Tax Professional Lead Purchase Agreement

Effective Date: February 16, 2026
Website: HelpMeDoTaxes.com
Operated By: Charivia, LLC

This Agreement governs the purchase and use of leads from HelpMeDoTaxes.com, operated by Charivia, LLC.

1. Lead Marketplace Participation

By purchasing leads, you agree to participate in the Platform marketplace under these terms.

2. Exclusive Lead Ownership

All leads are sold on an exclusive basis.

Upon purchase:

• The lead is permanently assigned to you.
• Leads are not resold.
• Ownership does not expire.

3. Permitted Use

Leads may be used solely for:

• Contacting the Reader
• Providing tax services
• Internal firm servicing

Leads may not be:

• Resold
• Shared externally
• Transferred to other firms

4. Lead Delivery

Purchased leads appear in your marketplace dashboard under “My Leads,” where full submission details are accessible.

5. Pricing & Payment

Leads are priced dynamically based on submission factors.

Payments are processed via Stripe.

Bulk purchasing packages may be offered in the future.

6. Refund Policy

All lead purchases are final.

Refunds are not guaranteed.

Credits or replacements may be issued solely at Company discretion.

Conversion outcomes do not determine refund eligibility.

7. Lead Authenticity

Leads are validated through email verification.

However, we do not guarantee:

• Responsiveness
• Hiring outcomes
• Revenue generation

8. Professional Conduct

You agree to:

• Represent credentials truthfully
• Maintain valid licensure
• Comply with applicable laws

Misconduct may result in suspension or removal.

9. Contact Expectations

Tax Professionals are encouraged to initiate outreach within 72 hours of purchase to ensure optimal Reader engagement.

10. Account Enforcement

We reserve the right to:

• Suspend accounts
• Remove marketplace access
• Terminate participation

11. Limitation of Liability

Charivia, LLC is not liable for:

• Lead quality disputes
• Conversion outcomes
• Business losses

12. Governing Law

This Agreement is governed by the laws of Texas, United States.

13. Contact

Marketplace support:

contact@helpmedotaxes.com