Terms of Service

Last Updated: October 1, 2025

These Terms of Service (“Terms”) govern your use of all websites, landing pages, forms, and portals operated by Trailblazing Tax Solutions, including www.tbtxsolutions.com and www.trailblazingtax.com (“our websites”).By accessing, submitting a form, or using our services, you agree to be bound by these Terms and our Privacy Policy. If you do not agree, please do not use our services or submit any information.

1. About Trailblazing Tax Solutions

Trailblazing Tax Solutions (“we,” “our,” or “us”) provides professional tax preparation, tax planning, bookkeeping, consulting, and digital resources designed to help individuals and businesses manage their financial and tax goals.

Our services are delivered in accordance with applicable IRS regulations, ethical standards, and the Gramm-Leach-Bliley Act (GLBA) for data privacy.

2. Scope of These Terms

These Terms apply to:

  • Our main website and any connected portals (Smartwiz Tax Organizer, GoHighLevel forms, scheduling links, and client dashboards).

  • All lead capture and marketing pages hosted under Trailblazingtax.com.

  • Any interaction with our team via phone, text, email, or web-based chat.

Your continued use of our websites or services constitutes acceptance of these Terms.

3. Client Responsibilities

You agree to:

  • Provide accurate, truthful, and complete information for tax and financial purposes.

  • Review all prepared returns, reports, or deliverables before approval or filing.

  • Respond promptly to information requests to avoid delays or filing penalties.

  • Understand that inaccurate or incomplete data may affect tax outcomes, and Trailblazing Tax Solutions is not responsible for penalties or results caused by such errors.

4. Payments and Fees

Payment is due upon completion of services unless otherwise agreed in writing.
We accept payments securely through Stripe, which supports:

  • Debit/credit cards

  • Apple Pay

  • Klarna

  • Link

  • ACH Direct Debit

  • Cash App Pay

  • Amazon Pay

For “pay-from-refund” options, additional bank processing fees may apply.

Refund Policy:
All sales are final. Refunds may be issued only for duplicate payments, technical processing errors, or other special cases at our discretion.

5. Electronic Communications and Signatures

By using our services or completing a form, you consent to receive communications electronically, including by email, SMS, or within client portals.
Electronic signatures, acknowledgments, or consents are legally binding and carry the same effect as handwritten signatures.

6. Use of Our Websites and Portals

You agree not to:

  • Misuse or attempt to gain unauthorized access to our systems, data, or accounts.

  • Upload or transmit harmful files, malware, or unauthorized documents.

  • Copy or distribute website content without our written permission.

We may suspend or terminate access to any user found violating these Terms or applicable law.

7. Confidentiality and Data Security

We protect your personal and financial information according to our Privacy Policy and federal law.
Your information may be shared only as necessary to deliver services (e.g., with the IRS, state tax agencies, Smartwiz, TaxWise, Stripe, or bank product providers).

We maintain encryption, limited access controls, and vendor due diligence as part of our GLBA-compliant Information Security Program.

8. Limitation of Liability

To the fullest extent permitted by law:

  • Trailblazing Tax Solutions is not liable for indirect, incidental, or consequential damages.

  • Our total liability for any claim shall not exceed the amount paid by you for the specific service in question.

  • We are not responsible for outcomes or penalties arising from inaccurate, incomplete, or late-provided client information.

9. Disclaimer of Warranties

Our websites and services are provided “as is” without warranties of any kind, express or implied.
We do not guarantee specific tax results, refund amounts, or financial outcomes.

10. Intellectual Property

All content on our websites—including text, graphics, logos, digital templates, and downloadable materials—is the property of Trailblazing Tax Solutions and protected by law.
You may not copy, distribute, or reproduce our materials without prior written consent.

11. Arbitration and Dispute Resolution

Any dispute arising out of or relating to these Terms or our services shall be resolved by binding arbitration in the State of Ohio, under the rules of the American Arbitration Association.
Each party shall bear its own legal costs. Arbitration awards are final and enforceable by law.
Nothing prevents either party from filing an eligible claim in small claims court.

12. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Ohio, without regard to conflict-of-law principles.

13. Updates and Modifications

We may revise these Terms periodically. Updates will be posted on our website with a new effective date.
Continued use of our services after changes are posted constitutes acceptance of the revised Terms.

14. Contact Information

Trailblazing Tax Solutions
Website: www.tbtxsolutions.com
Email: info@tbtxsolutions.com
Phone: (330) 356-8741

15. Consent on Forms and Landing Pages

By submitting a form or providing your contact information on Trailblazingtax.com or any associated landing page, you consent to:

  • Receive service-related emails, texts, or calls (message and data rates may apply).

  • Our collection and use of information as outlined in the Privacy Policy.

  • These Terms of Service governing all interactions and communications.

Reply STOP to opt out of SMS at any time or HELP for assistance. Consent to receive messages is not required to purchase services.