Last Updated: March 23, 2026 | Effective Date: March 23, 2026
These Terms of Service ("Terms") govern your access to and use of the AgentTax platform, application programming interfaces ("API"), software development kits ("SDKs"), documentation, and all related services (collectively, the "Service") provided by Agentic Tax Solutions LLC ("AgentTax," "we," "us," or "our"), a Delaware limited liability company.
Our Privacy Policy (available at agenttax.io/privacy) and Disclaimer (available at agenttax.io/disclaimer) are incorporated by reference into these Terms. Please read these Terms, the Privacy Policy, and the Disclaimer carefully before accessing the Service, as together they form a binding legal agreement between you and AgentTax.
These Terms may apply to you individually, the business or other legal entity you represent, or both. If you are using the Service on behalf of a company or other legal entity, you represent and warrant that you have the authority to bind that entity to these Terms. Unless separately identified as applicable to either an individual or entity, "you" and "your" refer to both you individually and the entity on behalf of which you are entering into these Terms.
BY ACCESSING, REGISTERING FOR, OR USING THE SERVICE, YOU: (1) ACKNOWLEDGE THAT YOU HAVE READ AND UNDERSTAND THESE TERMS; (2) AGREE TO BE BOUND BY THESE TERMS; AND (3) AFFIRM THAT YOU HAVE THE LEGAL CAPACITY AND AUTHORITY TO ENTER INTO THESE TERMS. IF YOU DO NOT AGREE TO ALL OF THESE TERMS, DO NOT USE THE SERVICE.
AgentTax provides automated tax calculation, compliance tracking, withholding computation, and capital gains management services via a REST API and software development kits (SDKs). The Service is designed for integration into software applications, including autonomous AI agent systems, digital commerce platforms, and financial technology applications. The Service is a technology platform and software tool — it is not a licensed tax advisory service, accounting firm, or law firm.
IMPORTANT: The tax calculations, rates, withholding computations, and compliance information provided by the Service are for informational purposes only and do not constitute tax, legal, financial, accounting, investment, or other professional advice. AgentTax is a technology platform, not a licensed certified public accountant ("CPA"), enrolled agent, tax preparer, tax attorney, or tax authority of any kind.
Information and materials provided by the Service are provided for informational purposes only, may be inaccurate, and could include errors. Information provided by AgentTax should not be considered a substitute for tax, audit, legal, accounting, brokerage, investment, trading, financial planning, or other professional advice. No fiduciary, advisory, or professional relationship is created between you and AgentTax by virtue of your use of the Service.
Tax rates and rules change frequently across jurisdictions. While we make commercially reasonable efforts to maintain accuracy, we do not guarantee the completeness, accuracy, timeliness, or reliability of any tax calculation or compliance information. You are solely responsible for verifying all tax calculations and for ensuring compliance with all applicable tax laws. You should consult with a qualified tax professional regarding your specific tax obligations.
AgentTax shall not be liable for any penalties, interest, audit costs, legal fees, or other costs or consequences resulting from reliance on the Service's calculations.
If you integrate the Service into autonomous AI agent systems or automated workflows, you acknowledge that: (a) tax calculations may be consumed and acted upon by automated systems without human review; (b) you are solely responsible for implementing appropriate human oversight and verification procedures; (c) AgentTax recommends that all tax-critical calculations be reviewed by a qualified human professional before being relied upon for filing, remittance, or compliance purposes; and (d) AgentTax disclaims all liability for actions taken by autonomous systems based on the Service's outputs.
You represent and warrant that: (a) you are at least 18 years of age; (b) you have the legal capacity to enter into a binding contract; (c) you are not barred from using the Service under the laws of the United States or any other applicable jurisdiction; (d) you are not currently restricted from the Service and are not otherwise prohibited from having an account; (e) you will only maintain one account at any given time; (f) you will only provide accurate information to AgentTax; (g) you have full power and authority to enter into these Terms and doing so will not violate any other agreement to which you are a party; and (h) you will not violate any rights of AgentTax or a third party.
To use authenticated endpoints, you must create an account and obtain an API key. You are responsible for: (a) maintaining the confidentiality and security of your API keys, passwords, and session tokens; (b) all activity that occurs under your account, whether or not authorized by you; and (c) promptly notifying us at Beardsley@agenttax.io of any unauthorized use of your account or any other breach of security.
Each account is for a single user, company, or other legal entity. Account sharing between non-entity individual users is prohibited. You may not transfer your account to another party without our prior written consent. We reserve the right to suspend or terminate accounts that we reasonably believe are being shared or used in violation of these Terms.
You agree not to:
You are solely responsible for retaining all records and reconciling all transaction information relating to your use of the Service.
