Terms and Conditions

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Effective Date: June 29, 2026

‍Last Updated: September 8, 2026

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1. Acceptance of These Terms

These Terms and Conditions ("Terms") govern your access to and use of www.nobletaxstrategies.com (the "Site") and any related content, forms, scheduling tools, and client portal provided by Noble Tax Strategies, LLC ("Noble," "we," "us," or "our"). By accessing or using the Site, you agree to be bound by these Terms and by our Privacy Policy. If you do not agree, do not use the Site.

2. Scope: Website Terms vs. Engagement Terms

These Terms govern your use of the Site only. They do not create a client relationship and do not govern any tax, accounting, bookkeeping, advisory, wealth management, estate planning, or insurance-related services ("Services") we may provide to you.

Any Services we provide are governed by a separate written engagement letter, agreement, or service contract between you and Noble (or the applicable affiliated entity). If anything in these Terms conflicts with a signed engagement agreement, the engagement agreement controls with respect to the Services it covers.

3. Eligibility

You must be at least 18 years old and able to form a legally binding contract to use the Site. By using the Site, you represent that you meet these requirements and that any information you provide is accurate and current.

4. Acceptable Use

You agree to use the Site only for lawful purposes. You will not:

• Use the Site in violation of any applicable law or regulation
• Attempt to gain unauthorized access to the Site, the client portal, our systems, or other users' accounts
• Interfere with or disrupt the Site, its security, or its servers
• Introduce viruses, malware, or other harmful code
• Scrape, harvest, or collect information about other users
• Use the Site to transmit unsolicited or unauthorized advertising or to impersonate any person or entity
• Use the Site in any way that could damage, disable, or impair its operation

5. Client Portal Accounts

Access to the client portal may require an account. You are responsible for maintaining the confidentiality of your login credentials and for all activity that occurs under your account. You agree to notify us promptly of any unauthorized use or suspected security breach. We may suspend or terminate accounts that violate these Terms or that we reasonably believe pose a security risk.

6. Informational Content; No Professional Advice Through the Site

Content on the Site, including blog posts, articles, service descriptions, and general information, is provided for general informational purposes only. It is not tax, accounting, legal, investment, insurance, or financial advice, and it should not be relied upon as a substitute for advice tailored to your specific situation. No client, advisory, fiduciary, or professional relationship is created by your use of the Site, by submitting a form, or by booking a consultation. A professional relationship begins only when you and Noble (or the applicable affiliated entity) enter into a signed engagement agreement.

7. Affiliated Entities and Non-Affiliation Disclaimer

Noble Tax Strategies, LLC is not a CPA firm, public accounting firm, law firm, broker-dealer, insurance company, or investment advisory firm. CPA-required services, when applicable, are performed by appropriately licensed independent CPA professionals or CPA firms. Investment advisory and wealth management services are offered separately through Noble Wealth Advisors, LLC. Insurance-related services are offered separately through Noble Insurance Strategies. Services provided by these affiliated entities may be governed by their own terms and agreements.

8. Booking and Consultations

Scheduling a consultation through the Site is a request for an appointment and does not by itself create an obligation for Noble to provide Services. We reserve the right to decline or reschedule consultations. Any fees, scope, and terms for Services will be set out in your engagement agreement.

9. Intellectual Property

The Site and its contents, including text, graphics, logos, images, and design, are owned by or licensed to Noble and are protected by intellectual property laws. You may view and use the Site for your own personal, non-commercial purposes. You may not copy, reproduce, distribute, modify, or create derivative works from the Site without our prior written permission. "Noble Tax Strategies & Wealth Planning" and related names and logos are the property of Noble and may not be used without permission.

10. Third-Party Links and Services

The Site may contain links to third-party websites, tools, and social media pages, including Facebook, Instagram, LinkedIn, and YouTube. We provide these links for convenience and do not control or endorse third-party sites. We are not responsible for the content, products, or practices of any third party, and your use of third-party sites is at your own risk and subject to their terms.

