Last Updated: May 5, 2026
These Terms of Service ("Terms") govern your access to and use of the websites, products, programs, software, services, and content offered by SMART Tax, SMART Virtual Millionaires LLC, and/or Kalisa Vaughn (collectively, "Company," "we," "us," or "our"). By purchasing, accessing, or using any of our products or services, you ("Client," "you," or "your") agree to be bound by these Terms. If you do not agree, do not use our products or services.
We provide digital products, educational content, software access, service bureau solutions, coaching, mentorship, and related materials for tax preparation professionals and entrepreneurs. All materials are proprietary and protected by applicable intellectual property laws.
All training courses and live Q&A sessions will be hosted in our private Skool Community. It is your responsibility to join the Skool Community, check the calendar, and attend live sessions. SMART Tax is not liable for any missed sessions, scheduling conflicts, technical difficulties on your end, or your failure to access, join, or participate in the community or any live event.
Although these training courses are packed with features and benefits, there are NO CE Credits (Continuing Education Credits) for taking these courses. By purchasing or enrolling, you acknowledge and agree that none of our training courses, live sessions, recordings, or community content qualify for IRS, state, or any other professional continuing education credit.
Due to the digital nature of this product(s) and immediate access to proprietary content, ALL SALES ARE FINAL. NO REFUNDS.
By completing your purchase, you expressly acknowledge and agree that:
Upon purchase, you are granted a limited, non-exclusive, non-transferable, revocable license to access the purchased materials for your personal or internal business use only. You may not copy, reproduce, distribute, resell, share, sublicense, publicly display, or create derivative works from any of our content, software, branding, or materials without prior written consent from the Company.
All trademarks, logos, course content, software, templates, playbooks, tutorials, and other materials remain the sole property of SMART Tax, SMART Virtual Millionaires LLC, and/or Kalisa Vaughn.
You agree that you will:
All products and services are provided "AS IS" and "AS AVAILABLE" without warranty of any kind, express or implied. We do not guarantee any specific income, results, or business outcomes. Your success depends on your own effort, experience, market conditions, and other factors outside our control. Nothing on our website or in our materials constitutes legal, tax, financial, or professional advice. No course, session, or material offered by the Company qualifies for CE Credits.
To the fullest extent permitted by law, SMART Tax, SMART Virtual Millionaires LLC, Kalisa Vaughn, and our affiliates, officers, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, arising out of or related to your use of our products or services, including but not limited to missed live sessions, inability to access the Skool Community, or any technical issues affecting your participation. Our total aggregate liability shall not exceed the amount you paid to us for the specific product or service giving rise to the claim.
You agree to indemnify, defend, and hold harmless SMART Tax, SMART Virtual Millionaires LLC, Kalisa Vaughn, and our affiliates from any claims, damages, liabilities, losses, costs, or expenses (including reasonable attorneys' fees) arising from your use of our products or services, your violation of these Terms, or your violation of any third-party rights.
We reserve the right to suspend or terminate your access to any product, program, service, or our Skool Community at any time, without refund, for any violation of these Terms or for conduct we deem harmful to other users, our staff, or the Company.
We collect information you provide when purchasing or registering for our products and services, including your name, email address, phone number, billing information, and any information you submit through forms, support requests, or communications with us. We may also automatically collect usage data such as IP address, browser type, device information, and pages visited.
We use your information to: (a) process transactions and deliver products; (b) provide customer support; (c) communicate with you about your account, purchases, updates, and promotions; (d) improve our products, services, and website; and (e) comply with legal obligations.
We do not sell your personal information. We may share your information with trusted third-party service providers (such as payment processors, email platforms, software partners, and our Skool Community platform) solely to operate our business. We may also disclose information if required by law, subpoena, or to protect our rights.
We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission over the Internet is 100% secure.
Our website may use cookies and similar tracking technologies to enhance your experience and analyze website traffic. You can control cookies through your browser settings.
You may request access to, correction of, or deletion of your personal information by contacting us at the information below, subject to applicable legal exceptions and our record-keeping obligations.
Our products and services are not directed to individuals under 18. We do not knowingly collect personal information from children.
By providing your contact information, you consent to receive communications from us via email, phone, or SMS regarding your purchase, account, and related offers. You may opt out of marketing communications at any time by following the unsubscribe instructions or contacting us directly.
These Terms shall be governed by and construed in accordance with the laws of the State of Texas, without regard to conflict of law principles. Any dispute arising out of or relating to these Terms or our products and services shall be resolved exclusively in the state or federal courts located in Texas, and you consent to the personal jurisdiction of such courts.
We reserve the right to modify these Terms at any time. Updates will be posted on this page with a revised "Last Updated" date. Your continued use of our products or services after changes are posted constitutes your acceptance of the updated Terms.
Questions? Reach out to us: