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Terms of Service

Effective Date: [Insert Date]  ·  Last Updated: [Insert Date]

These Terms of Service ("Terms") govern your access to and use of the website, tools, and services provided by [NewEra LLC], a Texas limited liability company ("NewEra," "we," "us," or "our"), including our tax estimation calculator, deduction checklists, and any subscription plans (collectively, the "Service"). By accessing or using the Service, you agree to be bound by these Terms. If you do not agree, do not use the Service.

1. Who We Are, and What This Service Is

NewEra provides software tools designed to help self-employed individuals and small business owners plan for and estimate their taxes. This includes, depending on your plan:

NewEra does not prepare, sign, or file any tax return or claim for refund on your behalf, and nothing in the Service constitutes tax, legal, or financial advice. Because NewEra does not prepare or file returns, NewEra is not a "tax return preparer" as defined under federal law (26 U.S.C. § 7701(a)(36)) or the tax-preparer registration statutes of states that regulate the profession (including California, New York, Oregon, Maryland, Illinois, and Connecticut), and NewEra does not obtain, and is not required to obtain, a Preparer Tax Identification Number (PTIN).

The Service provides estimates and general information based on the data you enter and current, publicly available federal and state tax rules. It does not know your complete financial or legal situation, and it may not account for every deduction, credit, exemption, local tax, or rule that could apply to you.

AI-assisted calculations. Certain figures and suggestions within the Service (such as deduction checklist items) are generated using automated, rules-based, and/or AI-assisted logic rather than being manually reviewed by a person before being shown to you, unless you are on a plan that includes CPA Review. We tell you this plainly so you can weigh it appropriately: automated output can be wrong, incomplete, or based on outdated information, and should be verified before you rely on it.

Using the Service does not create an accountant-client, attorney-client, or other professional or fiduciary relationship between you and NewEra. If you engage a CPA or EA through a CPA Review offering, that professional relationship — including that professional's own PTIN, licensure, and compliance obligations — is between you and that licensed individual, and may be governed by additional terms provided at the time of that engagement. NewEra facilitates the connection but does not itself practice as, and is not itself, your CPA, EA, or return preparer. NewEra is not responsible for the advice given by any independent CPA, EA, or other professional you engage through or in connection with the Service.

You are solely responsible for verifying all figures, deductions, and strategies with a licensed CPA, EA, tax attorney, or other qualified professional before filing a tax return, making a payment to a tax authority, or making any financial decision.

2. Eligibility

You must be at least 18 years old and capable of forming a legally binding contract to use the Service. By using the Service, you represent that you meet these requirements. The Service is intended for use within the United States.

3. Accounts and Subscriptions

Free tools. Certain tools, such as the tax estimator, may be used without creating an account. As of the Effective Date, information you enter into the free estimator is stored only in your own browser (via local storage) and is not transmitted to or retained on NewEra's servers. This may change as the Service evolves; any such change will be reflected in our Privacy Policy.

Paid subscriptions — what you're agreeing to. Before you provide payment information, we will clearly disclose the price, billing frequency, and the fact that the subscription automatically renews. By subscribing, you give express, informed consent for us — through our payment processor — to charge your chosen payment method on that recurring basis until you cancel. This disclosure-before-payment and express-consent approach reflects requirements under the FTC's negative-option rules and the Restore Online Shoppers' Confidence Act (ROSCA), as well as similar state-level automatic-renewal laws in effect in a number of states (including California, Colorado, and New York) — laws we intend to comply with regardless of which specific jurisdiction's rule technically applies to a given subscriber.

Cancellation. You may cancel at any time, and we will make cancellation at least as simple as signing up — self-service through your account or subscription management portal, without requiring a phone call or a retention conversation you didn't ask for. Cancellation takes effect at the end of your current billing period. We do not provide refunds for partial billing periods except where required by law or stated otherwise at the time of purchase.

Price changes. We may change subscription pricing with reasonable advance notice before your next renewal. Continued use of the Service after a price change takes effect constitutes acceptance of the new pricing.

