CentsableCEO™ Advisory Terms

Last Update: 07/10/2026

These CentsableCEO™ Advisory Terms (“Terms”) govern participation in and use of CentsableCEO™ Advisory provided by Taxley, LLC (“Taxley,” “Firm,” “we,” “us,” or “our”) to the individual or entity engaging such services (“Member,” “you,” or “your”).

By enrolling in CentsableCEO™ Advisory, you agree to these Advisory Terms together with Taxley’s Terms of Use, Privacy Policy, and Terms of Engagement, each of which is incorporated herein by reference and forms part of this Agreement:

All arbitration, class action waiver, limitation of liability, indemnification, governing law, venue, enforcement, collection, and chargeback provisions are governed exclusively by the Terms of Use.

These Advisory Terms supplement, and do not replace, Taxley’s Terms of Use, Terms of Engagement, or Privacy Policy. Those documents are incorporated into these Advisory Terms by reference and remain fully applicable unless a specific provision within these Advisory Terms expressly states otherwise.

If a conflict exists between these Advisory Terms and Taxley’s general Terms of Engagement regarding Advisory services, these Advisory Terms control only with respect to Advisory. All other matters remain governed by the applicable Terms of Use, Terms of Engagement, and Privacy Policy.

These Advisory Terms describe how Advisory operates. The specific services, benefits, and features associated with each Membership Level are described on Taxley’s website, enrollment materials, and other official communications, which Taxley may update from time to time consistent with these Advisory Terms.

Nothing within these Advisory Terms modifies or replaces the separate agreements governing Strategic Analysis, Tax Resolution, Implementation Services, or any other professional engagement requiring its own engagement agreement or scope of work.

PART I – THE ADVISORY RELATIONSHIP

1. Purpose of CentsableCEO™ Advisory

CentsableCEO™ Advisory is an ongoing annual entrepreneur development and tax visibility membership offered through multiple Membership Levels designed to support individuals at different stages of the entrepreneurial journey.

Depending upon the selected Membership Level, Advisory may help Members prepare for business ownership, strengthen entrepreneurial leadership, develop organizational capability, and maintain greater visibility into ongoing tax responsibilities.

Unlike project-based consulting or one-time professional engagements, Advisory establishes an ongoing relationship intended to support continuous entrepreneur development, proactive tax visibility, and better-informed business decisions over time.

Members must complete one New Member Orientation before participating in Framework Sessions or Framework Office Hours. Depending on the Member’s selected Membership Level, Advisory may include:

Membership benefits vary by Membership Level.

Taxley may improve, refine, or update Advisory features from time to time, provided such changes do not materially reduce the core benefits associated with the Member’s active Membership Level during the current membership term.

2. Advisory Philosophy

CentsableCEO Advisory is built upon Taxley’s belief that entrepreneurs make better long-term decisions when they understand how their personal responsibilities, business operations, financial management, and tax obligations influence one another.

Advisory recognizes that entrepreneurial development begins before business ownership and continues throughout the growth of an organization. Accordingly, Advisory services are tailored to the Member’s selected Membership Level while remaining grounded in the principles of the CentsableCEO™ Framework.

Advisory is delivered through Framework Sessions, Framework Office Hours, and Tax Visibility & Support services, each of which serves a distinct purpose within the Advisory membership.

Advisory is intended to provide ongoing education, guidance, accountability, and tax visibility. It is not intended to provide unlimited access to Taxley professionals or unlimited professional consulting services.

Advisory supports informed decision-making but does not replace the Member’s responsibility to exercise independent business judgment or obtain additional professional advice when appropriate.

3. Advisory Is Not a Substitute for Separate Professional Engagements

Advisory is an ongoing membership program and is not a substitute for separate professional engagements when circumstances require more comprehensive analysis, implementation, representation, or professional services.

