Clear terms.
Confident choices.

1. About Right Choice Tax Suite and These Terms

These Website and Purchase Terms (the “Terms”) apply to visitors, prospective customers, participating tax professionals and EROs, training purchasers, and other users of the Right Choice Tax Suite website and its offered products and services. “Right Choice,” “we,” and “us” refer to Right Choice Tax Suite and the operating legal entity identified in the applicable order or executed agreement.

Right Choice Tax Suite serves tax businesses through professional tax software access, applicable Service Bureau arrangements, technical support, training, educational resources, and related enrollment assistance. It is distinct from the separate consumer-facing Right Choice Tax Solutions tax-preparation app and services, which may have their own terms.

For a specific purchase or participation relationship, the signed Master ERO / Service Bureau Agreement, applicable Package & Program Fee Schedule, Payment Authorization, Annual Compliance & Activation Packet, vendor terms, and individual product/booking terms are incorporated where expressly applicable and control their particular subject matter if more specific than this general website notice. Nothing here overrides rights that cannot legally be waived.

2. Eligibility and Accurate Information

Software and business programs are intended for eligible tax professionals and business purchasers. Individuals purchasing Academy products must meet any stated age, course, or access requirements. You agree to provide accurate, current information and to act with authority for any business you represent.

An inquiry, application, or payment does not guarantee acceptance, eligibility, software approval, IRS credentialing, or a third-party provider's acceptance. We may ask for reasonable verification through an approved secure process.

3. Package Descriptions, Pricing, and Duration

Only the inclusions specifically stated for the package purchased apply. We do not transfer Growth or Elite entitlements automatically to Software Only or to a standalone training buyer. Any discounts or special offers must be separately approved and reflected in the applicable offer or agreement.

Published website descriptions are informational; your accepted enrollment documents, product-specific terms, and final checkout summary define the actual order. Separate provider charges and applicable Service Bureau fees may apply as disclosed under the governing documents.

• Software Only — standard enrollment price $397; seasonal package access ends October 31 of the applicable program year. Includes software-specific training and designated technical support, not general tax-preparer education or Elite Academy membership.
• Growth — standard enrollment price $997; seasonal package access ends October 31 of the applicable program year. Adds scheduled weekly group Business Support meetings during January 1–April 15; group support is not unlimited private consultation.
• Elite — standard price $5,000 for a one-year membership based on the applicable activation/enrollment term. It does not automatically renew. It includes defined Academy access during active membership, applicable group sessions and available recordings, the approved ERO/PTIN Expense Tracker resource, and up to 60 minutes of approved private consultation per month without rollover.
• Training Only — eligible standalone Academy courses are individually priced at the amount posted for each available course, generally within the approved $50–$150 range. Purchasing a course does not purchase software or an Elite membership.

4. Payment Processing and Financial Authorizations

Approved hosted checkout and invoicing providers process payments. Do not provide complete card numbers, CVVs, bank passwords, or other payment credentials through ordinary website inquiries, emails, or chat. Checkout amounts, tax treatment, and available payment options are displayed by the corresponding hosted payment page.

Any authorization for saved payment methods, future/off-session charges, ACH debits, recurring arrangements, deposits, invoicing, or other ongoing obligations must be separately and clearly provided through the applicable signed Payment Authorization and processor-supported consent flow. A one-time Elite purchase is not permission to start automatic renewal.

When a valid amount remains due under an applicable executed agreement and Right Choice issues documented notice, the approved seven-calendar-day payment due date may apply. That period is a payment deadline, not a blanket waiver of good-faith billing disputes, statutory rights, claims, defenses, or payment-network protections. Uncontested amounts remain due under the governing agreement.

5. Payment Is Not Software Activation

Payment confirms a transaction; it does not by itself approve an ERO, activate software, issue vendor credentials, unlock all benefits, or complete required onboarding. The applicable activation path includes the signed enrollment agreement, annual compliance materials, required training, the applicable 80% passing compliance assessment, internal approval, and provider-authorized provisioning. Required insurance, PTIN/EFIN information, and other supporting materials are addressed through approved secure channels where applicable.

We will communicate next steps according to the product and enrollment process. Customers should not represent that they have been approved, provisioned, or authorized to file independently solely because a checkout is complete.

6. Service Bureau and Third-Party Fees

For participating businesses subject to the approved Service Bureau arrangement, Right Choice's return-based Service Bureau fee applies only to qualifying bank-product returns processed through Right Choice. The assigned tier is determined by the business's qualifying prior-year Right Choice Service Bureau bank-product volume—not total prepared returns, current-season production, or package name alone.

The approved tier schedule is: 1–99 qualifying prior-year returns (including new/no-volume businesses): $99 per applicable qualifying return; 100–200: $50; 201–300: $35; and 301 or more: $25. Right Choice assesses $0 return-based Service Bureau fee on cash/direct-pay returns that do not use the applicable Service Bureau bank product. Other disclosed bank, transmitter, technology, and provider charges are separate; there is no additional universal Right Choice per-return software fee.

The executed Fee Schedule and provider agreements control particular billing, reconciliation, offsets, and exceptions. Right Choice does not own taxpayer refunds.

7. Professional and ERO Responsibilities

Participating businesses remain responsible for their own tax preparation work, staff, client relationships, legal and regulatory compliance, due diligence, taxpayer consent, insurance, credential security, and accurate submissions. Software support or general educational guidance does not transfer professional judgment to Right Choice.

A participant may explore enrollment without already holding an independent EFIN, but operating as an independent IRS-authorized e-file provider under its own EFIN requires the applicable IRS, software, bank, provider, and activation approvals. PTIN requirements apply to individuals who prepare federal tax returns for compensation, as required by law. Right Choice does not own or control an IRS-issued EFIN.

8. Training Academy: Live and Self-Paced Learning

Right Choice Training Academy may provide scheduled live classes, instructor-led group sessions, self-paced lessons, animated/interactive courses, quizzes, downloads, case studies, and recordings. Specific sessions, speakers, dates, release schedules, replay periods, and course features are governed by the published course description and the purchaser's access entitlement.

New Academy curriculum is in development. Buying a package does not guarantee immediate access to every announced future lesson; availability follows the published course release schedule. Unless otherwise specified, training is educational and is not individualized tax, accounting, legal, credentialing, or IRS representation advice.

Where live sessions are recorded, we will provide appropriate notice and obtain consent where required. Students should avoid disclosing live taxpayer information during classes unless expressly authorized through a suitably secure instructional process.

9. Digital Products, Elite Resources and Usage License

Digital checklists, templates, the ERO/PTIN Expense Tracker, workbooks, recorded lessons, and downloadable materials are licensed to the purchaser or enrolled business for the permitted internal use stated in the corresponding offering. Purchasing or receiving materials does not transfer copyright, trade secrets, or commercial distribution rights.

Active Elite participants may receive the ERO/PTIN Expense Tracker as an included program resource where stated in their approved benefits. Others may purchase eligible resources separately when offered. Course and resource purchases do not automatically include all-access Academy membership, Elite consultation time, reseller rights, or software licensing.

Unless separately authorized in writing, you may not publish, resell, share publicly, sublicense, upload to an open library, remove attribution from, or distribute Right Choice lessons, access links, or proprietary materials to non-enrolled persons.

10. Individual Accounts and Account Security

Each Academy student must use their own approved login. Access credentials, paid account entitlements, recordings, and private course materials may not be shared or transferred. You must secure your email account, password, approved devices, and recovery methods and promptly report suspected misuse.

We may use platform-supported security checks, login verification, activity monitoring, and reasonable access controls where disclosed and lawful. We do not promise that a fixed IP address, VPN, or particular device-lock mechanism is active unless it has been implemented and communicated. A legitimate device change may require verification.

We may restrict or suspend access when there is credible credential abuse, improper redistribution, fraud, information-security risk, or another material breach, subject to the applicable agreement and law.

11. Refunds, Cancellations, and Nonrenewal

Refund eligibility is product-specific. Right Choice-controlled digital products, Academy materials, recorded courses, training, and similar educational resources may be cancelable before materials are accessed or used, subject to the particular product agreement and applicable law. Once materials are accessed, viewed, reviewed, downloaded, printed, or otherwise used, that digital purchase becomes nonrefundable under the applicable product terms, except where law requires otherwise.

Software enrollment, third-party/vendor products, provider charges, consultations, and mixed packages (including Elite) may follow different refund and cancellation mechanics. Do not assume that the digital-resource rule alone determines a refund for an entire software or Elite package. The applicable signed Enrollment Agreement, Refund & Cancellation Policy, vendor terms, and itemized product terms control.

Software Only and Growth are seasonal rather than automatically renewing annual memberships; seasonal access ends October 31 of the applicable program year. Elite runs for one year and does not auto-renew. Any renewal requires a separate affirmative election and the terms and price then in effect. Nonrenewal does not extinguish valid outstanding obligations from earlier activity.

12. Group Support, Consultation and Appointments

Growth's scheduled weekly group Business Support runs during the January 1–April 15 support period; it is not a promise of on-demand private consultation. Elite includes up to 60 minutes of approved private consultation each month during active membership; unused time does not roll over or accumulate. Technical support is separate from individualized tax advice and does not consume Elite consultation minutes.

