User Agreement for Triangle Tax and Insurance

Effective Date: 10/01/2024

Welcome to Triangle Tax and Insurance! By using our website, www.triangletax.com (referred to as the “Site”), you agree to comply with the following User Agreement. Please read this agreement carefully before using our services.

1. Acceptance of Terms By accessing or using the Site and services provided by Triangle Tax and Insurance (“we,” “us,” or “our”), you agree to be bound by this User Agreement. If you do not agree to these terms, you must not use our services.

2. Services Provided Triangle Tax and Insurance offers tax and insurance services, including but not limited to tax filing, consulting, insurance quotes, and advisory services. The information and tools on our Site are intended for informational purposes only and do not constitute professional advice. You are encouraged to contact us directly for personalized consultation.

3. User Obligations By using the Site, you agree to:

• Provide accurate and complete information when requested, including for tax filings or insurance consultations.
• Use our services only for lawful purposes.
• Maintain the confidentiality of any login credentials associated with your account.
• Not engage in any behavior that may harm the Site, disrupt its services, or infringe upon the rights of others.

4. Consent to Communications By providing your contact information, including your email address and phone number, you agree to receive communications from Triangle Tax and Insurance, including:

• Email Communications: For promotional offers, updates on our services, and reminders. You can opt out of receiving promotional emails by clicking the “Unsubscribe” link in any email.
• SMS Text Messages: For important reminders, such as filing deadlines or appointment confirmations. By providing your phone number, you consent to receive text messages from us. Standard messaging rates may apply. You can opt out of SMS communication at any time by replying “STOP” to any message.

We respect your privacy and will only collect, use, and share your personal information in accordance with our Privacy Policy.

5. Payment and Refunds For services requiring payment, the pricing and payment terms will be provided prior to service delivery. Refunds will be issued in accordance with our refund policy, which is available on request or at the time of service.

6. Intellectual Property All content on the Site, including text, graphics, logos, and software, is the property of Triangle Tax and Insurance or its licensors and is protected by copyright and trademark laws. You may not reproduce, distribute, or modify any content without our express permission.

7. Disclaimer of Warranties Our services are provided “as is” without any warranties, express or implied. We do not guarantee that the Site will be available at all times or free of errors. Triangle Tax and Insurance disclaims any liability for errors or delays in the information provided.

8. Limitation of Liability In no event will Triangle Tax and Insurance be liable for any direct, indirect, incidental, special, or consequential damages arising from your use of the Site or services, even if we have been advised of the possibility of such damages.

9. Changes to the Agreement We reserve the right to modify this User Agreement at any time. Changes will be posted on the Site, and your continued use of the Site following any updates signifies your acceptance of the revised terms.

10. Termination We reserve the right to terminate or suspend your access to the Site and our services if we believe you have violated this User Agreement.

11. Governing Law This User Agreement is governed by the laws of the State of North Carolina, without regard to its conflict of laws principles. Any disputes arising from your use of the Site or services will be subject to the exclusive jurisdiction of the courts located in Wake County, North Carolina.

12. Contact Us If you have any questions about this User Agreement or our services, please contact us at:

Triangle Tax and Insurance
1750 NW Maynard Rd, Ste 100, Cary, NC 27513
Phone: (984) 666-5550
Email: info@triangletax.com

By using TriangleTax.com, you acknowledge that you have read, understood, and agree to be bound by this User Agreement.