Terms of Service

Last updated: February 10, 2026

These Terms of Service ("Terms") govern your use of the New Leaf Tax LLC ("we," "us," or "our") website at www.newleaftax.com and our tax resolution services. By accessing our website or using our services, you agree to these Terms.

Services

New Leaf Tax provides tax resolution services including, but not limited to, IRS and state tax debt resolution, Offers in Compromise, installment agreements, penalty abatement, levy and lien resolution, audit representation, and unfiled tax return preparation. All services are performed by Joshua Taylor, an IRS Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service.

No Legal Advice

New Leaf Tax provides tax resolution services. We are not a law firm and do not provide legal advice. If you require legal advice, we recommend consulting a licensed attorney. Information provided on our website or during consultations is for educational purposes and should not be considered legal counsel.

IRS Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. federal tax advice contained on this website or communicated by New Leaf Tax is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any matters addressed herein.

No Guarantee of Results

Tax resolution outcomes vary based on individual circumstances including the amount of tax liability, compliance history, financial situation, and current IRS policies. While we work diligently to achieve the best possible outcome for every client, we cannot and do not guarantee specific results. Past results do not guarantee future outcomes.

Any case studies, testimonials, or examples presented on our website represent individual results and should not be interpreted as a promise or guarantee of similar results in your case.

Client Responsibilities

When engaging our services, you agree to:

  • Provide accurate, complete, and truthful information about your tax situation and finances
  • Respond promptly to requests for documents and information
  • Notify us of any changes to your financial situation, address, or contact information
  • Comply with the terms of any IRS or state resolution obtained on your behalf
  • Pay agreed-upon fees in a timely manner

Fees and Payment

Our fees are discussed and agreed upon before services begin. Fee structures and payment terms are outlined in a separate engagement agreement provided to each client. We offer flat-fee pricing for most services. Fees are non-refundable once work has commenced unless otherwise specified in your engagement agreement.

Engagement Agreement

Our professional relationship with clients is governed by a separate engagement agreement that outlines the specific scope of services, fees, and responsibilities. These Terms supplement but do not replace any engagement agreement. In the event of a conflict, the engagement agreement controls.

Confidentiality

We treat all client information as confidential in accordance with IRS regulations, Circular 230, and professional standards for Enrolled Agents. We will not disclose your information to third parties except as necessary to provide our services (e.g., communicating with the IRS on your behalf) or as required by law.

Website Content

The information on our website is provided for general educational purposes. While we strive to keep content accurate and current, tax laws and IRS policies change frequently. Website content should not be relied upon as a substitute for professional advice specific to your situation.

Intellectual Property

All content on this website, including text, graphics, logos, and images, is the property of New Leaf Tax LLC and is protected by copyright law. You may not reproduce, distribute, or create derivative works from our content without written permission.

Limitation of Liability

To the maximum extent permitted by law, New Leaf Tax LLC shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of our website or services. Our total liability for any claim shall not exceed the fees paid to us for the specific services giving rise to the claim.

Indemnification

You agree to indemnify and hold harmless New Leaf Tax LLC and its owner from any claims, damages, or expenses arising from your provision of inaccurate information, violation of these Terms, or failure to comply with tax obligations.

Electronic Communications Consent

By submitting a form on our website, scheduling a consultation, or providing your contact information, you consent to receive communications from New Leaf Tax via phone, email, and text message at the number and email address you provide. These communications may include appointment reminders, case updates, and information about our services.

You may opt out of marketing communications at any time by replying STOP to any text message, clicking the unsubscribe link in any email, or contacting us directly. Opting out of marketing communications will not affect transactional messages related to active client engagements. Message and data rates may apply. Message frequency varies.

Governing Law

These Terms are governed by the laws of the State of Colorado. Any disputes arising from these Terms or our services shall be resolved in the courts of Summit County, Colorado.

Dispute Resolution

Before initiating any formal legal proceeding, you agree to first contact us directly to attempt to resolve any dispute informally. If we are unable to resolve the matter within 30 days, either party may pursue formal resolution.

Any dispute, claim, or controversy arising out of or relating to these Terms or our services that cannot be resolved informally shall be submitted to binding arbitration administered in Summit County, Colorado, in accordance with the rules of the American Arbitration Association. The arbitrator's decision shall be final and binding. Each party shall bear its own costs and attorney's fees unless the arbitrator determines otherwise.

You agree that any arbitration or legal proceeding shall be conducted on an individual basis and not as part of a class, consolidated, or representative action.

Severability

If any provision of these Terms is found to be invalid, illegal, or unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. The invalid provision shall be modified to the minimum extent necessary to make it valid and enforceable while preserving its original intent.

Changes to These Terms

We may update these Terms periodically. Changes will be posted on this page with an updated "Last updated" date. Your continued use of our website or services after changes are posted constitutes acceptance of the updated Terms.

Contact Us

If you have questions about these Terms:

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