11. Electronic Communications and Consent

By providing your contact information or using the Site, you consent to receive communications from us electronically, including by email and through the Site, and you agree that electronic communications satisfy any legal requirement that communications be in writing. You may opt out of marketing communications at any time, which will not affect service-related communications. Text messages are addressed separately in Section 12 and are sent only to individuals who have given express written consent through our forms.

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12. sms & Text messaging

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Program description.

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If you provide your mobile number and check the text messaging consent box on our forms, Noble Tax Strategies, LLC may send you text messages about appointment scheduling and reminders, document requests, service updates, and customer support related to the Services you requested.

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How we collect consent.

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Consent is collected only through a dedicated, unchecked checkbox on our web forms, or by your written request. We keep timestamped records of every opt-in. Consent is never a condition of purchase or of receiving any service.

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Message frequency and cost.

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Message frequency varies based on your interactions with us. Message and data rates may apply based on your mobile plan. Supported carriers include AT&T, Verizon, T-Mobile, and most regional carriers. Carriers are not liable for delayed or undelivered messages.

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How to stop messages.

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Reply STOP to any message to opt out at any time. You will receive one confirmation message and no further texts unless you opt in again. Reply HELP for assistance, or contact us at (813) 395-8927 or support@nobletaxstrategies.com during business hours.

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Mobile information sharing.

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No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors who provide support services, such as customer service and message delivery, is permitted. All other categories of information sharing described in these Terms and in our Privacy Policy exclude text messaging originator opt-in data and consent. That information will not be shared with any third party.

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Age requirement.

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You must be 18 or older to consent to receive text messages from us.

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13. Disclaimers

THE SITE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. We do not warrant that the Site will be uninterrupted, error-free, secure, or free of viruses or other harmful components, or that any information on the Site is accurate, complete, or current. Your use of the Site is at your own risk.

14. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, NOBLE AND ITS OWNERS, MEMBERS, EMPLOYEES, AND AFFILIATES WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, DATA, OR GOODWILL, ARISING OUT OF OR RELATING TO YOUR USE OF THE SITE, WHETHER BASED ON CONTRACT, TORT, OR ANY OTHER LEGAL THEORY, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. This Section addresses use of the Site only; liability arising from the Services is governed by your engagement agreement.

15. Indemnification

You agree to indemnify and hold harmless Noble and its owners, members, employees, and affiliates from any claims, damages, losses, liabilities, and expenses (including reasonable attorneys' fees) arising out of your use of the Site, your violation of these Terms, or your violation of any law or the rights of any third party.

16. Privacy

Your use of the Site is also governed by our Privacy Policy, which explains how we collect, use, and protect your information. By using the Site, you consent to the practices described in the Privacy Policy.

17. Changes to These Terms

We may revise these Terms from time to time. When we do, we will update the "Last Updated" date above and post the revised Terms on this page. Your continued use of the Site after changes are posted constitutes acceptance of the updated Terms.

18. Governing Law and Dispute Resolution

These Terms are governed by the laws of the State of Florida, without regard to its conflict-of-laws principles. You agree that any dispute arising out of or relating to these Terms or the Site will be resolved exclusively in the state or federal courts located in or serving Pasco County, Florida, and you consent to the personal jurisdiction of those courts.

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19. Miscellaneous

If any provision of these Terms is found unenforceable, the remaining provisions will remain in full effect. Our failure to enforce any provision is not a waiver of that provision. These Terms, together with the Privacy Policy and any applicable engagement agreement, constitute the entire agreement between you and Noble regarding your use of the Site. You may not assign these Terms without our consent; we may assign them in connection with a merger, acquisition, or sale of assets.

20. Contact Us

Questions about these Terms can be directed to:

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Noble Tax Strategies & Wealth Planning

‍35788 State Rd 54, Suite 101Zephyrhills, FL 33541

Phone: (813) 395-8927

Email: support@nobletaxstrategies.com