Terms of Service

1. Service Description

EquityTax ("Service", "we", "us", or "our") provides an automated Alternative Minimum Tax (AMT) calculation tool designed to help tech employees understand the tax implications of exercising Incentive Stock Options (ISOs). The Service is provided for informational purposes only.

3. Account Registration

To use the Service, you must create an account by providing a valid email address and password. You are responsible for:

• Maintaining the confidentiality of your account credentials
• All activities that occur under your account
• Providing accurate and complete information
• Notifying us immediately of any unauthorized use of your account

You must be at least 18 years old to use this Service.

4. Acceptable Use

You agree not to:

• Use the Service for any illegal purpose
• Attempt to gain unauthorized access to our systems
• Interfere with or disrupt the Service
• Use automated systems (bots, scrapers) without permission
• Resell or redistribute the Service or calculation results
• Reverse engineer or decompile any part of the Service

5. Subscription and Payment

We offer subscription plans with transparent pricing:

• Monthly Plan: Billed monthly at current published rates
• Annual Plan: Billed annually at current published rates (best value)

Current pricing is displayed on our website at checkout. Prices may vary during promotional periods. Your subscription will renew at the rate in effect at the time of renewal.

All payments are processed securely through Stripe. We do not store your credit card information. By subscribing, you authorize us to charge your payment method for the selected subscription plan.

Subscriptions automatically renew unless cancelled before the renewal date. You can cancel your subscription at any time from your account settings.

7. Data Retention and Deletion

We use tiered data retention based on your subscription status:

• Free/Preview Calculations: Automatically deleted after 90 days
• Paid Calculations: Retained for 7 years to comply with IRS business record-keeping requirements and support your long-term tax planning

You can delete your account and all associated data at any time from your account settings. See our Privacy Policy for complete details on data retention periods.

8. Intellectual Property

The Service, including all content, features, functionality, software code, calculation methodology, and user interface, is owned by EquityTax and is protected by United States and international copyright, trademark, and other intellectual property laws.

You may not copy, modify, distribute, sell, or lease any part of the Service without our express written permission.

10. Account Termination

Your Right to Terminate: You may cancel your subscription and delete your account at any time from your account settings.

Our Right to Terminate: We reserve the right to suspend or terminate your account if you violate these Terms or engage in fraudulent, abusive, or illegal activity.

Upon termination, your access to the Service will cease immediately, and your data will be deleted according to our retention policy.

11. Changes to These Terms

We may update these Terms from time to time. If we make material changes, we will notify you by email at least 30 days before the changes take effect. Your continued use of the Service after the effective date constitutes acceptance of the updated Terms.

You can always view the current version of these Terms at myequitytax.com/legal/terms.

12. Governing Law and Dispute Resolution

These Terms are governed by the laws of the United States and the State of California, without regard to conflict of law principles.

Any disputes arising from these Terms or your use of the Service shall be resolved through binding arbitration in accordance with the American Arbitration Association's rules, except that either party may seek injunctive relief in court for intellectual property violations.

13. Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision will be limited or eliminated to the minimum extent necessary so that the remaining Terms remain in full force and effect.