Terms of Service for Customers
Last updated: October 2026
These Terms of Service (“Terms”) govern your use of the websites, mobile application, and related services operated by Tax Quotes Inc. (“TaxQuotes,” “we,” “us,” or “our”), including taxquotes.com and related domains, as well as any tax resolution, tax preparation, or related services we provide.
By accessing our website, submitting information, scheduling a case review, or engaging our services, you agree to these Terms. If you do not agree, do not use our website or services.
1. Who we are
TaxQuotes is a private tax resolution and tax preparation firm. We are not affiliated with the Internal Revenue Service (IRS), any state tax agency, or any government entity. We employ tax attorneys, enrolled agents, tax preparers, and support staff who provide services directly to clients.
Our primary services include investigating tax accounts (including pulling IRS transcripts under client authorization), preparing and filing past-due or current tax returns, and representing clients before the IRS and state tax agencies in connection with installment agreements, currently not collectible status, offers in compromise, penalty abatement, and related matters.
2. Free case review and investigation
A free case review is an initial discussion of your situation. It is not tax advice, a formal analysis, or a guarantee of any particular outcome.
If you proceed, we typically offer a paid tax investigation (currently $500, subject to change). The investigation generally includes obtaining IRS account transcripts under Forms 8821 and/or 2848 that you authorize, reviewing available information, and providing a written or verbal analysis of projected tax debt and potential resolution options. Completion of an investigation does not obligate you to purchase further services and does not guarantee any specific IRS outcome.
3. Resolution services and results
Any resolution plan or engagement is governed by a separate written agreement. That agreement will describe the scope of work, fees, and payment terms.
Important disclaimers:
- The IRS (not TaxQuotes) decides whether to accept an installment agreement, currently not collectible status, offer in compromise, penalty abatement, or any other resolution.
- We do not guarantee any specific result, including reduction of tax debt, acceptance of an offer in compromise, or release of liens, levies, or garnishments.
- “Pennies on the dollar” settlements are uncommon. Most clients resolve their issues through installment agreements or other payment arrangements based on their ability to pay.
- Individual results vary based on income, expenses, assets, compliance history, and IRS discretion. Client stories or examples on our website are illustrative only and not typical or guaranteed.
- We do not invent deadlines. Deadlines that matter are those stated on official IRS notices or in applicable law.
You remain responsible for providing accurate and complete information. Failure to do so can delay or prevent resolution and may result in additional IRS penalties or interest.
4. Authorizations and client responsibilities
To perform an investigation or representation, we require your signed authorization (typically IRS Form 8821, Form 2848, or both). You agree to provide truthful information and documents reasonably requested. You are responsible for reviewing any returns or submissions we prepare before they are filed.
You may contact the IRS directly at any time. Engaging TaxQuotes does not prevent you from dealing with the IRS yourself.
5. Fees
Investigation fees and resolution fees are disclosed in writing before you authorize work. IRS user fees (for example, installment agreement setup fees) are separate and paid directly to the IRS. Any financing arrangements we offer apply only to TaxQuotes fees, not to amounts owed to the IRS.
Fees paid for completed work are generally non-refundable except as required by law or as expressly stated in your engagement agreement.
6. Website, app, and communications
Our website and TaxQuotes app are provided for informational and client-service purposes. Features such as calculators, document upload, messaging, and status tracking are tools only and do not constitute tax advice.
We may record phone calls for training, quality, and compliance purposes. By calling or continuing a call with us, you consent to recording where permitted by law. SMS and chat communications may also be retained.
Marketing communications are sent in accordance with applicable law (including the TCPA). You may opt out of marketing messages at any time. See our SMS terms.
7. No professional relationship until engagement
Submitting a form, scheduling a free case review, or paying for an investigation does not by itself create an attorney-client, enrolled-agent-client, or other professional relationship for representation before the IRS. A formal engagement agreement is required for representation and return preparation services.
8. Intellectual property
All content on our website and app (text, graphics, logos, software, and calculators) is owned by TaxQuotes or its licensors and is protected by copyright and other laws. You may not copy, modify, or distribute it without our written permission, except for personal, non-commercial use.
9. Limitation of liability
To the fullest extent permitted by law, TaxQuotes and its officers, employees, and agents are not liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, data, or goodwill, arising out of or related to your use of the website, app, or our services.
Our total liability for any claim arising out of these Terms or our services shall not exceed the amount you paid to TaxQuotes for the specific service giving rise to the claim in the twelve (12) months preceding the claim.
We are not responsible for IRS decisions, delays, or actions, or for the accuracy of information you provide. Nothing in these Terms limits liability for fraud, willful misconduct, or matters that cannot be limited under applicable law.
10. Indemnification
You agree to indemnify and hold TaxQuotes harmless from claims, damages, or expenses (including reasonable attorneys’ fees) arising from your breach of these Terms, your provision of inaccurate information, or your misuse of our website or services.
11. Governing law and disputes
These Terms are governed by the laws of the State of California, without regard to conflict-of-law principles. Any dispute arising out of these Terms or our services shall be resolved in the state or federal courts located in Orange County, California, and you consent to personal jurisdiction there.
Before filing any claim, you agree to contact us at help@taxquotes.com or (844) 938-1040 and attempt to resolve the matter informally for at least 30 days.
12. Changes to these terms
We may update these Terms from time to time. The “Last Updated” date will change, and continued use of the website or services after changes constitutes acceptance of the revised Terms. Material changes to ongoing client engagements will be communicated as required by your engagement agreement.
13. Contact
Tax Quotes Inc.
18200 Von Karman Ave, Suite 250
Irvine, California 92612
Phone: (844) 938-1040
Email: help@taxquotes.com
Privacy questions: privacy@taxquotes.com
Finding the right tax professional begins with asking the right questions.
Still deciding? Read our Founders Letter to learn more about what we do.
Finding the right tax professional begins with asking the right questions.
Still deciding? Read our Founders Letter to learn more about what we do.
TaxQuotes is a specialized team of tax professionals committed to resolving IRS and state tax issues. As innovators in the tax industry with over 50 years of combined experience, we are experts at resolving a wide range of tax problems, including:
- Unpaid tax balances
- Unfiled tax returns
- Penalties and penalty relief issues
- Underreporter notices
- Business and payroll tax issues
- IRS and state tax issues
Our service costs vary based on the complexity of your situation. The first step is to get your IRS records, evaluate your situation, and provide a customized resolution plan according to your specific situation. The cost for this service varies but it’s an important first step in thoroughly understanding your unique situation and what options are available to you.
Once we have discussed your situation with you, we will propose one fee to resolve your entire situation. You have no obligation to purchase unless you accept our plan, and you can pay your fees over the time it takes us to complete your case. Your tax consultant can estimate how long your case will take and the fee structure for our services.
Resolution time for tax issues varies based on the complexity of the case. Straightforward matters take a few weeks, while intricate issues may take a year or more. To streamline the process, our team will file a power-of-attorney authorization with the IRS, allowing us to work directly on your behalf.
When you owe back taxes, the IRS offers several options other than full payment. These include payment plans, extensions to pay, and hardship programs, such as not-collectible status and a tax settlement option called an Offer in Compromise. We will evaluate each option with you and get you the best option based on your circumstances.
Absolutely. Our tax resolution experts review your notice, assess your situation and work with you on a plan to resolve your situation. Once you engage us for services, we get right to work with you and the IRS. Our tax resolution specialists stick with you from beginning to end.
Each person’s circumstances are different. Our goal is to get you the best outcome available based on your circumstances. If you owe back taxes, we will review your unique situation for any potential relief.
