BINDING TERMS OF SERVICE

Terms of Service

Effective Date: November 1, 2026
Last Updated: November 1, 2026

Please read these Terms of Service carefully. These Terms govern your use of the Rise Consulting Solutions LLC website and your interactions with our tax preparation, bookkeeping and business support, tax planning, professional training, and related services.

By using this website, submitting an inquiry or intake form, purchasing a service or training program, or entering into an engagement with Rise Consulting Solutions LLC, you agree to these Terms to the extent applicable.

1. Acceptance of Terms

By accessing or using this website, you agree to comply with these Terms of Service and our Privacy Policy.If you obtain services on behalf of a business or organization, you represent that you have authority to provide information and enter into agreements on behalf of that entity.

Professional services may also require a separate engagement agreement, service agreement, enrollment agreement, authorization, or other written terms. If a service-specific signed agreement conflicts with these website Terms regarding that particular engagement, the service-specific agreement will control.

2. Website & Platform Use

Rise Consulting Solutions LLC grants visitors a limited, non-exclusive, revocable right to access and use this website for lawful personal or business purposes.

Users may not knowingly:

a. interfere with the operation or security of the website;

b. attempt unauthorized access to accounts, portals, systems, or data;

c. scrape, copy, reproduce, or commercially exploit proprietary website content without permission;

d. submit false, fraudulent, unlawful, or misleading information; or

e. use the website or its systems in a manner that violates applicable law.

Website availability is not guaranteed, and portions of the website may be modified, suspended, or unavailable due to maintenance, updates, third-party systems, or circumstances outside our control.

3. Professional Advisory Scope & Client Engagements

Rise Consulting Solutions LLC provides services that may include tax preparation, tax planning, bookkeeping, business support, taxpayer assistance, and professional tax training.

The exact scope of any paid engagement is determined by the services selected and the applicable engagement agreement, intake, proposal, invoice, or other written communication.

Website information, calculators, educational materials, IRS resources, articles, training previews, FAQs, and general guidance do not by themselves create a professional engagement.

Nothing on this website creates an attorney-client, investment-adviser, fiduciary, or CPA assurance relationship.

4. Tax Preparation Services

Tax preparation services are based on information and documentation provided by the client.

Clients are responsible for providing complete, accurate, and timely information and for reviewing their returns before signature or filing.

Rise Consulting Solutions LLC may request additional documentation, clarification, or substantiation when necessary to satisfy tax-law, due-diligence, documentation, or professional requirements.

We reserve the right to decline or discontinue preparation of a return when requested positions appear unsupported, unlawful, fraudulent, materially incomplete, or inconsistent with applicable tax law or professional standards.

Preparation of a tax return does not guarantee:

a. a particular refund amount;

b. eligibility for any credit or deduction;

c. acceptance of a return by a taxing authority;

d. avoidance of examination, audit, adjustment, penalty, or notice;

e. a particular processing or refund timeframe; or

f. a specific tax outcome.

Any representation or communication with the IRS or another taxing authority is provided only when separately agreed upon and only to the extent permitted by the professional's applicable authorization and representation rights.

5. Municipal & Local Income Returns

Federal, state, and applicable school-district returns may be included in the client's tax engagement as stated in the applicable service agreement. Municipal or local income tax return preparation may be available as an optional add-on service and may require an additional fee.

Some municipal or local returns cannot be electronically filed through our tax preparation system. Where electronic filing is unavailable, Rise Consulting Solutions LLC may prepare the applicable return for printing and client signature. Unless Rise expressly agrees otherwise in writing, the client is responsible for signing, mailing, delivering, and timely submitting any paper-filed municipal or local return and required payment to the appropriate taxing authority.

6. Bookkeeping & Business Support

Bookkeeping services may include transaction categorization, reconciliations, cleanup, historical reconstruction, financial reporting, and other services described in the applicable engagement.

Unless expressly included in writing, bookkeeping services do not include tax return preparation, payroll tax filing, sales-tax filing, legal services, audits, reviews, compilations, attest services, or independent CPA assurance.

Financial statements or reports produced from client-provided records are intended to assist with bookkeeping and business management and do not constitute audited or independently verified financial statements.

Clients remain responsible for the completeness and accuracy of records, accounts, source documents, and business information provided to Rise.

7. Tax Planning & Business Guidence

Tax planning and business guidance are based on information available at the time the service is performed and on tax law, regulations, administrative guidance, and other authorities then applicable.

Tax laws and client circumstances may change.

No particular amount of tax savings, business growth, financing, profitability, refund, or other financial result is guaranteed.

Tax planning does not constitute legal, securities, or investment advice. Clients should consult appropriately licensed legal, investment, insurance, or other professionals when their circumstances require advice outside the scope of Rise's engagement.

8. Tax Planning & Business Guidence

Training programs, workshops, masterclasses, courses, and educational materials are provided for professional development and educational purposes. Training may reference IRS forms, publications, regulations, tax law, software workflows, due-diligence concepts, and professional practices.

Tax laws, forms, publications, software, and administrative guidance may change after training materials are produced.

Unless expressly stated otherwise, participation does not guarantee:

a. employment;

b. income or business results;

c. professional licensure;

d. IRS credentialing;

e. continuing-education credit;

f. PTIN or EFIN approval;

g. competency for every tax situation; or

h. authorization to represent taxpayers before the IRS.

Participants remain responsible for complying with applicable professional, IRS, state, licensing, and continuing-education requirements.

9. Client Responsibilities

Clients agree to provide accurate, complete, and timely information necessary for the requested service.

Clients are responsible for reviewing documents, returns, reports, agreements, and other deliverables provided to them and promptly notifying Rise of known errors, omissions, or changes.

