Terms and Conditions
1. Overview
The following Terms and Conditions govern your use of our Site and Services, including, but not limited to, our web interface located at https://erctaxgroup.com (“Site”) (collectively, the “Services”). ERC Tax Group is a division of Pepperdine Retirement Planning, Inc.
These Terms and Conditions (the “Terms”) are a binding contract between your Company and ERC Tax Group. As used in these Terms, “we”, “us”, or “our” also refers to ERC Tax Group and Pepperdine Retirement Planning, Inc.
ERC Tax Group works as an Agent for ERTC Express LLC. To see the Terms and Conditions for ERTC Express LLC please refer to their website at ERTCExpress.com
You must agree to and accept all of the Terms, or you do not have the right to use the Services. Your use of the Services in any way means that you agree to all of these Terms, and these Terms will remain in effect while you use the Services. These Terms include the provisions in this document, as well as those in our Privacy Policy, and any other terms and conditions that ERC Tax Group may reference or incorporate into these Terms from time to time.
You acknowledge and agree that these Terms are the complete and exclusive statement of the mutual understanding between you and ERC Tax Group, and that it supersedes and cancels all previous written and oral agreements, communications, and other understandings relating to the subject matter of these Terms. You hereby acknowledge and agree that you are not an employee, agent, partner, or joint venture of ERC Tax Group, and you do not have any authority of any kind to bind ERC Tax Group in any respect whatsoever.
Incentive programs that could be available for your company include, but are not limited to, Employee Retention Credit, Section 41 Research & Experimentation Credits, Energy EP Act 179D, as well as Hiring-based Incentives, Federal HUD Zone Credits, State Location-based Credits, and Employee Reimbursement Incentives.
ERC Tax Group is a consulting agent for ERTC Express. ERTC Express may subcontract CPAs, MBAs, PHDs, Engineers, Manufacturing Specialists, Software Developers, Accounting Professionals, and Tax Attorneys to find refunds, deductions, credits, and incentives businesses can claim. Our team of experts identifies, quantify, qualify, and calculate the refunds due to our Clients. ERTC Express will answer any questions and provide backup data for any inquiry.
2. Eligibility to Use ERC Tax Group Services
Ages 18 and Over Only. The Site is intended for those ages 18 and over. If you are under 18 years of age, please do not use ERTC Express’ Services.
In accordance with the federal Children’s Online Privacy Protection Act of 1998 (COPPA), ERTC Express will never knowingly solicit nor will it accept personally identifiable information from individuals known to be under thirteen (13) years of age. Please see our Private Policy for more information including how to notify ERTC Express of any concerns in this regard.
You will only use the Services for your own personal use, and not on behalf of or for the benefit of any third party, and only in a manner that complies with all laws that apply to you.
If your use of the Services is prohibited by applicable laws or regulations, or if you are a citizen, resident, or member of any jurisdiction or group that is subject to economic sanctions by the United States or other countries, then you are not authorized to use the Services. If permits and licenses are required for you to use the Services, it is your responsibility to first obtain those prior to such use. ERTC Express is not responsible for your using the Services in a way that breaks any law or regulation.
3. Data Privacy
ERC Tax Group takes the privacy of our users very seriously. To view our current Privacy Policy, please click here.
4. Description of Services
The Services consist of a web-hosted user interface for the Services. You understand that interacting with any of these systems or code that supports the Services is ultimately your own decision, and ERC Tax Group has no control or responsibility for the results of your transactions with Services.
You certify that you have the required authority to sign and submit this questionnaire on behalf of the Applicant.
You certify that the information provided in this questionnaire and in all supporting documentation true and correct in all material respects. You make this certification after reasonable inquiry people, systems, and other information available to the Applicant.
As the Authorized Representative on behalf of the Applicant, You recognize and agree to hold harmless ERC Tax Group, its employees and officers, from any damages, monetary or otherwise, that may arise as a result of incorrect information supplied by the Applicant in relation to the activity of obtaining a Tax Credit from the Internal Revenue Service.
Your access and use of the website may be interrupted from time to time due to third party failures outside of our control (such as unavailability of general Internet infrastructure). Access and use may also be interrupted for periodic updating, maintenance, or repair of the website. While we will make reasonable efforts to make the website available to you, we do not promise that it will be available at all times.
