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Terms & Conditions

Last Updated: September 3, 2025

Welcome to Plan My Tax (“we,” “our,” “us”). These Terms & Conditions (“Terms”) govern your use of our website planmytax.ai (the “Website”) and our tax-related services (the “Services”). Please read these Terms carefully before accessing or using the Website. By using our Website, you agree to be bound by these Terms. If you do not agree, you must stop using the Website immediately.

1. Definitions

  • “Website” refers to planmytax.ai and all subdomains, content, and features.
  • “User,” “You,” “Your” means any person or entity accessing or using our Website or Services.
  • “Services” means tax planning, tax filing assistance, advisory tools, and any related digital or customer support services offered by us.
  • “Account” refers to the user profile created for accessing certain features of the Website.

2. Eligibility

By accessing or using our Website or Services, you agree to comply with and be bound by these Terms.

  • You must be at least 18 years of age to use our Services.
  • By registering or using the Website, you represent and warrant that you have the legal capacity to enter into these Terms.
  • If you are using the Services on behalf of an organization, you represent that you have authority to bind that organization to these Terms.

3. User Accounts & Security

By accessing or using our Website or Services, you agree to comply with and be bound by these Terms.

  • You must be at least 18 years of age to use our Services.
  • By registering or using the Website, you represent and warrant that you have the legal capacity to enter into these Terms.
  • If you are using the Services on behalf of an organization, you represent that you have authority to bind that organization to these Terms.

4. Privacy & Data Protection

  • By using our Website, you acknowledge and agree to our Privacy Policy.
  • We collect, process, and store your personal data in accordance with applicable laws and solely for the purpose of providing our Services.
  • We do not sell or share your information with third parties without your consent, except where legally required.

5. Contact Information

If you have questions or concerns regarding these Terms, you may contact us at:

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