10K TABY CAMPAIGN TERMS AND CONDITIONS (“TERMS”)
1. PARTICIPANTS
2. DURATION OF THE PROMOTION
3. HOW TO ENTER
4. PRIZE DESCRIPTIONS AND CONDITIONS
5. RESPONSIBILITY
6. THE PROMOTER’S RIGHTS
8. GENERAL
Any individual who wishes to partake in the 10k Taby Campaign (“Promotion”) must be aged 18 or over and a resident of the United States. Hereinafter, such individuals will be referred to as a “Participant” when singular, and “Participants” when in plural form within the context of the Promotion. The following are not eligible to participate in the Promotion: (a) employees and immediate family members of employees of TaxGlobal, Inc., a Delaware corporation (referred to in these Terms as the “Promoter” or “TaxGlobal”), any entity responsible for the provision and administration of personal tax return services subject to these Terms covering 1040 tax returns, including up to two W2/1099s/K1s and up to 2 rental properties with Schedules A, B, C, D and E valued up to $1,000 (“Tax Return Services”), including the selected certified public accountants (CPAs), Enrolled Agents (EAs), and Tax Preparers, their respective firms, subsidiaries, agents, and advisors, involved in this Promotion; (b) other persons assisting with this Promotion; (c) any person not being an individual person; (d) any syndicate or collection of persons acting in concert; (e) any person entering via an agent or using the services of or which is an entity carrying on the business of entering (or advising on entering) prize promotions; and (f) any person using any application or process to submit an entry on that person’s behalf automatically or by proxy.
2.1. Duration.
The Promotion is scheduled to take place from February 1, 2025, to October 15, 2025 (inclusive) (“Promotion Period”). This Promotion is available through TaxGlobal’s official website, accessible to residents of the United States. During the Promotion Period, the first 10,000 eligible Participants who sign up for a one-year subscription to Taby (“Subscription”) with TaxGlobal will qualify for Tax Return Services, subject to these Terms. Participation is exclusive to TaxGlobal’s platform, and Participants must adhere to the specified sign-up process and these Terms to be eligible.
2.2. Continuing Potential for Changes.
Any unforeseen circumstance beyond TaxGlobal's control, which causes TaxGlobal to exercise its rights in Section 7 , may include the curtailing, deferring, and/or extending of any scheduled period for Subscription, claiming the Tax Return Offer, and/or completing any service-related process referred to in these Terms at any time. This may be necessary for various reasons, such as adjusting to service demands, ensuring fair and equitable access to the Promotion, or distributing resources effectively throughout the Promotion Period. Although TaxGlobal will endeavor update these Terms (and therefore Participants and prospective Participants are advised to check these Terms regularly), please note that TaxGlobal shall not be obliged to give notice of any such curtailment, deferral, or extension of the scheduled periods (except where prescribed by law or applicable regulatory codes of practice).
3.1. Subscription Sign-Up.
3.1.1. Qualification for Tax Return Services. Throughout the Promotion Period, the first 10,000 Participants who subscribe to the Subscription of Taby will qualify for the offer to cover the cost of the Tax Return Services for eligible Participants (“Offer”) subject to these Terms. This Offer is contingent on meeting the eligibility criteria as set out in Section 1 and throughout these Terms.
3.1.2. Availability. Participants are advised that availability is on a first-come, first- served basis, subject to the cap of 10,000 eligible Participants.
3.1.3. Fair Subscription Policy. To ensure equitable access to the Promotion, TaxGlobal may implement policies to prevent misuse or abuse of the Offer. This may include monitoring for irregular subscription patterns or other activities that suggest an attempt to undermine the fairness and intended purpose of the Promotion.
3.2. CPA/EA/Tax Preparators Selection, Engagement, and Tax Return Services Protocol.
3.2.1. Selection of a CPA/EA. Participants will be provided with a list of three (3) CPAs/EAs. Participants must select one (1) CPA/EA from this list to handle their Tax Return Services. The Participant is required to proactively collaborate with the selected CPA/EA, ensuring all necessary information and documentation for the Tax Return Services are provided in a timely and accurate manner. For the 2 rental properties being covered.
