace and information platform (the “Platform”) that helps taxpayers identify and connect with participating Preparers. The Platform may offer profiles, matching tools, Match Previews, Unlocked Matches, advertising, sponsored placement, account tools, communications, billing, and related marketplace services.

This Agreement governs Preparer's participation in the Platform. The commercial terms applicable to a paid plan, Lead, or feature—including the fee model, price, billing trigger, payment methods, taxes, discounts, promotions, refund and cancellation terms, subscription or renewal terms, if any—will be clearly displayed on the Platform before Preparer enrolls in, purchases, or accepts the applicable plan, Lead, or feature. Those displayed commercial terms are incorporated into this Agreement when Preparer electronically accepts them or proceeds with the applicable paid transaction. If Preparer also accepts the Terms of Use, this Agreement governs the Preparer account and participation and controls over the Terms of Use in the event of a conflict. Sections 23 and 24 of the Terms of Use do not apply to disputes arising from or relating to Preparer participation governed by this Agreement. For clarity, disputes between Operator and Preparer relating to professional services, fees, Leads, or participation in the Platform are governed exclusively by Section 23 of this Agreement and not by the dispute-resolution provisions in the Terms of Use.

Operator is a marketplace and marketing service only. Operator does not prepare tax returns, provide tax, legal, accounting, financial, or professional advice, act as an electronic return originator, supervise Preparer's professional services, or represent taxpayers before the IRS or any state tax authority.

2. Definitions

“Basic Marketplace Information” means limited information submitted by a Taxpayer for matching purposes, such as general location, preferred language, remote or in-person preference, general filing category, high-level service needs, and timing preferences.

“Contact Information” means a Taxpayer's name, email address, phone number, or other information that enables direct identification or communication.

“Match Preview” means a limited description of a Taxpayer's request made available to one or more potentially eligible Preparers before the Taxpayer selects or accepts a Preparer. A Match Preview does not include Contact Information, exact street address, tax documents, or Sensitive Tax Information.

“Preparer Interest” means a Preparer's indication that the Preparer would like to be considered by the Taxpayer based on a Match Preview.

“Mutual Match” means the stage at which a Preparer has expressed interest and the Taxpayer has affirmatively selected or accepted that Preparer.

“Unlocked Match” means a Mutual Match for which the Platform releases Contact Information or otherwise enables direct request-related communication between the Taxpayer and Preparer.

“Lead” means an Unlocked Match or another taxpayer inquiry, appointment request, direct profile inquiry, or contact opportunity made available through the Platform under commercial terms displayed to and accepted by Preparer.

“Marketing Fee” means any Unlocked Match fee, lead fee, subscription fee, advertising fee, sponsored-placement fee, profile fee, platform-access fee, or similar charge paid for marketplace or marketing services.

“Lead Credit” means a non-cash account credit approved under Section 8. A Lead Credit is not a refund of tax preparation fees and does not represent an admission of error or liability.

“Purchased Credit” means a prepaid, non-cash Platform credit purchased for use toward eligible Leads or other Platform services under the commercial terms displayed and accepted at purchase. Purchased Credits are distinct from Lead Credits and promotional credits.

“Preparer State Authority Information” means information concerning PTIN, EFIN or ERO status, credential type, physical business location, service areas, state licenses, registrations, permits, bonds, claimed exemptions, filing authority, expiration dates, and other jurisdiction-related information.

“State Filing Authority” means any license, registration, permit, credential, exemption, bond, authorization, or other status required or relevant under applicable law for Preparer to prepare or file a return or provide related paid tax services.

“Manual Review” means a profile, match, credential, jurisdiction, or account status requiring additional review because information is incomplete, inconsistent, expired, unverifiable, or potentially noncompliant.

“Sensitive Tax Information” means Social Security numbers, taxpayer identification numbers, complete or partial tax returns, W-2s, 1099s, K-1s, income documents, bank information, dependent information, driver license images, refund information, or detailed tax-return information.

“Taxpayer” means an individual or business using the Platform to identify or connect with a Preparer.

3. Independent Preparer Relationship

Preparer is an independent business or professional and is not Operator's employee, agent, partner, joint venturer, franchisee, representative, fiduciary, or contractor for the purpose of providing tax preparation or professional services. Operator does not control Preparer's professional judgment, pricing, staffing, advice, engagement terms, work methods, scheduling, or performance.

Any tax preparation, filing, consultation, representation, refund-related service, or other professional engagement is solely between the Taxpayer and Preparer. Preparer must not state or imply that Operator endorses, supervises, certifies, guarantees, or is responsible for Preparer's services, credentials, advice, filings, fees, results, or taxpayer engagements.

