Terms and Conditions

LAST UPDATED: 10/19/2023

As part of your usage of our site and services through M Lee LLC, d/b/a Small Business Tax Savings Podcast (“SBTSP”), you must agree to the terms and conditions of this Agreement. Your full acceptance of this Agreement is required in order to be a customer of SBTSP in connection with its applications, products and services. If you accept this Agreement, you are representing that you have the authority to accept it on behalf of the business entity with whom SBTSP has an account (the “Customer”).

1. Small Business Tax Savings Podcast Site

1.1. License. The SBTSP branded site, application, resources and services (the “Site“) that Customer may receive access to from SBTSP under this Agreement is a single-use license that is licensed on a non-exclusive and non-transferrable basis in a quantity and of the type as specified on the order statement issued by SBTSP. SBTSP charges an access fee in order to provide access to the Site (the “License Fee“).

1.2. Services Provided. The services Provided by the Site include, but are not limited to, a variety of educational resources, trainings and strategies for business owners to utilize in a business setting to minimize their tax obligations. Prior to utilizing any tactic, strategy or other information from Small Business Tax Savings Podcast, Customer is responsible for verifying same with their own accountant or an accountant of their choosing.

1.3. Third-Party Content. Small Business Tax Savings Podcast and the Site may utilize content, resources, and other proprietary information from third-parties. All content provided by third-parties is provided directly by the third-party and responsibility for information contained therein lies solely with that third-party, not with Small Business Tax Savings Podcast. At times, Small Business Tax Savings Podcast may provide referrals to third-parties and Customer will hold Small Business Tax Savings Podcast harmless for any damages, losses, or harm arising out of the sale and purchase of any products from a third-party. Customer may be required to enter into a separate written agreement with the third-party in order to utilize their applicable product or service. It is also acknowledged that Small Business Tax Savings Podcast, SBTSP, its affiliates and associated companies may receive compensation or other remuneration from the third-parties providing content to the Site or to whom a Customer may be referred.

1.4. Disclaimer. Customer acknowledges that SBTSP makes no representations or warranties about the Site and SBTSP waives and disclaims all liability as to the performance of the Site. It may be necessary for Customer to separately purchase additional third-party applications that it chooses to use in connection with the Site.

2. Support

2.1. Overview. A major benefit of being a SBTSP customer is the highly regarded technical support that we provide to our customers. While SBTSP will provide technical support for the Site, it does not and will not provide professional tax, accounting or legal advice, such as advice regarding the appropriate handling of tax and accounting issues.

2.2. Restrictions. SBTSP may provide system requirement information upon request, but Customer is solely responsible for preparing its computer systems for the Site. SBTSP will not provide technical support for systems that do not satisfy the published minimum requirements. SBTSP does not provide support for any software, hardware or services that are not purchased directly through SBTSP. SBTSP values our support personnel and does not tolerate verbal abuse or disrespect toward them; such behavior may result in the immediate termination of Customer’s SBTSP support privileges. SBTSP further reserves the right to terminate its support services to Customer in the event that Customer makes excessive support requests at a volume that materially exceeds the average amount of service requests made by SBTSP customers as a whole; in lieu of support termination, a support fee may also be implemented upon mutual agreement with the Customer.

3. Representations

3.1. SBTSP represents that:

3.1.1. it has all legal rights and authority to enter into this Agreement, and by entering into this Agreement SBTSP will not be violating any third-party agreements that would otherwise prohibit it from fulfilling its obligations hereunder;

3.1.2. it has the right to grant to Customer access to the Site, products and services that SBTSP will provide to Customer pursuant to this Agreement;

3.1.3. it has not inserted into the Site any virus or similar code to erase data;

3.1.4. it will use commercially reasonable efforts to provide its services in a professional manner in compliance with all applicable laws; and

3.1.5. it will comply with all laws, regulations, policies and procedures applicable to the operation of its business.