Failure to provide requested records or responses may delay or prevent completion of services.

Clients are responsible for maintaining copies of important tax, business, and financial records as required by law or appropriate for their circumstances.

10. Fees, Deposit, & Payments

Professional-service fees are disclosed through the applicable engagement agreement, proposal, invoice, intake process, pricing communication, or service selection.

Certain services may require a deposit or advance payment before work begins.

Fees may become due for professional work performed even if a client later decides not to complete, sign, transmit, or file a prepared return or other deliverable, subject to the applicable engagement agreement.

Additional work outside the agreed scope may require additional fees.

Refund-transfer products, refund advances, prepaid cards, printed checks, or other bank products, when offered, are separate financial products provided through participating third-party financial institutions and are subject to their own eligibility requirements, fees, terms, underwriting, and approval processes.

11. No Guarantee of Tax, Financial or Business Outcomes

Tax codes, regulations, administrative guidance, business conditions, and individual circumstances change.

Rise Consulting Solutions LLC does not guarantee tax savings, refund amounts, audit avoidance, financing approval, credit outcomes, business profitability, or any other particular financial result.

Projections, examples, case scenarios, educational illustrations, or estimates are not guarantees of future results.

12. Tax Return Information & Privacy

Rise Consulting Solutions LLC handles tax return information subject to Internal Revenue Code §7216, applicable Treasury Regulations, and other applicable privacy and security requirements.

Tax return information will be used or disclosed only as permitted by law or pursuant to an appropriate taxpayer authorization or consent when required.

These Terms and our Privacy Policy do not replace any separate taxpayer consent required under IRC §7216.

Additional information concerning collection, use, disclosure, retention, and safeguarding of personal information is available in our Privacy Policy.

13. Third-Party Services & External Resources

Rise Consulting Solutions LLC uses third-party technology and service providers that may include tax software, electronic-filing systems, client portals, intake platforms, payment processors, communication systems, bookkeeping software, financial institutions, scheduling tools, and cloud services.

Third-party systems may have their own terms, privacy practices, outages, processing schedules, or technical limitations.

Rise is not responsible for delays or failures caused solely by the IRS, state or local taxing authorities, financial institutions, payment processors, internet providers, or other third-party systems outside our reasonable control.

Links to IRS.gov or other government websites are provided for convenience and educational purposes. Rise Consulting Solutions LLC is not affiliated with or endorsed by the Internal Revenue Service or other government agencies.

14. Electronic Communications & SMS

By providing an email address or mobile telephone number, you may receive communications related to inquiries, appointments, documentation, services, filing status, account activity, or other matters associated with your relationship with Rise.

Where you affirmatively consent to SMS communications, message frequency may vary and message and data rates may apply.

Consent to receive promotional text messages is not a condition of purchasing services.

You may opt out of SMS communications by replying STOP. You may request assistance by replying HELP.

Certain transactional or legally required communications may continue through other available communication methods even after an SMS opt-out.

15. Intellectual Property

Unless otherwise stated, original website content, branding, logos, training materials, educational content, templates, workflows, graphics, written materials, and proprietary resources created by Rise Consulting Solutions LLC are owned by or licensed to Rise and are protected by applicable intellectual-property laws.

Purchasing a service or training program does not transfer ownership of Rise intellectual property.

Training materials and proprietary resources may not be reproduced, resold, redistributed, published, or used to create competing commercial materials without written permission unless expressly authorized.

16. Disclaimer of Warranties

To the fullest extent permitted by law, the website and general informational materials are provided on an “as available” basis.

Rise does not warrant that the website, third-party platforms, government systems, or online resources will always be uninterrupted, error-free, or available.

Nothing in these Terms limits any warranty, protection, duty, or right that cannot lawfully be waived.

17. Limitation of Liability

To the fullest extent permitted by applicable law, Rise Consulting Solutions LLC will not be liable for indirect, incidental, special, exemplary, punitive, or consequential damages arising solely from use of the website, temporary website downtime, third-party system failures, or reliance on general informational content rather than an individualized professional engagement.

Nothing in these Terms excludes or limits liability where such exclusion or limitation is prohibited by applicable law.

Service-specific rights, obligations, limitations, and remedies may also be governed by the applicable signed engagement agreement.

18. Suspension or Termination of Services

Rise Consulting Solutions LLC may decline, suspend, or terminate services when reasonably necessary because of nonpayment, lack of cooperation, missing documentation, suspected fraud, abusive conduct, conflicts of interest, legal or professional obligations, unsupported tax positions, or other circumstances that prevent us from appropriately performing the engagement.

Any outstanding payment or record-delivery obligations following termination remain governed by the applicable service agreement and law.

19. Changes to These Terms

We may update these Terms periodically to reflect changes in our services, technology, business practices, or applicable law.

Updated Terms will display a revised effective or “Last Updated” date.

Changes do not retroactively alter a separately executed engagement agreement unless permitted by that agreement or otherwise agreed in writing.

20. Governing Law & Jurisdiction

These Terms are governed by the laws of the State of Ohio, without regard to conflict-of-law principles.

To the extent a dispute concerning these website Terms is properly subject to a contractual choice of forum, venue shall lie in an appropriate state or federal court located in Cuyahoga County, Ohio, unless applicable law requires otherwise or a separate signed agreement provides a different lawful dispute-resolution procedure.

21. Severability

If any provision of these Terms is determined to be invalid or unenforceable, the remaining provisions will remain in effect to the extent permitted by law.

Failure to enforce a provision on one occasion does not constitute a waiver of that provision or any other right.

22. Contact

Questions regarding these Terms of Service may be submitted through the Get in Touch section of the Rise Consulting Solutions LLC website or email:

[email protected]