4. Qualifications, Licenses, Registrations, and Compliance

By accepting this Agreement, Preparer represents, warrants, certifies, and covenants that throughout participation:

the individual accepting this Agreement has authority to bind the identified Preparer business;
Preparer and each person preparing or assisting with returns will maintain all PTINs, EFINs, licenses, registrations, credentials, permits, bonds, insurance, and other authorizations required for the services offered or performed;
all Preparer State Authority Information and other onboarding, profile, and billing information will be true, accurate, current, complete, and legally supportable;
Preparer will promptly update information that becomes inaccurate, incomplete, expired, suspended, revoked, restricted, investigated, or materially changed;
Preparer will determine, before expressing interest in or accepting a match, whether Preparer is lawfully permitted to serve the Taxpayer's jurisdictions, return types, and stated needs;
Preparer will comply with all applicable federal, state, and local laws, IRS and state-tax-agency rules, professional-responsibility rules, licensing and advertising rules, privacy and data-security requirements, and tax-return-information rules;
Preparer will determine whether each Marketing Fee or participation arrangement is permitted under the laws and professional standards applicable to Preparer;
Preparer will not engage in ghost-preparer conduct, refund diversion, deceptive refund estimates, unauthorized bank changes, improper fee deductions, abusive refund-product practices, or other unfair, deceptive, unlawful, or professionally improper conduct; and
Preparer will not guarantee a refund, credit, deduction, filing position, audit outcome, approval, settlement, or tax result unless the claim is legally permitted, truthful, and substantiated.

Preparer must notify Operator promptly if any credential, authority, insurance, bond, physical business location, EFIN, PTIN, registration, exemption, investigation, discipline, or other status materially changes. Operator may require supporting documents and may rely on Preparer-provided information, third-party sources, automated rules, and limited review processes. Preparer acknowledges that Platform screening, badges, match rules, routing, and review processes do not replace Preparer's independent duty to determine and maintain legal authority, professional competence, and compliance.

5. Personnel, Contractors, Vendors, and Account Security

Preparer is responsible for all acts and omissions of its owners, employees, contractors, subcontractors, offshore personnel, call centers, vendors, agents, and anyone using Preparer's account or accessing Match Preview, Lead, or Taxpayer information. Preparer must limit access to authorized personnel with a legitimate need and ensure they are bound by written confidentiality, privacy, security, communications, and compliance obligations at least as protective as this Agreement.

Preparer must maintain secure account credentials, use available multi-factor authentication, prevent shared or unauthorized access, and promptly notify Operator of suspected account compromise. Operator may treat activity through Preparer's account as authorized by Preparer unless Operator has received and had a reasonable opportunity to act on a compromise notice.

6. Taxpayer Engagements and Professional Responsibility

Preparer is solely responsible for engagement letters, fee disclosures, identity verification, taxpayer intake, privacy notices, Section 7216 consents where applicable, tax advice, return positions, calculations, forms, schedules, e-file authorizations, filings, amendments, refund-related products, representation, audit support, record retention, complaints, refunds, and all other professional obligations.

Preparer must ensure that each paid return is signed by the appropriate paid preparer and includes the required PTIN. Preparer must not ask or permit a Taxpayer to sign a blank, incomplete, or inaccurate return and must not file without required authorization.

7. Matching Process; No Guarantees; Non-Exclusivity

Operator may create and route Match Previews using Taxpayer-stated information, Preparer-supplied information, disclosed Platform configuration and matching criteria, filters, availability, location, credential information, service categories, responsiveness, sponsored placement, and other marketplace criteria. A Match Preview is an opportunity to be considered, not a client, appointment, engagement, or guaranteed Lead.

Preparer may express Preparer Interest only if Preparer reasonably believes it is qualified, available, and legally permitted to serve the request. Preparer Interest does not authorize Preparer to contact the Taxpayer. Contact Information is released only if the Taxpayer selects or accepts Preparer and the match becomes an Unlocked Match, unless a different process is clearly disclosed in the applicable flow.

Operator does not guarantee the number, quality, accuracy, completeness, exclusivity, responsiveness, readiness, financial ability, legal eligibility, or suitability of any Match Preview, Mutual Match, Unlocked Match, or Lead. Operator does not guarantee that a Taxpayer will respond, attend, provide documents, sign an engagement, pay Preparer, file a return, purchase a refund-related product, remain a client, or produce any revenue or other business result.

Unless the Platform clearly states otherwise before Preparer accepts the applicable paid opportunity, Match Previews and Leads are non-exclusive. A Taxpayer may consider, select, accept, reject, or engage more than one Preparer. Rankings, match results, badges, screening labels, and jurisdiction-related statuses are informational and are not legal opinions, certifications, or guarantees of authority or suitability.

