Terms & Conditions

Last Updated: December 2025

BY CLICKING "I AGREE," CREATING AN ACCOUNT, OR ACCESSING THE WEBSITE, YOU CONSENT TO ENTER INTO THESE TERMS ELECTRONICALLY. YOU AGREE THAT THIS ELECTRONIC ACCEPTANCE SHALL HAVE THE SAME FORCE AND EFFECT AS A WRITTEN SIGNATURE.

PLEASE READ THESE TERMS CAREFULLY. THEY CONTAIN A CLASS ACTION WAIVER AND A JURY TRIAL WAIVER (SEE SECTION 14). BY ACCESSING OR USING THIS WEBSITE, YOU AGREE THAT DISPUTES RELATING TO THESE TERMS BETWEEN YOU AND EVOLVED, LLC WILL BE RESOLVED ON AN INDIVIDUAL BASIS AND YOU WAIVE YOUR RIGHT TO PARTICIPATE IN A CLASS ACTION LAWSUIT. IF YOU DO NOT AGREE TO THESE TERMS, YOU MUST NOT ACCESS OR OTHERWISE USE THIS WEBSITE.

1. DEFINITIONS AND INTERPRETATION

In these Terms and Conditions, unless the context otherwise requires:

"We," "Us," "Our," "EvolvedTax," or "Company" means Evolved, LLC, based in New York.

"Website" or "Site" means www.evolvedtax.com and all associated subdomains, mobile versions, and any other websites or applications operated by Us that link to these Terms.

"You," "Your," or "User" means any person or entity that accesses, browses, or uses the Website.

"Content" means all text, graphics, images, logos, button icons, data compilations, software, and other materials displayed on or available through the Website.

"Professional Services" means tax preparation, tax planning, tax consulting, bookkeeping, payroll services, IRS and state representation, and related financial advisory services that may be provided pursuant to a separate engagement agreement.

"Account" or "Registered User Account" means any account you may create to access certain features of the Website, including our secure client portal.

"Third-Party Content" means any content, services, or materials provided by third parties and made available through or linked to from the Website.

"Terms" means these Terms and Conditions, as may be amended from time to time in accordance with Section 13.

2. ACCEPTANCE AND SCOPE

2.1 Agreement to Terms

These Terms govern your access to and use of the Website. By accessing, browsing, or using the Website in any manner, you acknowledge that you have read, understood, and agree to be bound by these Terms and all applicable laws and regulations. If you do not agree to these Terms, you must immediately cease using the Website.

2.2 Website Purpose

This Website provides information about our tax preparation and consulting services, educational content related to tax matters, and tools to facilitate engagement with our firm. The Website is not a substitute for professional tax advice and does not create any professional relationship between You and Us unless and until a separate written engagement agreement is executed. Your use of any software, calculators, or tools on the Website does not create a professional client relationship, and the results of such tools should not be relied upon as professional tax advice without verification by a qualified accountant.

2.3 Additional Terms

Certain features, services, or sections of the Website may be subject to additional terms and conditions, which will be presented to you in connection with such features or services. Such additional terms are incorporated into these Terms by reference. In the event of conflict between these Terms and any additional terms:

The additional terms shall govern with respect to the specific feature or service to which they apply;

These Terms shall govern with respect to all other matters; and

In no event shall any additional terms reduce or eliminate your obligations or our rights under these Terms.

2.4 Relationship to Professional Services Agreements

These Terms do not create a professional or client relationship between you and Evolved, LLC. If you engage Us to provide Professional Services, such services will be governed by a separate written engagement agreement (an "Engagement Agreement"). These Terms govern only your use of the Website. In the event of any conflict between these Terms and an Engagement Agreement, the Engagement Agreement shall control with respect to the Professional Services provided thereunder, and these Terms shall control with respect to Website use.

3. USER REPRESENTATIONS AND ELIGIBILITY

3.1 Age and Capacity

By using the Website, you represent and warrant that:

You are at least 18 years of age;

You have the legal capacity to enter into a binding contract;

If you are using the Website on behalf of an organization, you have the authority to bind that organization to these Terms;

All information you provide to Us through the Website is accurate, current, and complete; and

Your use of the Website complies with all applicable laws and regulations.