3.2.2. Direct Engagement with CPA/EA/EA The relationship for Tax Return Services is exclusively between the Participant and the selected CPA/EA. TaxGlobal facilitates the introduction to CPAs/EAs but does not bear any responsibility for the interactions or agreements made between the Participant and the CPA/EA. Participants are encouraged to directly communicate and engage with their chosen CPA/EA for all matters related to their Tax Return Services, underscoring that TaxGlobal plays no role in, and is not liable for, the specific Tax Return Services provided.
3.2.3. Adherence to TaxGlobal's Terms of Use. Participants engaging in Tax Return Services are bound by TaxGlobal's terms of use, which can be reviewed at www.taxglobal.com/terms. It is essential for Participants to understand and comply with these terms throughout their participation in the Promotion and Subscription.
3.2.4. Confidentiality and Data Protection. Participants are advised to safeguard their personal and financial information and share it only directly with the chosen CPA/EA for the purpose of the Tax Return Services. TaxGlobal is committed to protecting participant data in accordance with our privacy policy available at www.taxglobal.com/privacy.
3.3. Additional Information.
Calls or communications relating to the Tax Return Services and Subscription may be recorded for security and verification purposes. TaxGlobal reserves the right to request additional verification or documentation.
3.4. Rental Property Reporting:
To qualify for this promotion, rental property owners must ensure accurate reporting of their rental income and expenses. Specifically:
3.4.1 Depreciation Reporting: Rental property owners must correctly calculate and report depreciation in compliance with IRS guidelines. If errors are identified, such as failing to record depreciation accurately, a separate form (e.g., Form 3515) may be required, which could result in additional charges due to the extra time needed to correct the filing.
3.4.2 Expense Documentation: All reported rental expenses must be accurate and supported by proper receipts or proof of rental-related costs. Exaggerated or inflated expenses that lack sufficient documentation may disqualify the filer from this promotion.
3.4.3 Provider's Discretion: The service provider reserves the right to decline or charge extra for preparation of any tax return that includes clearly overstated expenses or fails to comply with proper documentation requirements.
By adhering to these conditions, rental property owners can ensure eligibility for the promotion while maintaining compliance with tax regulations.
4.1. Offer and Conditions.
For this Promotion, TaxGlobal is offering to cover the cost of the Tax Return Services for the first 10,000 Participants who meet the eligibility criteria outlined in Section 1 of these Terms. The Tax Return Services will be provided by a selection of CPAs associated with the Promotion. The Offer is non-transferable and must not be sold, resold, exchanged, or gifted. Participants must select a CPA from the provided list to avail of the Tax Return Services. It is the responsibility of the Participant to provide the selected CPA with all necessary information and documentation for the Tax Return Services. The Tax Return Services are available to qualified Participants when claimed through this Offer. Should the service requirements exceed scope of the Tax Return Services, the Participant will be responsible for any additional costs. TaxGlobal is not responsible for the actions or services provided by the selected CPA. To access the Tax Return Service, Participants are required to make an upfront payment of $200 for their Subscription, maintaining it for at least twelve (12) months from the date of subscription. Should the Subscription be canceled before this twelve (12)-month period concludes, Participants will forfeit their eligibility for the Offer. No refund of the Subscription is available whether Participants qualify for the Promotion or not. Subscription fees are non- refundable, regardless of a Participant's eligibility for or participation in the Promotion.
4.2. Additional Information.
This Promotion is subject to availability and on a first-come, first-served basis. TaxGlobal reserves the right to modify the terms of this Promotion or cancel it at any time due to unforeseen circumstances, subject to applicable law.