The Service offers free and paid tiers as described on our website. All fees are stated and payable in United States dollars (USD) unless otherwise specified. We reserve the right to change pricing with at least thirty (30) days' prior written notice to you. Price changes will apply to the next billing cycle following the notice period.
Paid plans are billed on a monthly recurring basis. By subscribing to a paid plan, you authorize us to charge your designated payment method for recurring subscription fees. Your subscription will automatically renew at the end of each billing period at the then-current rate unless you cancel before the end of the current billing period. You may cancel your subscription at any time through your account settings or by contacting us at Beardsley@agenttax.io. Cancellation will take effect at the end of the current billing period.
If your usage exceeds the API call limits included in your plan, overage charges will apply at the rates specified for your plan. We will make reasonable efforts to notify you when you approach your usage limits.
All fees are exclusive of taxes. You are responsible for paying all applicable taxes, levies, and duties (excluding taxes based on AgentTax's net income) associated with your use of the Service.
Unless otherwise required by applicable law, subscription fees are non-refundable. No refunds or credits will be issued for partial months of service, unused API calls, or early cancellation. If you believe you have been billed in error, you must contact us within thirty (30) days of the charge.
Any amounts not paid when due will accrue interest at the rate of 1.5% per month (or the maximum rate permitted by applicable law, whichever is less). You agree to reimburse us for all reasonable collection costs and expenses, including attorneys' fees, incurred in collecting overdue amounts.
If we offer a free trial, you will receive free access for the duration of the trial period. At the end of the trial, you will be charged the applicable subscription fee unless you cancel before the trial expires.
The Service, including all software, algorithms, APIs, documentation, user interfaces, designs, trademarks, trade secrets, and content, is owned by Agentic Tax Solutions LLC and is protected by United States and international intellectual property laws. Your use of the Service does not grant you any ownership rights in the Service or any component thereof. The Service is licensed, not sold. AgentTax reserves all rights not expressly granted herein.
Certain SDKs or client libraries we release may be licensed under their respective open-source licenses. The terms of such licenses will govern your use of those specific components.
As between you and AgentTax, you retain all rights to the data you submit through the Service ("Your Data"). You grant AgentTax a non-exclusive, worldwide, royalty-free license to use, process, and store Your Data solely as necessary to provide, maintain, and improve the Service. We will not use Your Data for any purpose other than providing the Service without your explicit consent.
If you provide AgentTax with any feedback, suggestions, ideas, improvements, or other input regarding the Service ("Feedback"), you acknowledge and agree that: (a) such Feedback is provided voluntarily and without any expectation of compensation; (b) AgentTax shall be free to use, disclose, reproduce, license, and otherwise exploit such Feedback without restriction or obligation; and (c) AgentTax shall own all rights, title, and interest in any improvements or modifications to the Service derived from such Feedback.
You may not use any AgentTax trademark, service mark, or logo without our prior written consent. Nothing in these Terms grants you any right to use AgentTax's trademarks.
We collect and process data as described in our Privacy Policy. Transaction data submitted through the API is stored securely and used to provide the Service. We do not sell your personal information or transaction data to third parties. Our data practices are described in detail in our Privacy Policy at agenttax.io/privacy.
We strive for high availability but do not guarantee uninterrupted, error-free, or secure access to the Service. We may perform maintenance, updates, or modifications that temporarily affect availability. We will make reasonable efforts to provide advance notice of planned downtime via our status page or email. Unscheduled downtime may occur due to circumstances beyond our control.
For paid plan customers, specific service level commitments, if any, are described in the applicable plan documentation or a separate service level agreement ("SLA"). In the absence of a specific SLA, the Service is provided on a commercially reasonable basis.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.
WITHOUT LIMITING THE FOREGOING, AGENTTAX DOES NOT WARRANT THAT: (A) THE SERVICE WILL MEET YOUR REQUIREMENTS; (B) THE SERVICE WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE; (C) THE TAX CALCULATIONS, RATES, OR COMPLIANCE INFORMATION PROVIDED BY THE SERVICE WILL BE ACCURATE, RELIABLE, OR COMPLETE; (D) THE RESULTS OBTAINED FROM USE OF THE SERVICE WILL BE ACCURATE OR RELIABLE; (E) ANY ERRORS IN THE SERVICE WILL BE CORRECTED; OR (F) THE SERVICE WILL BE COMPATIBLE WITH ANY PARTICULAR AI AGENT FRAMEWORK, PLATFORM, OR SYSTEM.