3.2 Geographic Restrictions

We make no representation that Content available on or through the Website is appropriate or available for use in locations outside the United States. Those who access the Website from other locations do so on their own initiative and are responsible for compliance with local laws.

4. INTELLECTUAL PROPERTY RIGHTS

4.1 Ownership of Website Content

All Content on the Website, including but not limited to text, graphics, logos, button icons, images, audio clips, digital downloads, data compilations, software, and the compilation thereof (collectively, "Our Content"), is the property of EvolvedTax, its affiliates, or its content suppliers and is protected by United States and international copyright, trademark, patent, trade secret, and other intellectual property or proprietary rights laws.

4.2 Trademarks

"Evolved," "EvolvedTax," the Evolved logo, and other marks indicated on the Website are trademarks or registered trademarks of Evolved, LLC in the United States and/or other countries. All other trademarks, service marks, and trade names referenced on the Website are the property of their respective owners.

4.3 Limited License to Use Website

Subject to your compliance with these Terms, we grant you a limited, non-exclusive, non-transferable, non-sublicensable, revocable license to access and use the Website and its Content for your personal, non-commercial use only. This license does not include any right to:

Modify, copy, distribute, transmit, display, perform, reproduce, publish, license, create derivative works from, transfer, or sell any Content;

Use any Content for commercial purposes or for public display (commercial or non-commercial);

Remove, alter, or obscure any copyright, trademark, or other proprietary rights notices;

Access or use the Website or Content in any manner that could damage, disable, overburden, or impair any of our servers or networks;

Use any robot, spider, scraper, or other automated means to access the Website for any purpose without our express prior written permission;

Circumvent, disable, or otherwise interfere with security-related features of the Website;

Frame or mirror any part of the Website without our express prior written permission; or

Use any meta tags or other hidden text utilizing our name or trademarks without express written permission.

4.4 User-Generated Content

If you submit, upload, post, or otherwise transmit any content, materials, or information to be publicly displayed on the Website ("User Content"), you grant Us a worldwide, non-exclusive, royalty-free, perpetual, irrevocable, and fully sublicensable license to use, reproduce, modify, adapt, publish, translate, create derivative works from, distribute, perform, and display such User Content in any media formats and through any media channels. You represent and warrant that you own or have all necessary rights to grant this license and that your User Content does not violate any third-party rights.

4.5 Feedback and Suggestions

We welcome your input regarding our Website and services. However, please be aware that if you provide us with any ideas, suggestions, proposals, or other feedback regarding our business, technology, or offerings ("Feedback"), you do so on a non-confidential basis. You hereby grant and assign to Evolved, LLC all right, title, and interest in and to such Feedback, and you agree that we are free to use, modify, publish, and exploit such Feedback for any purpose (commercial or otherwise) without acknowledgment or compensation to you.

5. PROHIBITED USES AND USER CONDUCT

5.1 General Prohibitions

You agree not to use the Website for any unlawful purpose or in any way that violates these Terms. Specifically, you agree not to:

Violate any applicable federal, state, local, or international law or regulation;

Infringe upon or violate our intellectual property rights or the intellectual property rights of others;

Transmit any content that is unlawful, harmful, threatening, abusive, harassing, defamatory, vulgar, obscene, libelous, invasive of another's privacy, hateful, or racially, ethnically, or otherwise objectionable;

Impersonate or attempt to impersonate our Company, our employees, another user, or any other person or entity;

Engage in any conduct that restricts or inhibits anyone's use or enjoyment of the Website;

Use the Website to transmit or procure the sending of any advertising or promotional material without our prior written consent;

Attempt to gain unauthorized access to, interfere with, damage, or disrupt any parts of the Website, the server on which the Website is stored, or any server, computer, or database connected to the Website;

Attack the Website via a denial-of-service attack or a distributed denial-of-service attack;

Attempt to decipher, decompile, disassemble, or reverse engineer any of the software comprising or in any way making up a part of the Website;

Introduce any viruses, Trojan horses, worms, logic bombs, or other material that is malicious or technologically harmful;

Otherwise attempt to interfere with the proper working of the Website; or

Use the Website in any manner that could disable, overburden, damage, or impair the Website or interfere with any other party's use of the Website.

