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Terms of Use

The conditions that apply when you access this website, review our information or submit an enquiry.

Last updated: September 3, 2026

By using this website, you agree to these Terms of Use. If you do not agree, please do not use the website.

1. About this website

This website is operated by CleverAct Solutions (“CleverAct Solutions,” “we,” “us” or “our”). It provides general information about tax preparation, tax training, business support and related services.

2. No professional relationship from website use

Visiting the website, reading its resources or submitting an enquiry does not by itself create a client, tax-preparer, advisor, instructor or other professional relationship. A professional relationship begins only after we confirm acceptance of an engagement or enrollment and any required agreement, documentation and payment arrangements are completed.

3. General information only

Website content is provided for general educational and informational purposes. It is not individualized tax, legal, accounting, financial or investment advice. Tax laws, filing requirements and professional registration rules may change and may vary by jurisdiction. You should obtain advice appropriate to your individual circumstances before acting on website information.

4. Tax preparation services

Tax preparation services depend on the information and documents provided by the client. Clients are responsible for providing complete, accurate and timely information and for reviewing documents before filing or approval. Service scope, fees, deadlines and responsibilities may be governed by a separate engagement agreement.

5. Training programs

Training is designed to develop practical knowledge and skills. Participation does not guarantee certification, registration, employment, income, clients, business success or eligibility to prepare returns in every jurisdiction. Participants are responsible for confirming and satisfying any federal, state or local requirements that apply to them.

6. Quotes, fees and payments

Website descriptions and quote requests are not binding offers. Pricing and service availability may depend on the scope, complexity, timing and information provided. Any applicable fees, payment schedules, cancellation terms or refund conditions will be communicated before purchase or engagement.

7. Website enquiries and sensitive information

Public website forms are intended only for initial contact. Do not submit Social Security numbers, taxpayer identification numbers, tax returns, banking details, identity documents or other sensitive financial information through these forms. We will communicate an appropriate secure method if documents are required.

8. Acceptable use

You agree not to misuse the website, attempt unauthorized access, interfere with its operation, submit malicious code, impersonate another person, use automated tools in a manner that burdens the website, or use the website for unlawful, fraudulent or abusive activity.

9. Intellectual property

Unless otherwise stated, the website design, branding, written content, graphics and training materials are owned by or licensed to CleverAct Solutions and are protected by applicable intellectual-property laws. You may view website content for personal, noncommercial use, but you may not reproduce, sell, publish or distribute it without permission.

10. Third-party services and links

The website may link to third-party websites, software or services. We do not control and are not responsible for their availability, security, accuracy, terms or privacy practices. A link does not necessarily constitute an endorsement.

11. Website availability and disclaimers

The website and its content are provided on an “as available” basis. To the extent permitted by law, we make no warranty that the website will always be uninterrupted, error-free, current or suitable for every purpose. We may change, suspend or discontinue website content or functionality.

12. Limitation of liability

To the fullest extent permitted by applicable law, CleverAct Solutions will not be liable for indirect, incidental, special, consequential or punitive damages arising from use of or inability to use this website. Nothing in these Terms excludes liability that cannot legally be excluded or limited.

13. Privacy

Our Privacy Policy explains how information submitted through this website is handled and forms part of these Terms.

14. Changes to these Terms

We may update these Terms as our website, services or legal obligations change. Updated Terms take effect when posted, and the revised date will appear at the top of this page.

15. Applicable law

These Terms are interpreted under applicable United States federal law and the applicable laws of the jurisdiction in which CleverAct Solutions operates, without limiting any rights that cannot lawfully be waived.

16. Contact us

Questions about these Terms may be sent to info@cleveractsolutions.com or discussed by calling (954) 698-2917.

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