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Privacy & terms

Terms of Use

Website and account use, service selection, fees and requests for changes.

Acceptance of terms

By accessing the Port of Tax website, app, or dashboard, you agree to these Terms of Use. If you do not agree, please do not use our services.

Our services

Port of Tax provides company formation, EIN/ITIN applications, tax filing, bookkeeping, accounting, and related business services. Some services are performed directly by our team; others are facilitated through licensed third-party professionals and partners.

Accounts

You are responsible for maintaining the confidentiality of your account credentials and for all activity under your account. Notify us immediately if you suspect unauthorized access.

Fees & payment

Fees for services are disclosed before purchase. Government filing fees, where applicable, are separate and passed through at cost unless otherwise stated. Subscription services (such as bookkeeping or the weekly newsletter) renew automatically until cancelled.

Professional & licensed services

Tax filing, IRS representation, and similar services are performed by licensed professionals. Nothing on our website or app constitutes legal, tax, or immigration advice specific to your situation — always confirm your specific circumstances with your assigned professional.

Smart AI CEO & AI features

Smart AI CEO and other AI-assisted tools are provided for general educational guidance and do not replace advice from a licensed professional. Token-based usage limits may apply as described at the time of use.

Acceptable use

You agree not to misuse our services, including submitting fraudulent information, attempting to access accounts that aren't yours, or using Port of Tax for any unlawful purpose.

Limitation of liability

To the maximum extent permitted by law, Port of Tax is not liable for indirect, incidental, or consequential damages arising from your use of our services. Our total liability is limited to the fees you paid for the specific service giving rise to a claim.

Termination

We may suspend or terminate access to our services for violations of these terms. You may close your account at any time, subject to completing any in-progress filings or obligations.

Changes to these terms

We may update these Terms of Use from time to time. Continued use of Port of Tax after changes take effect constitutes acceptance of the updated terms.

Contact us

Questions about these Terms of Use can be sent to info@portoftax.com.

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