3.2. Customer. SBTSP depends on its customers to honor the commitments required under this Agreement and to operate in a professional manner. In furtherance of this expectation, Customer makes the following representations and covenants:

3.2.1. Engagement. Customer has all legal rights and authority to enter into this Agreement, and by entering into this Agreement Customer will not be violating any third-party agreements that would otherwise prohibit it from fulfilling its obligations hereunder. Customer will provide only accurate, current and complete information on any forms, applications or other questionnaires provided by SBTSP, or Third-Party Service Provider, and shall keep all contact information current by updating SBTSP of any changes. Customer is entering into this Agreement for the sole purpose of learning tax strategies and will not use its relationship with SBTSP for a surreptitious purpose of obtaining information from or about SBTSP, its third party partners and/or their products and services.

3.2.2. License Use. Customer will not use, or permit others to use, any software, products or services offered by SBTSP in a manner or to an extent that exceeds Customer’s authorized use. Customer will not modify, create derivative works from, or sublicense any software or products provided to it by SBTSP, nor reverse engineer, decompile, disassemble, or otherwise attempt to derive any source code from the Site.

3.2.3. Compliance. Customer will comply with all laws, regulations, policies and procedures of any government agency. Customer will not use any software, products or services provided by SBTSP or its third-party partners in any manner that could be deemed unlawful or potentially harmful.

4. Payment

4.1. Pricing and Payments. All products and services are sold by SBTSP at the then-current price established at the time of purchase. SBTSP reserves the right to revise any of the fees it charges upon notice to Customer at any time during the Term. All payments must be made with one of the following methods of payment:

  • A valid credit card; or
  • A valid debit card.

4.2. Late Payments. A late payment charge of the lesser of 1½% per month or the highest rate allowed by applicable law may be applied to any outstanding balances until paid. Failed payments (e.g., insufficient funds, incorrect account numbers, etc.) are subject to a service fee of a minimum of $20 or the maximum amount permitted by law. SBTSP shall also have the right to restrict Customer’s account from access to the electronic filing center in the event that any payment becomes overdue.

4.3. Sales and Use Tax. Customer will pay any applicable taxes relating to this Agreement, other than taxes based on SBTSP’s income and any franchise-related taxes.

5. Disclaimers

5.1. ALL CONTENT, PRODUCTS, SERVICES AND SUPPORT ARE PROVIDED ON AN “AS IS,” “AS AVAILABLE” BASIS. OTHER THAN AS EXPLICITLY STATED IN THIS AGREEMENT, SBTSP DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING ANY WARRANTIES OF ACCURACY, COMPLETENESS, CURRENTNESS, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. THESE DISCLAIMERS ALSO APPLY TO ALL CONTENT, PRODUCTS, SERVICES, PROGRAMS OR OTHER INFORMATION PROVIDED BY THIRD-PARTIES. SBTSP DOES NOT WARRANT THAT THE CONTENT, PRODUCTS, SERVICES AND SUPPORT WILL BE UNINTERRUPTED OR ERROR-FREE AND DISCLAIMS ANY WARRANTY OR REPRESENTATION REGARDING AVAILABILITY OF A SERVICE, SERVICE LEVELS OR PERFORMANCE.

5.2. Data Breach. SBTSP is not responsible for any loss caused due to any data breach or hacking of its servers. Customer agrees to hold harmless SBTSP for any claims arising as a result of an interception of Customer’s data by a third party while the data is being sent over interconnected local and wide-area networks.

5.3. Functionality. SBTSP or its third-party partners may add additional functionality as enhancements to the Site, products and/or services at no additional fee, or as one or more separate products or services for an additional fee. SBTSP reserves the right to discontinue products or services that in SBTSP’s judgment are no longer economically feasible or have become technologically out of date.

6. Protection of Proprietary Rights and Confidential Information

6.1. Proprietary Rights. All content, products, software, services and support are proprietary to SBTSP and may include copyrighted works, trade secrets, or other materials created at great effort and expense. Customer will not in any way contest the validity of the rights in or ownership of any of its products and services or documentation provided under this Agreement. Customer will reproduce SBTSP’s copyright and proprietary rights legend on all copies of materials that Customer is permitted to reproduce or distribute. Neither party will use the trade names, trademarks or service marks of the other party in any news release, publicity, advertising, or endorsement without the prior written approval of the other party. Customer shall not disclose the negotiated pricing or terms of this Agreement, or of any sales order form, to any third party.