8. Fees, Billing, Stored Payment Methods, Credits, and Cancellation

8.1 Displayed Pricing and Commercial Terms

The current fee model, price, billing trigger, payment methods, applicable taxes, discounts, promotions, and any subscription or renewal terms will be displayed on the Platform before Preparer enrolls in or purchases a paid plan or feature. For an individual Match Preview, Lead, or Unlocked Match, the applicable fee or method for determining the fee must be displayed before Preparer expresses interest in or otherwise accepts the paid opportunity. The terms displayed at that time control the applicable transaction and are incorporated into this Agreement. Preparer should retain the enrollment confirmation, transaction record, or receipt.

Marketing Fees are charged for marketplace, advertising, profile, subscription, sponsored-placement, or lead-generation services, not for tax preparation or a tax result. Any promotion or discount applies only as displayed, is subject to its stated eligibility requirements, and has no cash value unless the Platform expressly states otherwise.

8.2 When a Marketing Fee Is Earned

There is no charge merely to view a Match Preview or express Preparer Interest unless a charge is clearly disclosed before Preparer takes the action that triggers the charge.
Under a pay-per-match plan, the Marketing Fee is earned when the match becomes an Unlocked Match and the Platform releases Contact Information or enables direct request-related communication.
The Marketing Fee is earned for the introduction and marketplace service and is not conditioned on the Taxpayer responding, scheduling, signing an engagement, supplying documents, paying Preparer, filing a return, or producing revenue.
Unless the Platform clearly states otherwise before acceptance, Match Previews and Unlocked Matches are non-exclusive, and the Taxpayer may consider or engage other Preparers.
A Taxpayer's or Preparer's cancellation or account closure, or a later dispute between them, does not reverse a Marketing Fee properly earned before the cancellation or closure.
Operator may correct an obvious billing error and may issue a discretionary credit without changing the general application of this Agreement.

8.3 Stored Payment Method; Taxes; Failed Payments

By accepting this Agreement and adding a payment method, Preparer authorizes Operator and its payment processor, including Stripe, to store the selected payment method and initiate charges for Marketing Fees, applicable taxes, failed-payment amounts, processor or bank-return fees actually incurred, and other amounts properly due under this Agreement and the commercial terms displayed and accepted on the Platform. Preparer must keep a valid payment method on file while using paid Platform features.

Preparer is responsible for any sales, use, excise, transaction, or similar tax imposed on the Platform service, except taxes measured by Operator's net income. If a payment fails or is returned, Operator may retry the payment, request another payment method, pause paid features, and recover reasonable processor or bank-return fees to the extent permitted by law.

8.4 Lead Credit Eligibility

A Preparer may request a Lead Credit within 30 days after the applicable Unlocked Match only for one of the following reasons:

Materially invalid Contact Information. All practical contact methods released through the Platform are invalid, disconnected, undeliverable, or assigned to someone other than the Taxpayer, so that no reasonable contact attempt can be made. A wrong phone number does not qualify if a working email address or another reasonable contact method was provided.
Duplicate Unlocked Match. The same Taxpayer and substantially the same request were previously unlocked to the same Preparer within the preceding 30 days. A materially different filing need, business entity, tax year, amended-return request, or separately submitted request may be treated as a new opportunity.
Fraud, spam, or fictitious request. Reliable information shows that the request was fabricated, automated spam, impersonation, or submitted without a genuine request for tax preparation or related services.
Material Platform routing error. The Platform released the request to Preparer outside Preparer's active service criteria because of a Platform error, such as a clearly excluded jurisdiction or service category. No credit is due when the mismatch results from inaccurate, incomplete, outdated, or overly broad profile settings supplied by Preparer.

8.5 Situations That Do Not Qualify for a Lead Credit

A Lead Credit is not due merely because:

the Taxpayer does not respond, responds slowly, stops communicating, misses an appointment, or cannot be reached after the Contact Information is confirmed valid;
the Taxpayer chooses another Preparer, requests additional quotes, changes plans, cancels, decides to self-prepare, or does not file;
the Taxpayer closes or deletes the Taxpayer's Platform account after an Unlocked Match, provided the Contact Information was valid and the request was not fraudulent or otherwise eligible under Section 8.4;
the Taxpayer lacks documents, has an incomplete understanding of the tax issue, or describes the request differently after direct discussion;
the Taxpayer rejects Preparer's price, payment terms, service method, schedule, engagement terms, or professional recommendation;
Preparer is unavailable, responds late, fails to follow up, lacks the needed experience or authority, or determines after unlocking that it does not want the engagement;
the Taxpayer does not qualify for an expected refund, credit, deduction, filing position, refund product, or other tax result;
the Taxpayer does not hire or pay Preparer, or the engagement is unprofitable; or
Preparer requests a credit after the 30-day deadline without a documented Platform billing error that could not reasonably have been discovered earlier.

8.6 Requesting and Applying a Lead Credit

Submit the request through the billing or lead-support function in the Preparer account or by email to support@getmypreparer.com. The request must identify the Unlocked Match or charge, state the specific qualifying reason, provide a concise factual explanation and reasonable non-sensitive supporting evidence, and state when the issue was discovered.

Do not submit Social Security numbers, complete tax returns, W-2s, 1099s, K-1s, bank information, driver license images, dependent information, or other Sensitive Tax Information with a credit request. Redact unnecessary personal information from any attachment.

Operator may review Platform records, request additional information, verify contact functionality, communicate with the Taxpayer, and approve, deny, or adjust the request in good faith. Failure to provide reasonably requested information may result in denial.

Approved Lead Credits ordinarily offset the next eligible Marketing Fee. They are not cash, have no cash value, are not interest-bearing, and cannot be sold, transferred, withdrawn, or used to pay a Taxpayer or another Preparer. Unless the Platform states a different period when issued, an approved Lead Credit expires 12 months after issuance. Operator may reverse a credit obtained through material misrepresentation, fabricated evidence, duplicate recovery, or abuse.

8.7 Purchased Credits; Refunds; Promotional Credits

Purchased Credits are prepaid Platform credits and are not cash, interest-bearing, transferable, withdrawable, or usable outside the Platform. Purchased Credits do not expire except as expressly permitted by applicable law.

A Preparer may request a monetary refund of unused Purchased Credits within 120 days after the date of the applicable purchase. The refundable amount will be based on the amount actually paid for the unused Purchased Credits attributable to that purchase, less a 5% cancellation and processing fee, to the extent permitted by applicable law and applicable payment-method rules.

Purchased Credits are considered used when applied to obtain an Unlocked Match or other paid Platform service. Used Purchased Credits are final and non-refundable. A refund is not available merely because a Taxpayer does not respond, does not engage or pay Preparer, selects another Preparer, changes plans, or because the Lead or engagement does not produce the business result expected by Preparer. Nothing in this paragraph limits eligibility for a Lead Credit under Sections 8.4 through 8.6.

The 5% cancellation and processing fee does not apply to a duplicate charge, an incorrect charge caused by Operator, or another billing error for which Operator determines a monetary refund is appropriate. Nothing in this Section limits a refund required by applicable law. Monetary refunds will be made to the original payment method as required or permitted by the applicable payment processor and payment-method rules. Operator may issue a partial refund corresponding only to eligible unused Purchased Credits.

Promotional, bonus, complimentary, and Lead Credits have no cash value and are not eligible for monetary refund. Operator may remove promotional or bonus Credits associated with a purchase that is refunded.

After 120 days from purchase, unused Purchased Credits are not eligible for monetary refund except for a billing error or as required by applicable law. They remain associated with the Preparer account and retain their eligible Platform value. After 12 months of nonuse, Operator may designate them “Inactive Purchased Credits” for administrative purposes. Inactive Purchased Credits do not expire or lose Platform value. Operator may require account reactivation, identity or authority verification, updated account information, acceptance of the then-current Agreement, or contact with support before use.

Closing, cancelling, suspending, or terminating a Preparer account does not extend the 120-day refund period or create any additional refund right.

8.8 Billing Disputes, Chargebacks, and Failed Payments

Preparer should promptly contact Operator through the Platform billing-support process or at support@getmypreparer.com concerning a billing issue so that Operator has a reasonable opportunity to investigate and resolve the matter.

Initiating a payment dispute, chargeback, reversal, or bank return does not eliminate an amount otherwise properly owed to Operator for Purchased Credits or Platform services already used. If a payment used to purchase Purchased Credits is disputed, charged back, reversed, returned, or otherwise not received by Operator, Operator may suspend or restrict the account and paid Platform features, prevent further use of Credits attributable to that payment, remove unused Credits attributable to the disputed or reversed payment, and treat the value of Purchased Credits already used from that payment as an outstanding balance owed to Operator.

Operator may require resolution of an outstanding payment balance before restoring paid Platform access or permitting additional purchases. To the extent permitted by law, Preparer is responsible for reasonable processor fees, bank-return fees, collection costs, and attorneys' fees incurred to recover an undisputed or finally determined amount.

Operator may provide its payment processor, card network, issuing bank, acquiring bank, or other financial institution with transaction records, acceptance records, account records, Platform-use records, Lead and Unlocked Match records, communications, and other information reasonably relevant to investigating or responding to a payment dispute. Nothing in this Section waives or limits any payment-dispute right that cannot lawfully be waived.

8.9 Cancellation

Unless different subscription or term-plan cancellation rules were clearly displayed and accepted before enrollment, Preparer may cancel at any time through the account settings or by emailing support@getmypreparer.com. Cancellation is effective prospectively when processed by Operator.

