FundTaxes

Terms of Service

These terms govern your use of FundTaxes (fundtaxes.com), operated by Techlancer LLC. Effective Oct 10, 2026.

1. The service

FundTaxes is software for Qualified Opportunity Fund compliance: it records the values you enter and calculates the 90% asset test, QOZB tests, penalties, investor inclusion amounts, deadlines and related documents. It also offers free public tools, a directory of advisers, and requests you can send to independent service providers.

FundTaxes is not a law firm, accounting firm or tax adviser, and nothing it produces is tax, legal or investment advice. Results depend entirely on the information you provide and the elections you choose. Have a qualified professional review any position before you file or rely on it.

2. Accounts

You must give a valid email address and keep your password confidential. You are responsible for activity under your account and for the people you invite to a firm workspace and the roles you give them. You must be at least 18 and able to enter a binding contract.

You keep ownership of the data you enter. You give us permission to store and process it to run the service for you.

3. Free trial, subscriptions and add-ons

  • New accounts get a free trial. After it ends, continued use requires a paid subscription.
  • Subscriptions are billed in advance, monthly or yearly, per fund (or per firm for the firm tier), through Stripe. They renew automatically until you cancel in Manage billing; cancellation takes effect at the end of the paid period.
  • One-time add-ons (for example a working-capital plan or reasonable-cause statement) are charged once per fund. Because they unlock a document immediately, they are not refundable once used, except where the law requires otherwise.
  • If a payment fails we may limit access after a short grace period until it is resolved.
  • Prices are shown before you pay and may change for future billing periods with notice by email.

4. Directory listings and service requests

Directory listings are advertising. A Featured listing is a flat monthly fee for placement; we never take a share of a provider's fees, and a listing is not a recommendation or endorsement. We may approve, decline or remove a listing.

When you send a service request (valuation, cost segregation, property-tax appeal, CPA preparation, legal, fund administration, exchange or credits), we pass the details you enter to one independent provider. Any engagement is between you and that provider; we are not a party to it and are not responsible for their work.

5. Acceptable use

  • Do not misuse the service: no unlawful use, no attempts to access other customers' data, no interference with the service or its security, no automated scraping beyond normal use of the public tools, and no reselling the service without our written agreement.
  • Do not upload information you have no right to share, including other people's personal data without a lawful basis.

6. Third-party data

The free tools and some calculations use public data (for example the U.S. Treasury Opportunity Zone list via HUD, Census Bureau geocoding and IRS rates). That data can be incomplete or change; we pass it through as-is.

7. Availability and changes

We work to keep the service available and your data backed up, but we do not guarantee uninterrupted service. We may change or discontinue features; if we discontinue the paid service we will give reasonable notice and let you export your data.

8. Disclaimers and limitation of liability

The service is provided "as is" without warranties of any kind, express or implied, including fitness for a particular purpose and accuracy of results, to the extent the law allows.

To the extent the law allows, Techlancer LLC is not liable for indirect, incidental, special or consequential damages, or for penalties, interest, taxes or lost tax benefits, arising from use of the service. Our total liability for any claim is limited to the amount you paid us in the 12 months before the claim.

9. Ending your account

You can stop using the service at any time and ask us to delete your account at support@fundtaxes.com. We may suspend or close accounts that break these terms or leave invoices unpaid.

10. Changes to these terms

We may update these terms. Material changes take effect 30 days after we post them or email you; continuing to use the service after that means you accept them.

11. Contact

Questions about these terms: support@fundtaxes.com.