You agree that website may use your feedback, suggestions, or ideas in any way, including in future modifications of the website, other products or services, advertising or marketing materials (although any use of your personal information will be subject to our Privacy Policy).
5. Your Use of Services and Your Representation and Certifications
Your Company agrees to provide the necessary documentation for the Credit Projection Report.
Based on information provided in this qualification form along with your Company tax returns, once analyzed, ERTC Express will contact your Company with a conservative estimate of credits that ERTC Express’ projects will be available to you in the form of repayment of overpaid taxes from a federal and/or state tax authority.
If you wish to contract ERTC Express to proceed, a consulting agreement and CPA engagement letter will be offered with further details, fees, and expectations. ERTC Express does not accept any project unless it determines your Company qualifies for the refunds.
All the documentation is prepared so that your Company can apply the credits to past or current tax liability. Credits arrive in the form of a refund check. The credits may also be carried forward to offset tax liability in the future. If any credit we calculated is denied for any reason, ERTC Express will refund that portion of its fee.
You certify that you have the required authority to sign and submit this questionnaire on behalf of the Applicant.
You certify that the information provided in this questionnaire and in all supporting documentation true and correct in all material respects. You make this certification after reasonable inquiry people, systems, and other information available to the Applicant.
As the Authorized Representative on behalf of the Applicant, You recognize and agree to hold harmless ERC Tax Group and/or ERTC Express, its employees and officers, from any damages, monetary or otherwise, that may arise as a result of incorrect information supplied by the Applicant in relation to the activity of obtaining a Tax Credit from the Internal Revenue Service.
Your access and use of the website may be interrupted from time to time due to third party failures outside of our control (such as unavailability of general Internet infrastructure). Access and use may also be interrupted for periodic updating, maintenance, or repair of the website. While we will make reasonable efforts to make the website available to you, we do not promise that it will be available at all times.
You agree that website may use your feedback, suggestions, or ideas in any way, including in future modifications of the website, other products or services, advertising or marketing materials (although any use of your personal information will be subject to our Privacy Policy).
6. Restrictions and Requirements for Our Services
You represent, warrant, and agree that you will not contribute any content or otherwise use the website or interact with the website in a manner that:
· Infringes or violates the intellectual property rights or any other rights of anyone else (including ERC Tax Group.);
· Violates any law or regulation or these Terms;
· Is harmful, fraudulent, deceptive, threatening, harassing, defamatory, obscene, or otherwise objectionable;
· Jeopardizes the security of ERC Tax Group;
· Attempts, in any manner, to obtain the account or other security information from any other individual;
· Violates the security of any computer network, or cracks any passwords or security encryption codes;
· Runs any form of auto-responder or “spam” on the Services, or any processes that run or are activated while you are using the Services, or that otherwise interfere with the proper working of the Services (including by placing an unreasonable load on the Services’ infrastructure) or that would bypass the navigational structure or presentation of the Services;
· “Crawls,” “scrapes,” or “spiders” any page, data, or portion of or relating to the Services or Content (through use of manual or automated means);
· Copies or stores any significant portion of the Content;
· Decompiles, reverse engineers, or otherwise attempts to obtain the source code or underlying ideas or information of or relating to the website; or
· Circumvents, removes, alters, deactivates, degrades, or thwarts any technological measure or content protections of the Services.
A violation of any of the foregoing is grounds for termination of your right to use or access the Services to the extent possible. 7. Electronic Notifications
ERC Tax Group may from time to time provide automatic notifications and voluntary Services-related notifications, as further explained below and subject always to our Privacy Policy.
8. Assumption of Risk
By using our Services, you acknowledge and accept that there are substantial risks associated with using Sites and Services provided on the Internet. You agree and understand that you:
1. Have the necessary technical expertise and ability to review and evaluate the security, integrity, and operation of the Services;
2. Have the knowledge, experience, understanding, professional advice, and/or information to make your own evaluation of the merits, risks and applicable compliance requirements under applicable laws of any use of our Services and are not relying on us; and
3. Accept networking technology generally. You further assume and agree that we will have no responsibility or liability for, such risks. You hereby irrevocably waive, release, and discharge any and all claims, whether known or unknown to you, against us, our affiliates and their respective shareholders, members, directors, officers, employees, agents and representatives related to any of the risks set forth in these Terms.
