Terms of Service

Agreement to these terms

These Terms of Service ("Terms") are an agreement between you and Right Now Taxes and its affiliate partners ("Right Now Taxes," "we," "us," or "our"). They apply to this website, our tax preparation services, our preparer partnership program, our back office and training, and any communications you receive from us (together, the "Services").

By using the Services, submitting a form, booking a consultation, submitting documents, or partnering with us, you agree to these Terms, our Privacy Policy, and our Disclaimers. If you do not agree, please do not use the Services. You must be at least 18 years old to use the Services.

Using this website

You may use this website for lawful purposes only. You agree not to misuse it, including by attempting to gain unauthorized access, interfering with its security or operation, scraping it, or submitting false or misleading information.

Website content is for general information. It is not tax, legal, or financial advice for your specific situation. Your tax situation is reviewed only when you engage us for tax preparation services.

Tax preparation services

Consultations and engagement

You may book a consultation or submit your documents to start. A tax return is prepared only after you engage us, provide the information we request, and agree to the fees that apply to your return. Our services are provided remotely. We do not offer in-person appointments.

Your responsibilities

Provide complete, accurate, and truthful information and documents, including W-2s, 1099s, photo ID, Social Security cards and birth certificates for dependents, proof of residence, last year's tax return, bank information for direct deposit, and records supporting any deductions or credits.
Review your return carefully before you sign it. You are legally responsible for the information on your tax return.
Keep copies of your documents and records as required by law.

Filing and results

We prepare and electronically file federal and state returns on your behalf after you approve and sign them. We look for the credits and deductions you qualify for based on the information you provide, but we do not guarantee any refund amount, the timing of any refund, or that a taxing authority will accept, process, or not adjust or examine your return. Refund timing is controlled by the IRS, state agencies, and banks.

Fees

Preparation fees depend on your return and are disclosed to you before filing. Where available, you may choose to have fees deducted from your refund through a third-party bank product, which is subject to that bank's terms and fees.

Cash advance loans

Eligible tax preparation clients may apply for a cash advance loan of up to $9,000, upon bank approval. Cash advances are loans issued by a third-party bank, not by Right Now Taxes. Approval, loan amount, fees (if any), and repayment terms are determined solely by the bank and governed by the bank's own agreement and disclosures.

Applying does not guarantee approval or any particular amount. Cash advances are available for a limited time each tax season. Applying for a cash advance requires your written consent to share your tax return information with the bank, as described in our Privacy Policy.

Preparer partnership program

Who can partner with us

To partner with Right Now Taxes, you must have your own valid Preparer Tax Identification Number (PTIN) from the IRS before you join, and you must keep it current by renewing it each year. You are responsible for any IRS fee to obtain or renew your PTIN. We may also require you to complete identity verification, a partner agreement, and our training before you prepare returns.

$0 upfront cost

There is no upfront cost to partner with us. Access to professional tax software, training modules, and the marketing kit in your back office is provided with your partnership at no upfront cost. "$0 upfront cost" does not cover your PTIN fee, your own equipment and internet service, or any taxes you owe on your earnings.

Training

You must complete the required training modules in your back office before preparing client returns. Training does not make you a credentialed tax professional, and you must only prepare returns within your knowledge and the law.

How you are paid

You keep 70% of every preparer fee on returns you prepare and file through our program, paid according to the payroll calendar.
You are paid after your client's tax return pays out and the preparer fee is collected. No fee is earned on returns that are not filed, are rejected and not corrected, or where the fee is not collected.
Payouts are made every two weeks by direct deposit through our payroll system, according to the payroll calendar.
Fee splits and payout terms may be adjusted with notice, as set out in your partner agreement.

There is no limit on how many returns you may prepare, so there is no limit on what you may earn. However, earnings are not guaranteed and depend on your own effort, clients, and results. See our Earnings Disclaimer.

Independent business

Partners operate their own business. You are an independent contractor, not an employee, agent, or legal representative of Right Now Taxes. You set your own hours and are responsible for your own schedule, expenses, licenses, and taxes. Peak season is generally January through April.

Professional conduct

Follow all IRS and state rules for paid preparers, including due diligence requirements, signing returns with your PTIN, and e-file program rules.
Keep all client information confidential and secure, and never use or disclose a client's tax return information except as allowed by Internal Revenue Code section 7216 and our policies.
Do not make false or misleading claims to clients, including guaranteed refunds or refund amounts, and do not misrepresent your credentials.
Use our name, marketing kit, and materials only as we approve.

Ending the partnership

You may stop partnering with us at any time. When a partnership ends, we will send you a release letter confirming that you have been released from our system and that your access to the back office, software, and training has ended.

Clients stay with Right Now Taxes. All clients served through our program are clients of Right Now Taxes. They remain in our system and in our marketing portfolio after your partnership ends, and we will continue to serve them.
Ending in good standing. If you leave in good standing, preparer fees for returns you properly completed before your release date will be paid according to the payroll calendar once those returns pay out.
Removal for conduct. If you are removed from our system for violating our Partner Conduct Policy below, these Terms, your partner agreement, or the law, all of your pending clients and pending payouts are forfeited. Right Now Taxes will take over those clients and handle them appropriately.

Partner Conduct Policy

This company policy applies to every preparer who partners with Right Now Taxes. Partners represent our company to every client they serve, so conduct that puts clients or the company at risk is not allowed.

Partners must not

Prepare or file a return with false, inflated, or made-up information, including income, dependents, credits, deductions, or expenses.
File a return without the client's review and signature, or without the required due diligence.
Guarantee a refund, a refund amount, a refund date, or cash advance approval.
Charge clients fees outside our program, take payments directly, or redirect a client's refund or fees to themselves.
Use, share, sell, or keep client information for any purpose outside our program, or move clients to another company or preparer.
Misrepresent themselves, their credentials, or Right Now Taxes, or use our name or materials without approval.
Prepare returns without a current PTIN, or allow anyone else to use their account or PTIN.
Harass, mislead, or mistreat clients, other partners, or our team.
Do anything else that breaks the law or IRS rules, or that jeopardizes Right Now Taxes, its clients, or its reputation.

What happens if this policy is broken

We may investigate any concern and may suspend your access while we review it. If we determine that you violated this policy, we may remove you from our system immediately. Removal for conduct results in forfeiture of all pending clients and pending payouts, as described in "Ending the partnership," and we may report conduct to the IRS or other authorities when required.

Accounts and back office

Your back office, training modules, and marketing kit are hosted on platforms provided by our affiliate partners and third parties. You are responsible for keeping your login details secure and for activity under your account. Back office materials are for your use only while you are an active partner and may not be shared, resold, or copied.

Communications

By submitting a form, you agree that we may contact you by email, phone, or text message about your request, your account, and our services and opportunities. Marketing texts are sent only with your consent. Message and data rates may apply, message frequency varies, and you can reply STOP to opt out or HELP for help at any time. Consent to marketing messages is not a condition of any purchase or service. See our Privacy Policy for details.

Intellectual property

The Right Now Taxes name, logo, website design, text, graphics, training modules, and marketing materials are owned by or licensed to Right Now Taxes and its affiliate partners and are protected by law. You may not copy, modify, distribute, or create works from them without our written permission, except for approved use of the marketing kit by active partners.

Third-party services and links

The Services rely on affiliate partners and third parties, such as website hosting and security, forms and email, back office, tax preparation software, payroll, and bank partners. Links to outside sites, such as IRS.gov, are provided for convenience. We are not responsible for third-party services, content, or policies, and your use of them may be subject to their own terms.

Disclaimer of warranties

The website and its content are provided "as is" and "as available." To the fullest extent allowed by law, we disclaim all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the website will be uninterrupted, error-free, or free of harmful components.

Limitation of liability

To the fullest extent allowed by law, Right Now Taxes and its affiliate partners will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenue, or data, arising from your use of the Services. Our total liability for any claim related to the Services is limited to the fees you paid us for the specific service giving rise to the claim. Some states do not allow certain limitations, so some of these may not apply to you.

Indemnification

You agree to defend and hold harmless Right Now Taxes and its affiliate partners from claims, losses, and expenses (including reasonable attorneys' fees) arising from your breach of these Terms, your inaccurate information, or, if you are a partner, the returns you prepare and your conduct with clients.

Governing law and disputes

These Terms are governed by the laws of the State of Tennessee, without regard to its conflict of law rules, and by applicable federal law. Any dispute will be resolved in the state or federal courts located in Shelby County, Tennessee, and you consent to their jurisdiction. Before filing a claim, you agree to contact us and try to resolve the dispute informally for at least 30 days.

Changes to these terms

We may update these Terms from time to time. The updated version will be posted on this page with a new effective date. Continued use of the Services after an update means you accept the updated Terms.

Contact us

Right Now Taxes and affiliate partners
Email: contact@rightnowtaxes.com