Clarity Tax Advisors
Booking Terms and Conditions
Effective Date: March 23, 2026 | Last Updated: June 19, 2026
Purpose
These Terms and Conditions apply to consultation appointments, and live events including webinars and trainings booked through Clarity Tax Advisors. By scheduling an appointment, submitting required information, and paying the booking fee, the client agrees to the terms below.
SECTION 1. Consultation Calls
1. Client Responsibilities
Clients are expected to attend the consultation on time and be prepared for the session.
For ongoing service engagements, the following responsibilities also apply:
The client is responsible for providing all requested documents, information, and approvals in a timely manner.
Delays caused by the client's failure to provide required information may affect deadlines, filing dates, and service delivery. Clarity Tax Advisors is not liable for consequences arising from such delays.
The client is responsible for reviewing all completed work products — including tax returns — before submission or filing and for notifying Clarity Tax Advisors of any errors or discrepancies.
The client is responsible for maintaining their own copies of all documents submitted to Clarity Tax Advisors.
2. Rescheduling
If a client needs to reschedule, the request must be submitted no later than 24 hours before the scheduled appointment time. Rescheduling requests made less than 24 hours in advance will result in forfeiture of the $100 booking fee.
3. No-Show and Late Cancellation
If the client does not attend the appointment, arrives materially late, or otherwise fails to participate in the consultation as scheduled, the appointment may be treated as a no-show or late cancellation, and the $100 booking fee will be forfeited. Any rescheduled appointment is subject to availability and approval by Clarity Tax Advisors.
4. Booking Fee
A $100 booking fee is required to reserve a consultation time slot. By submitting payment, the client acknowledges and agrees that:
The fee is charged to reserve a dedicated appointment time; that the client has selected.
The appointment is not confirmed until payment is successfully received.
The client has read and accepted these Terms and Conditions before completing the booking.
5. Fees and Payment Terms
By engaging with us, the client acknowledges and understands that:
Ongoing engagement fees and agreements are set out in the applicable engagement letter or service agreement which will be submitted after the introductory call if the client and Clarity Tax Advisors agree to engage further.
Clarity Tax Advisors reserves the right to pause or suspend services on accounts with outstanding unpaid balances.
Payments are processed through secure third-party payment processors; Clarity Tax Advisors does not store payment card information.
Applicable taxes on services are the client's responsibility where required by law.
6. Refund Policy
The $100 booking fee will be refunded after the scheduled appointment has been held. The refund will not apply if:
The client does not attend the appointment;
The client submits a rescheduling request less than 24 hours before the scheduled appointment time;
The client arrives materially late and the appointment cannot reasonably be completed;
The client provides false, incomplete, or misleading information that prevents Clarity Tax Advisors from properly preparing for or conducting the consultation.
Any eligible refund will be issued to the original payment method within a reasonable processing period.
7. Intake Form and Information Accuracy
After selecting a date and time, the client may be required to complete an intake form so the consultation can be properly prepared in advance. The client agrees to provide complete, accurate, and truthful information during the booking and intake process. If false, incomplete, or misleading information is provided and it affects Clarity Tax Advisors' ability to prepare for or conduct the consultation, the appointment may be cancelled and the $100 booking fee may be forfeited.
8. Nature of the Consultation
The consultation is intended as an initial advisory discussion based on the information provided before and during the meeting. Booking or attending a consultation does not, by itself, create an ongoing advisor-client relationship, tax preparer-client relationship, legal representation, or any formal professional engagement with Clarity Tax Advisors. Any ongoing service relationship will exist only if both parties later enter into a separate written engagement agreement. Clarity Tax Advisors does not guarantee any specific tax outcome, result, or benefit from the consultation.
9. Scope of Services
During the call and in the length of our engagement with the client;
Clarity Tax Advisors provides tax strategy, tax preparation, bookkeeping, business advisory, and related financial services as described in separate engagement agreements.
Services do not constitute legal advice, legal representation, securities advice, or investment management unless separately engaged and disclosed.
Clients should consult licensed attorneys for legal matters and licensed investment advisors for investment decisions.
Recommendations made by Clarity Tax Advisors are based solely on information provided by the client — the accuracy and completeness of that information is the client's responsibility.
10 Confidentiality
During the call and in the length of our engagement with the client;
Both parties agree to treat all non-public information exchanged in connection with services as confidential.
Clarity Tax Advisors' handling of client personal and financial information is governed by its Privacy Policy, available at app.claritytaxadvisors.com/privacy-policy-page.
Clarity Tax Advisors may share client information with service providers, professional advisors, or regulatory authorities only as described in the Privacy Policy or as required by law.
The client agrees not to disclose proprietary Clarity Tax Advisors methodologies, templates, strategies, or internal materials to third parties.
