Terms of Use

Get My Preparer Marketplace

Effective Date: August 16, 2026

IMPORTANT: THESE TERMS INCLUDE INDIVIDUAL BINDING ARBITRATION, A JURY-TRIAL WAIVER, AND A CLASS-ACTION WAIVER. YOU MAY OPT OUT OF ARBITRATION WITHIN 30 DAYS AS EXPLAINED IN SECTION 24. These Terms of Use (“Terms”) are an agreement between you and Get My Preparer, LLC (“Get My Preparer,” “we,” “us,” or “our”) governing use of the Get My Preparer website, forms, accounts, matching tools, communications, reviews, and related services (the “Platform”). These Terms also contain the taxpayer intake terms for the general marketplace request, including how limited intake information is used to create a Match Preview and when contact information may be released to a specifically identified Preparer.

By creating an account, submitting an intake request, selecting a Preparer, posting content, or using an interactive Platform feature after being presented with these Terms, you agree to them. If you do not agree, do not submit information or use the interactive features.

1. Platform Role

Get My Preparer is an online marketplace and information service that helps taxpayers identify and connect with independent tax return preparers, tax professionals, and tax preparation businesses (“Preparers”). We do not prepare tax returns, provide tax, legal, accounting, financial, or other professional advice, act as a tax return preparer or electronic return originator, represent taxpayers before a tax authority, or supervise a Preparer's professional services.

Any tax preparation, filing, consultation, representation, refund-related service, pricing, advice, engagement letter, or professional service is provided solely by the Preparer selected by the taxpayer. Get My Preparer is not a party to that professional engagement and is not responsible for a Preparer's acts, omissions, advice, calculations, filings, delays, fees, estimates, security, privacy, or failure to perform.

If you participate as a Preparer, your Preparer account and participation are also governed by the Tax Preparer Participation Agreement. For matters arising from Preparer participation, that agreement controls over these Terms in the event of a conflict, and Sections 23 and 24 of these Terms do not apply to disputes governed by the Tax Preparer Participation Agreement.

2. Matching Process

You may submit limited marketplace information to ask us to identify potentially suitable participating Preparers based on your general tax-preparation needs and preferences.
We may create a Match Preview and make it available to potentially eligible Preparers. The Match Preview does not include your direct contact information, exact street address, tax documents, or Sensitive Tax Information.
A Preparer may express interest. Interest does not authorize the Preparer to contact you.
We may show you profiles of interested or matched Preparers. You decide whether to select or accept one or more Preparers.
After you affirmatively select or accept a Preparer, we may release your contact information or enable direct communication. This is an Unlocked Match.

We may modify or test the design, order, or presentation of the matching process. Under the standard matching flow, your direct contact information will not be released to a Preparer before you affirmatively select or accept that specifically identified Preparer.

3. No Professional Relationship and No Deadline Extension

Submitting a request, receiving a Match Preview, viewing a profile, receiving a match, communicating through the Platform, or waiting for a Preparer does not create an accountant-client, attorney-client, tax-preparer-client, fiduciary, agency, or other professional relationship with Get My Preparer or any Preparer.

The Platform does not monitor or assume responsibility for federal, state, local, filing, payment, election, appeal, response, refund, or other deadlines. Using the Platform does not file a tax return or extension, extend any deadline, stop interest or penalties, preserve appeal rights, or relieve you of any legal obligation. Seek qualified assistance promptly and independently track all deadlines.

4. Taxpayer Choice and Due Diligence

You are responsible for choosing the Preparer who meets your needs and for independently confirming, as applicable:

PTIN, credentials, licenses, registrations, permits, claimed exemptions, EFIN or ERO status, and current standing;
authority to prepare or file the federal, state, and local returns you need;
experience with your facts, return type, industry, state, language, and requested services;
fees, deposits, refund policies, billing practices, timing, availability, and communication expectations;
representation rights before the IRS or state tax authorities;
privacy, data-security, document-transfer, retention, and breach-response practices;
professional liability or errors-and-omissions insurance, where important to you;
complaint or disciplinary history; and
written engagement terms before providing Sensitive Tax Information or authorizing work.

