Terms of service

What Tax Playbook is

Tax Playbook is educational software that helps individuals organize their tax-relevant information, model estimated tax liability, and explore general planning scenarios. It is designed to help you understand your tax situation throughout the year — not to file taxes, execute payroll, or provide professional advice.

Not professional advice

Nothing on this site or within the product constitutes tax, legal, financial, or investment advice. All outputs — including projections, estimates, scenario results, and planning scenarios — are for educational and informational purposes only. They are based solely on the information you enter and may not reflect your complete tax situation.

You are solely responsible for your tax filings, financial decisions, and compliance with applicable laws. We strongly encourage you to consult a qualified CPA, enrolled agent, or tax attorney before making decisions based on information in this product.

Eligibility and accounts

You must be at least 18 years old and a resident of the United States to use Tax Playbook. You are responsible for maintaining the security of your account credentials and for all activity that occurs under your account. Notify us immediately at support@taxplaybook.com if you suspect unauthorized access.

Beta access, subscriptions and billing

Tax Playbook is currently offered as a private beta. If you are invited to the beta and redeem a beta access code, you receive full access to the service at no charge for up to 12 months from redemption, unless your beta access ends earlier. Beta features may change, and the service may be modified or interrupted while it is in beta.

We may introduce paid plans in the future. If we do, we will notify you before any charges apply, and you will not be charged unless you choose to purchase a paid plan.

If you purchase a paid subscription, current pricing is displayed at checkout and prices may change with advance notice. Subscriptions renew automatically at the end of each billing period (quarterly or annual) unless you cancel before the renewal date. You can cancel at any time from your account settings. Cancellation takes effect at the end of your current paid period — we do not provide refunds for unused time within a billing period except where required by law.

All payments are processed by a third-party payment provider. We do not store your payment card information.

Acceptable use

You agree not to:

• Use the service for any unlawful purpose
• Attempt to gain unauthorized access to any part of the service or its infrastructure
• Reverse engineer, scrape, or resell the service or its outputs
• Enter false information to manipulate projections or circumvent subscription limits
• Use the service on behalf of others in a professional or commercial capacity without our written permission

Accuracy of estimates

Tax projections and savings estimates are calculated from the information you provide and are approximations only. They do not account for every applicable tax rule, phase-out, credit, or state-specific provision. Actual tax liability may differ. We make no warranties, express or implied, regarding the accuracy, completeness, or fitness for purpose of any projection or estimate produced by the service.

Limitation of liability

To the fullest extent permitted by law, Tax Playbook and its founders, employees, and affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of or inability to use the service — including any tax penalties, interest, or underpayments resulting from reliance on information provided by the service. Our total liability for any claim arising under these Terms shall not exceed the amount you paid us in the 12 months preceding the claim.

Termination

You may delete your account at any time from your account settings. We may suspend or terminate your account if you violate these Terms. Upon termination, your right to use the service ends immediately and your data will be deleted in accordance with our Privacy Policy.

Changes to these Terms

We may update these Terms from time to time. If we make material changes, we will notify you by email or in-app notice at least 14 days before they take effect. Continued use of the service after that date constitutes acceptance of the updated Terms.

Governing law

These Terms are governed by the laws of the United States and the state in which Tax Playbook is incorporated, without regard to conflict of law principles.

Contact

Questions about these Terms? Contact us at support@taxplaybook.com.