11. Intellectual Property
All proprietary tools, templates, frameworks, methodologies, educational content, and materials created by Clarity Tax Advisors remain the exclusive property of Clarity Tax Advisors.
Deliverables prepared specifically for the client (e.g., tax returns, financial plans) are provided for the client's personal or business use only and may not be resold, redistributed, or repurposed commercially.
The Clarity Tax name, logo, and brand assets may not be used by clients without prior written consent.
12. Limitation of Liability
To the fullest extent permitted by applicable law,
Clarity Tax Advisors' total liability to the client for any claim arising from or related to services shall not exceed the total fees paid by the client for the specific service giving rise to the claim in the 12 months preceding the claim.
Clarity Tax Advisors shall not be liable for any indirect, incidental, consequential, special, or punitive damages, including lost profits, lost savings, or business interruption, even if advised of the possibility of such damages.
Clarity Tax Advisors is not liable for errors or omissions resulting from inaccurate, incomplete, or untimely information provided by the client.
Nothing in these Terms limits liability for fraud, gross negligence, or willful misconduct.
13. Termination
Either party may terminate an ongoing service engagement by providing written notice to the other party. In the case the client or Clarity Tax Advisors, decides to terminate the engagement;
Upon termination, the client is responsible for fees incurred through the termination date.
Clarity Tax Advisors will provide the client with copies of completed work products upon request, subject to resolution of any outstanding balances.
Provisions relating to confidentiality, intellectual property, limitation of liability, and governing law survive termination.
14. Dispute Resolution and Governing Law
These Terms and Conditions are governed by the laws of the State of California, without regard to conflict of law principles.
In the event of a dispute;
Both parties agree to first attempt resolution through good faith negotiation.
If negotiation is unsuccessful, disputes shall be resolved through binding arbitration in San Bernardino County, California, under the rules of the American Arbitration Association, unless both parties agree otherwise in writing.
Nothing in this section prevents either party from seeking injunctive or equitable relief in a court of competent jurisdiction.
15. Payment Authorization
By paying the booking fee, the client authorizes Clarity Tax Advisors to process the stated charge for the purpose of reserving the appointment.
16. Firm Rescheduling and Cancellation
Clarity Tax Advisors reserves the right to reschedule or cancel an appointment due to unavailability, scheduling conflicts, or circumstances beyond its reasonable control. If this occurs and the appointment is not rescheduled, the booking fee will be refunded.
17. IRS Circular 230 Disclosure
To ensure compliance with IRS Circular 230, any U.S. federal tax advice contained in communications from Clarity Tax Advisors is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or tax-related matter addressed herein, unless expressly stated otherwise in a separate written tax opinion that meets Circular 230 requirements.
18. Acceptance
By booking an appointment, submitting intake information, and paying the $100 booking fee, the client confirms that they have read, understood, and agreed to these Terms and Conditions.
SECTION 2. The Tax Pro's AI Playbook
19. Event Details
We are scheduled to host live, paid webinars hosted by Jeremy Lindsey of Clarity Tax Advisors, with the first scheduled for July 1st, 2026. By registering and completing payment, you agree to these terms in full.
20. Payment
Registrations to our events may require a one-time payment. All our payments are processed securely at the time of registration. Your spot is not confirmed until payment is completed.
21. Refund policy
All sales are final. Due to the digital and live nature of this event, no refunds will be issued once registration is complete.
However, exceptions may be made at the sole discretion of Clarity Tax Advisors in the following circumstances:
You were charged more than once for the same registration
A technical error on our end prevented you from accessing the webinar
The event is cancelled by Clarity Tax Advisors with no rescheduled date offered or a date that doesn't work with the attendee,
To request an exception, contact us at [email protected] within 7 days of the event date.
22. Event Cancellation or Rescheduling
Clarity Tax Advisors reserves the right to reschedule or cancel the webinars and events due to unforeseen circumstances. In the event of a cancellation with no rescheduled date, registered attendees will receive a full refund. If the event is rescheduled, your registration will transfer to the new date automatically, subject to your availability on the new date.
23. Replay Access
Replay access is not guaranteed. If a replay is made available, registered attendees will be notified by email. Replay access, if offered, is for personal use only and may not be shared, distributed, or resold.
23. Intellectual Property
All content presented during this webinar — including slides, frameworks, scripts, and workflows — is the intellectual property of Clarity Tax Advisors. You may not record, reproduce, distribute, or resell any part of the webinar without prior written consent.
24. No Professional Advice Disclaimer.
The information presented in the webinar and courses is for educational purposes only and does not constitute legal, tax, or financial advice to specific individual. Results vary by individual circumstance. Always consult a qualified professional in the field before making tax or business decisions.
24. Limitation of Liability.
Clarity Tax Advisors shall not be liable for any indirect, incidental, or consequential damages arising from your participation in or inability to access this webinar
If you have questions, concerns, or requests regarding this terms and conditions, please contact us: