Legal

Disclaimer

Important limitations on how TaxAssembly should be used and understood.

Last updated: May 19, 2026

Not professional tax advice

TaxAssembly provides software tools for education and workflow organization. Nothing on this website or within the Service constitutes tax, legal, or accounting advice. TaxAssembly is not a CPA firm, law firm, or enrolled agent practice, and no professional relationship is created by using the Service.

Education and simulation only

TaxAssembly Education is designed to help students practice tax concepts in a simulated client workspace. Outcomes in the platform are for learning purposes only and should not be treated as filed returns, compliance determinations, or client deliverables.

Demo and fictional data

Demo accounts, mock clients, and sample documents are fictional or sanitized examples intended for training and product evaluation. Do not upload real Social Security numbers, real taxpayer records, or other sensitive client information unless we have expressly agreed to a production deployment with appropriate safeguards.

No guarantee of accuracy or outcomes

While we aim to create realistic learning experiences, we do not guarantee that examples, calculations, workflows, or content are complete, current, or suitable for any particular taxpayer situation. Users are responsible for verifying information with qualified professionals and official sources.

Professional workspace

TaxAssembly Professional demonstrates firm-style organization features. Use in a live client environment is at your own discretion and subject to your firm's policies, professional standards, and applicable law.

Contact

Questions: jay@taxassembly.com

This page is provided for general information only and does not constitute legal advice. Have an attorney review these terms for your specific situation before relying on them.