You take responsibility for all activities and transactions that occur in connection with your use of our Services and accept all risks and consequences of your use of our Services to the maximum extent permitted by law.
9. Confidentiality
Your Company may disclose or make available to ERC Tax Group information about its business affairs, products/services, confidential intellectual property, trade secrets, third-party confidential information, and other sensitive or proprietary information, in electronic, or other form or media, and whether or not marked, designated, or otherwise identified as “confidential” (collectively, “Confidential Information”).
Confidential Information shall not include information that, at the time of disclosure: (i) is or becomes generally available to and known by the public other than as a result of, directly or indirectly, any breach of this Confidentiality provisions by ERC Tax Group or any of its Representatives; (ii) is or becomes available to ERC Tax Group on a non-confidential basis from a third-party source, provided that such third party is not and was not prohibited from disclosing such Confidential Information; (iii) was known by or in the possession of ERC Tax Group before being disclosed by or on behalf of the your Company; (iv) was or is independently developed by ERC Tax Group without reference to or use, in whole or in part, of any of your Company’s Confidential Information; or (v) is required to be disclosed under applicable federal, state or local law, regulation, or a valid order issued by a court or governmental agency of competent jurisdiction.
In order for ERC Tax Group and its subcontractors to conduct their review and determination of qualification for various State and Federal tax credits, certain information will be made available to ERTC Express, its field consultants and subcontractors, which may include Payroll Tax Returns, State and Federal Income Tax Returns and other supplementary information. As your Company has agreed to furnish these confidential records, ERC Tax Group and its agents, agree to hold confidential or proprietary information in trust and confidence and agrees that it shall be used only for the contemplated purposes necessary.
These Terms and Conditions will also govern all communications between the parties, including fax and email. Client gives referring field consultant permission, as a conduit to ERTC Express and subcontractors of ERTC Express, to receive and deliver the completed documents.
10. Intellectual Property
Your right to access and use of the Services is personal to you and is not transferable by you to any other person or entity. You are only entitled to access and use our website for lawful purposes. Subject to your compliance with these Terms, ERC Tax Group hereby grants to you, a personal, worldwide, non-assignable, non-sublicensable, non-transferrable, and non-exclusive license to use the content provided to you as part of the website (for personal, non-commercial purposes).
The materials displayed or performed or available on or through the Services, including, but not limited to, text, graphics, data, articles, photos, images, illustrations, and so forth (all of the foregoing, the “Content”) are protected by copyright and/or other intellectual property laws. You promise to abide by all copyright notices, trademark rules, information, and restrictions contained in any Content you access through the Services, and you will not use, copy, reproduce, modify, translate, publish, broadcast, transmit, distribute, perform, upload, display, license, sell, commercialize, or otherwise exploit for any purpose any Content not owned by you (i) without the prior consent of the owner of that Content or (ii) in a way that violates someone else’s (including ERC Tax Group’s) rights.
You understand that, except with respect to any open source software or third-party software that the Services incorporate, ERC Tax Group is an agent for ERTC Express and ERTC Express owns the Services, including all technology or Content (including all intellectual property rights subsisting therein), and hereby grants you a limited, revocable, transferable license to access and use those portions of the Services that are proprietary to ERTC Express.
ERTC Express Has and Retains All Rights in Our Services
ERC Tax Group works as an Agent under ERTC Express. Except for integrations with or links to third-party applications or websites, the Service itself, all content, and other subject matter included on or within the Service, and all Intellectual Property Rights in or related to the Service or any such content or other subject matter (“ERTC Express Content”) are the property of ERTC Express and its licensors. Except as expressly provided in these Terms, you agree not to use, modify, reproduce, distribute, sell, license, or otherwise exploit the ERTC Express Content without our permission.
Subject to the terms and conditions of these Terms, we grant you a license to use the Service, including accessing and viewing ERTC Express Content, for your use and to engage as expressly permitted by the features of the Service. ERTC Express may terminate this license at any time for any reason or no reason. Except for the rights and licenses expressly granted, ERTC Express reserves all other rights, and no other rights are granted by implication or otherwise.
