Terms and Conditions
1. Introduction
Welcome to SmartTaxLine! These Terms and Conditions govern the use of our services, programs, and offerings in the field of tax planning and wealth optimization services. By booking a tax planning service or engaging our wealth programs, you agree to these terms and commit to following them with professionalism.
2. Tax Planning Participation Eligibility
2.1. Tax Planning Readiness – Our services are intended for individuals, wealth leaders, and tax planning focused people seeking wealth optimization services. When registering, we request information about your tax interests and wealth planning background to determine alignment for the respective planning program.
2.2. Program Registration – Participation in our tax planning programs requires prior registration and confirmation by SmartTaxLine. You commit to providing truthful and current information with accuracy.
2.3. Tax Planning Conduct Guidelines – We expect respectful and professional behavior in our tax planning sessions. Any form of disruptive behavior, inappropriate communication, or unprofessional conduct may result in removal from our tax planning environment.
2.4. Tax Planning Confidentiality – Participants commit to maintaining confidentiality regarding personal and tax information of other members shared within the framework of our tax planning programs.
3. Tax Planning Booking and Payment
3.1. Tax Planning Bookings – Bookings can be made via our website, by phone, or in person and are binding after our confirmation.
3.2. Payment Terms – Program fees are due within 14 days of invoicing. We accept bank transfers and major credit cards as forms of payment.
3.3. Corporate Programs – For bookings by organizations for their employees, separate payment terms may be agreed, which are specified in the respective tax planning contract.
3.4. Tax Planning Cancellation Policy – For cancellations up to 30 days before the tax planning program start, 25% of the fees will be retained; for cancellations up to 14 days before, 50%. For later cancellations, the full fee will be charged.
4. Tax Planning Design and Changes
4.1. Tax Planning Program Planning and Implementation –
- SmartTaxLine reserves the right to change tax planning program content, schedules, and advisors as required by tax demands.
- In case of insufficient participants, a tax planning program may be postponed or canceled with reasonable notice.
- Program changes will be communicated to participants as early as possible with transparency.
4.2. Tax Materials – All tax planning materials, assessments, and service resources are the intellectual property of SmartTaxLine or our tax partners. The materials may not be reproduced, distributed, or used for commercial purposes without written permission.
5. Advanced Tax Planning Services
5.1. Registration – For our Advanced Tax Mastery and Tax Planning Development services, separate registration conditions apply, which are communicated before booking and are binding.
5.2. Cancellation Conditions – Cancellations for these premium tax planning programs must be made at least 45 days in advance to receive a partial refund. For later cancellations, 75% of the fee will be retained.
5.3. Client Selection – For certain advanced tax planning services, we reserve the right to select participants based on criteria such as tax knowledge level, experience, and program objectives to help optimal tax planning outcomes.
6. Disclaimer and Warranty
6.1. Liability – SmartTaxLine is only liable in cases of intent or gross negligence on the part of employees or tax advisors. We assume no liability for the practical implementation of tax planning guidance and wealth strategies by clients in their personal financial situations.
6.2. Personal Responsibility – Clients are responsible for the implementation of tax strategies and wealth planning concepts in their personal financial environment. The application is at their own risk and takes into account the specific tax circumstances.
7. Facilities and Tax Planning
7.1. Use of Facilities – Tax planning rooms and equipment must be treated with care. The causer is liable for willful damage.
7.2. Valuables – We assume no liability for personal items and valuables left in our premises. Lockable storage options are available.
8. Data Privacy
8.1. Data Processing – The processing of personal data is in accordance with our separate Privacy Policy, which is considered an essential part of these Terms and Conditions and should be read carefully.
8.2. Photo and Video Material – At selected tax planning events, photo and video material may be created for documentation and marketing purposes. Clients can object to the use of their image at any time.
9. Tax Planning Refund Policy
9.1. Tax Planning Satisfaction – SmartTaxLine is committed to providing high-quality tax planning services. If you are not satisfied with our tax services, please contact us within 7 days of service completion to discuss your concerns professionally. We will work with you to address any issues and may offer appropriate compensation, such as partial refunds or additional tax planning sessions at no cost.
9.2. Service Cancellation by SmartTaxLine – In the event that we must cancel a tax planning service, we will provide a full refund of all fees paid or offer to reschedule the service at your convenience. We will make every effort to notify you of cancellations as early as possible. 9.3. Tax Planning Refund Processing – All approved refunds will be processed within 14 business days and returned to the original payment method. Refunds are subject to our cancellation policy terms outlined in section 3.4 and may be prorated based on services already delivered.
10. Return Policy
10.1. Tax Planning Returns – For digital tax planning materials and online wealth optimization courses, we offer a 14-day return policy from the date of purchase. To be eligible for return, materials must not have been substantially accessed or completed. Returns must be requested in writing with justification for the return request.
10.2. Physical Tax Planning Materials – Physical tax planning materials (planning guides, workbooks, etc.) may be returned within 30 days of delivery if they are in original condition and unopened packaging. Return shipping costs are responsibility of the client unless the materials were defective or incorrectly shipped.
11. Tax Planning Final Provisions
11.1. Tax Planning Severability Clause – Should individual provisions of these Terms and Conditions be or become invalid, the validity of the remaining provisions remains unaffected.
11.2. Tax Planning Applicable Law – These Terms and Conditions are subject to Singapore law. The place of jurisdiction for all disputes is the location of SmartTaxLine's headquarters, to the extent legally permissible.