5.2 Automated Access

You may not use any robot, spider, scraper, deep link, or other similar automated data gathering or extraction tools to access, copy, monitor, or download Content from the Website, except with our express prior written permission or as permitted by search engine operators for the limited purpose of creating publicly available searchable indices (but not caches or archives) of Website materials.

5.3 Security and Authentication

You are responsible for maintaining the confidentiality of any passwords, user IDs, or other authentication credentials associated with your use of the Website. You agree to immediately notify Us of any unauthorized use of your Account or any other breach of security. We are not liable for any loss or damage arising from your failure to comply with this Section.

6. DISCLAIMER OF WARRANTIES AND LIMITATION OF LIABILITY

6.1 "As Is" and "As Available" Basis

THE WEBSITE AND ALL CONTENT, INFORMATION, AND MATERIALS INCLUDED ON OR OTHERWISE MADE AVAILABLE TO YOU THROUGH THE WEBSITE ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT ANY WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT AS THEY RELATE TO THE WEBSITE.

6.2 No Guarantee of Accuracy or Completeness

We make no warranty that: (a) the Website will meet your requirements; (b) the Website will be available on an uninterrupted, timely, secure, or error-free basis; (c) the results that may be obtained from use of the Website will be accurate or reliable; (d) the quality of any products, services, information, or other material obtained by you through the Website will meet your expectations; or (e) any errors in the Website will be corrected.

6.3 No Professional Advice

Content on the Website is provided for general informational purposes only and does not constitute professional tax, legal, financial, or other advice. You should not rely on such Content as a substitute for consultation with professional advisors. Any action you take based upon information on the Website is strictly at your own risk.

6.4 Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL EVOLVED, LLC, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AFFILIATES, OR LICENSORS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING WITHOUT LIMITATION, LOSS OF PROFITS, DATA, USE, GOODWILL, OR OTHER INTANGIBLE LOSSES, RESULTING FROM: (a) YOUR ACCESS TO OR USE OF OR INABILITY TO ACCESS OR USE THE WEBSITE; (b) ANY CONDUCT OR CONTENT OF ANY THIRD PARTY ON THE WEBSITE; (c) ANY CONTENT OBTAINED FROM THE WEBSITE; (d) UNAUTHORIZED ACCESS, USE, OR ALTERATION OF YOUR TRANSMISSIONS OR CONTENT; OR (e) ANY OTHER MATTER RELATING TO THE WEBSITE, WHETHER BASED ON WARRANTY, CONTRACT, TORT (INCLUDING NEGLIGENCE), OR ANY OTHER LEGAL THEORY, WHETHER OR NOT WE HAVE BEEN INFORMED OF THE POSSIBILITY OF SUCH DAMAGE.

6.5 Cap on Liability

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, OUR TOTAL LIABILITY TO YOU FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THE USE OF OR INABILITY TO USE ANY PORTION OF THE WEBSITE OR OTHERWISE UNDER THESE TERMS, WHETHER IN CONTRACT, TORT, OR OTHERWISE, IS LIMITED TO $10.

6.6 Jurisdictional Variations

Some jurisdictions do not allow the exclusion of certain warranties or the limitation or exclusion of liability for incidental or consequential damages. Accordingly, some of the limitations above may not apply to you. In such jurisdictions, our liability shall be limited to the greatest extent permitted by law.

7. INDEMNIFICATION

You agree to defend, indemnify, and hold harmless Evolved, LLC, its affiliates, officers, directors, employees, agents, licensors, and service providers from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys' fees, to the extent permitted by law) arising out of or relating to: (a) your violation of these Terms; (b) your use of the Website; (c) your User Content; (d) your violation of any rights of another party; or (e) your violation of any applicable laws or regulations. We reserve the right to assume the exclusive defense and control of any matter subject to indemnification by you, and you agree to cooperate with our defense of such claims.

8. THIRD-PARTY LINKS AND CONTENT

8.1 Third-Party Websites and Services

The Website may contain links to third-party websites, services, or resources that are not owned or controlled by Us. We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party websites or services. We do not warrant the offerings of any third parties or their websites.

