TERMS OF SERVICE
Effective Date: July 9, 2026
Introduction
Welcome to Matterhorn Tax Planning (“Matterhorn Tax Planning,” “Company,” “we,” “our,” or “us”), a service provided by Matterhorn Tax Planning Inc. These Terms of Service (“Terms”) constitute a legally binding agreement between you (“you,” “your,” or “User”) and Matterhorn Tax Planning Inc. governing your access to and use of the Matterhorn Tax Planning website, consultation request forms, educational content, newsletters, communications, mobile messaging programs, and related services (collectively, the “Services”).
Matterhorn Tax Planning is dedicated to helping individuals and business owners identify proactive tax planning opportunities by evaluating their circumstances and connecting them with qualified independent Certified Public Accountants (“CPAs”), tax attorneys, and other financial professionals whose experience may be appropriate for the user’s objectives.
By accessing or using the Services, submitting information through our website, requesting a consultation, subscribing to communications, or otherwise interacting with Matterhorn Tax Planning, you acknowledge that you have read, understood, and agree to be bound by these Terms and our Privacy Policy. If you do not agree with these Terms, you should immediately discontinue use of the Services.
Eligibility
The Services are intended for individuals who are at least eighteen (18) years of age and are legally capable of entering into binding contracts. By using the Services, you represent and warrant that you satisfy these eligibility requirements.
If you access the Services on behalf of a business, partnership, trust, corporation, limited liability company, or other legal entity, you represent that you have the authority to bind that entity to these Terms.
Description of Services
Matterhorn Tax Planning provides educational resources, tax planning consultations, business strategy discussions, informational content, and referral services designed to connect prospective clients with independent tax professionals.
Our role is to evaluate information voluntarily provided by prospective clients and, where appropriate, facilitate introductions to independent CPAs, tax attorneys, or other qualified professionals who may be able to assist with tax planning, asset protection strategies, business structuring, tax controversy matters, estate planning coordination, or related financial planning services.
Matterhorn Tax Planning does not guarantee that every individual will be matched with a professional, nor do we guarantee that any referred professional will accept a client engagement.
Nothing contained on the website or communicated through the Services should be interpreted as a guarantee of tax savings, reduced tax liability, audit protection, legal outcomes, financial performance, or any specific result.
No Legal, Tax, or Accounting Advice
Unless expressly stated in a separate written engagement agreement signed by Matterhorn Tax Planning Inc., the information provided through the Services is intended solely for general educational and informational purposes.
Matterhorn Tax Planning is not a law firm and is not engaged in the practice of law. Matterhorn Tax Planning does not provide legal representation, legal opinions, or legal advice.
Matterhorn Tax Planning is also not a public accounting firm and does not prepare tax returns, perform audits, issue accounting opinions, or provide certified public accounting services unless specifically disclosed through a separate written agreement.
Users should consult directly with licensed attorneys, Certified Public Accountants, enrolled agents, or other qualified professionals before making tax, legal, accounting, financial, or business decisions.
Independent Professional Relationships
Any CPA, tax attorney, financial advisor, consultant, or other professional introduced through Matterhorn Tax Planning is an independent professional and is not an employee, partner, joint venturer, or agent of Matterhorn Tax Planning Inc.
Any engagement between you and an independent professional constitutes a separate relationship governed exclusively by the agreements entered into between you and that professional.
Matterhorn Tax Planning does not supervise, control, or direct the professional judgment exercised by independent professionals and is not responsible for their advice, services, fees, actions, omissions, or professional conduct.
Users are solely responsible for evaluating whether any referred professional is appropriate for their individual needs.
User Responsibilities
You agree to provide accurate, complete, and current information when using the Services. You are responsible for updating any information that becomes inaccurate.
You agree not to submit misleading, fraudulent, or incomplete information or impersonate another individual or business.
You further agree not to use the Services in violation of any applicable federal, state, or local law or regulation or in any manner that interferes with the operation, security, or integrity of the website or Services.
