Terms & Conditions

Last updated: November 2025

CrossBorderstax LLC (“we”, “our”, “the Company”) provides AI-assisted U.S. corporate tax filing and bookkeeping support services. By purchasing any plan or using our website, you agree to the following Terms & Conditions.

1. Nature of Service

All plans sold on crossborderstax.com are digital professional services.
No physical products are shipped.

2. Service Workflow

After payment:

You will be directed to complete the Client Intake Form.
Our system processes your data using AI-assisted tools.
A CPA will review and finalize your tax filing.
Final deliverables (PDF returns, schedules, and instructions) will be delivered digitally.

3. Client Responsibilities

You agree to:

Provide accurate and complete information
Upload required documents in a timely manner
Review your final return before submission

CrossBorderstax relies on the accuracy and completeness of the information provided by the client.

Clients are responsible for submitting truthful business details, complete financial records, and timely supporting documentation.

If key information is missing or inaccurate, it may cause delays, additional fees, or filing risks.

We provide a structured checklist and intake process to help reduce common errors and ensure filing readiness.

4. AI-Assisted Filing

CrossBorderstax uses AI technology to improve speed and accuracy.
Final tax filings are always reviewed by a Licensed CPA before submission.

5. Payment & Fees

All payments must be completed before the intake form is unlocked.
Prices may change without notice.

6. Refund Policy

Opening or submitting the Client Intake Form alone does not make the full fee non-refundable. A cancellation request received before substantive work begins is eligible for a full refund. After work begins, fees for work performed and documented, non-recoverable third-party costs may be retained; any remaining unperformed portion is assessed under the Refund & Cancellation Policy.

7. Limitation of Liability

We are not liable for:

Penalties due to client’s inaccurate information
IRS delays
Banking or third-party software issues

Maximum liability is limited to the amount paid for the service.

8. Governing Law

These Terms are governed by:

United States federal tax law
The laws of the State of Wyoming

9. Contact

Email: info@crossborderstax.com
Website: www.crossborderstax.com