8.2 No Endorsement

The inclusion of any link on the Website does not imply our endorsement, approval, investigation, verification, or monitoring of any information contained in any third-party website or service. Your use of third-party websites and resources is at your own risk and subject to the terms and conditions of use for such websites and resources.

8.3 Release of Claims

You acknowledge and agree that we shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of or reliance on any such content, goods, or services available on or through any such third-party websites or services.

9. PRIVACY AND DATA PROTECTION

Your use of the Website is also governed by our Privacy Policy, which is incorporated into these Terms by reference. Please review our Privacy Policy to understand our practices regarding the collection, use, and disclosure of your personal information. By using the Website, you consent to all actions taken by Us with respect to your information in compliance with the Privacy Policy.

10. DIGITAL MILLENNIUM COPYRIGHT ACT (DMCA)

10.1 Copyright Infringement Notification

We respect the intellectual property rights of others and expect users of the Website to do the same. If you believe that your copyrighted work has been copied in a way that constitutes copyright infringement and is accessible through the Website, you may notify our designated copyright agent by providing the following information in writing:

An electronic or physical signature of the copyright owner or person authorized to act on behalf of the owner;

Identification of the copyrighted work claimed to have been infringed;

Identification of the material that is claimed to be infringing and information reasonably sufficient to permit us to locate the material;

Your contact information, including address, telephone number, and email address;

A statement that you have a good faith belief that use of the material is not authorized by the copyright owner, its agent, or the law; and

A statement made under penalty of perjury that the above information is accurate and that you are the copyright owner or authorized to act on the copyright owner's behalf.

10.2 Designated Copyright Agent

Our designated copyright agent for notice of claims of copyright infringement can be reached at:

Evolved, LLC

1540 Broadway, Suite 3930

New York, NY 10036

Email: information@evolvedtax.com

10.3 Counter-Notification

If you believe that material you posted was removed or access to it was disabled by mistake or misidentification, you may file a counter-notification with our copyright agent by providing the information specified in Section 512(g)(3) of the DMCA.

11. REGISTERED USER ACCOUNTS

11.1 Account Creation

Certain features of the Website may require you to register for an Account. When you register for an Account, you agree to: (a) provide accurate, current, and complete information; (b) maintain and promptly update your Account information; (c) maintain the security of your Account credentials; (d) accept all risks of unauthorized access to your Account; and (e) immediately notify Us of any unauthorized use of your Account or any other breach of security.

11.2 Account Responsibilities

You are responsible for all activities that occur under your Account, whether or not authorized by you. You agree not to share your Account credentials or allow others to access your Account. We reserve the right to disable any Account at any time in our sole discretion for any or no reason, including if, in our opinion, you have violated any provision of these Terms.

11.3 Account Termination

You may terminate your Account at any time by contacting Us. Upon termination, you will no longer have access to your Account or any Content associated with it. We may retain certain information as required by law or for legitimate business purposes. All provisions of these Terms that by their nature should survive termination shall survive, including ownership provisions, warranty disclaimers, indemnity, and limitations of liability.

12. SUSPENSION AND TERMINATION OF ACCESS

12.1 Our Right to Suspend or Terminate

We may, in Our sole discretion, suspend or terminate your access to all or part of the Website, with or without notice, for any reason or no reason, including without limitation: (a) violation of these Terms; (b) suspected fraudulent, abusive, or illegal activity; (c) prolonged inactivity; (d) upon your request; or (e) technical issues or problems.

12.2 Effect of Suspension or Termination

Upon any suspension or termination, your right to use the Website will immediately cease. If we suspend or terminate your access, we are not obligated to provide prior notice. All provisions of these Terms that by their nature should survive termination shall survive, including but not limited to ownership provisions, warranty disclaimers, indemnity provisions, and limitations of liability.

13. MODIFICATIONS TO WEBSITE AND TERMS

13.1 Website Modifications

We reserve the right to modify, suspend, or discontinue the Website (or any part or Content thereof) at any time with or without notice to you. We shall not be liable to you or any third party for any modification, suspension, or discontinuance of the Website.