Consultation Requests
Submission of a consultation request, contact form, questionnaire, or other inquiry does not create an attorney-client relationship, accountant-client relationship, fiduciary relationship, or other professional engagement.
Matterhorn Tax Planning reserves the right, in its sole discretion, to accept or decline consultation requests or referrals for any lawful reason.
If your information suggests that another professional or organization may be better suited to your needs, we may recommend that you seek assistance elsewhere.
Electronic Communications
By submitting your contact information through our website or otherwise communicating with Matterhorn Tax Planning, you consent to receive communications from us electronically, including by email, telephone, and text message where you have provided the appropriate consent.
These communications may include responses to inquiries, appointment confirmations, educational materials, newsletters, tax planning updates, customer service communications, and other information related to your request or relationship with Matterhorn Tax Planning.
You agree that electronic communications satisfy any legal requirement that such communications be in writing.
SMS and Mobile Messaging Program
Matterhorn Tax Planning Inc. may offer SMS or MMS mobile messaging programs for informational communications, consultation scheduling, appointment reminders, educational content, service updates, newsletters, promotional communications, and other business-related messages.
By voluntarily providing your mobile telephone number and affirmatively opting into a Matterhorn Tax Planning SMS messaging program, you expressly consent to receive recurring automated and/or non-automated text messages from Matterhorn Tax Planning Inc. at the mobile telephone number provided.
Messages may include tax planning information, educational resources, consultation-related communications, reminders, updates regarding requested services, newsletters, and other communications related to Matterhorn Tax Planning.
Your consent to receive SMS messages is voluntary and is not a condition of purchasing any goods or services or receiving consultation information.
By opting into SMS communications, you represent and warrant that you are the authorized subscriber or customary user of the mobile telephone number provided and that you have authority to consent to receive communications at that number.
Message frequency varies depending on your interactions with Matterhorn Tax Planning, the services requested, your communication preferences, and available content.
Message and data rates may apply according to your wireless carrier’s pricing plan. Matterhorn Tax Planning Inc. is not responsible for any fees, charges, or costs imposed by your mobile carrier.
You may opt out of SMS communications at any time by replying STOP to any message received from Matterhorn Tax Planning. After submitting a STOP request, you may receive one final confirmation message confirming your opt-out request. Following confirmation, you will no longer receive SMS messages unless you provide new consent.
For assistance with SMS communications, reply HELP to any message received or contact Matterhorn Tax Planning using the contact information provided below.
Wireless carriers are not responsible for delayed, failed, misdirected, or undelivered messages.
Consent Records and Communication Compliance
Matterhorn Tax Planning maintains records of SMS consent and communication preferences in accordance with applicable laws, including the Telephone Consumer Protection Act (“TCPA”), CTIA messaging guidelines, and applicable carrier requirements.
Consent records may include the mobile telephone number provided, date and time of consent, method of consent collection, website page or form where consent was obtained, consent language displayed at the time of enrollment, IP address, device information, browser or user-agent information, session information, and communication history.
These records may be maintained directly by Matterhorn Tax Planning or through authorized service providers for compliance, auditing, recordkeeping, and communication management purposes.
Privacy Policy
Your privacy is important to us. Our collection, use, disclosure, and protection of personal information are governed by our Privacy Policy, which is incorporated into these Terms by reference.
By using the Services, you acknowledge that you have reviewed and consent to the practices described in our Privacy Policy.
Matterhorn Tax Planning does not sell, rent, or lease mobile telephone numbers, SMS consent information, or personal information for third-party marketing purposes.
We may share information with trusted service providers that assist us with website operations, customer communications, SMS delivery, scheduling, analytics, compliance, and business administration. These providers may only use information as necessary to perform services on our behalf.
Intellectual Property
All content made available through the Services, including but not limited to text, articles, graphics, logos, trademarks, service marks, designs, photographs, videos, educational materials, software, and other content, is owned by or licensed to Matterhorn Tax Planning Inc. and is protected by applicable intellectual property laws.
