Terms of Engagement

Last Update: 02/20/2026

These Terms of Engagement (“Engagement Terms”) govern participation in and use of services provided by Taxley, LLC (“Taxley,” “Firm,” “we,” “us,” “our”), including but not limited to CentsableCEO™ programs, intensives, educational forums, and professional services engagements (“Services”).

By registering for, purchasing, enrolling in, accessing, or participating in any Services, you (“Client,” “Member,” “Participant,” “you,” “your”) agree to these Engagement Terms, together with Taxley’s Terms of Use and Privacy Policy, which are incorporated by reference:

  • Terms of Use: https://taxley.com/terms-policies/use
  • Privacy Policy: https://taxley.com/terms-policies/privacy

If there is a conflict between these Engagement Terms and a service-specific agreement, the service-specific agreement controls only for that service. All arbitration, class action waiver, limitation of liability, indemnification, governing law, enforcement, and chargeback provisions are governed by the Terms of Use unless the Terms of Use expressly permit otherwise.

If you do not agree, do not purchase, enroll, or participate.

1. Standards-Based Environment; Eligibility

Taxley provides standards-based environments designed to strengthen decision quality, responsibility, and disciplined leadership.

You represent and warrant that:

  • You are at least eighteen (18) years old; and
  • You have authority to enter into binding agreements for yourself and/or your business; and
  • Any enrollment by a business entity is authorized by that entity; and
  • You will comply with all participation standards and conduct requirements.

Taxley may refuse service, decline enrollment, or restrict access at its sole discretion where permitted by law.

2. Scope and Nature of Services; No Fiduciary Duty

Unless expressly stated in a separate written engagement agreement for professional representation, Services are educational, framework-based, or advisory in nature and are not individualized legal, tax, accounting, financial planning, investment advisory, or bookkeeping services.

Nothing in any Service creates a duty to:

  • Monitor your business after the Service has been rendered
  • Follow up on implementation
  • Track compliance
  • Update advice
  • Notify you of regulatory changes
  • Verify whether you act on information discussed

You remain solely responsible for decisions, implementation, and results.

Business-to-Business Relationship. The Services are designed for business owners, executives, and decision-makers operating in a professional capacity. The parties acknowledge that this is a business-to-business relationship and not a consumer transaction.

Taxley has no duty to update you regarding regulatory changes, market shifts, compliance developments, or legal changes unless expressly stated in a separate written engagement agreement.

3. No Professional-Client Relationship Unless Separately Contracted

Taxley’s personnel may hold professional credentials (including Enrolled Agent). Credentials do not create a professional-client relationship by participation alone.

No Enrolled Agent-client relationship, power of attorney relationship, or representation relationship is formed unless and until:

  • a separate written representation agreement is executed, and
  • required intake and authorizations are completed, and
  • required fees are paid as specified in that agreement.

4. No Guarantees; No Reliance

Taxley does not guarantee outcomes, results, performance, savings, approvals, or business improvements. Examples include (without limitation): revenue, profitability, financing, investment, tax outcomes, penalty outcomes, compliance outcomes, hiring results, growth, exit outcomes, or risk elimination.

You agree not to rely on any statements, examples, illustrations, discussions, or materials as a substitute for individualized advice from licensed professionals familiar with your specific facts.

You acknowledge that business, financial, compliance, and leadership decisions inherently involve risk. You voluntarily assume all risks associated with participation in the Services and implementation of any concepts discussed.

To the fullest extent permitted by law, Taxley shall not be liable for any indirect, incidental, consequential, special, exemplary, or punitive damages arising from or relating to participation in the Services, whether based in contract, tort, negligence, strict liability, or otherwise.

You acknowledge that you have had the opportunity to consult independent legal and financial advisors before enrolling.

All limitation of liability, indemnification, arbitration, venue, and governing law provisions in the Terms of Use apply.

Client agrees to indemnify Taxley against claims arising from:

  • Inaccurate disclosures
  • Non-compliance
  • Failure to act
  • Independent communications with tax authorities

5. Live Delivery; Access; Technology

Where sessions are delivered live, you are responsible for stable internet, working audio/video, and platform access. Technology issues on your end do not create a refund, credit, extension, reschedule right, or make-up entitlement, unless a service-specific agreement explicitly provides otherwise.

Taxley may adjust delivery methods, platform tools, facilitation structure, sequencing, scheduling, and format for operational needs or quality control.

6. SECURE COMMUNICATIONS; SERVICE-SPECIFIC PROTOCOLS

Taxley utilizes secure electronic systems, including client portals and encrypted communication platforms, for the delivery of services where applicable.

Client acknowledges that communication protocols, document exchange requirements, response deadlines, and required communication channels vary depending on the specific Service engaged and are governed by the applicable service-specific agreement.

Where a service-specific agreement requires use of a secure client portal, such use is mandatory. Failure to utilize required communication channels may result in delay, suspension, strategic disadvantage, or termination of services as defined in the applicable service agreement.

Client acknowledges that email, fax, standard mail, and external electronic systems may carry inherent security risks. Taxley shall not be liable for cybersecurity incidents, data breaches, interception, delay, or misdirection arising from Client’s voluntary use of unsecured communication methods.

Nothing in these Engagement Terms creates an obligation for Taxley to monitor communications outside the designated service-specific communication channels.

