Tax Planning

Tax Planning That Secures Your Future

Strategize Your Success
with Expert Tax Planning

You save lives—we save you money. At LimeLife Tax, we understand the unique financial challenges you face as a healthcare professional. Our expert tax planning services help you reduce your tax burden, maximize deductions, and keep more of your hard-earned income. You WILL write a check, but you get to decide—send it to the IRS graveyard or invest in yourself and your future. Let’s make sure your money works for you.
 

Comprehensive Tax Planning

Our tax planning services go beyond mere compliance. We focus on strategic tax savings that improve your bottom line. Here’s how we make it happen:

Detailed Planning

We create tax plans that are not only in compliance with the IRS but are also designed to save you significantly on taxes. Each plan is detailed with step-by-step instructions, ensuring you know exactly how to implement each strategy.

Guaranteed Savings

We promise substantial savings—save at least $10,000 on your tax bill with our strategies, or we’ll refund our fees. This guarantee demonstrates our confidence in providing you with effective tax solutions.

Tailored to All Tax Situations

We cater to everyone who faces tax liabilities, providing customized advice whether you receive a W2 or manage your own business. Our expertise aims to optimize your tax outcomes and support your financial goals.

How Our Tax Planning Works

Engaging with us is straightforward but thorough. We ensure that every solution we offer is perfectly tailored to your needs. Every decision has tax consequences. We help you plan, save and thrive.

Initial Discovery Call

Everything starts with a conversation. We discuss your financial goals, tax history, and any specific challenges you might be facing.

Onboarding Call

If we decide to proceed together, we'll have a call to document your financial life and the issues causing you tax trouble.

Personalized Tax Strategies

We thoroughly review your financial situation and explore legal tax-saving opportunities, crafting and implementing a plan that’s unique to you.

Terms and Condtions

Last Updated: January 20, 2025

OVERVIEW

This website is operated by LimeLife Tax Planning & Relief Experts (“we”, “us”, “our”). We offer this website, including all information, tools and services available from this site to you, the user, conditioned upon your acceptance of all terms, conditions, policies and notices stated here.

By visiting our site and/or purchasing something from us, you engage in our “Service” and agree to be bound by these terms and conditions (“Terms of Service”, “Terms”). These Terms of Service apply to all users of the site, including browsers, vendors, customers, merchants, and contributors of content.

Please read these Terms of Service carefully before accessing or using our website. If you do not agree to all the terms and conditions of this agreement, you may not access the website or use any services.

1. COMMUNICATIONS AND CONSENT

By using our services, you expressly consent to receive communications from us and our service providers (including GoHighLevel and RingCentral) through:

– Email

– Telephone calls

– SMS/text messages

– Automated messages and calls

For text messages specifically:

– Message and data rates may apply

– Consent is not required as a condition of purchase

– You can opt-out at any time by replying STOP

– Message frequency varies

– Support is available by emailing staff@limelifetax.com

2. ONLINE SERVICES TERMS

By agreeing to these Terms of Service, you represent that you:

– Are at least the age of majority in your state

– Will not use our products for any illegal purpose

– Will not transmit any malicious code

– Will not violate any laws in your jurisdiction

3. GENERAL CONDITIONS

We reserve the right to:

– Refuse service to anyone

– Modify or discontinue services without notice

– Update these terms at any time

– Limit sales by geographic region or jurisdiction

4. ACCURACY OF INFORMATION

We strive to provide accurate information but:

– Cannot guarantee complete accuracy

– May contain historical information

– Reserve the right to modify content

– Are not responsible for decisions made based solely on site information

5. BILLING AND ACCOUNT INFORMATION

You agree to:

– Provide current and accurate account information

– Promptly update any changes to your information

– Accept our right to refuse or limit orders

– Accept our right to cancel orders at our discretion

6. THIRD-PARTY SERVICES AND LINKS

We may provide access to third-party tools and services:

– Without warranties or endorsements

– At your own risk

– Subject to third-party terms and conditions

7. USER SUBMISSIONS AND FEEDBACK

By submitting comments or feedback, you:

– Grant us right to use and publish the content

– Agree not to submit unlawful or malicious content

– Accept our right to monitor and remove content

– Remain responsible for accuracy of submissions

8. PROHIBITED USES

You are prohibited from using the site:

– For unlawful purposes

– To violate any laws or regulations

– To infringe on intellectual property rights

– To harass or discriminate

– To submit false information

– To transmit malicious code

– To collect others’ personal information

– To interfere with site security

9. DISCLAIMER OF WARRANTIES

We provide services “as is” and do not guarantee:

– Uninterrupted service

– Error-free operation

– Accuracy of results

– Meeting of expectations

– Correction of all defects

10. LIMITATION OF LIABILITY

LimeLife Tax Planning & Relief Experts, our directors, officers, employees, affiliates, agents, contractors, interns, suppliers, service providers or licensors shall not be liable for any:

– Direct, indirect, or consequential damages

– Lost profits or revenue

– Lost data or costs of replacement

– Damages arising from service use

– Errors or omissions in content

11. INDEMNIFICATION

You agree to indemnify and hold harmless LimeLife Tax Planning & Relief Experts from any claims arising from:

– Your breach of these Terms

– Your violation of any laws

– Your violation of any third-party rights

12. GOVERNING LAW

These Terms shall be governed by the laws of the State of Missouri, United States.