4. Referral Program

If we offer a referral program, its specific terms (such as the number of qualifying referrals required and the reward offered) will be described on our website and may change at any time. Rewards have no cash value, cannot be transferred or redeemed for cash, and are subject to verification. We reserve the right to modify, suspend, or discontinue the referral program, or to deny or revoke rewards obtained through fraud, abuse, or violation of these Terms.

5. Acceptable Use

You agree not to: (a) use the Service for any unlawful purpose; (b) attempt to gain unauthorized access to the Service or its underlying systems; (c) reverse-engineer, scrape, or misuse the Service in a way that burdens or disrupts it; (d) misrepresent your identity or provide false information; or (e) use the Service to provide tax return preparation services to third parties without appropriate licensure or registration, where such licensure or registration is legally required in your state.

6. Intellectual Property

The Service, including its software, design, text, graphics, and other content (excluding information you submit), is owned by NewEra or its licensors and is protected by intellectual property laws. We grant you a limited, non-exclusive, non-transferable license to use the Service for your own personal or business tax planning purposes. You may not copy, modify, distribute, sell, or lease any part of the Service without our written permission.

7. Third-Party Services

We use third-party service providers, including payment processors (such as Stripe), to operate the Service. Your use of those providers' services may be subject to their own terms and privacy policies. We are not responsible for the acts or omissions of independent third-party service providers.

8. Disclaimers

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE ERROR-FREE, THAT ANY ESTIMATE, CALCULATION, OR AI-ASSISTED SUGGESTION WILL BE ACCURATE OR COMPLETE, OR THAT USING THE SERVICE WILL RESULT IN ANY PARTICULAR TAX OUTCOME.

Tax laws change frequently and vary by jurisdiction and individual circumstance. We make reasonable efforts to keep the Service's calculations current but do not guarantee that every figure reflects the most recent law or applies correctly to your situation.

9. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, NEWERA AND ITS OWNERS, EMPLOYEES, AND CONTRACTORS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR TAX PENALTIES, ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. OUR TOTAL LIABILITY FOR ANY CLAIM ARISING FROM THE SERVICE WILL NOT EXCEED THE AMOUNT YOU PAID US IN THE TWELVE (12) MONTHS BEFORE THE CLAIM AROSE, OR ONE HUNDRED DOLLARS ($100), WHICHEVER IS GREATER.

Some jurisdictions do not allow the exclusion or limitation of certain damages, so some of the above limitations may not apply to you.

10. Indemnification

You agree to indemnify and hold harmless NewEra and its owners, employees, and contractors from any claims, damages, losses, or expenses (including reasonable attorneys' fees) arising from your use of the Service, your violation of these Terms, or your violation of any law or third-party right.

11. Termination

We may suspend or terminate your access to the Service at any time, with or without notice, for conduct that violates these Terms or is otherwise harmful to other users, us, or third parties. You may stop using the Service and cancel your subscription at any time.

12. Governing Law and Disputes

These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law principles. Any dispute arising from these Terms or the Service will be resolved in the state or federal courts located in Texas, and you consent to the jurisdiction of those courts.

[Note: many SaaS businesses include a mandatory arbitration and class-action-waiver clause here. That language has specific enforceability requirements under the Federal Arbitration Act and varies by state, and drafting it incorrectly can render it unenforceable or, in some cases, create additional liability. It has been intentionally left out of this draft for an attorney to add if appropriate for your risk tolerance.]

13. Changes to These Terms

We may update these Terms from time to time. If we make material changes, we will provide reasonable notice (such as posting an update on our website or notifying subscribers by email) before the changes take effect. Continued use of the Service after changes take effect constitutes acceptance of the revised Terms.

14. Contact Us

Questions about these Terms can be sent to support@getnewera.org.

This document is a draft template prepared for NewEra's own review, incorporating research into federal and Texas-specific law current as of 2026 (including tax-preparer registration statutes, the Restore Online Shoppers' Confidence Act, state automatic-renewal laws, and the Texas Responsible AI Governance Act). It is not a substitute for advice from a licensed attorney and has not been reviewed by one. It should be reviewed by a qualified attorney familiar with Texas law and your specific business — including confirming current statutory citations, which change — before being relied upon with real customers.