7. Participation Requirements; Cameras On; Discretion Required

Because these Services are standards-based and participation-dependent:

  • Cameras on are required for participation in any live program, session, intensive, or office hours unless Taxley gives prior written approval.
  • You must remain visible and engaged.
  • Taxley may remove or restrict participation (with or without notice where permitted by law) for noncompliance.

Discretion is required. You must treat the environment as confidential and professional. You are responsible for choosing what you disclose.

8. Recording Prohibited; No AI Note-Taking

You may not record, photograph, screenshot, transcribe, reproduce, or capture any portion of live or written content in any format.

You may not use AI note-taking, transcription, summarization, or recording tools during sessions (including “meeting assistants”) unless Taxley gives prior written approval.

Violation is a material breach and may result in immediate removal, termination, and enforcement without refund.

Taxley may record sessions for internal quality control, compliance, or training purposes only. Recordings are not distributed unless expressly stated in writing by Taxley.

9. Confidentiality; Community Protection

You agree to maintain confidentiality of:

  • other participants’ identities and disclosures;
  • peer business information shared in any forum;
  • Taxley’s internal standards, frameworks, facilitation methods, and proprietary materials.

You may not use the environment to solicit, recruit, pitch, or promote services/products to other participants.

Taxley cannot guarantee the conduct of others. If a breach occurs, Taxley may take action it deems appropriate, including removal and bans, but Taxley is not liable for third-party conduct.

Confidentiality obligations survive termination indefinitely.

10. Intellectual Property; License Limits

All content and materials, including frameworks, methods, standards, language, session structures, slides, briefs, vault materials, branding, and program design are proprietary intellectual property of Taxley.

You receive a limited, revocable, non-transferable license for your internal business use only, subject to compliance.

You may not:

  • share access or credentials;
  • copy, distribute, resell, publish, or post materials;
  • create derivative works;
  • teach or repurpose the framework commercially;
  • represent Taxley materials as your own.

Taxley may pursue injunctive relief and all available legal remedies for violations.

11. Payments; No Chargebacks; Enforcement Costs

Payment terms are governed by the applicable service-specific agreement. If none is provided, fees are due in full at purchase.

Chargebacks are prohibited. Initiating a chargeback or payment dispute constitutes a material breach. You agree to reimburse Taxley for all costs incurred, including payment processor fees, chargeback fees, administrative time, collections costs, and reasonable attorney fees.

This does not limit your ability to report unauthorized use of your payment method, but you agree to contact Taxley first to attempt resolution of any billing dispute.

Taxley may suspend access immediately for nonpayment, dispute activity, or breach. Suspension does not relieve financial obligation.

You agree to indemnify and hold harmless Taxley from claims arising from your misuse of Services, breach of these Engagement Terms, or violation of third-party rights.

12. Refunds; Reserved Capacity

Unless expressly required by law or expressly stated in a service-specific agreement, fees are non-refundable. Taxley reserves capacity, delivery infrastructure, and program access based on enrollment; nonattendance or nonuse does not create refund rights.

13. Right to Refuse, Remove, Suspend, or Terminate

Taxley may refuse registration, suspend access, remove a participant, or terminate services (where permitted by law) for:

  • nonpayment;
  • recording or AI capture;
  • confidentiality breaches;
  • credential/access sharing;
  • disruptive conduct;
  • solicitation;
  • harassment or misconduct;
  • intellectual property violations;
  • attempts to circumvent policies or controls;
  • legal, reputational, or safety risk.

Removal/termination may occur with or without prior notice where permitted by law. Termination does not create refund rights and does not relieve financial obligations already committed.

14. Non-Disparagement; Truthful Statements

You agree not to make false, misleading, or defamatory statements about Taxley, its programs, its leadership, or other participants.

Nothing in these Engagement Terms restricts truthful statements required by law.

Participation in Services is subject to the class action waiver contained in the Terms of Use.

This provision does not prohibit good-faith internal feedback submitted directly to Taxley.

15. No Third-Party Reliance

Services are provided solely for you. No third party (including lenders, investors, regulators, vendors, partners, or advisors) may rely on participation, materials, or discussions as evidence of compliance, certification, stability, readiness, validation, endorsement, audit, or verification.

16. Force Majeure; Platform and Vendor Issues

Taxley is not liable for delays, interruptions, or failures caused by events beyond reasonable control, including platform outages, vendor failures, cyber incidents, acts of government, weather events, illness, power outages, or internet failures.

Taxley’s obligation is to provide services in a commercially reasonable manner consistent with the applicable service-specific agreement.

17. Electronic Communications; Notices

You consent to receive communications electronically via portal and email. Notices are deemed received upon transmission. You are responsible for maintaining accurate contact information.

18. Survival

Sections related to confidentiality, recording prohibition, intellectual property, non-reliance, enforcement costs, non-disparagement, and dispute provisions survive expiration or termination.

19. Severability

If any provision of these Engagement Terms is held invalid or unenforceable, the remaining provisions shall remain in full force and effect and shall be interpreted to reflect the original intent of the parties to the fullest extent permitted by law.

20. Entire Agreement; Acceptance

These Engagement Terms, together with the Terms of Use and Privacy Policy (and any service-specific agreement), constitute the complete agreement governing participation.

Electronic acceptance (checking a box, submitting a form, accessing a portal, or completing payment) is a legally binding signature.