6.2. Confidential Information. Each party (“Recipient“) will treat all information provided by the other party (“Discloser“) that Discloser designates in writing to be confidential in the same manner as Recipient treats its own confidential information; provided that i) Recipient may share such information with its employees and third party service providers, with a need to know and/or in order to fulfill the obligations pursuant to this Agreement (“Representatives“), in furtherance of the provision of the products and services hereunder, that are subject to confidentiality obligations substantially as restrictive as those set forth in this Section and ii) Recipient assumes responsibility for such employee’s and third party service provider’s use of such information. Discloser represents and warrants that it has all necessary legal rights, title, consents and authority to disclose such confidential information to Recipient. Notwithstanding such confidential status, Customer agrees that SBTSP may, without identifying Customer as the source of such information, use information provided by Customer to create, update, merge, analyze, maintain or enhance its database of information, as permitted by law. SBTSP will not transfer, disclose, sell or otherwise distribute such information in the form supplied by Customer to any third party (other than Representatives) without Customer’s consent, unless SBTSP is required by law to do so. Confidential information shall not include information that (i) is or becomes a part of the public domain through no act or omission of Recipient; (ii) was in Recipient’s lawful possession prior to Discloser’s disclosure to Recipient; (iii) is lawfully disclosed to Recipient by a third-party with the right to disclose such information and without restriction on such disclosure; or (iv) is independently developed by Recipient without use of or reference to the confidential information.

7. Term and Termination

7.1. Term. The Term of this Agreement shall run from the date of Customer’s acceptance of this Agreement until one year following acceptance of this agreement (the “Term“). This Agreement shall automatically renew 12 months following the previous date of purchase or renewal. If Customer desires not to renew, Customer must notify SBTSP by email at least 10 days prior to the automatic renewal date.

7.2. Cancellation and Refund Policy. CUSTOMER UNDERSTANDS AND AGREES THAT SBTSP SHALL HAVE INCURRED EXPENSES IN ANTICIPATION OF ITS PERFORMANCE UNDER ITS AGREEMENT WITH CUSTOMER AND THAT ALL PURCHASES OF ACCESS TO THE SITE ARE NON-REFUNDABLE. THE ORDER RECEIPT ISSUED BY SBTSP, ALONG WITH THIS AGREEMENT, IS A BINDING CONTRACT AND COMMITMENT BY CUSTOMER TO PAY THE AMOUNT LISTED ON THE ORDER RECEIPT.

7.3. Termination.

7.3.1. In the event of material breach of Sections 3.2.1 through 3.2.3, SBTSP may immediately terminate this Agreement or, in its sole discretion, SBTSP may suspend Customer’s access to the Site, products and/or services and notify Customer. While SBTSP will make good faith efforts to reactivate access to services upon Customer remedying any suspension, SBTSP makes no guarantees regarding the timing of reactivation. Customer shall be required to cure any such breach within three (3) business days. If Customer fails to regain compliance within such time, SBTSP may, in its sole discretion, terminate this Agreement for cause, in addition to any other rights or remedies SBTSP may have. In the event of material breach of any other part of this Agreement by Customer or SBTSP, the non-breaching party may terminate this Agreement if such breach is not cured within thirty (30) days of written notice of breach.

7.3.2. Except as prohibited by law, SBTSP reserves the right to refuse or discontinue access to the Site, products and services to any Customer without cause and provide a full refund of any amounts paid by Customer minus the value of any content, products and services utilized. Customer acknowledges that SBTSP must have this right in order to preserve the integrity of SBTSP’s reputation within the industry and fulfill any requirements to prevent and/or prohibit fraud. This section does not limit SBTSP’s right to discontinue programs, content, products and services without refund granted in other sections of this Agreement.

