Legal Terms
Terms & Conditions
Last Updated: May 2026
These Terms & Conditions govern your access to and use of the website, forms, enrollment pages, communications, onboarding systems, software access opportunities, CRM tools, automation resources, training resources, and related services provided by MTP Enterprises LLC.
Business Services
MTP provides tax business support services, onboarding assistance, CRM tools, automation resources, training support, software access opportunities, PTIN program support, ERO enrollment support, service bureau infrastructure, financial wellness opportunities, business formation support, and related business growth services.
No Guarantees
MTP does not guarantee approval, income, revenue, refund amounts, business growth, funding, client acquisition, tax preparation results, software approval, bank product approval, EFIN approval, service bureau performance, or financial outcomes of any kind.
Program Eligibility
PTIN, ERO, service bureau, rebate, split, financial wellness, software, CRM, and related program opportunities may require approval, verification, documentation, compliance review, or minimum production requirements.
User Responsibilities
You agree to provide accurate and complete information, maintain compliance with applicable laws and regulations, protect your login credentials, and use our website, forms, systems, and services only for lawful business purposes.
You are solely responsible for your business activities, tax preparation compliance, client relationships, document accuracy, data handling practices, marketing practices, pricing decisions, operational decisions, and compliance with IRS, software, bank product, and professional requirements.
SMS, Email, and Communication Consent
By providing your phone number and submitting your information through this website or related forms, you consent to receive phone calls, SMS text messages, emails, and automated communications from MTP regarding inquiries, applications, onboarding updates, account notifications, document requests, reminders, customer support, and related service communications.
Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of SMS communications at any time. Reply HELP for assistance. Consent to receive SMS messages is not a condition of purchase.
Intellectual Property
All website content, branding, logos, graphics, systems, workflows, forms, training materials, templates, automation structures, business materials, page layouts, and related resources are owned by MTP or its licensors and may not be copied, reproduced, distributed, resold, modified, or used without written permission.
Third-Party Services
MTP may utilize third-party providers for website hosting, forms, CRM systems, client portals, payment processing, tax software, SMS messaging, email delivery, phone systems, bank product enrollment, document storage, analytics, and automation.
We are not responsible for outages, delays, interruptions, denials, account restrictions, approval decisions, processing errors, or actions caused by third-party providers, software companies, banks, payment processors, communication platforms, or service partners.
Payments, Fees, and Refunds
Certain services, programs, onboarding fees, software-related fees, service bureau fees, custom setup fees, digital services, training programs, branding upgrades, or business services may require payment.
Refund eligibility, if applicable, is governed by the MTP Refund Policy or the written terms provided at the time of purchase. Certain digital services, onboarding fees, software setup fees, custom branding, training programs, automation setup, and business services may be non-refundable once work has begun or access has been provided.
Compliance
You are responsible for maintaining all required licenses, PTINs, EFINs, registrations, software access requirements, bank product requirements, data security practices, client consent procedures, and compliance obligations related to your business.
Limitation of Liability
To the fullest extent permitted by law, MTP shall not be liable for indirect, incidental, special, consequential, financial, business, reputational, or lost-profit damages arising from the use of this website, services, systems, software access, communications, automations, resources, third-party platforms, or related business support.
Changes To Terms
MTP may update these Terms & Conditions at any time. Updated terms become effective once posted on this page with a revised “Last Updated” date.
Contact Information
Questions regarding these Terms & Conditions may be directed to:
Email: support@mtp.tax
Phone: 901-668-3111