Terms of Service
These Terms of Service ("Agreement") are entered into between Bodner & Clark Tax School ("Company," "we," "us," or "our") and you ("Client," "Member," or "you") and govern your use of our website at www.bodnerandclark.com and the services we provide.
By accessing our website, enrolling in our tax school membership program, or engaging our tax consultation services, you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our services.
1. Services Offered
Bodner & Clark Tax School offers the following services:
A. Tax School Membership Program
Access to live tax education classes held twice monthly
Access to recorded versions of all classes available online after each live session
Ongoing educational resources and materials
Community access to fellow members and instructors
B. Tax Consultation Services
Individual tax consultation services as requested and scheduled by clients
Professional guidance on tax-related matters
Consultations may be conducted in-person, by phone, or via video conference
2. Membership Program Terms
A. Enrollment and Fees
Membership requires payment of a one-time sign-on fee and a recurring monthly membership fee
All fees are outlined on our website or provided upon enrollment
Monthly membership fees are charged on a recurring basis on the same date each month
Fees are subject to change with thirty (30) days' prior written notice to members
B. Access to Classes
Members have access to live classes held twice monthly on scheduled dates
Recorded classes are made available online after each live session
Class schedules are subject to change; members will be notified of any schedule changes in advance
Access to online recorded classes remains available throughout active membership
C. Membership Duration and Cancellation
Membership continues on a month-to-month basis until cancelled by either party
Members may cancel their membership at any time by providing thirty (30) days' written notice
We may terminate membership immediately if a member breaches this Agreement
Upon cancellation, members will retain access through the end of their paid membership period
No refunds will be provided for the one-time sign-on fee or any monthly fees already paid, except at our sole reasonable discretion
3. Tax Consultation Services
A. Scope of Services
Tax consultation services are provided separately from the tax school membership program
Consultations are scheduled on an individual basis and are subject to availability
The scope and fees for consultation services will be communicated and agreed upon prior to scheduling
B. Fees and Payment
Consultation fees are separate from membership fees
Fees for consultations must be paid in accordance with the terms provided at the time of scheduling
Payment is due upon receipt of invoice unless otherwise specified
4. Client Obligations
The Client shall:
Provide accurate and complete information necessary for us to provide our services
Designate a primary contact person for all communications related to services
Respond promptly to reasonable requests for information, documents, or approvals
Cooperate with instructors and consultants in the delivery of services
Maintain the confidentiality of any login credentials or account access information
5. Professional Disclaimer
IMPORTANT: Bodner & Clark Tax School and its instructors/consultants provide educational services and tax guidance. However:
We are not acting as your certified public accountant (CPA), attorney, or licensed financial advisor unless specifically stated otherwise
Information provided through our tax school and consultations is educational in nature
YOU ARE ENCOURAGED TO CONSULT YOUR OWN LICENSED TAX PROFESSIONAL, ATTORNEY, OR FINANCIAL ADVISOR BEFORE MAKING ANY DECISIONS BASED ON INFORMATION PROVIDED THROUGH OUR SERVICES
Our services do not create a fiduciary relationship
Any opinions, guidance, or directions provided are educational in nature and should not be construed as formal tax advice unless provided by a licensed professional acting in that capacity
6. Confidential Information
We acknowledge that clients may need to share personal and business information with us, including but not limited to:
Personal identification information
Tax returns and financial statements
Business records and documentation
Social security numbers and tax identification numbers
Financial account information
We agree to:
Use client information only for the purpose of providing our services
Implement reasonable security measures to protect client information
Not disclose client information to third parties except as required by law or as necessary to provide services (such as to partnered professionals)
7. Accuracy of Information
Clients represent and warrant that:
All information provided to us is true, accurate, complete, and correct
Information contains no material deficiencies or misstatements
We shall not be liable for any consequences arising from inaccurate or incomplete information provided by clients
8. Intellectual Property
All course materials, recordings, educational content, and resources provided through the tax school membership program are the intellectual property of Bodner & Clark Tax School and are protected by copyright laws.
