Tax Disclaimer

1. Nature of Services

Upstaxx provides technology-driven tools designed to help users organize their financial information, identify potential tax savings opportunities, and prepare documentation for use by qualified tax professionals. Our services include:

• Tax Strategy Recommendations: General educational information about tax strategies that may be applicable to your situation. These are not personalized tax advice.
• Expense Categorization: Automated categorization of transactions for potential tax deductibility. These categorizations are suggestions and should be reviewed by a qualified tax professional.
• Tax Savings Estimates: Estimated savings figures based on general tax rules and the information you provide. Actual savings may vary significantly based on your complete tax situation.
• Tax Form Pre-Filling: Pre-populated tax form data based on your inputs. All forms should be reviewed and verified by a qualified tax professional before filing.
• Mr. Green AI Assistant: An artificial intelligence tool that provides general tax-related information and education. Mr. Green's responses are generated by AI and are not professional tax advice.

2. Not Tax Advice

Nothing on the Platform — including strategies, calculations, savings estimates, AI-generated responses, articles, guides, or any other content — should be construed as professional tax advice, legal advice, or financial advice. The information is provided for general educational and informational purposes only.

Tax laws are complex, change frequently, and vary by jurisdiction. Your individual tax situation depends on numerous factors that the Platform may not fully account for, including but not limited to:

• Your complete income from all sources
• State and local tax laws applicable to your jurisdiction
• Prior year tax elections and carryforwards
• Personal circumstances such as marriage, dependents, and residency
• Specific IRS regulations and interpretations
• Recent legislative changes that may not yet be reflected in the Platform

3. Consult a Qualified Professional

You should always consult a qualified certified public accountant (CPA), enrolled agent (EA), tax attorney, or other licensed tax professional before making any tax-related decisions or filing any tax returns.

Upstaxx is designed to complement — not replace — professional tax advice. We strongly encourage all users to:

• Have a qualified tax professional review any tax strategies before implementation.
• Verify all deductions, credits, and tax form data with a professional before filing.
• Discuss your specific financial situation with a licensed advisor.
• Keep complete and accurate records for all tax-related activities.

4. Accuracy of Information

While we strive to provide accurate and up-to-date information, Upstaxx makes no warranties or representations regarding the accuracy, completeness, reliability, or timeliness of any information, strategies, calculations, or recommendations provided through the Platform.

Specifically:

• Savings Estimates: All estimated tax savings figures are approximations based on general tax rates and rules. Actual results may differ materially.
• Transaction Categorization: Automated expense categorization may contain errors. Users are responsible for reviewing and correcting categorizations.
• AI Responses: Mr. Green and other AI features may generate responses that are incomplete, outdated, or inapplicable to your specific situation. AI-generated content should not be relied upon as professional advice.
• Tax Law Changes: Tax laws change frequently. There may be a delay between when a law changes and when our Platform is updated to reflect those changes.

5. No Guarantee of Results

Upstaxx does not guarantee any specific tax outcome, savings amount, or financial result. Past performance or estimated savings are not indicative of future results. The effectiveness of any tax strategy depends on your individual circumstances and proper implementation with professional guidance.

6. User Responsibility

You are solely responsible for:

• The accuracy and completeness of information you provide to the Platform.
• All tax filing decisions, including the decision to claim any deduction, credit, or tax position.
• Verifying all information, calculations, and recommendations with a qualified tax professional.
• Maintaining adequate records to support any tax positions taken.
• Timely filing of all required tax returns and payments.
• Compliance with all applicable federal, state, and local tax laws.

7. Limitation of Liability

To the fullest extent permitted by law, Upstaxx, its officers, directors, employees, agents, and affiliates shall not be liable for any direct, indirect, incidental, consequential, special, or punitive damages arising from or related to:

• Your use of or reliance on any information, strategy, calculation, or recommendation provided by the Platform.
• Any tax penalties, interest, or additional taxes resulting from tax positions taken based on information from the Platform.
• Errors in automated transaction categorization or tax calculations.
• AI-generated responses or recommendations.
• Any IRS audit, examination, or inquiry related to information obtained through the Platform.

8. CPA Network

Upstaxx may connect users with independent certified public accountants and tax professionals through our CPA network. These professionals are independent practitioners and are not employees or agents of Upstaxx. Upstaxx does not guarantee the quality, accuracy, or completeness of services provided by independent CPAs. Any engagement with a CPA is a separate professional relationship governed by their own terms, professional standards, and licensing requirements.

9. IRS Circular 230 Disclosure

10. Changes to This Disclaimer

We may update this Tax Disclaimer from time to time. We will notify you of material changes by posting the updated disclaimer on the Platform and updating the "Last updated" date. Your continued use of the Platform after changes are posted constitutes acceptance of the revised disclaimer.

11. Contact Us

If you have questions about this Tax Disclaimer, please contact us at: