Effective Date: October 20, 2025
By accessing or using Augusta Planner, you agree to be bound by these Terms of Service ("Terms"). If you do not agree, you may not use Augusta Planner.
Augusta Planner is NOT your lawyer, CPA, advisor, or fiduciary, and we have NO professional duties to you. You alone are responsible for your legal, tax, financial, and compliance decisions. Augusta Planner is an online platform that offers general educational content and administrative tools to assist users with their own documentation and planning needs. We do not provide legal, tax, accounting, or financial advice. Use of our service does not establish any attorney-client, accountant-client, fiduciary, or professional relationship.
Users are solely responsible for all decisions regarding legal, regulatory, and tax outcomes and must consult professional advisors before relying on documents or information supplied.
We are NOT:
We provide educational information and administrative tools only, and users are solely responsible for their own legal, tax, and financial decisions.
Nothing in these Terms creates a fiduciary duty, special relationship, or heightened obligation between the parties.
Augusta Planner does not:
Your CPA should verify all information before use. We have no duty to monitor, audit, or verify any information you provide or any activity conducted using our tools, including any duty to ensure accuracy, legality, or compliance.
Rental agreements and addenda are generated from proprietary templates, customized from user-provided details. Augusta Planner does not review, validate, or guarantee enforceability, legal sufficiency, or accuracy of any agreement or addendum. Users must review, customize, and secure professional approval before execution or use.
All materials should be reviewed by your licensed CPA or tax attorney before use.
Your professional should:
Use without professional review significantly increases risk and you assume full responsibility.
Any market rate guidance we provide is educational only and based on general examples. We recommend having your CPA verify that rates are appropriate for your specific property and location.
The Augusta Rule (IRC Section 280A(g)) receives heightened IRS scrutiny. You acknowledge:
Any tax information provided is not intended to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.
Augusta Planner does not prepare, file, or handle tax forms on your behalf. You are solely responsible for all tax reporting related to rental payments, including but not limited to issuing Forms W-9, 1099-MISC, 1099-NEC, or other required tax documents where applicable.
Scheduling may utilize integrations with third-party providers (e.g., Calendly, Google Calendar). These providers maintain independent terms and privacy policies. Augusta Planner disclaims all responsibility for third-party outages, errors, data loss, or service performance.
You Are Responsible For:
By using payment features, you ("Owner") appoint Augusta Planner as your authorized agent for the limited purpose of invoicing your own Business (Tenant), collecting rent on your behalf, and forwarding funds to your designated personal account. Payment to Augusta Planner is deemed payment to the Owner upon our receipt. Payment facilitation is available only when you are both the Business owner and the Property owner. Payment functionality is incidental to our educational and administrative services, and we are not a money transmitter, bank, escrow agent, or fiduciary. We do not act as an escrow, custodian, trustee, or fiduciary with respect to any funds at any time.
All payments are processed by Stripe, under its terms. We do not store payment information. We may deduct applicable fees before forwarding funds, and we do not guarantee uninterrupted processing, timing of transfers, or IRS acceptance. You are solely responsible for the legitimacy of rental transactions, conducting actual business meetings, maintaining all required records, and complying with all tax, legal, and reporting requirements. We may suspend or terminate payment services at any time for compliance or risk reasons.
All payment transactions are conducted at your sole risk, and you assume full responsibility for any losses, delays, errors, or disputes, including those involving Stripe or your financial institution.
Annual Fee: Augusta Planner is billed as a recurring annual subscription at $250/year, auto-renewing unless canceled before renewal.
Automatic Billing: You authorize us to charge your designated payment method at each renewal.
Cancellations & Refunds: Users must cancel in writing (email to contact address below) prior to renewal to prevent further charges. Subscription fees are non-refundable except where required by law.
Failed Payments: Access may be suspended or terminated for non-payment, and users remain liable for outstanding amounts.
Keeping Information Current: You are responsible for keeping your payment method and contact information current and accurate.
Price Changes: Fee adjustments require 30 days' advance notice before your next renewal.
Taxes: You are responsible for any applicable sales tax, VAT, or other taxes. We will add applicable taxes to your invoice where required by law.
We may collect personal, business, financial, and property information you provide to operate the service, generate documents, schedule events, and facilitate payments. This may include identifying information, contact information, payment details, and rental or meeting information.
We use this information to provide the service, communicate with you, support documentation and payment functionality, and comply with legal requirements. Your information is governed by our Privacy Policy. We do not sell your information.
