PROFESSIONAL STATUS OF LIMITATION OF SERVICE
Blackridge Tax LLC is a tax controversy firm and is not a law firm. The services provided are strictly limited to IRS and state tax representation. While Blackridge Tax LLC employs tax professionals with diverse backgrounds—including individuals who may be licensed attorneys—all services rendered through the Firm are non-legal in nature. The collaborative efforts of our professionals do not constitute the practice of law, nor does the engagement of Blackridge Tax LLC create an attorney-client relationship.
IRS CIRCULAR 230 DISCLOSURE
In compliance with Treasury Department regulations governing tax practice, any advice or information contained herein (including attachments) is not written, intended, or authorized to be used for the purpose of:
Avoiding any federal tax penalty that may be imposed on the taxpayer; or
Promoting, marketing, or recommending to any other person any transaction or matter addressed herein.
REFUND POLICY AND SERVICE GUARANTEE
Three-Day Right to Cancel. Clients have the right to cancel their Service Agreement without penalty or obligation within three (3) business days of the Effective Date by delivering written notice to BlackRidge Tax as evidenced by postmark, courier manifest, or email timestamp. If cancellation is timely made, the client is entitled to a full refund of all amounts paid, including the Administrative Fee.
Post-Three-Day Cancellation. Requests for at-will cancellation after the three (3) business day window are subject to the following: an Administrative Fee of $2,500.00 is retained by BlackRidge Tax in all cases and is not subject to refund. The remainder of the Services Fee is subject to a formal billing analysis, and the client will be charged hourly fees for all Services performed prior to the cancellation date. Any remaining balance in excess of the Administrative Fee and the value of work performed shall be refunded to the client.
Refund Forfeiture for Client Breach. A client shall not be entitled to a refund of the Services Fee if the client fails to perform any obligation under the Service Agreement or otherwise breaches any material provision thereof.
*Limited Money-Back Guarantee. If BlackRidge Tax is unable to achieve monetary savings, restructure a client’s payments, or prevent collection activity on the client’s behalf, and the client has fully complied with all obligations under the Service Agreement, BlackRidge Tax will refund the fees paid in excess of the Administrative Fee. This guarantee does not apply to: (a) the $2,500.00 Administrative Fee; (b) tax preparation services; (c) bookkeeping services; (d) audit representation services; (e) audit reconsideration services; or (f) prospective or coverage-style services including Revenue Officer Coverage, CDP Hearing Representation, and Audit Protection, each of which is non-refundable once the applicable effective date occurs regardless of whether the triggering event materializes during the coverage term. Tax preparation, bookkeeping, audit representation, and audit reconsideration fees are non-refundable upon completion of such work. All refund requests are subject to a thirty (30) day dispute deadline following BlackRidge Tax’s declaration of completion of Services. Refunds, where warranted, will be fulfilled within one hundred twenty (120) days and may be delivered as a lump sum or in installments at BlackRidge Tax’s discretion.
*The “100% Money-Back Guarantee” referenced in BlackRidge Tax’s marketing materials refers solely to this Limited Money-Back Guarantee as described above.
PREMATURE TERMINATION OF ENGAGEMENT
In the event a client elects to terminate services prior to the conclusion of their case, the following fee structure shall apply:
Administrative Retainment: A non-refundable fee of $2,500.00 shall be retained to cover the costs of file establishment, initial discovery, and administrative onboarding.
Billable Hours: he client shall be charged for all professional hours logged and work performed prior to the date of termination at the following rates: Clerk/Administrative $350.00/hr; Case Manager $395.00/hr; Enrolled Agent/Tax Preparer $695.00/hr; Certified Public Accountant $750.00/hr; Tax Attorney $1,250.00/hr.
Refund of Balance: Any remaining balance of fees paid to date, exceeding the administrative fee and the value of work performed, shall be refunded to the client.
Historically, less than 1% of our clientele request premature cessation of casework, reflecting our firm’s commitment to service excellence and professional support.
LIMITATION OF LIABILITY AND INDEMNIFICATION
This website and its contents are provided for general informational purposes only. The information contained herein is not a substitute for legal advice, nor does it constitute a guarantee, warranty, or prediction regarding the outcome of any particular tax matter. Blackridge Tax LLC, its officers, and agents shall not be liable for any damages—including incidental, consequential, or lost profits—arising from the use of, or inability to use, this website.
By utilizing this website, you agree to defend, indemnify, and hold harmless Blackridge Tax LLC from any claims, actions, or demands resulting from your breach of these terms or your reliance on the material contained herein.