7.3.3. If, in the sole judgment of SBTSP, a change in the competitive, legislative, or regulatory environment makes a current offering of SBTSP no longer commercially feasible, profitable or practical, SBTSP reserves the right to terminate this Agreement.

7.3.4. Customer agrees to hold harmless SBTSP for any claim that may arise out of SBTSP’s termination of a Customer’s access to the Site, content, products and/or services as permitted under this Agreement.

7.4. Effect of Termination. Termination of this Agreement for any reason will result in a termination/suspension of all licenses, services and outstanding orders. Customer can ensure continuation in services by renewing their access to the Site prior to the expiration of the Term. If, without SBTSP’s written permission or as permitted hereunder, Customer continues to use the Site after the applicable license has terminated, in addition to any other remedies available to SBTSP for such breach of the Agreement, Customer will be liable to SBTSP for the undiscounted fees for such access in effect on the date of such termination or expiration.

7.5. Survival. The provisions set forth in Sections 1.3, 5.1, 5.2, 6.1, 6.2, 7.3, 7.4, 7.5, 8, 9 and 10 will survive the termination of this Agreement.

8. Limitation of Liability; Indemnification

8.1. SBTSP SHALL NOT BE LIABLE FOR ANY INCIDENTAL, SPECIAL, PUNITIVE, EXEMPLARY, INDIRECT, OR CONSEQUENTIAL DAMAGES OF ANY KIND, INCLUDING LOST PROFITS, LOST DATA, LOST REVENUES, AND LOSS OF BUSINESS OPPORTUNITY, WHETHER OR NOT SUCH PARTY WAS AWARE OR SHOULD HAVE BEEN AWARE OF THE POSSIBILITY OF THESE DAMAGES. THIS LIMITATION ON LIABILITY FOR SBTSP EXTENDS TO ALL CONTENT, PRODUCTS, SERVICES, PROGRAMS OR OTHER INFORMATION PROVIDED BY THIRD-PARTIES.

8.2. SBTSP’S MAXIMUM LIABILITY ARISING OUT OF OR RELATING TO THIS AGREEMENT, REGARDLESS OF THE CAUSE OF ACTION (WHETHER IN CONTRACT, TORT, BREACH OF WARRANTY OR OTHERWISE), WILL NOT EXCEED THE TOTAL AMOUNT PAID AND PAYABLE BY CUSTOMER HEREUNDER DURING THE 12-MONTH PERIOD IMMEDIATELY PRECEDING THE DATE ON WHICH SUCH LOSS, DAMAGE, INJURY, CLAIM, COST OR EXPENSE OCCURRED.

8.3. Notwithstanding anything to the contrary, the exclusions and limitations set forth in Section 8.1 and Section 8.2 above shall not apply with respect to SBTSP’s obligations under Section 8.4.

8.4. General Indemnification. During the Term and for two years thereafter, each Party (the “Indemnifying Party“) will defend, indemnify and hold harmless the other Party, its officers, directors, employees, successors and assigns (collectively, the “Indemnified Parties“), in respect of any losses, damages, liabilities and expenses (including reasonable attorneys’ fees) (collectively, “Damages“) incurred or suffered by any of the Indemnified Parties with respect to claims instituted by any third party, including a federal or state government or agency (a “Third Party Claim“) resulting from (a) any fraud or material misrepresentation of the Indemnifying Party, or (b) any material breach by the Indemnifying Party of any of its obligations, representations, covenants or other commitments pursuant to this Agreement. In connection with any Third Party Claim, the Indemnifying Party may defend the Indemnified Party against the Third Party Claim with counsel reasonably satisfactory to the Indemnified Party so long as (i) the Indemnifying Party provides the Indemnified Party with evidence reasonably acceptable to the Indemnified Party that the Indemnifying Party will have the financial resources to defend against the Third Party Claim and fulfill its indemnification obligations hereunder, (ii) the Third Party Claim involves only money damages and does not seek an injunction or other equitable relief, (iii) settlement of, or an adverse judgment with respect to, the Third Party Claim is not, in the good faith judgment of the Indemnified Party, likely to establish a precedent adverse to the continuing business interests or the reputation of the Indemnified Party, (iv) no conflict of interest exists between the Indemnifying Party and the Indemnified Party, and (v) the Indemnifying Party conducts the defense of the Third Party Claim actively and diligently. In the event any of the conditions above is or becomes unsatisfied, however, (A) the Indemnified Party may defend against, and consent to the entry of any judgment or enter into any settlement with respect to, the Third Party Claim in any manner it reasonably may deem appropriate (and the Indemnified Party need not consult with, or obtain any consent from, the Indemnifying Party in connection therewith), (B) the Indemnifying Party will reimburse the Indemnified Party for the costs of defending against the Third Party Claim (including reasonable attorneys’ fees and expenses), and (C) the Indemnifying Party will remain responsible for any Damages the Indemnified Party may suffer resulting from the Third Party Claim, to the fullest extent provided in this section. In any event, the Indemnified Party may retain separate co-counsel at its cost and participate in the defense of the Third-Party Claim and the Indemnifying Party will not consent to the entry of any judgment or enter into any settlement with respect to any Third-Party Claim without the prior written consent of the Indemnified Party, which shall not be unreasonably withheld or delayed. This foregoing indemnification provision shall constitute the Indemnified Parties’ sole and exclusive remedy, and the Indemnifying Party’s sole and exclusive liability, for monetary damages in respect of the matters indemnified under this section.

9. Choice of Law; Disputes; Remedies

9.1. This Agreement is governed by and construed in accordance with the laws of the State of Wisconsin without regard to choice of law provisions. All disputes arising out of or relating to this Agreement shall be instituted and prosecuted exclusively in a state or federal court located in Milwaukee, Wisconsin, with both parties specifically consenting to extraterritorial service of process for that purpose.

9.2. Customer will pay all costs and expenses, including reasonable attorneys’ fees, that SBTSP incurs in any action to enforce Customer’s obligations, including payment obligations, under this Agreement.

9.3. Customer agrees that, in the event Customer breaches or threatens to breach any of Sections 3.2.1, 3.2.2, 3.2.3, or 6 of this Agreement, the damage or imminent damage to SBTSP, its business and goodwill will be irreparable and extremely difficult to estimate, making any remedy at law or in damages inadequate. It is accordingly agreed that SBTSP, in addition to any other remedy to which it may be entitled in law or equity, will be entitled to an injunction or injunctions to prevent breaches of the above referenced sections of this Agreement and to compel specific performance of this Agreement in accordance with its terms and conditions, without the need for proof of actual damages or the posting of a bond.

9.4. SBTSP may refuse to renew Customer’s account in the event that Customer materially breaches any obligation, representation or covenant provided herein.

10. Miscellaneous

10.1. Entire Agreement. This Agreement, any orders, addenda, and schedules constitute the entire agreement between SBTSP and Customer regarding the matters herein. All prior agreements, both oral and written, between the parties on the matters contained in this Agreement are expressly canceled and superseded by this Agreement. Any order initiated as of the effective date of this Agreement, regardless of such order’s effective date, and notwithstanding anything to the contrary contained therein, shall be subject to this Agreement. In no event shall any terms or conditions included by Customer on any form or purchase order apply to the relationship between SBTSP and Customer hereunder, unless such terms are expressly agreed to by both parties in writing. Any amendments of or waivers relating to this Agreement or any order must be in writing signed by the party, or parties, to be charged therewith.

10.2. Affiliates. This Agreement will inure to the benefit of the parties, as well as their affiliates, subsidiaries, and respective successors and assigns. All obligations of “Customer” shall include its parent companies, sister companies, and any respective subsidiaries, affiliates, directors, officers, employees, contractors, and agents, as well as the Customer Affiliates, to the extent such entities are using the content, products or support provided hereunder, and Customer is fully responsible for such entities’ compliance with all terms and conditions contained within this Agreement as applicable to such person’s activities and uses. This Agreement is not intended to, nor may be deemed to create any rights of enforcement in any person who is not a signatory to this Agreement.

