Terms and Conditions PivotAide January 16, 2026

Terms and Conditions

Effective Date:  Jan 15th, 2026

These Terms and Conditions (“Terms”) govern your use of www.pivotaide.com and any purchase or use of services from Pivot Aide Tax (“we,” “us,” “our”). By using the website or purchasing services, you agree to these Terms.

  1. Services Overview

We provide tax preparation, tax filing support, tax advisory, bookkeeping, business services, and related professional services (the “Services”). Specific deliverables, fees, and timelines may be described on our website, invoice, engagement message, or service checkout page.

  1. No Legal Advice

We do not provide legal advice. Any information on this website is for general informational purposes only and does not create a professional-client relationship unless and until we accept your engagement.

  1. Client Responsibilities

You agree to:

  • Provide complete, accurate, and timely information and documentation.
  • Review drafts and final returns for accuracy before filing.
  • Maintain your own copies of records and source documents.
  • Respond to requests for clarification promptly to avoid delays.

You acknowledge that omissions, inaccurate information, or late delivery of documents can affect outcomes, timelines, and fees.

  1. Engagement, Scope Changes, and Add-On Work

Your purchase or engagement covers only the scope described in the selected package or written agreement. If additional work is required (e.g., additional forms, multi-state filings, amended returns, complex schedules, bookkeeping cleanup), we will notify you and may require additional fees before proceeding.

  1. Tax Filing Authorization and E-Signatures

You authorize us to prepare your return based on information you provide. Filing requires appropriate signatures/authorizations (including e-signatures). We will not file until required authorizations are received and balances are paid per our Payment Policy.

  1. Turnaround Times and Deadlines

Turnaround times are estimates and depend on document completeness, complexity, responsiveness, and seasonal volume. You are responsible for meeting tax deadlines. If you engage us close to a filing deadline, timely completion is not guaranteed.

  1. Extensions

If you request an extension, you must provide required information and payment (if applicable) by our stated cut-off date. An extension generally extends the time to file, not necessarily the time to pay taxes owed. You are responsible for estimated tax payments.

  1. Communication

We may communicate via email, phone, SMS, portal messaging, or other tools you provide. You consent to receive transactional communications related to your Services.

  1. Intellectual Property

Website content and materials (text, graphics, templates) are owned by Pivot Aide Tax and may not be copied or redistributed without written permission.

  1. Third-Party Services

We may use third-party providers (e.g., Stripe, secure portal, tax software). We are not responsible for third-party outages or issues outside our control.

  1. Disclaimer of Warranties

The website and Services are provided “as is” to the fullest extent permitted by law. We do not guarantee specific outcomes (refund amounts, audit results, processing times, or acceptance by tax authorities).

  1. Limitation of Liability

To the fullest extent permitted by law, Pivot Aide Tax will not be liable for indirect, incidental, special, consequential, or punitive damages. Our total liability for any claim related to Services will not exceed the fees you paid to us for the specific Service giving rise to the claim.

  1. Dispute Resolution

Before filing a claim, you agree to contact us to attempt to resolve disputes informally. If unresolved, disputes will be handled in the courts located in Virginia/Fairfax County unless otherwise required by law.

  1. Governing Law

These Terms are governed by the laws of the State Of Virginia without regard to conflict of law principles.

  1. Changes to Terms

We may update these Terms by posting a new version on the website. Continued use constitutes acceptance of updates.

  1. Contact

Corporate@pivotaide.com | 6475 New Hampshire Ave, Hyattsville, MD 20783 | (571)470-3754