13. CHANGES TO TERMS

We reserve the right to update these Terms at any time. Changes will be posted on our website, and your continued use constitutes acceptance.

14. CONTACT INFORMATION

Questions about these Terms should be sent to:

LimeLife Tax Planning & Relief Experts

12747 Olive Blvd, Suite 300

Saint Louis, MO 63141

Email: staff@limelifetax.com

Phone: 314-391-8037

Privacy Policy

Last Updated: January 20, 2025

 

Introduction

 

This privacy policy has been compiled to better serve those who are concerned with how their ‘Personally Identifiable Information’ (PII) is being used online. PII, as described in US privacy law and information security, is information that can be used on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context. Please read our privacy policy carefully to get a clear understanding of how we collect, use, protect or otherwise handle your Personally Identifiable Information in accordance with our website.

 

What Personal Information Do We Collect?

 

When ordering or registering on our site, as appropriate, you may be asked to enter your:

– Name

– Email address

– Mailing address

– Phone number

– Credit card information

– Tax-related information

– Other details to help you with your experience

 

When Do We Collect Information?

 

We collect information from you when you:

– Register on our site

– Place an order

– Subscribe to a newsletter

– Respond to a survey

– Fill out a form

– Use Live Chat

– Open a Support Ticket

– Enter information on our site

– Provide feedback on our products or services

– Consent to receive text messages or SMS communications

 

How Do We Use Your Information?

 

We may use the information we collect from you when you register, make a purchase, sign up for our newsletter, respond to a survey or marketing communication, browse the website, or use certain other site features in the following ways:

– To personalize your experience

– To improve our website

– To better service you in responding to customer service requests

– To administer contests, promotions, surveys or other site features

– To quickly process your transactions

– To ask for ratings and reviews of services or products

– To follow up after correspondence (live chat, email or phone inquiries)

– To send text messages and SMS communications (with your explicit consent)

 

Text Message Communications and Consent

 

By providing your mobile phone number and consenting to receive text messages, you agree to receive SMS and text messages from us and our service providers (including GoHighLevel and RingCentral) regarding our services. Specifically:

– Message and data rates may apply

– Consent is not required as a condition of purchasing any goods or services

– Frequency of messages may vary

– You can opt-out at any time by replying STOP to any message

– You can also opt-out by emailing staff@limelifetax.com

 

How Do We Protect Your Information?

 

Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems, and are required to keep the information confidential. We implement a variety of security measures, including:

 

– Regular malware scanning

– SSL encryption for sensitive/credit information

– Secure networks

– Limited access to personal information

– Regular security assessments

 

All transactions are processed through a gateway provider and are not stored or processed on our servers.

 

Do We Use ‘Cookies’?

 

Yes. Cookies are small files that a site or its service provider transfers to your computer’s hard drive through your Web browser that enables the site’s or service provider’s systems to recognize your browser and capture and remember certain information. We use cookies to:

– Help remember and process items in shopping carts

– Understand and save user preferences

– Keep track of advertisements

– Compile aggregate data about site traffic and interactions

 

Third-Party Disclosure

 

We do not sell, trade, or otherwise transfer your PII to outside parties unless we provide users with advance notice. This does not include website hosting partners and other parties who assist us in operating our website, conducting our business, or serving our users, so long as those parties agree to keep this information confidential.

 

California Online Privacy Protection Act (CalOPPA)

 

CalOPPA requires us to disclose:

– Users can visit our site anonymously

– We will add a link to this privacy policy on our home page

– Our Privacy Policy link includes the word ‘Privacy’

– Users will be notified of Privacy Policy changes on our Privacy Policy Page

– Users can change their personal information by emailing us

 

Children’s Online Privacy Protection Act (COPPA)

 

We do not knowingly collect or solicit information from anyone under 13 years of age.

 

Fair Information Practices

 

In case of a data breach, we will notify you via email and/or site notification within 60 business days.

 

CAN-SPAM Act Compliance

 

We collect your email address to:

– Send information and respond to inquiries

– Process orders and send order updates

– Send additional information about our services

– Send marketing communications

 

We agree to:

– Not use false or misleading subjects or email addresses

– Identify marketing messages as advertisements

– Include our physical business address

– Monitor third-party email marketing services

– Honor opt-out/unsubscribe requests promptly

– Allow users to unsubscribe via email or link

 

Contact Us

 

If you have questions about this Privacy Policy, please contact us at:

 

LimeLife Tax Planning & Relief Experts

12747 Olive Blvd, Suite 300

Saint Louis, MO 63141

Email: staff@limelifetax.com

Phone: 314-391-8037

Limelife Tax
Privacy Overview

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