11. Third Party Services and Websites
Any third-party goods, services, or websites (“Third Party Content”), or the information or content publicly posted or privately transmitted or made available through Third Party Content is the sole responsibility of the individual or organization from whom such goods, services, or content originated, and you access information and content from these goods, services, or websites at your own risk.
ERC Tax Group is not liable for any errors or omissions or for any damages or loss you might suffer in connection with these goods, services, or websites.
The Services may contain links or connections to third party websites or services that are not owned or controlled by us. In other cases, third party websites or services may integrate with our Services, or we may integrate with third party websites or other services. When you access third party websites or use third party services, you accept that there are risks in doing so, and that we are not responsible for such risks. The fact that our Services may be used with other third-party services should not be taken as an endorsement of those services. ERC Tax Group encourages you to be aware when you leave the Services and to read the terms and conditions and privacy policy of each third-party website or service that you visit or utilize, as your use of those services is subject to those terms and policies.
ERC Tax Group has no control over, and assume no responsibility for, the content, accuracy, privacy policies, or practices of or opinions expressed in any third-party websites or by any third party that you interact with through the Services. In addition, ERC Tax Group will not and cannot monitor, verify, censor, or edit the content of any third-party site or service. By using the Services, you release and hold ERC Tax Group harmless from any and all liability arising from your use of any third-party website or service.
Your interactions with organizations and/or individuals found on or through the Services, including payment and delivery of goods or services, financial transactions, and any other terms, conditions, warranties, or representations associated with such dealings, are solely between you and such organizations and/or individuals. You should make whatever investigation you feel necessary or appropriate before proceeding with any online or offline transaction with any of these third parties. You agree that we shall not be responsible or liable for any loss or damage of any sort incurred as the result of any such dealings.
If there is a dispute between participants of the Services, or between users and any third party, you agree that ERC Tax Group and/or ERTC Express is under no obligation to become involved. In the event that you have a dispute with one or more other users, you release ERTC Express, its officers, employees, agents, and successors from claims, demands, and damages of every kind or nature, known or unknown, suspected or unsuspected, disclosed or undisclosed, arising out of or in any way related to such disputes and/or our Services.
If you are a California resident, you shall and hereby do waive California Civil Code Section 1542, which says: “A general release does not extend to claims that the creditor or releasing party does not know or suspect to exist in his or her favor at the time of executing the release and that, if known by him or her, would have materially affected his or her settlement with the debtor or released party.”
12. Suspension or Termination of Use
You may terminate your use of our Services at any time. ERC Tax Group and/or ERTC Express may terminate (or suspend access to) your use of the Services for any reason in our discretion, including your breach of these Terms. ERC Tax Group and/or ERTC Express has the sole right to decide whether you are in violation of any of the restrictions set forth in these Terms.
Provisions that, by their nature, should survive termination of these Terms shall survive termination. By way of example, all of the following will survive termination: any obligation you have to pay us (if applicable) or indemnify us, any limitations on our liability, any terms regarding ownership or intellectual property rights, and terms regarding disputes between us.
You agree that ERC Tax Group and/or ERTC Express shall not be liable to you or any third party for any such modification, suspension, or discontinuance of our Services. In addition, we reserve the right to terminate your access to our Services for any reason, and to take any other actions that ERC Tax Group and/or ERTC Express, in its sole discretion, believes to be in the interest of our ERTC Express and of our users as a whole.
