Terms of Service

1. Scope

These Terms of Service govern the use of all tax reporting and compliance services offered by ClearTaxStep and describe the rights and obligations between clients and our premium tax reporting service. By using our services, registering for consultations, or utilizing our tax expertise, the client fully acknowledges and accepts these conditions.

2. Service Provision and Engagement

  1. Engaging our tax reporting services requires prior consultation and written confirmation.
  2. Certain Professional or Premium services may require the creation of a client profile and documentation of tax preferences.
  3. Tax reporting materials, compliance concepts, and access permissions are strictly confidential and intended only for the personal use of the client.
  4. The final decision on implementing tax strategies lies with the client, who assumes responsibility for their choices within our recommendations.

3. Service Contracts and Termination

  1. The duration of services depends on the chosen tax reporting package and is specified in the respective service contract.
  2. Termination of Basic Tax services is possible without contractual penalty up to 14 days after the initial consultation, provided no specific assessment work or appointment scheduling has taken place.
  3. For Professional and Premium packages that extend beyond the initial consultation phase, termination fees apply according to the service contract.
  4. Failure to attend scheduled appointments without prior notification does not entitle the client to a refund of service fees.

4. Payment Terms

  1. Service fees are to be paid according to the payment plan detailed in the service contract.
  2. For more extensive tax reporting projects, a deposit structure with milestone payments may be offered.
  3. All prices are quoted in Singapore Dollars (SGD) and subject to applicable taxes.
  4. Payments are processed through secure, encrypted channels, with detailed receipts issued for all transactions.

5. Refund Policy

  1. Since ClearTaxStep offers professional tax reporting services and not products, our refund policy relates to service quality and fee structures. For clients who have booked our Basic Tax package and wish to terminate the services within 72 hours of signing the service contract, a full refund will be granted if no substantial work has begun. After this period or if substantial work has already been performed (including but not limited to tax assessment, preparation work, or communication with partners), the fees are non-refundable, but the services can be adjusted to meet client expectations.
  2. For Professional and Premium packages, the initial consultation fee is non-refundable under any circumstances, as it represents valuable professional time and already provided expertise. The remaining package fee structure follows a proportional refund policy based on documented service milestones at the time of termination request.
  3. All refund requests must be submitted in writing to tax@cleartaxstep.com and will be processed within 10 business days after approval.
  4. This refund policy does not apply to third-party costs incurred during the tax reporting process (e.g., regulatory fees, tax assessments), which are passed on to the client at actual cost.
  5. Refund policy for specialized services: For services that include customized tax documentation and specific compliance services, we offer a satisfaction guarantee. If you are not satisfied with the delivered tax materials, you have the right to request a revision within 7 days of receipt. After two revisions and continued dissatisfaction, you may request a partial refund considering the services already provided and the work involved. We always strive to find a solution satisfactory to both parties and help the highest quality in our tax reporting services.

6. Client Behavior and Responsibilities

  1. Mutual respect and professional communication are fundamental principles throughout the entire tax reporting process.
  2. Clients are expected to provide accurate information about their tax requirements, preferences, and compliance parameters.
  3. Timely feedback on tax strategies and recommendations is essential to help an efficient compliance process.
  4. ClearTaxStep reserves the right to terminate services without refund if client behavior hinders the tax process or violates ethical standards.

7. Service Results and Assurances

  1. Although we maintain the highest standards of care, the ultimate responsibility for tax decisions lies with the client.
  2. Our service guarantees thorough tax documentation and access to our exclusive partner network but cannot guarantee the availability of certain specialized tax solutions within a specific timeframe.
  3. Tax assessments and evaluations are conducted with professional care but do not represent a guarantee for future tax outcomes.
  4. We strive to provide exceptional service and value but cannot guarantee specific results or future regulatory developments.

8. Liability and Warranty

  1. ClearTaxStep assumes no liability for damages arising from client decisions following our tax services.
  2. Liability for slight negligence is excluded to the extent legally permissible.
  3. The availability of our services is maintained with the greatest care; however, temporary disruptions due to technical or regulatory-related circumstances cannot be completely excluded.
  4. No warranty is given for the accuracy of tax assessments or predictions, as tax regulations are subject to changes.

9. Intellectual Property and Confidentiality

  1. All tax materials, assessments, and proprietary methods remain the intellectual property of ClearTaxStep and may only be used by clients for personal decision-making.
  2. The distribution, publication, or commercial use of our tax materials is prohibited without express written consent.
  3. Client information and tax preferences are treated with the strictest confidentiality in accordance with our Privacy Policy.

10. Final Provisions

  1. Should individual provisions be invalid, the validity of the remaining provisions remains unaffected.
  2. Singapore law applies exclusively, excluding the UN Convention on Contracts for the International Sale of Goods.
  3. The place of jurisdiction for all disputes is Singapore.