A profile, review, rating, badge, label, match, ranking, state-related status, or verification statement is informational only. It is not a recommendation, endorsement, certification, guarantee, or warranty that a Preparer is qualified, licensed, insured, suitable, trustworthy, available, authorized in every jurisdiction, or the best choice for you.

5. Preparer Screening and Information

We may request or review Preparer information, such as PTIN, EFIN or ERO information, business information, credentials, physical business location, licenses, registrations, insurance, service areas, and other documentation. Any “Verified,” “Screened,” “Reviewed,” or similar label means only that the identified information was received or reviewed through the described process as of the stated time. It does not mean continuous monitoring or independent certification of every qualification, complaint, jurisdiction, service, or professional obligation.

Preparer information may come from the Preparer, public records, third parties, automated rules, or limited review and may become inaccurate or outdated. Confirm important information directly with the Preparer and the applicable licensing, registration, or tax authority.

6. Eligibility and Accurate Information

You must be at least 18 years old and have legal capacity to agree to these Terms. You must provide accurate, current information and may not impersonate another person, submit a request without authorization, create an account through fraud, or use the Platform for an unlawful purpose. A parent or legal guardian may use the Platform concerning a minor's tax needs without entering the minor's Sensitive Tax Information into the general intake form.

7. Information You Submit and Sensitive Tax Information

For purposes of these Terms, “Sensitive Tax Information” includes Social Security numbers, taxpayer identification numbers, full or partial tax returns, W-2s, 1099s, K-1s, dependent information, income documents, refund information, bank information, driver license images, and detailed tax facts provided for tax-return preparation. The general intake is intended for limited marketplace information, including your name, email address, phone number, general location or service area, preferred language and contact method, remote or in-person preference, general filing category, high-level tax-preparation needs, and timing preferences. It is not a complete tax-return intake. Do not submit Sensitive Tax Information through the general form.

If a future secure feature requests Sensitive Tax Information, additional terms or consent may apply. Any consent required under Internal Revenue Code Section 7216, related regulations, or other applicable law will be presented separately when required; these Terms do not replace that consent. Once you communicate or engage directly with a Preparer, that Preparer is independently responsible for its intake process, privacy notice, security, consents, tax-return-information handling, record retention, and legal compliance.

8. Contact Authorization and Communications

When you select or accept one or more specifically identified Preparers, you direct and authorize us to disclose your submitted name, contact information, service-request information, and preferences to each identified Preparer so the Preparer may contact you about the request by phone, text message, and email, subject to the choices shown and applicable law. If you select more than one Preparer, the Platform will identify each recipient before you authorize disclosure. Message and data rates may apply.

We may send request-related confirmation, match-status, account, security, support, and policy emails based on your request or account. Platform text messages will be sent only as permitted by law and consistent with the choices presented to you. Optional marketing communications are separate. You may opt out of marketing emails using the unsubscribe link and may opt out of Platform texts by replying STOP. You must contact a Preparer directly to manage communications from that Preparer.

If a communication program uses automated dialing, artificial or prerecorded voice, or automated marketing texts, we will present any additional consent required for that program. Consent to marketing is not required to browse the Platform, submit a request, or purchase services.

9. Preparer Fees, Platform Fees, and Sponsored Placement

Preparers establish and control their own professional fees, deposits, payment terms, refund policies, and engagement terms. You are responsible for reviewing and agreeing to those terms directly with the Preparer. Unless clearly disclosed in a separate checkout or offer, Get My Preparer does not charge taxpayers a fee merely to submit a request or view matches.

Preparers may pay Get My Preparer lead, Unlocked Match, subscription, advertising, platform, or sponsored-placement fees. These fees are for marketplace and marketing services and do not make us your tax preparer, adviser, agent, fiduciary, or representative. Paid profiles or placements may affect visibility and will be clearly and conspicuously identified as sponsored, promoted, or advertised.

