Terms and Conditions

Effective Date: September 6, 2026
Last Updated: September 6, 2026

Welcome to RedeemedTax.com.

These Terms & Conditions (“Terms”) govern your access to and use of RedeemedTax.com and the online services, information, forms, portals, and other features made available by Redeemed Tax and Financials (“Redeemed Tax and Financials,” “Redeemed,” “we,” “us,” or “our”).

By accessing or using this website, you agree to these Terms. If you do not agree with these Terms, please do not use the website.

Redeemed Tax and Financials is located in Brea, California and provides tax preparation services to clients in California and throughout the United States.

1. Website Purpose

RedeemedTax.com provides information about Redeemed Tax and Financials and our tax preparation services.

The website may allow users to:

Learn about our tax preparation services
Request information
Schedule appointments
Contact our office
Access a secure client portal
Submit certain non-sensitive information
Obtain general tax-related information

Use of the website itself does not create a tax preparer-client, accountant-client, attorney-client, fiduciary, or other professional relationship.

A professional relationship is established only after Redeemed Tax and Financials has agreed to provide services and any required engagement documentation has been completed.

2. Tax Preparation Services

Redeemed Tax and Financials provides professional tax preparation services, which may include preparation of:

Individual federal and state tax returns
Business tax returns
Self-employed and independent contractor returns
Prior-year tax returns
Amended tax returns
Multi-state tax returns
Other tax returns we agree to prepare

Services actually provided will depend upon the individual engagement.

Services not expressly included in your engagement should not be considered part of our tax preparation services.

3. No Professional Advice Through Website

Information provided on RedeemedTax.com is intended for general informational and educational purposes.

Website content does not constitute individualized:

Tax advice
Legal advice
Accounting advice
Investment advice
Financial planning advice

Tax laws and regulations can change, and the appropriate treatment of a particular transaction depends on individual facts and circumstances.

You should not take or refrain from taking action solely on the basis of general information contained on this website.

4. No Guarantee of Tax Outcome

Redeemed Tax and Financials does not guarantee:

A particular tax refund
A particular tax liability
Eligibility for a specific deduction or credit
IRS or state acceptance of a tax position
The timing of any refund
The outcome of an audit, examination, or governmental review

Tax results depend on applicable law and the information provided by the taxpayer.

Any refund estimate displayed or discussed before completion of a return is an estimate only.

5. Client Responsibility for Information

Clients are responsible for providing complete, accurate, timely, and truthful information.

You are responsible for reviewing information provided to us and notifying Redeemed Tax and Financials promptly if anything is incorrect, missing, or incomplete.

Redeemed Tax and Financials generally relies upon information and documentation supplied by clients and third parties.

Unless specifically agreed otherwise, we are not responsible for independently auditing or verifying every representation made by a client.

You remain legally responsible for your tax return even when it is prepared by a professional tax preparer.

6. Supporting Documentation

We may request documentation necessary to support information reported on a return.

Failure to provide requested documentation may:

Delay preparation
Prevent completion of a tax return
Affect deductions or credits
Affect our willingness to prepare or file a return

Redeemed Tax and Financials reserves the right to decline to prepare or file a return when information appears incomplete, inconsistent, inaccurate, fraudulent, unlawful, or insufficiently documented.

7. Filing Deadlines

Clients are responsible for providing information sufficiently in advance of applicable filing deadlines.

Redeemed Tax and Financials does not guarantee that a return can be completed by a filing deadline when documents or information are provided late.

An extension of time to file a tax return generally does not constitute an extension of time to pay taxes owed.

Taxpayers remain responsible for applicable taxes, interest, and penalties.

8. Electronic Filing

Redeemed Tax and Financials may electronically file tax returns with the Internal Revenue Service and applicable state tax authorities.

Electronic filing may depend upon:

IRS systems
State government systems
Drake Software
Internet connectivity
Third-party technology
Availability of government e-file systems

We are not responsible for delays or outages caused by systems outside our reasonable control.

A return is not considered successfully electronically filed merely because it has been transmitted. Government acceptance or acknowledgment may be required.

9. Drake Software and Secure Client Portal

Redeemed Tax and Financials uses Drake Software for tax preparation and related functions.