13.2 Terms Modifications

We may revise and update these Terms from time to time in our sole discretion. All changes are effective immediately when posted and apply to all access to and use of the Website thereafter. Your continued use of the Website following the posting of revised Terms means that you accept and agree to the changes.

13.3 Notice of Material Changes

For material changes to these Terms, we will provide notice when required by posting a notice on the Website homepage or by sending you an email to the address associated with your Account. It is your responsibility to review these Terms periodically to be aware of any changes.

14. DISPUTE RESOLUTION

14.1 Governing Law

These Terms and any dispute or claim arising out of or related to these Terms, their subject matter, or their formation shall be governed by and construed in accordance with the laws of the State of New York, without giving effect to any choice or conflict of law provision or rule.

14.2 Jurisdiction and Venue

You agree that any legal suit, action, or proceeding arising out of or related to these Terms or the Website shall be instituted exclusively in the federal courts of the United States or the courts of the State of New York, in each case located in New York County, New York. You waive any and all objections to the exercise of jurisdiction over you by such courts and to venue in such courts.

14.3 Class Action Waiver

TO THE EXTENT PERMITTED BY APPLICABLE LAW, YOU AND EVOLVED, LLC AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING.

14.4 Time Limitation on Claims

Regardless of any statute or law to the contrary, any claim or cause of action arising out of or related to use of the Website or these Terms must be filed within one (1) year after such claim or cause of action arose or be forever barred.

14.5 Jury Trial Waiver

TO THE EXTENT PERMITTED BY APPLICABLE LAW, YOU AND EVOLVED, LLC EACH WAIVE ANY RIGHT TO A JURY TRIAL IN ANY LEGAL PROCEEDING ARISING OUT OF OR RELATED TO THESE TERMS OR THE WEBSITE.

15. GENERAL PROVISIONS

15.1 Entire Agreement

These Terms, together with Our Privacy Policy and any other agreements expressly incorporated by reference herein, constitute the sole and entire agreement between you and Evolved, LLC with respect to the Website and supersede all prior and contemporaneous understandings, agreements, representations, and warranties, both written and oral, with respect to the Website.

15.2 Severability

If any term or provision of these Terms is invalid, illegal, or unenforceable in any jurisdiction, such invalidity, illegality, or unenforceability shall not affect any other term or provision of these Terms or invalidate or render unenforceable such term or provision in any other jurisdiction. Upon such determination, the parties shall negotiate in good faith to modify these Terms to effect the original intent of the parties as closely as possible.

15.3 Waiver

No waiver by Us of any term or condition set forth in these Terms shall be deemed a further or continuing waiver of such term or condition or a waiver of any other term or condition, and any failure by Us to assert a right or provision under these Terms shall not constitute a waiver of such right or provision. Any waiver must be in writing and signed by an authorized representative of Evolved, LLC.

15.4 Assignment

You may not assign, transfer, or delegate any of your rights or obligations under these Terms without our prior written consent. We may freely assign or transfer these Terms without restriction. Subject to the foregoing, these Terms will bind and inure to the benefit of the parties, their successors, and permitted assigns.

15.5 Force Majeure

We shall not be liable for any failure to perform Our obligations hereunder where such failure results from any cause beyond Our reasonable control, including, without limitation, mechanical, electronic, or communications failure or degradation, natural disasters, acts of God, terrorism, war, civil unrest, pandemics, or governmental actions.

15.6 No Agency Relationship

No agency, partnership, joint venture, fiduciary, or other special relationship or employment is created as a result of these Terms, and you may not make any representations on behalf of or bind Evolved, LLC in any manner.

15.7 Headings

The headings in these Terms are for convenience only and have no legal or contractual effect.

15.8 Electronic Communications

By using the Website, you consent to receiving electronic communications from Us. These electronic communications may include notices concerning or related to the Website. You agree that any such notices, agreements, disclosures, or other communications that We send to you electronically will satisfy any legal communication requirements, including that such communications be in writing.

16. CONTACT INFORMATION

If you have any questions, comments, or concerns about these Terms or the Website, please contact us at:

Evolved, LLC

1540 Broadway, Suite 3930

New York, NY 10036

Email: information@evolvedtax.com

Phone: 646.539.2370