You are responsible for providing accurate, lawful, and authorized information and for updating it as needed. You represent that you have the authority to provide any third-party information you submit and have obtained any necessary consents.
We use commercially reasonable security measures, but no system is completely secure. We are not responsible for unauthorized access or loss of data beyond our reasonable control.
Users agree to:
Users consent to electronic records and signatures for all agreements, authorizations, and communications. Electronic records hold the same legal effect as paper documents. Withdrawal of consent must be in writing and may restrict or terminate access to services.
All service content, forms, templates, processes, and technology are the sole property of Augusta Planner and its licensors. A limited, non-transferable, non-exclusive license is granted for intended use only. Reverse engineering, sublicensing, redistribution, and derivative works are strictly prohibited.
TO THE MAXIMUM EXTENT PERMITTED BY LAW:
Augusta Planner is not liable for:
This limitation does not apply to damages arising from our gross negligence, willful misconduct, or fraud.
Maximum liability to the user is limited to $250 (the subscription fees paid for the current year), to the greatest extent allowed by law. Augusta Planner shall not be liable for any indirect, punitive, special, incidental, or consequential damages, even if advised of the possibility.
Indemnification: Users indemnify and hold harmless Augusta Planner, its officers, directors, employees, agents, and affiliates from any claims, losses, damages, liabilities, costs, and expenses (including reasonable attorney fees) arising out of or related to:
Materials and services are provided "AS IS" and "AS AVAILABLE" without warranties of any kind, express or implied. We make no guarantees about:
Augusta Planner is not liable for delays or failures resulting from causes beyond reasonable control, including but not limited to natural disasters, acts of government, network or power outages, labor disputes, pandemics, cyberattacks, or similar events.
Orders for which required information is not provided within 120 days may be canceled as abandoned and will not be refunded.
Augusta Planner reserves the right to suspend, refuse, or permanently disable any account for suspected fraud, unauthorized activity, nonpayment, violation of these Terms, or for any other reason we deem necessary to protect our business or other users.
By using our service, you acknowledge and agree that:
Binding Arbitration (this means no court and no jury): All disputes or claims relating to these Terms or Augusta Planner will be resolved exclusively by binding arbitration (American Arbitration Association, Commercial Rules, Maricopa County, Arizona; Arizona law applies).
Class Action & Jury Waiver: Claims must be brought individually; no class, representative, or consolidated actions/arbitrations. Users waive any right to a jury trial.
Confidentiality: Arbitration proceedings, filings, and awards are confidential, except as required for enforcement or by law.
Costs: Each party pays its own legal fees; AAA fees per AAA rules; may be reallocated by an arbitrator.
Notice & Pre-Dispute Resolution: Parties must attempt informal resolution with written notice and a 30-day negotiation period before arbitration.
Opt-Out: Users may opt out of mandatory arbitration by written notice to the designated address/email within 30 days of first acceptance of Terms. Only the primary registered user may opt out. Opt-out results in disputes resolved in Maricopa County, Arizona courts.
Time Limit: Claims must be brought within one year of arising.
Small Claims & Interim Relief: Either party may seek injunctive relief or bring eligible claims in small claims court, including for intellectual property violations.
Attorney Fees: If any party brings a claim found to be frivolous or in bad faith, that party shall pay the other party's reasonable attorney fees and costs.
Severability: If any portion of this clause is unenforceable, the remainder remains valid.
Notices may be provided electronically to the user's email address on file or Augusta Planner's posted support address; notices are effective when sent.
Third-party services integrated with Augusta Planner (e.g., Calendly, payment processors, Google Calendar) are governed solely by those providers' terms and privacy policies. Augusta Planner disclaims liability for their errors or conduct. Continued use constitutes acceptance of Augusta Planner's Privacy Policy and related published agreements, which are incorporated herein by reference.
Augusta Planner reserves the right to refuse service to anyone for any lawful reason.
Augusta Planner may modify these Terms at any time; revised Terms will be posted here and, if material, emailed to current subscribers. Your continued use after Terms updates constitutes acceptance.
These Terms, incorporated policies, and supplementary agreements constitute the entire agreement between you and Augusta Planner regarding the subject matter herein, superseding all prior oral or written agreements, representations, or understandings. No other representations, promises, or statements were made outside of these Terms.
If any provision of these Terms is found invalid or unenforceable, the remaining provisions remain in full force and effect.
These Terms are governed by Arizona law, except where your state's consumer protection laws provide greater rights.
Email: support@augustaplanner.com
Website: AugustaPlanner.com
By clicking "I Agree" or using Augusta Planner, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.