5.1. Extent of Liability.
To the fullest extent permitted by applicable law (but not otherwise), TaxGlobal assumes no responsibility and is not liable for: (i) The accuracy or otherwise of the Tax Return Services description or any related illustrative content, marketing, or imagery; (ii) The non-availability, loss, interception, or interference with, late or non-receipt, corruption or damage of or to any subscription confirmation, communication regarding the Tax Return Services, or any other related documentation; (iii) Any warranties or conditions not stated in these Terms or beyond what is implied by statute and cannot be excluded by TaxGlobal in respect of the Tax Return Services; (iv) Any taxes, fees, charges, or other costs that Participants may be required to pay at any time in connection with the Tax Return Services, except for the costs explicitly covered by the Promotion; (v) Any actual or perceived loss of opportunity or damage arising in connection with the termination or suspension of the Promotion at any time, which is due to supervening circumstances beyond TaxGlobal’s control; or (vi) Any actual or perceived loss of opportunity or damage arising in connection with any omission or failure in reviewing and acting upon information provided by Participants or in the Terms or announcements related to the Promotion.
5.2. Additional Responsibilities.
It is the Participant’s responsibility to provide accurate and complete information during the Subscription and Tax Preparation Services process. TaxGlobal is not responsible for any errors or omissions in the information provided by the Participant or for any inability to use the Tax Return Services due to incorrect or incomplete information.
5.3. Promotion Changes.
TaxGlobal reserves the right to modify, suspend, or terminate the Promotion at any time due to supervening circumstances beyond its control, with or without notice. In such an event, TaxGlobal will not be liable for any loss of opportunity or damages arising from such modifications or termination.
6.1. Discretionary Rights of TaxGlobal.
6.1.1. Adjustment of Rules and Deadline. TaxGlobal may, at its sole discretion, extend any time limit or waive any of the Terms of this Promotion where a Participant might otherwise have been disqualified or disadvantaged. This is not an obligation on TaxGlobal to extend any time limit or waive a rule on any further occasion for that Participant or at all for any other Participant.
6.1.2. Termination or Suspension. TaxGlobal reserves the right to terminate or suspend the Promotion (or any part of it) or amend the Terms at any time due to circumstances beyond its control. This includes situations where TaxGlobal determines that such circumstances have or are likely to affect the security, legality, or credibility of the Promotion.
6.1.3. Substitution of Services. In the event that it becomes necessary, TaxGlobal may substitute the Tax Return Services with an alternative service deemed to be an appropriate replacement and of equal value. This may occur in instances where the Tax Return Services can no longer be provided as planned.
6.1.4. Final Decision. The decisions of TaxGlobal in the exercise or interpretation of any rights or discretions in connection with these Terms shall be final and binding. Reference to the discretion of TaxGlobal shall mean its sole discretion.
6.2. Participant’s Acknowledgment.
Participants acknowledge that TaxGlobal’s rights to modify, suspend, terminate, or substitute the Promotion are necessary to ensure the effective management and integrity of the Promotion. Participants agree that no liability shall attach to TaxGlobal as a result of any such modification, suspension, termination, or substitution.
7. PRIVACY AND PUBLICITY
7.1. Privacy Policy.
For detailed information on how TaxGlobal uses and protects your personal data, please refer to our privacy policy available at www.taxglobal.com/privacy.
7.2. Handling of Personal Data.
In connection with claiming or redeeming the Tax Return Services, Participants may be required to provide personal data to TaxGlobal and/or the selected CPAs. Participants should review the privacy policies of the CPAs, as TaxGlobal is not responsible for the privacy practices of these independent professionals.
7.3. Publicity.
TaxGlobal may invite Participants to engage in publicity related to the Promotion. Acceptance of this invitation is voluntary and does not imply any obligation to extend the same invitation to other Participants.
7.4. Data Processing.
In administering this Promotion, TaxGlobal and the selected CPAs, as data controllers, will collect, process, and share personal data between one another for the operation of the Promotion. The types of personal data typically collected and processed include name, postal address, email address, telephone number, and other necessary financial information.