Members may not:
Share login credentials with non-members (this includes their employees)
Reproduce, distribute, or sell course materials or recordings
Use course materials for commercial purposes without written permission
9. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL BODNER & CLARK TAX SCHOOL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, REVENUE, DATA, OR USE, WHETHER ARISING OUT OF BREACH OF CONTRACT, TORT (INCLUDING NEGLIGENCE), OR OTHERWISE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
Our total liability to you for all claims arising from or related to these services shall not exceed the total amount paid by you to us in the twelve (12) months preceding the claim.
10. Indemnification
You agree to indemnify, defend, and hold harmless Bodner & Clark Tax School, its instructors, consultants, employees, and affiliates from any claims, damages, losses, liabilities, and expenses (including reasonable attorney's fees) arising from:
Your breach of this Agreement
Your use of our services
Your violation of any law or the rights of any third party
Information you provide to us
11. Payment Terms
A. Membership Fees
The one-time sign-on fee is due upon enrollment
Monthly membership fees are charged automatically on a recurring basis
Payment must be made by credit card, debit card, or other approved payment method
Failed payments may result in suspension of membership access until payment is received
B. Late Payments
If payment is not received within five (5) days of the due date, we may suspend access to services
A late fee may be assessed for overdue payments
Continued non-payment may result in termination of membership
C. Consultation Fees
Consultation fees must be paid in accordance with the invoice provided
We reserve the right to suspend consultation services for non-payment
12. Refund Policy
Refunds are provided at our sole reasonable discretion and are subject to the following:
No refunds will be provided for the one-time sign-on fee
Monthly membership fees are generally non-refundable
Consultation fees may be refundable if services are not rendered
Requests for refunds must be submitted in writing
13. Modifications to Terms
We reserve the right to modify these Terms of Service at any time. We will provide notice of material changes by:
Posting the updated Terms of Service on our website
Sending email notification to members
Providing thirty (30) days' notice before changes take effect
Your continued use of our services after changes take effect constitutes acceptance of the modified terms.
14. Termination
A. Termination by Member
Members may cancel membership at any time
Access will continue through the end of the paid membership period
B. Termination by Company
We may terminate membership immediately for breach of this Agreement
We may terminate membership with thirty (30) days' notice for any reason
We may suspend services immediately for non-payment
C. Effect of Termination
Upon termination, you will lose access to membership benefits, including recorded classes
You remain responsible for any fees incurred prior to termination
Confidentiality obligations survive termination
15. Use of Name and Likeness
By using our services, you grant us the revocable right to use your name, likeness, and testimonials for promotional purposes, including:
Website testimonials
Marketing materials
Social media promotion
You may revoke this permission at any time by providing written notice to us.
16. Force Majeure
We shall not be liable for any failure or delay in performing our obligations due to circumstances beyond our reasonable control, including but not limited to:
Acts of God (natural disasters, pandemics, etc.)
Governmental actions or regulations
Internet or technology failures
Labor disputes or strikes
Terrorism or civil unrest
If such circumstances continue for more than ninety (90) days, either party may terminate this Agreement with written notice.
17. Governing Law and Dispute Resolution
This Agreement shall be governed by and construed in accordance with the laws of the State of [Insert State], without regard to its conflict of law provisions.
Any disputes arising from this Agreement shall be resolved in the state or federal courts located in [Insert County], [Insert State]. Both parties consent to the jurisdiction of these courts.
18. Entire Agreement
This Agreement constitutes the entire agreement between you and Bodner & Clark Tax School regarding the services and supersedes all prior agreements, understandings, and communications, whether written or oral.
19. Severability
If any provision of this Agreement is found to be invalid or unenforceable, the remaining provisions shall continue in full force and effect.
20. Waiver
Our failure to enforce any provision of this Agreement shall not constitute a waiver of that provision or any other provision.
21. Assignment
You may not assign or transfer your rights or obligations under this Agreement without our prior written consent. We may assign this Agreement without restriction.
22. Contact Information
For questions about these Terms of Service or our services, please contact us at:
Bodner & Clark LLC
5900 Balcones Drive #24519
Austin TX 78731
admin@bodnerandclark.com
Website: www.bodnerandclark.com
23. Acknowledgment
By enrolling in our membership program or engaging our consultation services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.
Last Updated: September 30, 2025