Terms of Service

Unlevered is an educational tax strategy tool. It helps you understand which tax strategies may be available to you based on the financial information you provide. It generates a personalized report you can review with your CPA or tax advisor.

Unlevered is not a tax preparation service, a tax filing service, or a tax advisory firm. It does not prepare or file your tax returns, and it does not provide individualized tax advice.

Nothing in Unlevered—including the reports, estimates, or strategy descriptions—constitutes tax, legal, or financial advice. You should always consult a qualified tax professional before making any tax-related decisions.

The numbers Unlevered generates are estimates based on the information you provide and publicly available tax rules. They are not guarantees of actual tax savings. Your real results will depend on your complete financial picture, which only a qualified professional reviewing your full records can determine.

We provide these estimates on an “as is” basis with no warranty of any kind, express or implied.

By using Unlevered, you acknowledge and agree that:

• The estimates provided may not reflect your actual tax outcome.
• You will not rely on any output from Unlevered without independently verifying its accuracy with a qualified tax professional.
• Tax strategies involve risk and your results may vary based on your complete financial picture, which Unlevered does not have access to.
• You are solely responsible for any decisions you make based on the information in your report.

To the maximum extent permitted by law, Unlevered and its operators, employees, agents, and affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the product. This includes, but is not limited to, lost profits, lost data, tax penalties, additional taxes owed, or any other financial losses resulting from reliance on the information provided.

In no event shall our aggregate liability exceed the amount you paid for the product ($149). This limitation applies regardless of the form of action, whether in contract, tort, strict liability, or otherwise.

You agree to defend, indemnify, and hold harmless Unlevered and its operators, officers, directors, employees, agents, and affiliates from and against any and all claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees) arising out of or in connection with:

• Your use of the product or reliance on any information provided.
• Any tax positions taken based on the strategies identified in your report.
• Any violation of these Terms of Service.
• Any inaccuracy in the financial information you provided to generate your report.

Unlevered is provided on an “as is” and “as available” basis without warranties of any kind, either express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, accuracy, and non-infringement.

We do not guarantee that the strategies identified will result in any particular tax outcome, that the estimates will match your actual tax return, or that the product will be error-free.

Unlevered is a $149 digital product that is delivered immediately upon purchase. Because of instant delivery, all sales are final and no refunds are offered.

If you experience a technical issue that prevents you from receiving your report, contact us within 7 days of purchase and we will re-send it to you.

We collect only the financial inputs you provide and your email address. We do not sell or share your data with any third party for marketing purposes.

Your data is retained for 90 days after report delivery, then permanently deleted. For full details, see our Privacy Policy.

Tax laws change. We update Unlevered when material changes to federal or state tax law affect the strategies we cover. However, it is your responsibility to verify that any strategy is still current and applicable to your situation at the time you act on it.

These terms shall be governed by and construed in accordance with the laws of the State of California, without regard to conflict of law principles. Any dispute arising under these terms shall be resolved in the state or federal courts located in San Francisco County, California.