Legal
Terms of Service and Refund Policy
The terms that apply when you use this site or buy a service from TaxFort.
These terms apply when you use taxfortsecurity.com or buy a service from TaxFort, LLC (“TaxFort,” “we”). By placing an order, you agree to them on behalf of yourself and your firm.
Services and pricing
| Service | Price | What you get |
|---|---|---|
| WISP Kit | $597, one time, for firms with fewer than 5,000 clients | A Written Information Security Plan tailored to your office, a gap list with recommended fixes, breach-response steps, and staff acknowledgment forms |
| WISP Kit for larger firms | Quoted by email, from $1,297, for firms with 5,000 clients or more | Everything in the WISP Kit, plus a written risk assessment, a full incident response plan, and an annual report template |
| Safeguards Concierge | $79 per month | Ongoing plan upkeep: quarterly policy updates, an annual risk reassessment, monthly staff security-awareness emails, and help by email when something goes wrong |
Firm size. The $597 price covers firms with fewer than 5,000 clients. If your intake form shows that your firm has 5,000 clients or more, we will contact you before starting work. You can choose to pay the difference for the larger plan or receive a full refund.
Delivery. We deliver your plan within 5 business days after we receive your completed intake form. If we need to clarify an answer, the clock pauses until you reply.
Revisions. Your Kit includes one round of revisions requested within 30 days of delivery, for errors or changes in the facts you gave us.
Payment. Kits are paid in full when ordered. Concierge is billed monthly in advance and renews automatically until you cancel. Payments are processed by Stripe. Prices may change, but changes never apply to an order already paid, and we will give Concierge subscribers 30 days' notice by email.
Refunds and cancellation
| Situation | What happens |
|---|---|
| WISP Kit, before you submit your intake form | Full refund on request |
| WISP Kit, after intake but before delivery | Refund minus $150 for work already done |
| WISP Kit, after delivery | No refund. We will fix errors and make the included revision instead |
| WISP Kit not delivered within 10 business days of a complete intake, through our fault | Full refund on request, and you keep anything already delivered |
| Safeguards Concierge | Cancel any time by email. Service continues to the end of the month you've paid for; no partial-month refunds |
To request a refund or cancel, email support@taxfortsecurity.com. Approved refunds go back to your original payment method within 10 business days.
Your responsibilities, and what we don't promise
Your part. Your plan is only as accurate as the answers you give us. You agree to:
- Answer the intake form truthfully and tell us when your office changes
- Never send us client names, Social Security numbers, or other taxpayer data
- Put the plan into practice: train staff, close the gaps we identify, and review the plan at least once a year
Not legal or tax advice. TaxFort provides information security compliance documents and guidance. We are not a law firm or a CPA firm, and nothing we provide is legal, tax, or accounting advice. If you need a legal opinion about your obligations, consult an attorney.
No guarantee of outcome. A written plan is one part of meeting the FTC Safeguards Rule and IRS expectations. We cannot guarantee that your office will never have a breach, or how a regulator, insurer, or court will view your compliance. Your security depends on what you actually do day to day.
Information from others. We rely on the information you provide and on published guidance (such as the FTC Safeguards Rule and IRS Publications 4557 and 5708). When that guidance changes, Concierge subscribers get updates; Kit-only clients may need a new plan.
Ownership, confidentiality, liability, and the fine print
Your plan. Once paid, your plan is yours to use, copy, and change for your own firm. Our templates, methods, checklists, and website content remain ours, and you may not resell or redistribute them.
Confidentiality. We treat everything you tell us about your office as confidential. We use it only to serve you, as described in our Privacy Policy, and never publish it or name you as a client without your permission.
Limit of liability. To the extent the law allows, our total liability for any claim related to our services is limited to the amount you paid us in the 12 months before the claim. We are not liable for indirect or consequential losses, including lost profits, lost data, regulatory penalties, or the costs of a breach.
Governing law. These terms are governed by the laws of the State of Ohio. Any dispute will be handled in the state or federal courts serving Lorain County, Ohio.
Changes. We may update these terms and will post the new version here with a new effective date. Changes don't affect orders already paid.
Contact. TaxFort, LLC, 38513 Chestnut Ridge Rd, Unit #257, Elyria, OH 44035. support@taxfortsecurity.com
Effective date: November 14, 2026