13. Disclaimer of Warranty
Your Use of the Services is Subject to Certain Disclaimers. ERC Tax Group SERVICES ARE AVAILABLE “AS IS.” WE DO NOT WARRANT THAT OUR SERVICES WILL BE UNINTERRUPTED OR ERROR-FREE. THERE MAY BE DELAYS, OMISSIONS, INTERRUPTIONS, AND INACCURACIES IN THE NEWS, INFORMATION, OR OTHER MATERIALS AVAILABLE THROUGH OUR SITE. ERTC Express DOES NOT MAKE ANY WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION, THOSE OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO OUR SITE OR ANY INFORMATION, OR GOODS THAT ARE AVAILABLE OR ADVERTISED OR SOLD THROUGH OUR SERVICES. WE DO NOT MAKE ANY REPRESENTATIONS, NOR DO WE ENDORSE THE ACCURACY, COMPLETENESS, TIMELINESS, OR RELIABILITY OF ANY ADVICE, OPINION, STATEMENT, OR OTHER MATERIAL OR DATABASE DISPLAYED, UPLOADED, OR DISTRIBUTED THROUGH ERTC Express SERVICES OR AVAILABLE THROUGH OUR SITE. ERTC Express RESERVES THE RIGHT TO CORRECT ANY ERRORS OR OMISSIONS ON OUR SERVICES. ALTHOUGH WE WILL TAKE REASONABLE STEPS TO PREVENT THE INTRODUCTION OF VIRUSES, WORMS, “TROJAN HORSES,” OR OTHER DESTRUCTIVE MATERIALS TO OUR SERVICES BY IMPLEMENTING APPROPRIATE SECURITY SAFEGUARDS, ERC Tax Group DOES NOT GUARANTEE OR WARRANT THAT OUR SERVICES OR MATERIALS THAT MAY BE DOWNLOADED FROM OUR SITE DO NOT CONTAIN SUCH DESTRUCTIVE FEATURES. ERC Tax Group IS NOT LIABLE FOR ANY DAMAGES OR HARM ATTRIBUTABLE TO SUCH FEATURES. IF YOU RELY ON OUR SERVICES AND ANY MATERIALS AVAILABLE THROUGH OUR SITE, YOU DO SO SOLELY AT YOUR OWN RISK.
OUR SITE MAY CONTAIN VARIOUS COMBINATIONS OF TEXT, IMAGES, AUDIOVISUAL PRODUCTIONS, OPINIONS, STATEMENTS, FACTS, ARTICLES, DATA, OR OTHER INFORMATION CREATED BY US OR BY THIRD PARTIES. DUE TO THE NUMBER OF SOURCES FROM WHICH CONTENT ON OUR SITE IS OBTAINED, AND THE INHERENT HAZARDS OF ELECTRONIC DISTRIBUTION, THERE MAY BE DELAYS, OMISSIONS OR INACCURACIES IN SUCH CONTENT. ACCORDINGLY, SUCH CONTENT, INCLUDING DATA, IS FOR YOUR REFERENCE ONLY AND SHOULD NOT BE RELIED UPON BY YOU FOR ANY PURPOSE.
14. Limitation of Liability
ERTC Express, its affiliates, and employees are not liable for incidental, indirect, consequential, special, punitive, or exemplary damages of any kind, including, without limitation, lost revenues or profits, loss of business or loss of data, in any way related to this site or for any claim, loss or injury based on errors, omissions, interruptions, or other inaccuracies in our Services (including, without limitation, as a result of breach of any warranty or other term of these Terms of Service).
Despite anything else stated in these Terms, we shall be under no obligation to inquire into and shall not be liable for any damages, other liabilities, or harm to any person or entity relating to the transactions you conduct or attempt to conduct using our Services, or losses, delays, failures, errors, interruptions, or loss of data occurring directly or indirectly by reason of circumstances beyond our control. This includes, without limitation: acts of God; action or inaction of civil or military authority; public enemy; war; terrorism; riot; ire; food; sabotage; epidemics or pandemics; labor disputes; civil commotion; interruption, loss or malfunction of utilities, transportation, computer or, communications capabilities; insurrection; elements of nature; or non-performance by a third party.
TO THE FULLEST EXTENT ALLOWED BY APPLICABLE LAW, UNDER NO CIRCUMSTANCES AND UNDER NO LEGAL THEORY (INCLUDING, WITHOUT LIMITATION, TORT, CONTRACT, STRICT LIABILITY, OR OTHERWISE) SHALL ERC Tax Group BE LIABLE TO YOU OR TO ANY OTHER PERSON FOR (A) ANY INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANY KIND, INCLUDING DAMAGES FOR LOST PROFITS, LOSS OF GOODWILL, WORK STOPPAGE, ACCURACY OF RESULTS, OR COMPUTER FAILURE OR MALFUNCTION, OR (B) ANY AMOUNT, IN THE AGGREGATE, IN EXCESS OF $100.00, OR (C) ANY MATTER BEYOND OUR REASONABLE CONTROL. SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES, SO THE ABOVE LIMITATION AND EXCLUSIONS MAY NOT APPLY TO YOU.