Unless expressly disclosed, our fees are not a percentage of a Taxpayer's refund, tax savings, professional fee, refund-transfer product, refund-advance product, settlement, or other tax result.

Purchases by Preparers, including purchases and use of Purchased Credits and applicable refund, cancellation, billing-dispute, and chargeback terms, are governed by the Tax Preparer Participation Agreement and the commercial terms displayed and accepted by the Preparer at the time of purchase.

10. Pricing, Quotes, Refund Estimates, and Availability

Any pricing range, starting price, availability statement, timing estimate, refund estimate, service description, or preliminary quote displayed through a profile or communication is informational unless the Preparer confirms it in a written engagement. Tax outcomes depend on facts, records, law, eligibility, filing status, timing, and professional judgment. Do not rely on a profile or Platform message as a guaranteed fee, deadline, refund, credit, deduction, or result.

11. No Tax Advice Through the Platform

General content, calculators, intake questions, automated matching, educational resources, FAQs, chat features, articles, profile information, and Platform messages are not tax, legal, accounting, or financial advice. Obtain advice directly from a qualified Preparer through the Preparer's professional intake and engagement process.

12. Responsibilities After Hiring a Preparer

You remain responsible for reviewing your completed return before signing or filing it, providing accurate and complete information, responding to requests, retaining records, and confirming filing and payment. Do not sign a blank, incomplete, or inaccurate return. Confirm that a paid Preparer signs the return and includes the required PTIN. Keep copies of engagement terms, communications, records, payment receipts, authorizations, and filed returns.

13. Ratings, Reviews, and User Content

Reviews and ratings must reflect honest experiences and may be subject to verification, moderation, delay, rejection, or removal under objective content standards. You may not submit fake, misleading, defamatory, harassing, irrelevant, incentivized-without-disclosure, or unlawful content or disclose another person's Sensitive Tax Information.

If you submit a review, rating, comment, photo, or other content (“User Content”), you grant us a non-exclusive, worldwide, royalty-free, transferable, sublicensable license to host, reproduce, format, display, distribute, and use the content to operate, market, and improve the Platform. You retain ownership and represent that you have the right to submit it. We may remove, reject, label, or limit User Content only when we reasonably determine that it violates these Terms, published content or review standards, or applicable law. We do not remove, reject, suppress, or demote a review merely because it is negative or unfavorable. We 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.

14. Intellectual Property

The Platform, including its design, software, text, graphics, logos, workflows, matching processes, data structures, and content provided by us, is owned by us or our licensors and protected by law. You may use it only for its intended purpose. You may not copy, modify, distribute, scrape, harvest, reverse engineer, frame, interfere with, or create derivative works from the Platform without written permission.

Copyright Agent, Get My Preparer, LLC, 7901 4th Street N. Ste. 300, St. Petersburg, FL 33702. Phone: 954-519-5593. Email: support@getmypreparer.com

A notice should identify the copyrighted work, the allegedly infringing material and its location, the complaining party's contact information, a good-faith statement, an accuracy-and-authority statement under penalty of perjury, and a physical or electronic signature. We may remove or disable access to challenged material, notify the affected user, process a legally sufficient counter-notice, and terminate repeat infringers where appropriate.

15. Prohibited Conduct

You may not:

submit false, misleading, fraudulent, unauthorized, or unlawfully obtained information;
impersonate another person or misrepresent an affiliation;
submit Sensitive Tax Information through the general intake form;
use bots, scrapers, automated extraction, data harvesting, or unauthorized access methods;
interfere with security, operations, accounts, servers, matching, rankings, or communications;
submit fake, manipulated, abusive, defamatory, infringing, or unlawful reviews or content;
use the Platform to solicit users for unrelated products, services, data sales, or scams;
circumvent access controls, suspensions, consent choices, these Terms, or disclosed Platform controls; or
use the Platform in violation of law or another person's rights.

16. Third-Party and Preparer Services

The Platform may link to Preparer websites, document portals, schedulers, payment tools, or other third-party services. We do not control them and are not responsible for their content, availability, terms, privacy, security, charges, or services. Your use of a third-party service is governed by that party's terms.