10.3. Assignment. This Agreement binds and inures to the benefit of the parties and their successors and permitted assigns, except that neither party may assign this Agreement without the prior written consent of the other party; however, SBTSP may assign the Agreement to any of its affiliated companies or in connection with a merger or consolidation involving SBTSP (so long as the assignment is to the newly merged or consolidated entity) or the sale of substantially all of SBTSP’s assets (so long as the assignment is to the acquirer of such assets).

10.4. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be illegal or unenforceable, the provision will be reformed and construed to be a valid, operative and enforceable provision while preserving its original intent. All of the terms in this Agreement are severable, and the invalidity of any part of this document does not render invalid the remainder.

10.5. Force Majeure. SBTSP shall not be held liable for the failure to perform any obligation, or for the delay in performing any obligation, arising out of or connected with this Agreement if such failure or delay results from or is contributed to by any cause beyond its reasonable control including failures or delays caused by the act or omission of any governmental authority, fire, flood, failures of third party suppliers, acts or omissions of carriers, transmitters, providers of telecommunications or Internet services, vandals, hackers or other event beyond its reasonable control.

10.6. No Construction against Drafter. Each of the parties hereto acknowledges that it has had the opportunity to be represented by independent counsel of its choice prior to entering into this Agreement. In construing this Agreement, no provision hereof shall be construed in favor of one party on the ground that such provision was drafted by the other.

10.7. Counterparts. This Agreement may be executed electronically (including by means of facsimile or click-through) and in one or more counterparts, each of which shall be deemed an original but all of which together shall constitute one and the same instrument.

10.8. Notices. Notices to Customer will be in writing and delivered to the most recent mailing address provided to SBTSP by Customer. If an urgent matter arises, SBTSP retains the right to use the primary email address provided by Customer. All notices to SBTSP must be in writing and delivered to M Lee LLC, d/b/a Small Business Tax Savings Podcast, 12605 W North Avenue Suite 232, Brookfield, Wisconsin, 53005. All notices should be sent by trackable means and will be considered made on the date of delivery. Each party is responsible for giving the other party notice of a change of mailing or email address.

11.1. Agreement to Receive Text Messages

By providing your mobile telephone number and affirmatively opting in to receive text messages, you agree that TaxElm Inc (“TaxElm”) may send you periodic SMS and/or MMS messages.

Messages may include, but are not limited to:

  • Registration confirmations;
  • Masterclass, webinar, and event reminders;
  • Important notices and updates;
  • Educational information;
  • Product and service information;
  • Deals, special offers, and promotions;
  • Customer service and account-related communications; and
  • Other marketing or promotional messages from TaxElm.

Messages may be sent using an automatic telephone dialing system, automated technology, or similar technology where permitted by law.

Consent to receive marketing text messages is not a condition of purchasing any goods or services.

By opting in, you represent that you are the subscriber or customary user of the mobile number provided and that you are authorized to consent to receive messages at that number.

11.2. Message Frequency

You may receive up to 4 SMS or MMS messages per month.

Message frequency may vary depending on your interactions with TaxElm, programs for which you register, and communications you request.

11.3. Message and Data Rates

Message and data rates may apply.

TaxElm does not charge you a separate fee for receiving SMS or MMS messages. However, your wireless carrier may charge you for text messages, multimedia messages, or data usage in accordance with your wireless service plan.

Please contact your wireless provider if you have questions regarding your messaging or data plan.

11.4. How to Opt Out

You may unsubscribe from TaxElm text messages at any time by replying:

STOP

to the number from which you receive TaxElm messages.

After submitting an opt-out request, you may receive one final SMS message confirming that your request has been processed.

After you opt out, you will no longer receive marketing text messages from the applicable TaxElm messaging program unless you subsequently provide consent to opt in again.

TaxElm will honor other legally recognized opt-out requests where required by applicable law or carrier requirements.

11.5. How to Get Help

For assistance with the SMS program, reply:

HELP

to the number from which you receive TaxElm messages.

