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Terms & Conditions - PlanMyTax.ai

Last Updated: November 25, 2025

Welcome to PlanMyTax.ai ("Platform", "we", "us", "our"). These Terms & Conditions ("Terms") govern your access to and use of our website, platform, tools, and related services ("Services"). By accessing or using our Platform, you agree to be bound by these Terms. If you do not agree with any part of these Terms, please stop using the Platform immediately.

1. Changes to These Terms

We reserve the right to modify, update, or replace any part of these Terms at our discretion. Changes become effective immediately when posted. Continued use of the Platform after changes are published constitutes your acceptance of the revised Terms.

2. About the Platform and the Services

PlanMyTax.ai provides digital tools, calculators, guidance, and related features to assist users with tax planning, tax projections, and financial insights.
Our Services may include:

  • Automated tax planning tools
  • AI-driven financial calculations
  • Document upload and processing
  • Dashboard and analytics
  • Any other tax related services

Note: We do not provide professional tax, legal, or financial advice. The Platform is for informational and computational purposes only.

3. Use of and Access to the Platform

By using our Platform, you agree to the following:

  • You are at least 18 years old and legally capable of entering into agreements.
  • You will not use the Platform for unlawful, fraudulent, or unauthorized purposes.
  • You will not misuse, damage, disrupt, or interfere with the Platform"s systems, servers, or security.
  • You will provide accurate, current, and complete information wherever required.
We may restrict access, suspend accounts, or disable features if misuse or suspicious activity is detected.

4. Know Your Customer (KYC) / Client Requirements

Users may be required to submit identity verification documents and financial information to access certain Services.
By submitting KYC information, you confirm that:

  • You are the lawful owner of the information provided.
  • The details submitted are true and accurate.
  • You authorize us to verify such information through third-party service providers, as applicable.
Failure to complete KYC may limit your ability to use the Platform.

5. Communication Policy

By using our Platform, you consent to receive communications from us, including but not limited to:

  • Email notifications
  • SMS alerts
  • Platform messages
  • Important service and security updates

We do not send spam. You may opt out of marketing communications, but essential service notifications will still be sent.

6. Termination of Access to the Platform

We may suspend or terminate your access without notice if:

  • You violate these Terms
  • You engage in fraudulent or harmful activity
  • Required by law or regulatory obligations
  • You request account deletion

Upon termination, your right to use the Platform ceases immediately. You may request data deletion in accordance with our Privacy Policy.

7. Disclaimers

  • The Platform provides tools and insights for tax planning, but does not replace professional tax, legal, or financial advice.
  • We do not guarantee the accuracy, completeness, or suitability of any calculations, recommendations, or projections.
  • We are not responsible for any financial loss, tax liability, penalties, or damages arising from reliance on the Platform.
  • Services are provided on an "as-is" and "as-available" basis.

8. Fees and Charges

Certain Services on PlanMyTax.ai may involve fees, such as:

  • Subscription plans
  • Premium analytics
  • Filing support services
  • Additional document processing

Key points:

  • All fees will be clearly displayed before purchase.
  • Payments are non-refundable unless stated otherwise.
  • We may modify pricing at any time, with notice for ongoing subscriptions.

9. Contact Information

For questions regarding these Terms, contact us at:

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