After cancellation becomes effective, Operator may immediately stop new Match Previews, withdraw outstanding Preparer Interest, prevent new Unlocked Matches, remove profile visibility, and disable paid features.
If Operator reasonably identifies an unresolved Platform request or existing Unlocked Match, Operator may notify the affected Taxpayer that Preparer's Platform account is no longer active and may offer the Taxpayer an opportunity to request another match. Any notice concerns only Preparer's Platform status and does not terminate, adjudicate, or modify a separate professional engagement between Preparer and the Taxpayer.
Preparer remains responsible for communicating directly with each Taxpayer concerning any existing engagement, pending work, deadlines, records, fees, and transition or termination of professional services.
Cancellation does not reverse a Marketing Fee earned before the effective cancellation time, eliminate a pending billing dispute, or excuse another accrued obligation.
Preparer remains responsible for information already received and for lawful completion, safeguarding, retention, and disposal obligations relating to an existing Taxpayer engagement.

8.10 Future Price and Commercial-Term Changes

Operator may change prices, discounts, promotions, duplicate periods, credit rules, and other commercial terms prospectively after reasonable notice through the Platform, account, or account email. A change will not apply retroactively to a Marketing Fee earned before the stated effective date. Material changes may require new electronic acceptance.

9. No Fee Splitting; Outcome-Based Fees; Non-Circumvention

Unless a separate written agreement expressly and lawfully provides otherwise, Operator's fees are not calculated as a percentage of Preparer's tax preparation fee, Taxpayer refund, tax savings, credit, refund-transfer product, refund-advance product, settlement, or other tax outcome. Operator does not receive any portion of a Taxpayer's refund or professional-service fee merely because of a Platform match.

Preparer must not use Match Preview information, Platform tools, another account, a third party, reverse-searching, data enrichment, scraping, or off-platform methods to identify or contact a Taxpayer before an Unlocked Match or otherwise circumvent the matching flow or avoid an applicable Marketing Fee. Preparer must not ask a Taxpayer to create a new request, account, or communication channel to evade a fee.

If the Platform offers booked-appointment, engagement, completed-service, revenue-based, or other post-introduction pricing, the applicable terms displayed and accepted by Preparer may impose reporting, recordkeeping, audit, and tail-period obligations. Unless those displayed terms state otherwise, such obligations apply to a Taxpayer first introduced through the Platform for 180 days after the introduction. No provision requires payment of a fee prohibited by applicable law or professional standards.

10. Taxpayer Communications and Consent Compliance

Preparer is solely responsible for calls, texts, emails, voicemail, automated messages, appointment reminders, marketing, and follow-up communications. Preparer may contact a Taxpayer only after an Unlocked Match or other authorized direct inquiry, only within the scope of the Taxpayer's consent and request, and only as permitted by applicable law.

Preparer must comply with the Telephone Consumer Protection Act, CAN-SPAM Act, state telemarketing and mini-TCPA laws, do-not-call rules, consent requirements, calling-time restrictions, sender-identification requirements, and opt-out rules. Preparer must obtain and document any additional consent required for automated dialing, artificial or prerecorded voice, mass texting, or marketing automation.

Preparer must honor STOP, unsubscribe, do-not-call, do-not-text, and no-contact requests promptly; maintain required suppression records; and stop contacting any Taxpayer who withdraws consent or requests no further contact. Operator may impose contact windows, templates, audit requirements, call-recording restrictions, and suppression procedures.

11. Match Preview, Lead, and Taxpayer Data Restrictions

Preparer may use Match Preview and Lead information only to evaluate and respond to the Taxpayer's specific request and provide services the Taxpayer authorizes. Preparer must not sell, rent, broker, disclose, transfer, append, enrich, scrape, upload to unrelated systems, reuse, or repurpose the information for unrelated marketing, list-building, data brokerage, cross-selling, or any unauthorized purpose.

Before an Unlocked Match, Preparer must not attempt to identify the Taxpayer, search public or commercial databases to reveal the Taxpayer, contact a person believed to be the Taxpayer, or share the Match Preview outside Preparer's authorized team. After an Unlocked Match, Preparer must not request Sensitive Tax Information through unsecured channels and must direct the Taxpayer to a secure intake process appropriate for the information requested.

Preparer is independently responsible for determining whether information constitutes tax return information or other protected information and for obtaining all required consents and complying with Internal Revenue Code Section 7216, Treasury regulations, state law, professional rules, GLBA, the Safeguards Rule, IRS security guidance, and other requirements applicable to Preparer's operations. These responsibilities do not limit Operator's responsibility for privacy, security, consent, or other legal requirements that apply directly to Operator's operations.

Preparer must maintain safeguards appropriate to the sensitivity of information handled, including access controls, least-privilege permissions, strong authentication, confidentiality agreements, secure transmission and storage, malware protection, patching, backups, incident-response procedures, and secure disposal.