17. Complaints and Disputes With Preparers

Claims concerning professional services, advice, returns, filings, fees, refunds, corrections, malpractice, audit support, deadlines, security, privacy, or engagement terms must be directed to the Preparer. We may, but are not required to, review complaints concerning Platform misuse, profile inaccuracies, credential claims, unwanted communications, review manipulation, fraud, or violation of these Terms or disclosed Platform requirements. We may share complaint information with the Preparer and appropriate authorities as permitted by law.

18. Suspension and Termination

We may restrict, suspend, or terminate access, remove content, close a request, limit matching, or take other protective action if we reasonably suspect fraud, misuse, security risk, legal violation, false information, abuse, or violation of these Terms. We may discontinue or modify Platform features.

You may request that we close your account through the contact method in Section 27. Account closure ends access to the account and may stop future matching and other account activity, but it does not automatically delete personal information associated with the account. To request deletion, you must clearly ask us to delete personal information under the Privacy Policy; a single request may ask for both account closure and deletion. We may retain information after account closure or a deletion request as described in the Privacy Policy and as permitted or required by applicable law.

Account closure does not reverse an Unlocked Match, withdraw information already disclosed at your direction, or automatically terminate a separate professional engagement with a Preparer. We may notify a Preparer you selected that your Platform request or account has been closed. You remain responsible for communicating directly with the Preparer concerning any existing engagement, pending work, deadlines, fees, records, and any request to end the engagement or stop further communications.

If a Preparer you selected closes, is suspended from, or otherwise loses access to the Platform, we may notify you and may offer you an opportunity to request another match. A change in the Preparer's Platform status does not itself terminate, adjudicate, or modify your separate professional engagement with that Preparer.

A voluntarily closed account may be eligible for reactivation through support after identity verification and account review. Reactivation is not guaranteed and may require updated information and acceptance of the then-current Terms. Information deleted or anonymized in response to a valid deletion request generally cannot be restored. Provisions that by their nature should survive termination will survive.

19. Disclaimer of Warranties

THE PLATFORM, MATCH PREVIEWS, MATCHES, PROFILES, REVIEWS, 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, SECURITY, AVAILABILITY, OR RESULTS.

WE DO NOT WARRANT THAT THE PLATFORM WILL BE UNINTERRUPTED, TIMELY, SECURE, ERROR-FREE, OR FREE OF INACCURATE, DUPLICATE, FRAUDULENT, UNRESPONSIVE, OR UNSUITABLE REQUESTS OR PROFILES, OR THAT A PREPARER WILL MEET YOUR EXPECTATIONS. SOME JURISDICTIONS DO NOT ALLOW CERTAIN DISCLAIMERS, SO SOME MAY NOT APPLY.

20. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, GET MY PREPARER AND ITS AFFILIATES, OFFICERS, EMPLOYEES, CONTRACTORS, AND SERVICE PROVIDERS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, PUNITIVE, LOST-PROFIT, LOST-DATA, LOST-REFUND, TAX, PENALTY, INTEREST, OR BUSINESS-INTERRUPTION DAMAGES ARISING OUT OF THE PLATFORM OR A PREPARER'S SERVICES, EVEN IF ADVISED OF THE POSSIBILITY.

TO THE FULLEST EXTENT PERMITTED BY LAW, OUR TOTAL LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THE PLATFORM OR THESE TERMS WILL NOT EXCEED THE GREATER OF: (A) THE AMOUNT YOU PAID DIRECTLY TO GET MY PREPARER FOR THE PLATFORM DURING THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM; OR (B) $100.

These limitations do not apply to liability that cannot legally be limited or excluded. They do not limit your remedies against a Preparer for that Preparer's professional services.

