Legal
Terms of Service
Last updated October 28, 2026
These terms govern your use of Tax Notice Assistant, operated by SSBM Consulting LLC. By creating an account or using the service, you agree to them.
The service
Tax Notice Assistant uses AI to explain US federal and state tax notices and draft client memos. It is a drafting aid for tax professionals.
Professional responsibility
Output is AI-generated and may contain errors. It is not legal or tax advice. You are responsible for reviewing every breakdown against the original notice before advising a client or responding to a tax agency. The service does not submit anything to any agency.
Your account
Keep your sign-in details secure. You must have the right to upload any notice you submit, including any client authorization required.
Subscriptions and billing
- Paid plans are billed monthly in advance through Stripe and renew automatically until cancelled.
- Each plan includes a monthly notice limit, shown on the pricing page.
- You can cancel at any time; access continues until the end of the current billing period.
- Refunds are covered by our Refund Policy.
Acceptable use
Do not misuse the service, attempt to access other users' data, or use it for unlawful purposes. We may suspend accounts that do.
Limitation of liability
The service is provided "as is". To the extent allowed by law, SSBM Consulting LLC is not liable for indirect or consequential losses, and our total liability is limited to the amount you paid in the past 12 months.
Changes
We may update these terms. Continued use after an update means you accept the new terms.