Terms of Service
1. Who We Are
5330Prep ("we," "us," or "our") is a document preparation service that helps employers, plan administrators, and their authorized representatives prepare IRS Form 5330 (Return of Excise Taxes Related to Employee Benefit Plans). We are not a law firm, CPA firm, enrolled actuary, or enrolled agent, and we do not provide tax, legal, or financial advice.
2. Acceptance of Terms
By accessing or using 5330Prep, you agree to be bound by these Terms of Service. If you do not agree, do not use the service. These terms apply to all visitors, registered users, and anyone who submits data through our platform.
3. Not Tax or Legal Advice
The calculations, form preparation, and informational content provided by 5330Prep are for document preparation purposes only. Nothing on this site constitutes tax, legal, actuarial, or financial advice. You should consult a qualified ERPA (Enrolled Retirement Plan Agent), CPA, tax attorney, or enrolled actuary before filing any return with the IRS.
You are solely responsible for:
- The accuracy and completeness of all information you provide
- Verifying that the calculated excise tax amounts are correct
- Filing the completed form with the IRS by the applicable deadline
- Paying any excise taxes owed
4. Eligibility and Authorized Use
You may use 5330Prep only if you are:
- An employer or plan sponsor required to file Form 5330, or
- A third-party administrator, CPA, attorney, or other professional authorized to prepare returns on behalf of such entities
You may not use this service to prepare returns for which you have no legal authority, or for any fraudulent, deceptive, or unlawful purpose.
5. Account and Data
If you create an account, you are responsible for maintaining the confidentiality of your login credentials. You may delete your account and all associated data at any time from your dashboard. Guest filings (not associated with an account) are automatically deleted after 30 days.
We store your form data — including EINs, SSNs, and financial figures — in encrypted form. See our Privacy Policy for full details on data handling.
6. No Warranty
5330Prep is provided "as is" and "as available" without warranties of any kind, express or implied. We do not warrant that the service will be error-free, uninterrupted, or that the calculations produced will be accepted by the IRS. Tax law is complex and changes frequently — always verify calculations independently.
7. Limitation of Liability
To the fullest extent permitted by law, 5330Prep and its operators shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the service, including but not limited to: IRS penalties, interest, or audits resulting from inaccurate filings; late filing penalties; or reliance on any calculation or output produced by the service.
Our total aggregate liability for any claim arising out of or related to these terms shall not exceed the amount you paid us in the 12 months preceding the claim.
8. Privacy
Your use of 5330Prep is also governed by our Privacy Policy, which is incorporated into these Terms by reference.
9. Changes to Terms
We may update these Terms from time to time. If we make material changes, we will update the effective date at the top of this page. Continued use of the service after changes constitutes acceptance of the updated Terms.
10. Governing Law
These Terms are governed by the laws of the United States. Any disputes shall be resolved in the applicable federal or state courts.
11. Contact
Questions about these Terms? Contact us at hello@5330prep.com.