Preparer must notify Operator at support@getmypreparer.com as soon as practicable and no later than 24 hours after discovering an actual or suspected unauthorized access, acquisition, disclosure, loss, misuse, ransomware event, security incident, or breach involving Platform, Match Preview, Lead, or Taxpayer information. The notice should include, to the extent known, the nature and timing of the event, affected systems and information, affected Taxpayers, containment and remediation steps, and any notice to regulators, law enforcement, insurers, payment processors, or individuals. Preparer must cooperate in investigation, mitigation, documentation, notices, and remediation.

12. Profiles, Advertising, Sponsored Placement, Badges, and Reviews

Preparer is responsible for all profile information, advertisements, credential claims, service descriptions, prices, photos, logos, offers, testimonials, reviews, and other submitted content. Content must be truthful, current, substantiated, not misleading, and compliant with law, professional advertising rules, FTC requirements, this Agreement, and published content standards.

Paid placement, sponsored profiles, promoted listings, or other paid promotional features may affect visibility or presentation and will be clearly and conspicuously identified as sponsored, promoted, or advertised. Operator may use match relevance, profile completeness, responsiveness, activity, availability, user feedback, quality signals, paid placement, and other marketplace criteria in rankings or displays.

Preparer must not submit fake reviews, review its own profile, purchase reviews, selectively incentivize positive reviews, suppress negative reviews, condition an incentive on sentiment, threaten reviewers, or manipulate ratings, rankings, badges, or marketplace signals. Operator may remove, reject, label, demote, or disable content or placement only when it reasonably determines the content or placement is inaccurate, unlawful, misleading, violates this Agreement or published content standards, or creates a material Platform risk. Operator does not remove or demote a review merely because it is negative or unfavorable and will not materially alter the substance of a review except for formatting, redaction of personal or Sensitive Tax Information, or another clearly disclosed moderation purpose.

13. Complaints, Quality Review, and Cooperation

Operator may receive and review complaints concerning Platform misuse, communications, profile accuracy, credential claims, billing, data handling, review manipulation, or professional conduct. Operator is not required to adjudicate a Taxpayer's professional-service dispute or refund claim, but may request information, communicate with the parties, place an account in Manual Review, restrict matching, or take other action to protect users and the Platform.

Preparer must cooperate reasonably and respond to Operator's compliance, security, credential, billing, or complaint inquiry within the timeframe stated by Operator. Operator may report suspected unlawful conduct to regulators, licensing authorities, law enforcement, insurers, payment processors, or other appropriate parties where permitted or required by law.

14. Prohibited Conduct

Preparer must not:

misrepresent credentials, licensure, registration, insurance, experience, location, availability, pricing, reviews, or service capabilities;
express interest in, accept, or service a request Preparer is not qualified or legally authorized to handle;
contact a Taxpayer before an Unlocked Match or outside the scope of consent;
sell, transfer, broker, share, scrape, enrich, or repurpose Match Preview, Lead, Taxpayer, Preparer, or Platform data;
divert refunds, misappropriate funds, alter bank information without authorization, file without authorization, or use deceptive refund-related practices;
submit or encourage false, inflated, unsupported, or fraudulent tax positions;
harass, discriminate, threaten, abuse, deceive, spam, or engage in unlawful conduct;
interfere with the Platform, bypass access controls, create duplicate accounts to obtain promotions, reverse engineer, scrape, or introduce malware;
manipulate reviews, rankings, matches, fees, billing, or promotional credits; or
state or imply that Operator guarantees, employs, endorses, supervises, or is responsible for Preparer.

15. Suspension, Restriction, Removal, and Termination by Operator

Operator may suspend, restrict, downgrade, pause, remove, terminate, or place in Manual Review any account, profile, advertising, sponsored placement, Match Preview access, Lead access, jurisdictional visibility, payment method, or Platform feature if Operator reasonably believes Preparer violated this Agreement, failed to pay, submitted inaccurate information, created legal, regulatory, security, operational, quality, or reputational risk, received material complaints, or engaged in conduct inconsistent with Platform standards.

Operator may block or condition access based on jurisdiction, return type, physical business location, credential, exemption, registration, expiration, verification status, response behavior, complaint history, security, quality, or other compliance and marketplace criteria. Operator is not liable for lost revenue, rankings, opportunities, business, or goodwill resulting from a good-faith restriction, review, suspension, or termination.

16. Intellectual Property and Content License

Operator and its licensors own the Platform, branding, software, design, content, data structures, matching workflows, routing methods, rankings, and related intellectual property, excluding Preparer-supplied content. Preparer may use the Platform only as authorized and may not copy, scrape, harvest, resell, reverse engineer, interfere with, or create derivative works from it.

Preparer grants Operator a non-exclusive, worldwide, royalty-free, transferable, and sublicensable license to host, reproduce, modify for formatting, display, distribute, and use Preparer's profile information, logos, photos, advertisements, service descriptions, offers, and other submitted content to operate, market, improve, and promote the Platform and Preparer's participation. Preparer represents it has the rights necessary to grant this license.