YOU ACKNOWLEDGE THAT TAX LAWS ARE COMPLEX, CHANGE FREQUENTLY, AND VARY BY JURISDICTION, AND THAT NO AUTOMATED SYSTEM CAN GUARANTEE COMPLIANCE WITH ALL APPLICABLE TAX LAWS. YOUR USE OF THE SERVICE IS AT YOUR SOLE RISK.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER PARTY FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, DATA, BUSINESS OPPORTUNITIES, GOODWILL, OR REVENUE, ARISING OUT OF OR RELATED TO THESE TERMS OR THE USE OF OR INABILITY TO USE THE SERVICE, REGARDLESS OF THE THEORY OF LIABILITY (CONTRACT, TORT, STRICT LIABILITY, OR OTHERWISE) AND EVEN IF SUCH PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
THE TOTAL AGGREGATE LIABILITY OF EITHER PARTY ARISING OUT OF OR RELATED TO THESE TERMS SHALL NOT EXCEED THE GREATER OF: (A) THE AMOUNTS PAID BY YOU TO AGENTTAX IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM; OR (B) ONE HUNDRED UNITED STATES DOLLARS ($100).
The limitations and exclusions in Sections 10.1 and 10.2 do not apply to liability arising from: (a) a party's fraud, gross negligence, or willful misconduct; (b) a party's breach of its confidentiality obligations; (c) a party's indemnification obligations under Section 11; or (d) your obligation to pay fees under Section 5.
You acknowledge that the limitations of liability in this Section 10 are an essential basis of the bargain between the parties and that AgentTax would not provide the Service without these limitations.
You agree to indemnify, defend, and hold harmless AgentTax and its officers, directors, employees, agents, and affiliates from and against any third-party claims, demands, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your use of the Service; (b) your violation of these Terms; (c) your violation of any applicable law or regulation; (d) your violation of any third-party right, including any intellectual property or privacy right; or (e) any tax liability, penalty, or interest resulting from your reliance on the Service's calculations.
AgentTax agrees to indemnify, defend, and hold harmless you from and against any third-party claims that the Service, as provided by AgentTax, infringes any valid United States patent, copyright, or trade secret of such third party. This obligation does not apply to claims arising from: (a) modifications to the Service not made by AgentTax; (b) use of the Service in combination with products, services, or technology not provided by AgentTax; (c) use of the Service after AgentTax has notified you to discontinue such use; or (d) use of a non-current version of the Service when the infringement could have been avoided by using a current version.
The indemnified party shall: (a) promptly notify the indemnifying party in writing of any claim (provided that failure to provide prompt notice shall not relieve the indemnifying party of its obligations except to the extent materially prejudiced by such failure); (b) grant the indemnifying party sole control of the defense and settlement of such claim; and (c) provide reasonable cooperation and assistance to the indemnifying party at the indemnifying party's expense. The indemnifying party shall not settle any claim in a manner that imposes obligations on the indemnified party without the indemnified party's prior written consent.
Each party's aggregate indemnification liability under this Section 11 shall not exceed the greater of: (a) the amounts paid by you to AgentTax in the twelve (12) months preceding the claim giving rise to the indemnification obligation; or (b) ten thousand United States dollars ($10,000).
Either party may terminate these Terms at any time for any reason by providing thirty (30) days' written notice to the other party. You may terminate by canceling your subscription through your account settings or by contacting us at Beardsley@agenttax.io.
We may suspend or terminate your access to the Service immediately and without prior notice if: (a) you materially breach these Terms and fail to cure such breach within fifteen (15) days of receiving written notice; (b) you engage in any activity that threatens the security, integrity, or availability of the Service; (c) required by law; or (d) your account has been inactive for more than twelve (12) consecutive months.
Upon termination: (a) your right to access and use the Service ceases immediately; (b) you must cease all use of the API and destroy any cached API keys; (c) AgentTax will make your transaction data available for export for thirty (30) days following termination, after which we may delete it (subject to our data retention obligations described in our Privacy Policy); (d) no refunds will be issued for the current billing period; and (e) all outstanding payment obligations become immediately due.
The following sections survive any termination or expiration of these Terms: Section 1.2 (Tax Calculation Disclaimer), Section 1.3 (AI Agent Integration Disclaimer), Section 6 (Intellectual Property), Section 9 (Warranty Disclaimer), Section 10 (Limitation of Liability), Section 11 (Indemnification), Section 12.3 (Effect of Termination), Section 12.4 (Survival), Section 13 (Dispute Resolution), Section 14 (Governing Law), and Sections 16–22 (General Provisions).
Before initiating any formal dispute resolution proceeding, you agree to first contact us at Beardsley@agenttax.io and attempt to resolve the dispute informally for at least thirty (30) days. Most disputes can be resolved this way.
If the dispute is not resolved informally within thirty (30) days, either party may initiate binding arbitration administered by the American Arbitration Association ("AAA") under its Commercial Arbitration Rules. The arbitration shall be conducted by a single arbitrator in Wilmington, Delaware (or remotely by mutual agreement). The arbitrator's decision shall be final and binding, and judgment on the award may be entered in any court of competent jurisdiction.