21. Limited User Indemnity

To the extent permitted by law, you will indemnify and hold harmless Get My Preparer and its affiliates, officers, employees, contractors, and service providers from third-party claims, losses, and reasonable expenses arising from your fraudulent or unlawful use of the Platform, your material violation of these Terms, your infringement or misuse of another person's rights, or User Content you submit. This Section does not require a consumer to indemnify us for our own negligence, breach, or unlawful conduct.

22. Privacy Rights

Our Privacy Policy explains information practices and privacy rights that may apply, including access, correction, deletion, copy, sale or sharing opt-out, targeted-advertising opt-out, and appeal rights. Privacy requests must be submitted through the method stated in the Privacy Policy.

23. Governing Law and Informal Resolution

These Terms are governed by Florida law, without regard to conflict-of-law principles, except that the Federal Arbitration Act governs Section 24. Before filing a claim, the complaining party must send a written notice describing the dispute and requested relief to the Legal Department via the support email listed in Section 27 and allow at least 30 days for good-faith informal resolution.

24. Individual Arbitration; Jury and Class Waivers; Opt-Out

Except for excluded disputes below, any claim or dispute arising out of or relating to these Terms, the Platform, matching, communications, privacy, content, or our relationship will be resolved by final and binding individual arbitration administered by the American Arbitration Association under its applicable Consumer Arbitration Rules. The arbitrator, not a court, will decide issues concerning the interpretation, applicability, enforceability, and formation of this arbitration agreement, except a court will decide the enforceability of the class-action waiver.

The arbitration may be conducted remotely or in the county where you reside, unless the parties agree otherwise. Fees will be allocated under the applicable AAA rules and law. The arbitrator may award any individual remedy available in court but may not consolidate claims or preside over a class, collective, coordinated, mass, or representative proceeding without all parties' written consent.

Excluded disputes. Either party may bring an eligible individual claim in small-claims court. Either party may seek temporary or preliminary injunctive relief in court to protect intellectual property, confidentiality, data security, or account access. A claim that applicable law expressly makes non-arbitrable is not subject to arbitration.

JURY AND CLASS WAIVERS. YOU AND GET MY PREPARER EACH WAIVE THE RIGHT TO A JURY TRIAL AND TO PARTICIPATE AS A PLAINTIFF OR CLASS MEMBER IN A CLASS ACTION, CLASS ARBITRATION, COLLECTIVE ACTION, COORDINATED ACTION, MASS ACTION, OR REPRESENTATIVE ACTION TO THE FULLEST EXTENT PERMITTED BY LAW.

Arbitration opt-out. You may opt out of this arbitration agreement by sending written notice within 30 days after first accepting these Terms. The notice must include your full name, the email address or phone number used with the Platform, a clear statement that you opt out of arbitration, and your signature. Send the notice to the Legal Department email listed in Section 27. Opting out will not affect other Terms or your ability to use the Platform.

If any portion of this Section is unenforceable, it will be severed to the minimum extent necessary and the remainder will remain effective, except that an unenforceable class waiver will not result in class arbitration; the affected claim will proceed in a court of competent jurisdiction.

25. Updates to These Terms

We may update these Terms prospectively. Material changes will be posted with a new effective date and may be communicated by email, account notice, or another reasonable method. Continued use of interactive features after the effective date constitutes acceptance, except where law or the nature of the change requires additional affirmative acceptance. Changes to Section 24 will not apply retroactively to a dispute of which we had actual notice before the change.

26. Miscellaneous

These Terms, including the taxpayer intake and contact-authorization provisions above, the Privacy Policy, and policies expressly incorporated by reference are the entire agreement concerning your use of the Platform as a taxpayer or general user. The Tax Preparer Participation Agreement separately governs Preparer accounts and participation and controls over these Terms for that subject in the event of a conflict. If a provision is unenforceable, the remainder remains effective. You may not assign these Terms without our written consent. We may assign them in connection with a merger, financing, reorganization, transfer of the Platform, or sale of assets. Failure to enforce is not a waiver. We are not liable for delay caused by events beyond reasonable control. Headings are for convenience. Electronic acceptance and records are valid to the fullest extent permitted by law.

27. Contact Information

Email: support@getmypreparer.com

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