15. Indemnification
To the fullest extent allowed by applicable law, You agree to indemnify and hold ERC Tax Group, our affiliates, officers, agents, employees, and partners harmless from and against any and all claims, liabilities, damages (actual and consequential), losses, and expenses (including attorneys’ fees) arising from or in any way related to any third-party claims relating to (a) your use of the Services, or (b) your violation of these Terms or applicable law. ERC Tax Group reserves the right to take over the exclusive defense of any claim for which we are entitled to indemnification. In such event, you shall provide ERC Tax Group with such cooperation as is reasonably requested by us.
16. Governing Law and Forum for Dispute Resolution
These Terms, and your relationship with ERC Tax Group under these Terms, shall be governed by the laws of the State of Texas in the United States of America without regard to its conflict or choice of laws provisions.
17. California Consumer Rights Notice
Under California Civil Code Section 1789.3, California users of a website receive the following specific consumer rights notice. The Complaint Assistance Unit of the Division of Consumer Services of the California Department of Consumer Affairs may be contacted in writing at 1625 North Market Blvd., Suite N 112, Sacramento, CA 95834, or by telephone at (800) 952- 5210 should you have any concerns with the ERTC Express Services.
18. Changes to These Terms of Service
ERC Tax Group is constantly working to improve its Services, and these Terms may need to be updated. ERTC Express reserves the right to change these Terms at any time. Updates to these Terms will be made available on the ERC Tax Group Site (ERC Tax Group https://erctaxgroup.com) may suspend or discontinue any part of the Services, or ERTC Express may introduce new features or impose limits on certain features or restrict access to parts or all of the Services. ERC Tax Group reserves the right to remove any content from the Site or Services at any time, for any reason in our sole discretion, and without notice.
If you do not agree with the new Terms after any changes, please immediately discontinue your uses of the Site and Services. If you use the Services in any way after a change to the Terms is effective, that means you agree to all of the changes.
These Terms of Service, and any rights and licenses granted hereunder, may not be transferred or assigned by you, but may be assigned by ERC Tax Group without restriction. Any attempt to assign or transfer these Terms of Use and any rights and licenses will be null and void.
19. Miscellaneous Terms
Entire Agreement. The Terms of Use, including ERC Tax Group’s Privacy Policy, which are hereby incorporated by reference, constitute the entire agreement between you and ERC Tax Group and governs your use of the site, superseding any contemporaneous or prior agreements between you and ERTC Express.
Governing Laws. The Terms of Use will be governed by and construed in accordance with the laws of the State of Texas without regard to its conflict of law provisions.
Assignment. You may not assign, delegate, or transfer these Terms or your rights or obligations hereunder, in any way (by operation of law or otherwise) without our prior written consent. ERC Tax Group may transfer, assign, or delegate these Terms and our rights and obligations without consent.
Waiver and Severability. The failure of ERC Tax Group to exercise or enforce any right or provision of the Terms of Use shall not constitute a waiver of such right or provision. If any provision of this Agreement is invalid, illegal, or unenforceable under applicable law, it shall not affect the validity or enforceability of the remainder of the terms of this Agreement, and without further action by the parties to this Agreement, such provision shall be reformed to the minimum extent necessary to make such provision valid and enforceable.
Notices. ERC Tax Group may provide you with notices, including, without limitation, those regarding changes to the Terms of Service and other site-related announcements, by postings on the site or via email.
Limitation on Claims. Any action concerning the site must be brought within one (1) year after the reason for the action arises, or the claim is barred.
ERC Tax Group and/or ERTC Express May be Legally Compelled to Disclose Certain Information. You agree that in the event ERTC Express receives a subpoena issued by a court or from a law enforcement or government agency, ERTC Express may have to comply with such subpoenas without your consent or prior notice to you and may need to disclose your IP address, name, IP location, or other information in response thereto.
Contact Information. Please send any questions, comments or report any Terms of Service violations to info@erctaxgroup.com.