Last Updated: 12/27/2025
These Terms & Conditions (“Terms”) govern your use of the services, website, forms, and SMS text messaging programs provided by Upscale Tax Professionals (“we,” “us,” or “our”).
By visiting our website, submitting your information, or opting in to receive SMS messages, you agree to these Terms.
If you do not agree, please do not use our services.
1. Our Services
Upscale Tax Professionals provides tax preparation and related financial services, along with educational information, updates, reminders, and communications.
Nothing on our website or in our messages is intended as legal or financial advice unless expressly stated.
2. Eligibility
To use our services or opt in to SMS programs, you must:
Be at least 18 years old
Provide accurate and truthful information
Use our services only for lawful purposes
We may refuse service to anyone at our discretion and as permitted by law.
3. SMS Text Messaging Program
When you provide your phone number and opt in, you may receive messages related to:
Appointment reminders and confirmations
Service updates and status notifications
Account, document, or support communications
Educational and promotional offers (where consent is provided)
Message and data rates may apply.
Message frequency may vary.
You may opt out at any time by replying:
STOP — to cancel
HELP — for assistance
Opting out of marketing messages may not stop messages necessary to provide services you have requested (such as appointment or filing notifications).
Participation is not a condition of purchase.
We do not sell or share your mobile number with third parties for their own marketing purposes.
4. User Responsibilities
You agree to:
Provide accurate, complete information
Keep your contact information up to date
Use our website and communication tools lawfully
Not attempt to disrupt, damage, or misuse our systems
You are responsible for charges billed by your wireless carrier.
5. Intellectual Property
All website content, graphics, text, logos, and materials are owned by or licensed to Upscale Tax Professionals and may not be copied, distributed, or reproduced without written permission.
6. No Guarantees
We strive for accuracy, but:
Tax outcomes depend on information provided by you
Refund amounts are not guaranteed
Deadlines and processing times may vary by agency
We are not responsible for delays caused by third parties, including the IRS, financial institutions, or mobile carriers.
7. Limitation of Liability
To the fullest extent permitted by law, Upscale Tax Professionals is not liable for:
Losses resulting from incorrect or incomplete information you provide
Delays caused by government agencies or carriers
Interruption or failure of messaging services
Any indirect, incidental, or consequential damages
Your sole remedy for dissatisfaction is to discontinue using our services.
8. Third-Party Services & Links
We may use third-party platforms (CRM systems, messaging providers, processors). Those services have their own terms and privacy policies.
We are not responsible for third-party content or practices.
9. Data & Privacy
Your information is handled according to our Privacy Policy.
Please review it here: [Insert Privacy Policy Link].
10. Changes to These Terms
We may update these Terms at any time.
The updated version will include a revised “Last Updated” date.
Continued use of our services means you accept the updated Terms.
11. Contact Us
f you have questions about these Terms:
Upscale Tax Professionals
Email: [email protected]
Phone: 470-354-4014
Address: 3372 Peachtree St, Atlanta, GA 30326