Unless expressly included within the Member’s selected Membership Level, Advisory does not include:

When Taxley determines that a Member’s circumstances exceed the scope of Advisory, Taxley may recommend or require that the Member engage Strategic Analysis, Tax Resolution, Implementation Services, or another separate professional engagement before additional services are provided.

Enrollment in Advisory does not obligate either party to enter into any future professional engagement.

PART II – MEMBERSHIP STRUCTURE & PROGRAM DELIVERY

4. Membership Structure

CentsableCEO™ Advisory is offered through multiple annual Membership Levels. Each Membership Level includes a defined combination of entrepreneur development services, Tax Visibility & Support services, educational resources, and other Advisory benefits.

The services included within each Membership Level are described on Taxley’s website, enrollment materials, and other official communications, each of which is incorporated into these Advisory Terms by reference.

Taxley determines the services, participation rights, limitations, and benefits included within each Membership Level.

Taxley may modify Membership Levels offered for future enrollments provided such modifications do not materially reduce the core services associated with an active Member’s current Membership Level during the applicable membership term.

5. Membership and Participation Types

CentsableCEO™ Advisory recognizes the following categories of participation:

(a) Primary Member

A Primary Member is the individual who enrolls in Advisory and is responsible for the membership.

The Primary Member receives the services included within the selected Membership Level, is responsible for payment of membership fees, and is responsible for compliance with these Advisory Terms.

Where permitted under the selected Membership Level, the Primary Member may designate one or more Leadership Members or authorize participation by a jointly filing spouse as provided in these Advisory Terms.

(b) Leadership Member

A Leadership Member is an additional participant designated by the Primary Member under a Membership Level that includes Leadership Seats.

Leadership Members are intended to strengthen organizational alignment by allowing key members of the Primary Member’s leadership team to participate in the CentsableCEO™ Framework.

Leadership Member participation is dependent upon the associated Primary Member maintaining an active membership and satisfying all participation prerequisites applicable to the Primary Member.

Unless otherwise stated, Leadership Membership includes participation only in:

Leadership Members do not receive individual Tax Visibility & Support services. Leadership Members receive Framework and Office Hours participation rights only. Tax Visibility & Support services are provided exclusively for the Primary Member except where these Terms expressly provide otherwise.

However, when expressly authorized by the Primary Member, a Leadership Member may participate in discussions relating to the Primary Member’s business Tax Visibility & Support services solely in support of the Primary Member’s business.

Leadership Memberships are available only under Membership Levels that include Leadership Seats and remain subject to the Primary Member’s active membership.

(c) Jointly Filing Spouse

Under a Personal Membership, a spouse who files a joint federal income tax return with the Primary Member may participate with the Primary Member in the Personal Membership services made available to the household, provided all applicable enrollment requirements and tax authorizations have been completed.

Under Pro and Enterprise Memberships, a jointly filing spouse may participate in Personal Tax Visibility & Support relating to jointly filed personal tax matters, provided Taxley has received all required authorizations.

A jointly filing spouse does not receive access to Framework Sessions, Framework Office Hours, business Tax Visibility & Support, or other business-related Advisory services solely by virtue of filing jointly.

Where Leadership Memberships are available, the Primary Member may separately designate the spouse as a Leadership Member. Access to business Tax Visibility & Support remains subject to the Primary Member’s express authorization.

6. Membership Term

The Primary Member’s membership begins immediately upon successful enrollment and payment.

The membership term is measured from the Member’s enrollment date regardless of when the Member first participates in Orientation, Framework Sessions, Framework Office Hours, Tax Visibility Support Calls, or any other Advisory activity.

Eligibility for Tax Visibility & Support begins upon enrollment. Tax Visibility & Support services begin only after Taxley has received all required authorizations and onboarding documentation necessary to activate the applicable tax accounts.

Educational programming and other scheduled services are provided according to Taxley’s published calendar and availability.

Failure to participate in available programming does not delay, suspend, pause, extend, or restart the membership term.

Membership is personal to the enrolling Member and may not be assigned, transferred, shared, sublicensed, or otherwise made available to any other individual except as expressly permitted under these Advisory Terms.

7. New Member Orientation

Completion of New Member Orientation is required before the Primary Member or any Leadership Member may participate in Framework Sessions, Framework Office Hours, or any other educational programming included within Advisory.

A Leadership Member may complete Orientation before the Primary Member; however, the Leadership Member may not participate in Framework Sessions or Framework Office Hours until the associated Primary Member has completed Orientation.

Completion of Orientation is not required for activation of Tax Visibility & Support services. Activation remains subject to receipt of all required authorizations and onboarding documentation.

Failure to complete Orientation does not delay, suspend, extend, or restart the membership term.

Orientation requirements, scheduling, format, and delivery methods are determined by Taxley and may include live, virtual, recorded, or other approved formats.

Taxley may require Members who fail to complete Orientation to attend the next available Orientation before participating in additional Advisory programming.

8. Framework Sessions

Framework Sessions are educational group discussions conducted according to Taxley’s published schedule.

Framework Sessions are intended to support entrepreneur development through the CentsableCEO™ Framework.

Session schedules, presenters, topics, educational materials, technology platforms, delivery methods, and supporting resources are determined solely by Taxley and may be modified from time to time.

Framework Sessions are intended to facilitate group discussion and are not confidential one-on-one consulting sessions.

Framework Sessions are educational in nature and do not constitute Strategic Analysis, Tax Resolution, legal advice, accounting services, bookkeeping, tax preparation, Implementation Services, or unlimited consulting services.

Participation in Framework Sessions is subject to the Group Participation & Confidentiality requirements set forth in Section 10 of these Advisory Terms.

9. Framework Office Hours

Framework Office Hours are scheduled group discussions conducted according to Taxley’s published schedule and are available according to the Member’s selected Membership Level.

Unlike Framework Sessions, which focus on designated Framework topics, Framework Office Hours allow Members to discuss the practical application of any aspect of the CentsableCEO™ Framework within their businesses.

Framework Office Hours are intended to facilitate discussion, collaboration, and entrepreneur development among participating Members.

Framework Office Hours are educational and advisory in nature and do not constitute Strategic Analysis, Tax Resolution, legal advice, bookkeeping, accounting services, tax preparation, Implementation Services, representation before taxing authorities, or individualized consulting services.

Taxley reserves the right to determine whether a Member’s question is appropriate for Framework Office Hours or requires a separate Strategic Analysis, Tax Resolution engagement, Implementation Services, or another professional engagement.

Framework Office Hours are conducted according to Taxley’s published schedule. Members who are unable to attend a scheduled Office Hour are responsible for attending future scheduled Office Hours. Missed sessions do not create make-up sessions, credits, refunds, or additional services.

Participation in Framework Office Hours is subject to the Group Participation & Confidentiality requirements set forth in Section 10 of these Advisory Terms.

10. Group Participation & Confidentiality

Framework Sessions and Framework Office Hours are interactive group discussions intended to encourage professional collaboration, entrepreneur development, and the practical application of the CentsableCEO™ Framework.

To help maintain a professional, respectful, and confidential learning environment, Members agree to the following participation requirements:

To protect the confidentiality of all participants:

Members acknowledge that Framework Sessions and Framework Office Hours involve discussions among multiple Members. Members agree to maintain the confidentiality of information shared by other participants and not disclose confidential business information learned through participation.

Although Taxley requires Members to respect the confidentiality of Advisory discussions, Taxley cannot guarantee the conduct of other Members and shall not be responsible for disclosures made by other participants.

Taxley reserves the right to remove any Member from a session or suspend participation if the Member’s conduct, technology, environment, or participation materially interferes with the session, violates these Advisory Terms, or adversely affects the experience of other Members.

Taxley does not guarantee that every scheduled Orientation, Framework Session, Framework Office Hour, Tax Visibility Support Call, or other Advisory activity will accommodate every Member’s availability. Members are responsible for participating in scheduled programming.

Missed sessions do not create refunds, credits, extensions, make-up sessions, or additional services unless expressly provided by Taxley.

11. Member Communications

The Taxley Member Portal (“Portal”) is the primary method of communication between Taxley and Members throughout the Advisory relationship.

Members are responsible for maintaining access to the Portal and regularly reviewing communications, notices, requests, and other information made available through the Portal.

Members are expected to submit questions, documents, requests, and other communications through the Portal or other Taxley-approved website forms as instructed.

Taxley does not provide ongoing Member support through personal email, text messaging, or other informal communication methods.

Technical issues preventing Portal access should be reported using Taxley’s designated website support process.

Failure to monitor the Portal or maintain current account access does not relieve the Member of responsibilities under these Advisory Terms.

12. Intellectual Property

All Framework materials, presentations, recordings, documents, worksheets, guides, and educational content remain the intellectual property of Taxley unless otherwise stated.

Members may use Advisory materials solely for their own internal business purposes and may not copy, distribute, reproduce, publish, license, sell, or create derivative works without Taxley’s prior written consent.

13. Program Administration

Taxley may reasonably modify schedules, presenters, educational materials, technology platforms, administrative procedures, delivery methods, session formats, or other operational aspects of Advisory as necessary to administer and improve the program.

Taxley may also substitute substantially equivalent services, resources, or delivery methods when reasonably necessary.

Such administrative changes do not constitute a reduction in services or a breach of these Advisory Terms provided Taxley continues to provide the core services associated with the Member’s selected Membership Level during the active membership term.

PART III – MEMBERSHIP FEES, PAYMENTS & RENEWALS

14. Membership Fees

Membership fees are established by Taxley and are published on Taxley’s website, enrollment materials, or other official communications, each of which is incorporated into these Advisory Terms by reference.

Membership fees vary based upon the selected Membership Level and any optional Leadership Memberships added to the Member’s account.

Advisory is an annual membership regardless of whether the Member elects annual payment or an approved monthly installment payment option. Monthly installment billing is a payment method only and does not create a month-to-month membership.

Membership fees are earned upon enrollment in consideration of the reservation of Advisory capacity, onboarding, program administration, and ongoing membership benefits made available throughout the membership term.

Unless otherwise stated by Taxley in writing, all fees are stated in U.S. dollars and are non-refundable except as expressly provided in these Advisory Terms or required by applicable law.

Taxley may modify membership pricing for future enrollments or renewal terms. Pricing changes shall not affect the Member’s current membership term once payment has been accepted.

15. Payment Options

Taxley may offer one or more payment options for Advisory memberships, including annual payment, installment payment plans, or other payment arrangements determined by Taxley.

Available payment options, installment schedules, convenience fees, discounts, and payment methods are described on Taxley’s website or enrollment materials and may be updated from time to time.

The Member authorizes Taxley to process payments using the payment method provided during enrollment or any updated payment method authorized by the Member.

Failure to maintain valid payment information may result in suspension or termination of membership benefits.

Taxley reserves the right to suspend access to some or all Advisory services until any past-due balance has been resolved.

16. Membership Renewal

The renewal method applicable to the Membership – automatic renewal or manual renewal – shall be selected or disclosed during enrollment.

Where the Primary Member affirmatively authorizes automatic renewal, the Membership will renew for successive annual terms using the payment method on file unless the Primary Member timely elects not to renew through Taxley’s published cancellation process.

Where manual renewal applies, the Membership expires at the end of the current term unless the Primary Member affirmatively completes renewal.

Renewal occurs from the Primary Member’s original enrollment date and is not based upon Orientation, attendance, participation, or use of Advisory services.

Renewal pricing will be the pricing in effect at renewal unless Taxley expressly agrees otherwise in writing.