Each party shall bear its own attorneys' fees and costs in any arbitration. The parties shall share equally the fees and costs of the arbitrator and the AAA. However, the arbitrator may award reasonable attorneys' fees to the prevailing party if the arbitrator determines that the other party's claim or defense was frivolous or brought in bad faith.
YOU AND AGENTTAX AGREE THAT EACH PARTY 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, CONSOLIDATED, OR REPRESENTATIVE PROCEEDING. THE ARBITRATOR MAY NOT CONSOLIDATE MORE THAN ONE PERSON'S CLAIMS AND MAY NOT OTHERWISE PRESIDE OVER ANY FORM OF A REPRESENTATIVE OR CLASS PROCEEDING. EACH PARTY IRREVOCABLY WAIVES ANY RIGHT TO A TRIAL BY JURY IN ANY ACTION, PROCEEDING, OR CLAIM ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE.
Notwithstanding the foregoing, either party may seek temporary, preliminary, or permanent injunctive or other equitable relief in any court of competent jurisdiction to: (a) prevent the actual or threatened infringement, misappropriation, or violation of a party's intellectual property rights or confidential information; or (b) protect the integrity, security, availability, or operational continuity of the Service or AgentTax's systems and infrastructure, without the necessity of posting bond to the extent permitted by applicable law.
These Terms are governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of laws principles. To the extent that any lawsuit or court proceeding is permitted hereunder, you and AgentTax agree to submit to the exclusive personal jurisdiction of the state and federal courts located in New Castle County, Delaware.
You represent and warrant that you are not located in, under the control of, or a national or resident of any country subject to United States trade sanctions or embargoes. You agree to comply with all applicable export and import laws, statutes, and regulations, including the Export Administration Regulations and the sanctions control programs administered by the U.S. Department of the Treasury's Office of Foreign Assets Control ("OFAC"). You may not use the Service for any purpose prohibited by United States export control laws.
Each party acknowledges that in connection with these Terms it may receive confidential or proprietary information of the other party ("Confidential Information"). Each party agrees to: (a) hold the other party's Confidential Information in confidence; (b) not disclose it to third parties except as necessary to exercise its rights or perform its obligations under these Terms; and (c) not use it for any purpose other than as contemplated by these Terms. This obligation does not apply to information that: (i) is or becomes publicly available without breach; (ii) was known to the receiving party before disclosure; (iii) is independently developed without use of Confidential Information; or (iv) is required to be disclosed by law.
Neither party shall be liable for any failure or delay in performance due to causes beyond its reasonable control, including but not limited to acts of God, natural disasters, epidemics, pandemics, government actions, war, terrorism, civil unrest, labor disputes, power failures, internet or telecommunications failures, denial-of-service attacks, or failures of third-party service providers. The affected party shall provide prompt notice and use commercially reasonable efforts to resume performance.
You may not assign or transfer these Terms or any of your rights or obligations hereunder without our prior written consent. AgentTax may assign these Terms in connection with a merger, acquisition, corporate reorganization, or sale of all or substantially all of its assets without your consent. Subject to the foregoing, these Terms will bind and inure to the benefit of the parties and their respective successors and permitted assigns.
If any provision of these Terms is held to be invalid, illegal, or unenforceable by a court of competent jurisdiction, such provision shall be modified to the minimum extent necessary to make it valid and enforceable, or if such modification is not possible, shall be severed from these Terms. The remaining provisions shall continue in full force and effect.
These Terms, together with the Privacy Policy and Disclaimer, constitute the entire agreement between you and AgentTax with respect to the Service and supersede all prior or contemporaneous oral or written communications, proposals, representations, and agreements with respect to the Service. In the event of any conflict between these Terms and any other document, these Terms shall control unless the other document expressly states that it supersedes these Terms with respect to a specific matter.
The failure of either party to enforce any provision of these Terms shall not constitute a waiver of future enforcement of that or any other provision. No waiver shall be effective unless made in writing and signed by an authorized representative of the waiving party.
We may update these Terms from time to time. We will notify you of material changes by: (a) posting the updated Terms on our website with a new "Last Updated" date; and (b) sending an email notification to the address associated with your account at least thirty (30) days before the changes take effect. Your continued use of the Service after the effective date of the updated Terms constitutes your acceptance of the changes. If you do not agree to the updated Terms, you must stop using the Service before the changes take effect.
If you have any questions about these Terms, please contact us at:
Agentic Tax Solutions LLC
Email: Beardsley@agenttax.io
Website: agenttax.io
© 2026 Agentic Tax Solutions LLC. All rights reserved.
© 2026 Agentic Tax Solutions LLC. Tax rates verified daily against Tax Foundation, Sales Tax Institute, state DOR websites, Anrok, TaxJar, TaxCloud, and Kintsugi. AgentTax provides tax calculations for informational purposes only. Consult a qualified tax professional for compliance decisions.