We also use Drake Portals/SecureFilePro for secure document exchange and client communications.

Clients may receive credentials allowing them to access SecureFilePro.

You are responsible for maintaining the confidentiality of your:

Username
Password
Authentication credentials
Email account
Computer
Mobile device

You agree not to allow unauthorized persons to access your account.

Please contact Redeemed Tax and Financials promptly if you believe your account or credentials have been compromised.

Use of Drake Software and Drake Portals may also be subject to terms and privacy practices established by Drake Software.

10. Sensitive Information

Do not submit Social Security numbers, banking information, complete tax returns, identification documents, or other highly sensitive taxpayer information through the general contact form on RedeemedTax.com.

Clients should use our approved secure client portal when transmitting sensitive tax documents.

11. Taxpayer Information

Redeemed Tax and Financials treats taxpayer information as confidential and uses and discloses tax-return information in accordance with applicable federal and state requirements.

Certain uses or disclosures of tax-return information may require separate taxpayer authorization or consent.

Our Privacy Policy provides additional information concerning our privacy and security practices.

12. Fees and Payment

Fees for tax preparation services may vary depending upon factors such as:

Type of return
Number of tax forms
Complexity
Number of businesses
Number of states
Required schedules
Prior-year work
Amended-return work
Additional research or services

Fees may be communicated through an engagement agreement, invoice, estimate, pricing schedule, or other communication.

Unless otherwise agreed, clients are responsible for payment of charges associated with services requested.

13. Third-Party Services

RedeemedTax.com may integrate or link to third-party services, including:

Drake Software
SecureFilePro
Payment processors
Appointment services
Government websites
Social media services

Redeemed Tax and Financials does not control the operation or availability of independent third-party systems.

Their terms, privacy policies, and security practices may apply separately.

14. Website Availability

We attempt to maintain reliable access to RedeemedTax.com but do not guarantee uninterrupted availability.

The website may temporarily become unavailable because of:

Maintenance
Server problems
Internet outages
Cybersecurity events
Third-party outages
Software updates
Events outside our reasonable control

15. Intellectual Property

Unless otherwise stated, the content of RedeemedTax.com, including text, graphics, branding, logos, design elements, photographs, videos, icons, and original website content, is owned by or licensed to Redeemed Tax and Financials.

You may use the website for personal and legitimate business purposes.

You may not reproduce, distribute, modify, republish, sell, or commercially exploit protected website content without authorization.

16. Prohibited Use

You may not use RedeemedTax.com to:

Violate applicable law
Attempt unauthorized access to our systems
Upload malware or malicious code
Interfere with website operation
Impersonate another person
Submit fraudulent information
Obtain information about another taxpayer without authorization
Circumvent security controls
Scrape or extract website information through unauthorized automated means
Misuse our client portal

17. Website Disclaimer

RedeemedTax.com is provided on an “as available” basis.

To the extent permitted by law, we disclaim warranties concerning uninterrupted availability, error-free operation, completeness of general website information, or suitability of website content for a particular taxpayer’s individual circumstances.

Nothing in these Terms limits obligations that cannot legally be waived.

18. Limitation of Liability

To the maximum extent permitted by applicable law, Redeemed Tax and Financials will not be liable for indirect, incidental, special, exemplary, or consequential damages arising solely from use of, or inability to use, RedeemedTax.com.

This limitation does not eliminate liability that cannot legally be limited or waived.

Separate terms governing professional tax preparation services may appear in an engagement agreement.

19. Changes to These Terms

We may modify these Terms periodically.

The updated version will display a revised “Last Updated” date.

Continued use of the website after changes become effective constitutes acceptance of the revised website Terms.

20. Governing Law

These Terms are governed by applicable federal law and the laws of the State of California, without regard to conflict-of-law principles.

To the extent permitted by law and unless otherwise provided in a separate written agreement, disputes arising specifically from use of RedeemedTax.com will be subject to the appropriate courts located in California.

21. Contact Information

Redeemed Tax and Financials
Brea, California
Website: RedeemedTax.com

Email: redeemedtax@gmail.com
Phone: 626-678-0068
Mailing Address: 411 W. Lambert Rd. #409, Brea, CA 92821