Welcome to the website of JTPS Advisory Co. (“Company,” “we,” “our,” or “us”). These Terms & Conditions govern your use of our website and services, including tax preparation, business advisory, mentorship, financial planning, and any associated content or resources.

By accessing or using our website, booking services, submitting documents, or making payments, you agree to these Terms in full. If you do not agree, please do not use our services.

1. Scope of Services

JTPS Advisory Co. offers:

• Individual & business tax preparation and planning

• Self-employed & 1099 tax services

• Business advisory and consulting

• Coaching and mentorship for aspiring tax professionals

• Educational blog and downloadable resources

We reserve the right to modify or discontinue any part of the service at any time without prior notice.

2. Eligibility

To use our services, you must:

• Be at least 18 years old

• Provide accurate and complete information

• Have the legal capacity to enter into binding agreements

• Not be using the platform for fraudulent or unlawful activity

We reserve the right to refuse service to anyone for any reason at any time.

3. Appointments & Scheduling

Appointments must be booked through our online calendar system (integrated with GoHighLevel). You agree to:

• Choose the correct service type

• Show up on time or cancel/reschedule at least 24 hours in advance

• Pay any applicable consultation fees when required

Late cancellations or no-shows may be subject to fees or forfeiture of service.

4. Payments & Refund Policy

All payments for services are due upfront unless otherwise agreed. We accept secure payments via Stripe or Square.

Refunds:

• Refunds are not guaranteed once services have begun

• If an error is made on our part, we will work to correct it promptly

• Refunds for coaching or mentorship programs must be requested within the timeframe stated in the onboarding agreement (if applicable)

5. Confidentiality & Data Protection

We are committed to keeping your personal and financial information secure and confidential. We use secure systems and follow IRS data protection guidelines.

However, you agree not to share login details or confidential material provided through our services with unauthorized third parties.

See our Privacy Policy for full details.

6. Client Responsibilities

As a client, you agree to:

• Provide accurate and complete documentation

• Respond to requests for information in a timely manner

• Review and sign any engagement letters or agreements before work begins

• Acknowledge that your return or advice is only as accurate as the information you provide

You are ultimately responsible for the content of your tax return.

7. Mentorship & Coaching Services

If you enroll in our coaching or mentorship program:

• You understand results vary and success is not guaranteed

• You will complete agreed-upon action steps to get the most from the program

• Materials provided are for personal use only and may not be distributed or resold

We reserve the right to remove participants who violate guidelines or act in bad faith.

8. Intellectual Property

All content on this site, including text, graphics, logos, downloads, and resources, is the intellectual property of JTPS Advisory Co. and may not be copied, reproduced, or redistributed without written permission.

You may use materials for personal or business use related to our services but may not sell or exploit them commercially.

9. Disclaimers

• Our services do not constitute legal or investment advice.

• We are not responsible for errors resulting from incomplete or inaccurate information submitted by the client.

• While we strive for accuracy and timely filing, we are not liable for delays caused by third parties (e.g., IRS, banking systems).

We provide general financial and tax education, and we encourage you to consult with your legal or investment advisor as needed.

10. Limitation of Liability

To the fullest extent permitted by law, JTPS Advisory Co. shall not be liable for any indirect, incidental, or consequential damages, including but not limited to loss of data, profits, or reputation arising out of your use of our services or website.

11. Termination

We reserve the right to suspend or terminate your access to our website or services at our discretion, especially if these Terms are violated or if fraudulent behavior is detected.

12. Governing Law

These Terms & Conditions are governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of law principles. Any legal action must be filed in the appropriate court within Dallas County, Texas.

13. Changes to These Terms

We may update these Terms from time to time. You are responsible for reviewing this page periodically to stay informed of changes. Continued use of the site and services constitutes your agreement to any updated terms.