Standalone consultation rates, session length, booking/cancellation windows, and potential late-cancellation or no-show charges are stated on the approved booking page and the controlling fee schedule. Where the approved two-hour rescheduling/cancellation rule applies, a late cancellation or no-show may result in the disclosed charge for the reserved duration. Additional time requires a separate approved booking.

13. Website Use and Prohibited Conduct

You agree not to misuse the website, attack its security, impersonate others, scrape restricted materials, distribute malicious code, access another customer's information, circumvent course entitlements, or use any offering for unlawful, deceptive, infringing, or unauthorized conduct.

Public contact and inquiry forms are for general business communications. Never submit taxpayer tax returns, full SSNs, identity documents, bank/card details, IRS login credentials, or other highly sensitive records through ordinary public inquiry forms; use only the approved secure enrollment or document-transfer channel.

14. Intellectual Property and Branding

The Right Choice Tax Suite name, logos, page designs, training presentations, text, software-related materials created by Right Choice, illustrations, downloads, and other proprietary content remain owned or licensed by their respective rights holders. You may not reproduce our brand or materials except as expressly licensed or authorized in writing. Third-party software and trademarks remain subject to their owners' terms.

15. Third-Party Systems and Independent Providers

Parts of the experience may be delivered through externally hosted website services, GoHighLevel/LeadConnector forms and membership tools, software and Service Bureau providers, Stripe or other approved processors, email/SMS vendors, booking tools, and meeting/recording services. Their applicable notices, terms, eligibility rules, and availability may apply to those services.

We do not guarantee IRS acceptance, bank-product approval, funding, refund timing, uninterrupted third-party service, or approval by a particular vendor. A link or integration is not permission to bypass the provider's own terms or processes.

16. Privacy, Confidentiality and Communications

The separately posted Right Choice Tax Suite Privacy Policy describes our website, Academy, customer-service, and enrollment information practices. Protected tax-return information is subject to the confidentiality and consent requirements imposed by applicable law, including where Internal Revenue Code section 7216 applies; these Terms are not a blanket taxpayer disclosure consent.

We may send necessary transactional notices concerning a purchase, class, security event, onboarding request, or account. Promotional marketing messages are subject to the separate consent and opt-out processes required by applicable law. Purchasing a program does not by itself authorize all marketing texts or future payment charges.

17. Availability, Updates and Educational Disclaimer

We work to maintain accurate public information, but course times, curricula in development, website functions, providers, and technology may change. We may perform reasonable maintenance or make authorized updates and will provide notices where required by law or applicable agreements.

Website and Academy information is general business and educational content. It does not guarantee a particular financial outcome, tax result, client volume, IRS approval, professional credential, business income, or examination result. You are responsible for consulting qualified professionals when individualized legal, accounting, or tax advice is needed.

18. Suspension, Offboarding, and Continuing Duties

Access may be subject to suspension or termination for serious fraud, security incidents, material compliance failures, unpaid valid obligations, credential sharing, or other grounds stated in the governing agreement. Where the approved terms provide a cure or review process, it applies; urgent security restrictions may require immediate action where appropriate and lawful.

Upon expiration, nonrenewal, or termination, rights to the applicable platform, Academy benefits, and licensed materials may end according to the governing terms. Some valid obligations attributable to prior participation—such as documented reconciliations, authorized fees, chargebacks, or reversals—may survive as the signed agreements and applicable law permit. No provision transfers ownership of taxpayer refunds or a participant's IRS-issued EFIN to Right Choice.

19. Disclaimers and Applicable Rights

Services and materials are supplied in the manner described in the applicable offering and subject to applicable law, provider commitments, and express warranties, if any. We do not promise absolute cybersecurity or error-free access. Nothing in these Terms excludes liability, consumer rights, privacy rights, payment-dispute protections, or other remedies that cannot legally be excluded or limited.

Any final governing-law, venue, arbitration, court, or dispute-resolution provision for a participant transaction is determined by the appropriately reviewed and executed governing agreement, not invented by this general public website summary. For questions or a good-faith billing concern, contact us using the published contact details.

20. Changes to Terms and Contact

We may update the website Terms prospectively to reflect material changes in products, law, vendors, or operations. The page will display its updated date, and any required additional notice or affirmative acceptance will be obtained when applicable. Updated public text does not retroactively amend a signed agreement or impose new fees without the agreed process.

Questions about these Terms, onboarding, payments, or a concern about your purchase: Right Choice Tax Suite, LaPlace, Louisiana; phone (985) 379-7435; website rightchoicetaxsuite.com; use the Contact page for the current approved support method. Please do not send sensitive taxpayer data through the public Contact form.