Horizon Tax Planning | Effective Date: March 3, 2026

1. Acceptance of Terms

By accessing or using the website located at horizontaxplanning.com (the “Site”) or engaging with the services offered by Horizon Tax Planning (“we,” “our,” or “us”), you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our Site or services.

2. Description of Services

Horizon Tax Planning provides business tax planning, tax preparation, and fractional CFO advisory services to business clients. Our services are provided pursuant to a separate engagement agreement signed by both parties. Nothing on this website constitutes a formal engagement or creates an advisory relationship until a written agreement has been executed.

3. No Professional Relationship Without Engagement

The information provided on this Site is for general informational purposes only and does not constitute tax, legal, accounting, or financial advice. Viewing this Site, submitting a contact form, or scheduling a consultation does not create a professional advisor-client relationship between you and Horizon Tax Planning.

A formal client relationship is only established when both parties have executed a written engagement agreement.

4. Informational Content Disclaimer

All content on this Site, including but not limited to articles, blog posts, and service descriptions, is provided for general informational purposes. Tax laws and regulations change frequently. We make no representations or warranties regarding the accuracy, completeness, or current applicability of any content.

You should always consult a qualified tax professional before making decisions based on information found on this Site.

5. Scheduling and Consultations

Initial consultations scheduled through our booking system (Calendly) are subject to availability and are not guaranteed until confirmed by our team. Consultations are for exploratory and informational purposes only and do not obligate either party to enter into a service engagement.

We reserve the right to reschedule or cancel consultations with reasonable notice.

6. Use of the Website

You agree to use this Site only for lawful purposes. You may not:

• Use the Site in any manner that could damage, disable, or impair its functionality
• Attempt to gain unauthorized access to any part of the Site or its related systems
• Submit false or misleading information through any form on the Site
• Use the Site to transmit spam, malware, or other harmful content
• Reproduce, distribute, or create derivative works from Site content without written permission

7. Intellectual Property

All content on this Site, including text, graphics, logos, and design elements, is the property of Horizon Tax Planning or its content suppliers and is protected by applicable copyright and intellectual property laws. You may not reproduce or distribute any content from this Site without our prior written consent.

8. Third-Party Links and Services

Our Site may contain links to third-party websites or services, including our Calendly scheduling system. These third-party services are governed by their own terms and privacy policies. We are not responsible for the content, practices, or policies of any third-party sites.

9. Limitation of Liability

To the fullest extent permitted by law, Horizon Tax Planning shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of this Site or reliance on any information contained herein.

Our total liability for any claim arising from your use of this Site shall not exceed the amount paid by you to us in the three (3) months preceding the claim, or $100, whichever is greater.

10. Indemnification

You agree to indemnify and hold harmless Horizon Tax Planning and its officers, employees, and agents from any claims, damages, losses, or expenses (including reasonable attorneys’ fees) arising out of your use of this Site or your violation of these Terms.

11. Privacy

Your use of this Site is also governed by our Privacy Policy, which is incorporated into these Terms by reference. Please review our Privacy Policy to understand our practices.

12. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Utah, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be subject to the exclusive jurisdiction of the courts located in Utah County, Utah.

13. Changes to These Terms

We reserve the right to modify these Terms at any time. Changes will be effective upon posting to the Site with an updated effective date. Your continued use of the Site after any changes constitutes your acceptance of the revised Terms.

14. Contact Information

If you have questions about these Terms of Service, please contact us at:

Horizon Tax Planning

Email: info@horizontaxplanning.com

Phone: (385) 601-8507