17. Confidentiality

Nonpublic Platform information, pricing, Match Previews, Leads, taxpayer information, business plans, software, workflows, compliance procedures, security information, and other nonpublic information disclosed by Operator are confidential. Preparer must protect confidential information with at least reasonable care and use it only for authorized purposes. This Section does not reduce any stricter legal or professional obligation concerning personal or tax return information.

18. Disclaimer of Warranties

THE PLATFORM, MATCH PREVIEWS, MATCHES, LEADS, PROFILES, ADVERTISING, SPONSORED PLACEMENT, CONTENT, AND RELATED SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EXPRESS, IMPLIED, OR STATUTORY, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, AVAILABILITY, LEAD QUALITY, OR BUSINESS RESULTS.

OPERATOR DOES NOT WARRANT THAT THE PLATFORM WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE OR THAT MATCH PREVIEWS OR LEADS WILL BE AUTHENTIC, UNIQUE, RESPONSIVE, SUITABLE, OR PROFITABLE. SOME JURISDICTIONS DO NOT ALLOW CERTAIN DISCLAIMERS, SO SOME LIMITATIONS MAY NOT APPLY.

19. Indemnification

Preparer will indemnify, defend, and hold harmless Operator and its affiliates, successors, assigns, officers, employees, contractors, service providers, and agents from claims, investigations, liabilities, damages, penalties, fines, losses, costs, and expenses, including reasonable attorneys' fees, arising out of or relating to:

Preparer's professional services, advice, tax positions, filings, fees, refund-related services, errors, delays, or failure to perform;
Preparer's breach of this Agreement, commercial terms displayed and accepted for an applicable plan, Lead, or feature, a policy expressly incorporated or presented for the applicable feature, a representation or warranty, or applicable law;
Preparer's credentials, licensing, registration, advertising, profile, review, or insurance claims;
Preparer's communications, including telemarketing, text, email, consent, do-not-call, or opt-out violations;
Preparer's collection, use, disclosure, retention, security, loss, breach, or disposal of Match Preview, Lead, Taxpayer, personal, or tax return information;
Preparer's personnel, contractors, vendors, agents, or account users; or
a Taxpayer or third-party claim concerning Preparer's engagement, services, conduct, billing, refund, data handling, or professional obligations.

Operator may control the defense and settlement of a claim subject to indemnification, provided Operator will not agree to an admission of wrongdoing by Preparer or a nonmonetary obligation imposed on Preparer without Preparer's consent, not to be unreasonably withheld. Preparer may participate with counsel at its own expense.

20. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, OPERATOR WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, PUNITIVE, LOST-PROFIT, LOST-REVENUE, LOST-BUSINESS, LOST-DATA, LOSS-OF-GOODWILL, OR BUSINESS-INTERRUPTION DAMAGES, EVEN IF ADVISED OF THE POSSIBILITY.

TO THE FULLEST EXTENT PERMITTED BY LAW, OPERATOR'S TOTAL LIABILITY ARISING OUT OF OR RELATING TO THIS AGREEMENT, THE PLATFORM, MATCHES, LEADS, FEES, ADVERTISING, OR SPONSORED PLACEMENT WILL NOT EXCEED THE GREATER OF: (A) FEES ACTUALLY PAID BY PREPARER TO OPERATOR DURING THE THREE MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM; OR (B) $250.

These limitations do not limit Preparer's payment, confidentiality, data-protection, indemnification, or security obligations or either party's liability that cannot legally be limited. They do not protect Preparer from liability for fraud, willful misconduct, unlawful conduct, infringement, or misuse of Taxpayer or Platform information.

21. Term, Preparer Cancellation, and Effect of Termination

This Agreement begins upon acceptance and continues until terminated. Preparer may cancel through the account settings or by emailing support@getmypreparer.com, subject to any different subscription or term-plan cancellation rules clearly displayed and accepted before enrollment. Cancellation is prospective and does not eliminate accrued charges. Operator may terminate or suspend immediately as permitted by Section 15.

Upon termination, Preparer must stop using the Platform, stop representing active participation, and stop using Match Preview and Lead information except as reasonably necessary to complete an existing lawful engagement and only as permitted by the Taxpayer and applicable law. Termination does not affect accrued fees, chargebacks, unexpired Lead Credits, unused Purchased Credits, or obligations that by their nature survive, including data, confidentiality, indemnity, limitations, intellectual property, dispute resolution, and payment provisions.