Subject to these Terms, Matterhorn Tax Planning grants you a limited, revocable, non-exclusive, non-transferable right to access and use the Services solely for your personal or internal business purposes.
You may not reproduce, distribute, modify, create derivative works from, publicly display, sell, license, or otherwise exploit any portion of the Services without prior written permission from Matterhorn Tax Planning Inc.
Acceptable Use
You agree to use the Services only for lawful purposes and in accordance with these Terms.
You may not use the Services to violate any applicable law, interfere with website functionality, attempt unauthorized access, introduce malicious code, scrape or collect information through automated methods without permission, impersonate another person or entity, or engage in conduct that could harm Matterhorn Tax Planning, its users, or third parties.
Matterhorn Tax Planning reserves the right to restrict or terminate access to the Services if we reasonably believe a user has violated these Terms or engaged in prohibited conduct.
Third-Party Websites and Professional Services
The Services may contain links to third-party websites, resources, or professional service providers. Matterhorn Tax Planning does not control and is not responsible for the availability, accuracy, content, privacy practices, or services provided by third parties.
Any referral, introduction, or connection to a CPA, tax attorney, financial professional, or other service provider does not constitute an endorsement, guarantee, or recommendation of that professional’s services.
You are responsible for independently evaluating any professional before entering into an engagement or agreement.
Fees and Payments
If Matterhorn Tax Planning offers paid consultations, services, educational programs, or other paid offerings, all applicable fees and payment terms will be disclosed before purchase.
By submitting payment information, you authorize Matterhorn Tax Planning Inc. or its authorized payment processors to process applicable charges associated with your purchase.
Unless otherwise stated in writing or required by applicable law, fees paid for services, consultations, or digital offerings are non-refundable.
Disclaimer of Warranties
To the maximum extent permitted by applicable law, the Services are provided on an “AS IS” and “AS AVAILABLE” basis without warranties, representations, or guarantees of any kind.
Matterhorn Tax Planning Inc. expressly disclaims all warranties, whether express, implied, statutory, or otherwise, including warranties of merchantability, fitness for a particular purpose, accuracy, completeness, reliability, availability, and non-infringement.
Matterhorn Tax Planning does not warrant that the Services will produce any particular tax savings, financial benefit, business result, professional outcome, or referral result.
You acknowledge that tax laws, financial circumstances, and business conditions vary and that outcomes depend on factors outside the control of Matterhorn Tax Planning.
Limitation of Liability
To the maximum extent permitted by law, Matterhorn Tax Planning Inc., including its owners, officers, employees, contractors, affiliates, agents, service providers, and representatives, shall not be liable for any indirect, incidental, consequential, special, exemplary, or punitive damages arising from or related to your use of the Services.
This limitation includes damages arising from reliance on educational content, communications, referrals, professional introductions, website information, service interruptions, or decisions made based on information obtained through the Services.
To the maximum extent permitted by law, the total liability of Matterhorn Tax Planning Inc. arising from or relating to these Terms or the Services shall not exceed the greater of one hundred dollars ($100) or the amount paid by you to Matterhorn Tax Planning during the twelve (12) months preceding the event giving rise to the claim.
Indemnification
You agree to defend, indemnify, and hold harmless Matterhorn Tax Planning Inc., its owners, officers, directors, employees, contractors, affiliates, agents, service providers, successors, and assigns from and against any claims, demands, liabilities, damages, losses, expenses, costs, and reasonable attorneys’ fees arising out of or related to your use of the Services, violation of these Terms, violation of applicable law, submission of inaccurate or misleading information, infringement of any third-party rights, or any actions taken through your account or communications with Matterhorn Tax Planning.
Matterhorn Tax Planning reserves the right to assume exclusive control of the defense of any matter subject to indemnification, and you agree to cooperate fully with any such defense.
Termination and Suspension
Matterhorn Tax Planning Inc. reserves the right to suspend, restrict, or terminate your access to the Services, communications, or any related programs at any time, with or without notice, if we determine that you have violated these Terms, applicable laws, regulatory requirements, or engaged in conduct that may harm Matterhorn Tax Planning, our users, our professional partners, or third parties.