Any renewal reminder provided by Taxley is a courtesy. Failure to receive a courtesy reminder does not invalidate an automatic renewal that the Primary Member previously authorized.

17. Leadership Memberships

Leadership Memberships may be added only to an active Primary Membership.

Leadership Memberships become effective according to Taxley’s published enrollment and activation procedures.

Leadership Memberships may be activated at enrollment or added during an active membership term. Activation dates, applicable prorated pricing, renewal treatment, and co-termination with the Primary Member’s membership shall be governed by Taxley’s published pricing and enrollment policies.

Leadership Memberships:

Leadership Memberships are co-terminous with the associated Primary Membership and do not establish an independent membership term.

If the associated Primary Membership terminates, expires, or is canceled, all associated Leadership Memberships terminate simultaneously.

Leadership Membership participation in Framework Sessions and Framework Office Hours remains subject to the Orientation requirements set forth in these Advisory Terms. Completion of Orientation by a Leadership Member does not authorize participation until the associated Primary Member has completed Orientation.

18. Membership Changes

Subject to Taxley’s approval and published membership options, Members may request changes to their membership, including:

Any resulting fee adjustments, prorated charges, credits, or effective dates shall be determined according to Taxley’s published pricing policies.

Membership changes do not extend or restart the existing membership term unless expressly stated by Taxley.

19. Membership Transfer & Assignment

Memberships are personal to the enrolling Member and may not be assigned, transferred, sold, sublicensed, or otherwise conveyed except as expressly permitted by these Advisory Terms.

20. Suspension & Termination

Taxley may suspend or terminate Advisory membership for:

Taxley may also suspend Advisory services while investigating suspected violations of these Advisory Terms.

Suspension or termination under this Section does not relieve the Member of payment obligations already incurred.

21. Election Not to Renew

A Primary Member may elect not to renew the Membership by following Taxley’s published nonrenewal procedure before the next renewal is processed.

A timely election not to renew prevents future renewal terms but does not terminate, shorten, or alter the current annual membership term.

If the Member is participating in an installment payment plan, cancellation does not relieve the Member of payment obligations previously agreed upon unless Taxley expressly agrees otherwise in writing.

22. Reinstatement

Former Members seeking to rejoin Advisory after cancellation, termination, or expiration may be required to:

Reinstatement is not guaranteed and may require the Member to satisfy all outstanding financial obligations before re-enrollment. Taxley reserves the right to approve or deny reinstatement requests at its discretion.

PART IV – TAX VISIBILITY & SUPPORT SERVICES

23. Scope of Tax Visibility & Support

Tax Visibility & Support is an ongoing Advisory service intended to help eligible Members maintain greater awareness of their federal and state tax accounts through transcript monitoring, notice review, compliance reminders, estimated tax or withholding reviews, and other visibility services included within the Member’s selected Membership Level.

Tax Visibility & Support is designed to identify developing issues, encourage proactive decision-making, and support ongoing tax awareness. It is not a substitute for Strategic Analysis, Tax Resolution, representation before taxing authorities, tax preparation, bookkeeping, payroll services, legal services, or any other professional engagement not expressly included within the Member’s Membership Level.

Participation in Tax Visibility & Support is limited to individuals and tax accounts eligible under these Advisory Terms and the Member’s selected Membership Level.

24. Eligibility & Account Activation

Eligibility for Tax Visibility & Support depends upon the Member’s selected Membership Level and Taxley’s receipt of all required authorizations.

Tax Visibility & Support eligibility begins upon enrollment. Actual Tax Visibility & Support services begin after Taxley receives all required authorizations and onboarding documentation necessary to access the applicable tax accounts.

Tax Visibility & Support is activated only after Taxley has received all required IRS, state, and other applicable authorizations necessary to access the applicable tax accounts.

If required authorizations are not received, Taxley may delay or decline activation of Tax Visibility & Support until such authorizations have been properly completed.

Failure to provide required authorizations constitutes the Member’s election not to participate in Tax Visibility & Support for those accounts.

