Tax Pro Community

Membership Terms

Last updated: [DATE]. Version: draft v1.

DRAFT for attorney review. This is a starting template, not legal advice. Have a Georgia-licensed attorney review it before you take payments, and fill in every [BRACKET]. Delete this box when finished.

1. What you are buying

The Tax Pro Community is a paid membership for tax professionals from [LEGAL ENTITY NAME], doing business as 5Star Service Bureau & Tax Consulting Inc. ("we"). It includes [the weekly newsletter and archive, template vault, private community, monthly live Q&A]. Features may change over time.

2. Price, billing and automatic renewal

The fee is [$29] per month plus any applicable tax. When you subscribe we charge your payment method immediately for the first month. Your membership then renews automatically every month, and we charge the same payment method on each renewal date, until you cancel. We will tell you at least [30] days before any price increase takes effect, and you may cancel before it applies.

Payments are processed by Stripe. We do not see or store your full card number.

3. How to cancel

You can cancel at any time, online, without calling anyone: use the "Manage billing" link in any receipt email, or email with your name and the email used to subscribe. We will confirm your cancellation by email. If you cancel, you will not be charged again and you keep access until the end of the period you already paid for. To avoid the next charge, cancel before the next renewal date. We process cancellation requests promptly and no later than [10] business days.

4. No-refund policy

All membership fees are non-refundable, including for partial months, unused time, and content you did not read or download, except: (a) a duplicate or mistaken charge, which we will refund in full; and (b) any refund or right that the law of the state where you live gives you and that cannot be waived. Nothing in these Terms limits those rights.

Because the membership is digital content you can access immediately, you agree that access begins on purchase. Please contact us before filing a dispute with your bank so we can fix a billing problem quickly.

5. Education only, not tax or legal advice

Community content is general information for tax professionals. It is not tax, legal or accounting advice about any person's situation, and it does not create a client relationship with us. You are responsible for your own compliance with IRS rules, including Circular 230 and PTIN requirements, and for verifying anything before you rely on it.

6. Your account and our content

A membership is for one person. Do not share your login or resell, republish or post our newsletters and templates. You may use templates in your own practice. We may suspend a membership for misuse, and may remove content or members that violate community rules without refund, subject to section 4(b).

7. Privacy

We use your name, email and billing information to run your membership. We do not sell it. See our Privacy Policy: [LINK].

8. State-specific rights

Some states give subscribers extra rights, such as reminder notices before renewal or additional cancellation methods. If you live in one of those states, those rights apply to you in addition to these Terms and we will honor them.

9. Governing law

These Terms are governed by the laws of the State of Georgia, without limiting any mandatory consumer protections of the state where you live. [Venue/arbitration language: attorney to decide.]

10. Contact

[LEGAL ENTITY NAME] · [ADDRESS] · · (866) 578-2719