Lifeline Financial Solutions
Terms of Use
Last updated: September 16, 2026
These terms govern use of the Lifeline Financial Solutions website and secure client portal.
Website Use
You may use this website and portal only for lawful purposes and may not attempt to disrupt the service, access another person’s information, upload malicious content, or misrepresent your identity.
Accounts
You are responsible for protecting your login credentials and for activity performed through your account. Notify us promptly if you believe your account has been accessed without authorization.
No Engagement Until Accepted
Submitting an inquiry, creating an account, uploading documents, or completing an organizer does not by itself create a tax-preparer engagement. An engagement begins only after Lifeline Financial Solutions accepts the engagement and any required agreement is signed.
Client Responsibilities
You are responsible for providing accurate, complete, and timely information; reviewing documents before signing; and informing us when information changes. We may rely on information and documents you provide.
Fees and Third-Party Products
Fees, payment terms, refund-transfer products, and bank products are governed by the applicable engagement agreement and provider disclosures. Eligibility and tax refunds are never guaranteed.
Electronic Communications
By using the portal, you consent to receive service-related communications electronically. Marketing communications, when used, are subject to applicable consent and opt-out rights.
Limitation
Educational website information is provided without a guarantee that it applies to a particular situation. To the extent permitted by law, Lifeline Financial Solutions is not responsible for losses caused by unauthorized account access, inaccurate client-provided information, or third-party systems outside our reasonable control.
Contact
Questions may be sent to info@lifelinefinancialsolutions.com or directed to (757) 405-6962.