25. Covered Tax Accounts

Tax Visibility & Support applies only to tax accounts authorized by the Member and accepted by Taxley.

Depending upon the selected Membership Level, covered tax accounts may include:

Taxley has no obligation to monitor or review tax accounts for which required authorizations have not been received.

26. IRS Monitoring Authorization

Federal tax account monitoring is conducted through IRS Form 8821, any successor information authorization, or another authorization accepted by Taxley.

Tax Visibility & Support does not create a power of attorney or authorize Taxley to represent the Member before the Internal Revenue Service.

The Member agrees to timely execute and maintain all authorizations required for Taxley to access applicable federal tax account information.

27. Periodic Monitoring and Government Systems

Taxley reviews available federal tax account information periodically and does not provide continuous, real-time, daily, or weekly monitoring.

Generally monitoring is conducted monthly and upon event-triggers or tax account change alerts.

Taxley does not control government systems, transcript availability, transcript accuracy, transcript completeness, account coding, processing times, agency communications, or tax-authority recordkeeping practices.

Taxley does not guarantee immediate awareness of account activity, notices, assessments, examinations, collection activity, enforcement actions, or other developments.

28. Tax Notice Review

Members must open, review, and submit tax notices through the Portal promptly after receipt and sufficiently before any stated deadline.

Taxley may provide general educational guidance concerning the notice, its apparent significance, and possible next steps within the scope of the applicable Membership Level.

Notice review does not include preparation of a response, filing of documents, contact with a taxing authority, representation, protest, appeal, negotiation, or deadline management unless separately agreed in writing.

Members remain solely responsible for all notice response and appeal deadlines unless Taxley expressly assumes responsibility under a separate written engagement.

Taxley is not responsible for consequences arising from notices that are not timely provided through the Portal.

29. State Tax Accounts

Unless expressly stated otherwise in the applicable Membership Level or enrollment materials, Taxley does not electronically monitor state tax accounts.

State Tax Visibility & Support is limited to notices, correspondence, account records, and other documents timely submitted by the Member through the Portal, together with any state account information Taxley is specifically authorized and able to obtain.

Members remain responsible for monitoring state tax accounts, deadlines, notices, and communications.

30. Jointly Filing Spouses

Where the Primary Member and spouse file a joint federal income tax return, the spouse may participate in Personal Tax Visibility & Support provided:

If the spouse files separately, declines to authorize Taxley, or otherwise fails to provide required authorizations, the spouse is not eligible for Personal Tax Visibility & Support.

A spouse does not receive access to Business Tax Visibility & Support solely by virtue of filing jointly.

Business Tax Visibility & Support may be shared only when the spouse is also a Leadership Member and the Primary Member expressly authorizes such participation.

31. Leadership Member Access

Leadership Members do not receive individual Tax Visibility & Support services.

However, where authorized by the Primary Member, Leadership Members may participate in discussions relating solely to Business Tax Visibility & Support provided to the Primary Member’s business.

Leadership Members receive no independent monitoring, transcript review, notice review, estimated tax review, or other individual tax services.

32. Baseline Tax Account Review

Members who enroll using Taxley’s annual payment option and activate eligible Tax Visibility & Support accounts are eligible to receive one (1) Baseline Tax Account Review during the applicable membership term, subject to timely completion of all required authorizations, onboarding documentation, and information requests.

The Baseline Tax Account Review establishes the initial understanding of the authorized tax accounts and identifies matters requiring future monitoring.

Members who enroll using an approved monthly installment payment option are not eligible for a Baseline Tax Account Review unless they subsequently convert to Taxley’s annual payment option in accordance with Taxley’s published membership policies.

Completion of the Baseline Tax Account Review is contingent upon Taxley’s timely receipt of all required authorizations, onboarding documentation, and any requested information necessary to access and evaluate the authorized tax accounts.