7.5. Legal Compliance and Use of Data.
Personal data will be collected and processed in compliance with applicable data protection laws and regulations. The primary purposes for processing personal data include completing the Subscription, establishing eligibility for the Promotion, fulfilling the Tax Return Services, and carrying out related advertising and marketing activities.
7.6. Specific Consent and Use of Personal Data.
Apart from the general use of personal data as outlined above, TaxGlobal and the selected CPAs may process personal data for specific purposes, such as marketing communications, following up with Participants, and offering further promotional opportunities, subject to Participants' consent where required.
7.7. Data Subject Rights.
Participants have certain rights regarding their personal data, including the right to access, rectify, erase, restrict processing, or object to the use of their data. Requests to exercise these rights can be directed to the contact information found in our privacy policy. For details on how to contact us regarding your data rights, please refer to www.taxglobal.com/privacy.
7.8. Retention and Security.
Personal data will be retained as long as necessary for the purposes it was collected for and in compliance with our legal obligations. We commit to maintaining the security of your data and have implemented appropriate physical, technical, and administrative measures to prevent unauthorized access or use.
8.1. Overall Rule Precedence.
All instructions, rules, and conditions on any advertising or promotional materials related to the Promotion, including notifications and claim forms, collectively form the Terms of this Promotion. In the event of any conflict, the provisions in these Terms shall take precedence over all other instructions, rules, and conditions. Defined terms in these Terms shall have the same meanings in all promotion-related materials.
8.2. Communication Requirements.
Any communication required to be sent by Participants under these Terms must be sent via postal mail alone. If a "stamped" envelope is required for any correspondence, franking is not acceptable.
8.3. Promotion Exclusivity.
Participation in this Promotion is not valid in combination with any other offer or promotion unless expressly stated in these Terms.
8.4. Verification Rights.
TaxGlobal reserves the right to carry out necessary checks and require additional information for the purposes of verifying any entry, claim, or Participant's compliance with the Terms. Prizes may be withheld until satisfactory completion of these checks.
8.5. Disqualification and Invalidity.
If TaxGlobal determines that a Participant is ineligible or in violation of these Terms, or attempts to undermine the integrity of the Promotion, all related entries, claims, or communications may be deemed void. Such Participants may also become ineligible for current and future promotions.
8.6. Publicity Rights.
TaxGlobal may, at its discretion, invite Participants to engage in publicity related to the Promotion. However, this does not imply an obligation to extend similar invitations to other winners or to proceed with the publicity.
8.7. Social Media Platforms.
Promotion announcements on social media platforms do not imply endorsement or administration by these platforms. Participants are responsible for ensuring responsible and appropriate content sharing on social media.
8.8. Promoter’s Discretion and Rights.
TaxGlobal reserves the right to alter or amend the Terms, extend deadlines, or exercise discretion for maintaining the Promotion's integrity.
8.9. Participants with Disabilities.
Participants with disabilities that prevent compliance with any requirement should contact TaxGlobal through the provided channels for assistance.
8.10. Legal Governance.
This Promotion is governed by California law and subject to the jurisdiction of San Diego County, California. TaxGlobal reserves the right to disqualify any Participant who does not comply with these Rules.
8.11. Dispute Resolution.
In the event of any dispute arising out of or in connection with these Terms, Promoter and Participant will first seek resolution through good faith negotiation. If the matter is not resolved within thirty (30) days, either Promoter or Participant may initiate mediation. If mediation fails to resolve the dispute, Promoter and Participant agree to submit to binding arbitration under the rules of the International Chamber of Commerce (ICC). The arbitration will take place in San Diego, California, USA, and will be conducted in English.
8.12. Customer Access to Rules.
These Terms are available for customer review at www.taxglobal.com/taby-promo-terms-2025.
© TaxGlobal, Inc.
Promoter: TaxGlobal, Inc., a Delaware corporation, 5965 Village Way, Suite E105-661, San Diego, CA 92130.
Please do not make prize claims or send other promotion-communications referred to in the Terms, to the Promoter address (unless otherwise stated in these Rules).