Upon termination, your right to access and use the Services will immediately cease.
Any provisions of these Terms that by their nature should survive termination shall remain effective, including intellectual property provisions, disclaimers, limitations of liability, indemnification obligations, arbitration provisions, and governing law provisions.
Force Majeure
Matterhorn Tax Planning Inc. shall not be responsible or liable for any delay, interruption, failure, or inability to perform obligations caused by circumstances beyond our reasonable control.
Such events may include, without limitation, natural disasters, severe weather events, acts of government, changes in laws or regulations, labor disputes, internet outages, telecommunications failures, cyberattacks, power failures, public health emergencies, acts of terrorism, third-party service failures, or other events outside our reasonable control.
Governing Law
These Terms shall be governed by and interpreted in accordance with the laws of the State of Florida, without regard to conflict of law principles.
You agree that any dispute, claim, or controversy arising out of or relating to these Terms, the Services, or your relationship with Matterhorn Tax Planning shall be resolved in accordance with the dispute resolution provisions contained below.
Arbitration Agreement
Except where prohibited by applicable law or otherwise stated herein, any dispute, claim, controversy, or cause of action arising out of or relating to these Terms, the Services, communications with Matterhorn Tax Planning, or your relationship with the Company shall be resolved exclusively through binding arbitration.
The arbitration shall be administered by the American Arbitration Association (“AAA”) under its applicable arbitration rules. The arbitration shall take place in Florida unless otherwise mutually agreed by the parties.
The arbitrator shall have authority to award any remedy available under applicable law, but the arbitrator may not award relief beyond what would be available in an individual court proceeding.
Class Action Waiver
To the fullest extent permitted by law, you and Matterhorn Tax Planning Inc. agree that any dispute shall be resolved solely on an individual basis.
You waive any right to participate in a class action, collective action, representative action, private attorney general action, or consolidated proceeding involving Matterhorn Tax Planning.
Small Claims Exception
Notwithstanding the arbitration requirements above, either party may bring an individual claim in small claims court if the claim qualifies and remains within the applicable court’s jurisdiction.
Jury Trial Waiver
To the fullest extent permitted by law, you and Matterhorn Tax Planning Inc. knowingly and voluntarily waive any right to a trial by jury for any dispute subject to these Terms.
Severability
If any provision of these Terms is determined to be invalid, unlawful, or unenforceable, that provision shall be modified or limited to the minimum extent necessary to make it enforceable.
If modification is not possible, the invalid or unenforceable provision shall be removed, and the remaining provisions of these Terms shall continue in full force and effect.
Assignment
You may not assign, transfer, or delegate any rights or obligations under these Terms without the prior written consent of Matterhorn Tax Planning Inc.
Matterhorn Tax Planning Inc. may assign or transfer these Terms, in whole or in part, without restriction, including in connection with a merger, acquisition, corporate restructuring, sale of assets, or transfer of ownership.
Entire Agreement
These Terms, together with our Privacy Policy, Mobile Messaging Terms & Conditions, and any additional policies incorporated by reference, constitute the entire agreement between you and Matterhorn Tax Planning Inc. regarding your use of the Services.
These Terms supersede all prior communications, agreements, representations, or understandings relating to the Services.
Changes to These Terms
Matterhorn Tax Planning Inc. reserves the right to modify, update, or revise these Terms at any time.
Any changes will become effective when posted on the website with a revised Effective Date. Your continued use of the Services after revised Terms are posted constitutes acceptance of the updated Terms.
If you do not agree with any modification to these Terms, you must discontinue use of the Services.
Contact Information
If you have questions regarding these Terms, our Services, or our communication programs, you may contact us at:
Matterhorn Tax Planning Inc.
870 SE 47th Terrace, Apt. 454
Cape Coral, Florida 33904
Email: team@matterhorntaxplanning.com
Phone: (855) 490-7355