33. Tax Visibility & Support Services

Tax Visibility & Support consists only of the services expressly included within the Member’s selected Membership Level.

Depending upon the applicable Membership Level, Tax Visibility Support may consist of:

Tax Visibility Support is limited to helping Members understand existing tax matters and determine whether additional professional services may be appropriate.

Support provided under this section does not constitute Strategic Analysis, Tax Resolution, representation before taxing authorities, legal advice, or unlimited tax consulting.

34. Tax Visibility Support Calls

Where included within the selected Membership Level, Tax Visibility Support Calls are scheduled one-on-one discussions limited to matters arising from authorized Tax Visibility & Support services.

These calls do not include Strategic Analysis, Tax Resolution, preparation of tax-authority responses, representation, tax-return preparation, legal advice, Implementation Services, or unlimited tax consulting.

Availability, frequency, duration, scheduling, rescheduling, and missed-call rules are governed by the applicable Membership Level and Taxley’s published scheduling procedures.

35. Matters Requiring Separate Engagement

If Taxley determines that a Member’s circumstances require services beyond the scope of Tax Visibility & Support, Taxley may recommend or require a separate engagement before additional services are performed.

Such engagements may include, without limitation:

Taxley has no obligation to perform services outside the Member’s selected Membership Level absent a separate written engagement.

PART V – MEMBER RESPONSIBILITIES

36. Member Responsibilities

Members are responsible for actively participating in Advisory and for timely completing all actions, providing all information, and executing all authorizations reasonably required for Taxley to provide the services included within the Member’s selected Membership Level.

Failure to do so may delay, suspend, limit, or prevent Taxley from providing some or all Advisory services.

37. Tax Visibility Participation

Members receiving Tax Visibility & Support are responsible for maintaining all required authorizations throughout the membership term.

Taxley may suspend, limit, or discontinue Tax Visibility & Support for any account if required authorizations expire, are revoked, become ineffective, or are otherwise unavailable.

38. Member Decisions

Members remain solely responsible for evaluating and acting upon information, observations, guidance, or recommendations provided through Advisory and for all personal, business, financial, tax, operational, legal, and other decisions made before, during, or after participation.

PART VI – PROFESSIONAL STANDARDS & LIMITATIONS

34. Separate Professional Engagements

Advisory is governed by these Advisory Terms together with Taxley’s Terms of Use, Terms of Engagement, and Privacy Policy, each of which is incorporated by reference.

The professional standards, limitations, responsibilities, disclaimers, and other provisions applicable to Taxley’s professional services are governed by the Terms of Engagement unless these Advisory Terms expressly provide otherwise.

PART VII – GENERAL PROVISIONS

40. Entire Advisory Agreement

These Advisory Terms, together with the Terms of Use, Privacy Policy, Terms of Engagement, enrollment materials, and any documents expressly incorporated by reference, constitute the entire agreement governing CentsableCEO™ Advisory and supersede all prior discussions, understandings, and representations relating solely to Advisory.

41. Relationship to Other Agreements

These Advisory Terms apply only to CentsableCEO™ Advisory.

Separate Taxley services may require separate engagement agreements, pricing, authorizations, or service terms.

42. Waiver

Failure by Taxley to enforce any provision of these Advisory Terms shall not constitute a waiver of that provision or any other provision.

43. Advisory-Specific Survival

Any payment obligations accrued before expiration, cancellation, suspension, or termination of Membership shall survive.

The confidentiality obligations relating to Framework Sessions, Framework Office Hours, and information shared by other Members shall also survive expiration, cancellation, suspension, or termination.

All other survival matters are governed by the Terms of Use.

44. Changes to Advisory Terms

Taxley may revise these Advisory Terms from time to time.

Material changes affecting existing Members will apply prospectively and will become effective as communicated by Taxley or upon the Member’s renewal, unless otherwise required by applicable law.

Continued participation in Advisory following the effective date of revised Advisory Terms constitutes acceptance of those revisions.