You may also contact us through:

TaxElm Inc
Website: https://taxsavingspodcast.com/

If TaxElm maintains a dedicated customer support telephone number, that number may also be used to request assistance regarding the SMS program.

11.6. Participating Carriers

United States participating wireless carriers may include, but are not limited to:

AT&T, T-Mobile®, Verizon Wireless, Boost Mobile, U.S. Cellular®, Metro by T-Mobile, Cricket Wireless, C Spire Wireless, and other participating carriers.

Carrier participation and availability may change from time to time.

T-Mobile is not liable for delayed or undelivered messages.

Neither TaxElm nor participating wireless carriers guarantee that every SMS or MMS message will be delivered or delivered at a particular time.

Delivery is subject to effective transmission by your wireless carrier and network availability.

11.7. Changes to Your Mobile Number

You agree to notify TaxElm of any change to the mobile number you have provided to us.

If you discontinue, transfer, deactivate, or otherwise give up your mobile number, you agree to opt out of TaxElm’s SMS program before relinquishing that number when reasonably possible.

You are responsible for keeping your contact information accurate and current.

11.8. Information Collected Through the SMS Program

Information obtained from you in connection with TaxElm’s SMS or MMS services may include:

  • Your mobile telephone number;
  • Your wireless carrier;
  • The date and time of messages;
  • The content of messages you send to us;
  • Your opt-in and opt-out status;
  • The date and time consent was provided;
  • Records demonstrating your consent to receive messages;
  • Information relating to your interactions with our messages; and
  • Other information you voluntarily provide.

TaxElm may use this information to communicate with you, administer its SMS program, provide services and information you request, maintain records of consent, provide customer support, and comply with applicable laws and messaging requirements.

11.9. Mobile Information and Privacy

TaxElm respects the privacy of information collected through its text messaging program.

No mobile information will be shared with third parties or affiliates for their own marketing or promotional purposes.

Information sharing with subcontractors and service providers that support TaxElm’s operations, such as customer service providers, telecommunications providers, SMS delivery providers, technology providers, or similar vendors, is permitted when reasonably necessary to provide those services.

Text messaging originator opt-in data and consent information will not be shared with third parties for their independent marketing or promotional purposes.

TaxElm may disclose information where required by law, regulation, court order, governmental request, or as otherwise permitted by applicable law.

Additional information regarding the collection and use of personal information is available in our Privacy Policy:

https://taxsavingspodcast.com/privacy-policy/

11.10. Availability and Delivery

SMS and MMS services may not be available on all carriers, mobile devices, service plans, or geographic locations.

TaxElm is not responsible for:

  • Delayed messages;
  • Undelivered messages;
  • Carrier outages;
  • Network interruptions;
  • Incompatible mobile devices;
  • Changes made by wireless carriers; or
  • Other delivery failures outside TaxElm’s reasonable control.

11.11. Changes or Termination of SMS Service

By subscribing to or otherwise using TaxElm’s SMS service, you acknowledge and agree that TaxElm may modify, suspend, or terminate the SMS service, in whole or in part, at any time, with or without advance notice, subject to applicable law.

Termination of a specific SMS program does not necessarily terminate any separate product, service, membership, account, or other contractual relationship you may have with SBTSP or TaxElm.

11.12. No Purchase Required

Your consent to receive promotional SMS or MMS communications from TaxElm is voluntary.

Consent is not a condition of purchasing any property, goods, or services.

You may purchase or use eligible TaxElm products and services without consenting to receive marketing text messages where otherwise available.

11.13. Electronic Consent

Your electronic selection of a checkbox, submission of an online form, text-message response, or other affirmative action indicating your agreement to receive SMS or MMS messages constitutes your electronic signature and consent to these SMS Terms.

Records of your consent may be maintained by TaxElm and its communications service providers for compliance and recordkeeping purposes.

11.14. SMS Program Contact Information

Questions regarding the SMS program may be directed to:

TaxElm Inc
Website: https://taxsavingspodcast.com/

For text-message assistance, reply HELP to the number from which you received a TaxElm message.

To discontinue text messages, reply STOP.