Elevated Professional Services, Inc.

Palma Business Center (PBC), PCB Tax, Elevated Realty Group, Elevated3 Insurance

Effective Date: September 22, 2026

1. Agreement to Terms

These Terms and Conditions ("Terms") govern your use of elevatedprofessionalservices.com (the "Site") and any services provided by Elevated Professional Services, Inc., an Indiana corporation, and its divisions and assumed business names ("Company," "we," "us," or "our"). By using the Site, submitting a form, booking an appointment, or engaging our services, you agree to these Terms. If you do not agree, do not use the Site or our services.

The Site is hosted on a third-party platform (UENI). Your use of the Site may also be subject to that platform's terms and privacy policy. Those terms govern the platform, and these Terms govern your relationship with us.

2. Our Divisions

The Company operates the following divisions under assumed business names:

- Tax & Accounting (PCB Tax)

- Real Estate (Elevated Realty Group)

- Insurance Protection (Elevated3 Insurance)

- Business Growth

- Bilingual Services

- Licensed Professional Services

- Legal Protection & Business Compliance

Services that require a professional license are performed only by individuals who hold the applicable license. Licensing information is available on request.

3. Informational Use Only; No Professional Advice via the Site

Content on the Site is for general information only. It is not tax, accounting, legal, financial, insurance, or real estate advice. Do not rely on it for any specific decision. Advice is provided only within a formal engagement, after we have reviewed your specific situation.

4. Not a Law Firm

The Company is not a law firm and does not provide legal advice or legal representation. Services offered through the Legal Protection & Business Compliance division are administrative and compliance-support services. Examples include business filings, registrations, document preparation at your direction, and compliance reminders. No attorney-client relationship is created by your use of the Site or our services. For legal advice, consult a licensed attorney. We may refer you to independent attorneys on request. Any such attorney is independent of the Company and solely responsible for their own services.

5. No Client Relationship Until Engagement

Submitting a form, sending a message, calling, or booking a consultation does not create a client relationship. A client relationship begins only when we confirm it in writing. That confirmation may be an engagement letter, service agreement, listing agreement, or insurance application, depending on the service.

Each division's services may be governed by a separate written agreement ("Service Agreement"). If a Service Agreement conflicts with these Terms, the Service Agreement controls for that service.

Do not send confidential documents, such as tax records or identification, through the Site's contact form. We will give you a secure method once an engagement begins.

6. General Service Terms

a. Your Responsibilities. You agree to provide complete, accurate, and timely information and documents. Our work relies on what you provide. We are not responsible for errors, penalties, interest, or losses resulting from inaccurate, incomplete, or late information.

b. Tax Services. You are responsible for reviewing and approving any tax return before it is filed. You are ultimately responsible for the accuracy of your return and for payment of any tax due. We do not guarantee any refund amount or audit outcome. Filing deadlines depend on receiving your complete information in time.

c. Real Estate Services. Real estate brokerage services are provided by Indiana-licensed brokers through [licensed brokerage company name]. They are governed by the applicable listing, buyer agency, or other written agreement. We do not guarantee sale price, purchase price, time on market, investment returns, or appreciation. Real estate investment involves risk, including loss of capital.

d. Insurance Services. Insurance products are offered by Indiana-licensed insurance producers. Coverage is subject to underwriting approval by the issuing carrier. Coverage terms are determined solely by the policy issued, and coverage is not in force until confirmed by the carrier. Quotes are estimates, not binding offers.

e. Bookkeeping, Payroll, and Business Services. We do not audit, verify, or guarantee the accuracy of information you provide. Unless your Service Agreement says otherwise, you remain responsible for business decisions, tax deposits, and regulatory filings.

f. Bilingual Services. Translation and interpretation are provided to assist communication. Unless expressly agreed in writing, they are not certified or court-certified translations. For legal, medical, or official submissions, confirm whether a certified translation is required.

g. Fees. Fees are quoted before work begins and are set out in your Service Agreement or invoice. Consultation fees, if any, will be disclosed when you book. Unless otherwise agreed, payment is due as stated on your invoice. We may pause or withhold work, including release of completed work product where permitted by law, until outstanding balances are paid.

h. Appointments. Please give at least [24] hours' notice to cancel or reschedule.

7. Confidentiality and Use of Your Information

We treat client information as confidential and handle it as described in our Privacy Policy. We do not use or disclose tax return information for any purpose outside tax preparation, including referrals to our other divisions, without your separate written consent as required by federal law.

8. Communications and Text Messages

By providing your phone number and opting in, you consent to receive calls and text messages from us about your inquiry or services. Consent is not a condition of purchase. Message and data rates may apply. Reply STOP to opt out or HELP for help. See our SMS Text Policy for details.

9. Intellectual Property

All Site content, including text, graphics, logos, and names, belongs to the Company or its licensors. You may not copy, reproduce, or distribute it without our written permission.

10. Third-Party Links and Services

The Site may link to third-party websites, booking tools, carriers, or partners. We do not control them and are not responsible for their content, policies, or services.

11. Reviews and Submissions

If you submit a review or other content, you grant us a non-exclusive, royalty-free right to display it on the Site and in our marketing. Do not submit anything false, defamatory, or unlawful.

12. Disclaimer of Warranties

The Site is provided "as is" and "as available." To the fullest extent permitted by law, we disclaim all warranties, express or implied, regarding the Site. We do not guarantee that the Site will be uninterrupted, error-free, or free of harmful components.

13. Limitation of Liability

To the fullest extent permitted by law, the Company, its officers, employees, and agents are not liable for indirect, incidental, consequential, special, or punitive damages. This includes lost profits or lost data arising from your use of the Site or our services. Our total liability for any claim related to a service will not exceed the fees you paid us for that specific service in the [12] months before the claim arose. Nothing in these Terms limits liability that cannot be limited under applicable law or professional licensing rules.

14. Indemnification

You agree to indemnify and hold the Company harmless from claims, losses, and expenses, including reasonable attorneys' fees, arising from any of the following:

- your breach of these Terms

- inaccurate or incomplete information you provided

- your misuse of the Site

15. Governing Law and Venue

These Terms are governed by the laws of the State of Indiana, without regard to conflict-of-law rules. Any dispute will be brought exclusively in the state or federal courts located in Marion County, Indiana, and you consent to that jurisdiction.

16. Language

These Terms may be provided in English and Spanish. If the versions conflict, the English version controls.

17. Changes to These Terms

We may update these Terms at any time by posting the revised version on the Site with a new effective date. Continued use of the Site or our services after changes are posted means you accept them.

18. Severability and Entire Agreement

If any provision is found unenforceable, the remaining provisions stay in effect. These Terms, together with our Privacy Policy and any Service Agreement, are the entire agreement between you and us regarding their subject matter.

19. Contact

Palma Business Center, Powered by Elevated Professional Services, Inc.
2807 E. 10th Street, Indianapolis, IN 46201
(317) 257-2690 | (317) 397-4700
[email protected]