Closing or terminating a Preparer account does not automatically require deletion of all information associated with the account. A request to delete personal information will be handled separately under the Privacy Policy, subject to identity verification and applicable legal exceptions. Operator may retain limited records reasonably necessary for billing, credit transactions, refunds, chargebacks, credential verification, complaints, fraud prevention, security, accounting, legal compliance, dispute resolution, enforcement of this Agreement, and documentation of the request. Account closure or deletion by Operator does not alter Preparer's independent obligations to lawfully retain, protect, or dispose of Taxpayer information already received.

A voluntarily closed account may be eligible for reactivation only through Operator support. Reactivation is not guaranteed. Operator may require identity and authority verification, confirmation that profile, credential, license, registration, insurance, payment, and contact information remain current, resolution of unpaid amounts or prior violations, and acceptance of the then-current Agreement and commercial terms. Information deleted or anonymized in response to a valid deletion request generally cannot be restored, and Preparer may be required to create and verify a new account.

22. Changes to Agreement and Platform

Operator may update this Agreement or incorporated policies prospectively. Material changes will be posted or sent to the account contact with the effective date. Continued participation after the effective date constitutes acceptance, except where additional affirmative acceptance is required by law or by the nature of the change. Operator may modify, test, discontinue, or replace Platform features, matching logic, rankings, fees, and service offerings, subject to the commercial terms already accepted for an accrued transaction and applicable law.

23. Governing Law; Informal Resolution; Arbitration; Class Waiver

This Agreement is governed by the laws of the State of Florida, without regard to conflict-of-law principles, and the Federal Arbitration Act governs the arbitration provision.

Before initiating arbitration or litigation, the complaining party must send a written notice describing the dispute and requested relief to support@getmypreparer.com and allow at least 30 days for good-faith informal resolution. If unresolved, any dispute arising out of or relating to this Agreement, the Platform, Match Previews, Leads, fees, advertising, or participation will be resolved by final and binding individual arbitration administered by the American Arbitration Association under its applicable Commercial Arbitration Rules.

The arbitration will be conducted by one arbitrator in Orange County, Florida, or remotely if the parties agree. The arbitrator may award any individual remedy available under applicable law but may not consolidate claims or preside over a class, collective, coordinated, mass, or representative proceeding without the written agreement of all parties.

Either party may bring an eligible individual claim in small-claims court and may seek temporary or preliminary injunctive relief in a court of competent jurisdiction to protect intellectual property, confidentiality, data security, account access, or unauthorized use of Match Preview, Lead, or Taxpayer information. EACH PARTY WAIVES A JURY TRIAL AND THE RIGHT TO PARTICIPATE IN A CLASS ACTION, CLASS ARBITRATION, COLLECTIVE ACTION, COORDINATED ACTION, MASS ACTION, OR REPRESENTATIVE ACTION TO THE FULLEST EXTENT PERMITTED BY LAW.

If a portion of this Section is unenforceable, it will be severed to the minimum extent necessary and the remainder will remain effective, except that if the class-action waiver is unenforceable as to a particular claim, that claim will proceed in a court of competent jurisdiction and not in class arbitration.

24. Notices and Contact Information

Notices to Operator must be sent by email to the address below or to any updated support or legal-notice email displayed on the Platform. Notices to Preparer may be sent through the account or to the email or other electronic contact information Preparer provides.

Support Email: support@getmypreparer.com

25. Miscellaneous

This Agreement, the commercial terms displayed and accepted on the Platform for an applicable plan, Lead, or feature, the Terms of Use, Privacy Policy, and any policy expressly incorporated by reference or presented for an applicable feature are the entire agreement concerning Preparer's participation and supersede prior discussions on that subject. This Agreement controls over the Terms of Use with respect to Preparer accounts and participation, including dispute resolution. If a provision is unenforceable, the remainder remains effective. Preparer may not assign this Agreement without Operator's written consent. Operator may assign it in connection with a merger, financing, reorganization, transfer of the Platform, or sale of assets. Failure to enforce is not a waiver. Headings are for convenience. Electronic records, signatures, and clickwrap acceptance are valid and enforceable to the fullest extent permitted by law.

26. Electronic Acceptance and Enrollment Display

The Platform enrollment or transaction screen must provide a reasonably conspicuous link to this Agreement and clearly display the applicable price or pricing method, billing trigger, payment method, material refund and cancellation terms, and any material promotion, discount, subscription, or renewal term before Preparer accepts or incurs a charge. Operator may maintain electronic records of the version of this Agreement and commercial terms presented, the acceptance action, date and time, account, and transaction.

By checking the acceptance box, creating or activating a Preparer account after being presented with this Agreement, or otherwise electronically accepting it, Preparer confirms that it has read and agrees to this Agreement, including the arbitration and class-action waiver; certifies that submitted information is accurate and that the person accepting is authorized to bind the Preparer business; and authorizes Operator and its payment processor, including Stripe, to store the selected payment method and charge amounts properly due under this Agreement and the commercial terms displayed and accepted on the Platform.

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