Services Agreement

Arjunani CPA PLLC, a Texas professional limited liability company d/b/a My Texas Property Tax (“Company”), agrees to provide to the property owner identified below (“Owner”) the services selected in this Service Agreement. This Service Agreement, together with the attached Terms and Conditions (the “Agreement Terms”), constitutes the complete agreement between the Company and Owner regarding the services described herein (collectively, the “Agreement”).

Owner represents and warrants that (a) Owner is the record owner of the Property or is duly authorized to act on behalf of the record owner, and (b) the person signing this Agreement has full authority to bind Owner and the record owner (if different). Company may require proof of authorization.

1. Tax Appeal Service

Service Overview: For the duration of this Agreement, the Company will review Owner’s current property tax assessment to identify potential errors, overvaluations, and available exemptions. The Company will conduct an independent market analysis of the Property. If the Company determines that a reduction in assessed value may be achievable, the Company will prepare and submit supporting evidence to the appropriate county appraisal district and/or appraisal review board. The Company will represent Owner at informal and formal hearings and will negotiate on Owner’s behalf to seek a reduction in the Property’s assessed value. Owner acknowledges that outcomes depend on third parties and that the Company has discretion to determine whether and how to pursue an appeal based on the Company’s professional judgment.

Ongoing Monitoring: The Company will continue to monitor Owner’s property assessment in subsequent tax years. If the assessed value increases or if the Company identifies a new basis for appeal, the Company will notify Owner and initiate a new appeal on Owner’s behalf, unless Owner cancels the Agreement as described in the Agreement Terms. If deadlines are time-sensitive, Company may file a protest or related filing to preserve Owner’s rights unless Owner has provided a prior written opt-out for that tax year.

Fee: There is no upfront fee for this service. Owner owes no fee unless the Company obtains “Savings” and/or a “Refund” on behalf of Owner. If Savings is achieved, the Company’s fee will be twenty percent (20%) of the “Savings” for the tax year for which the Company is authorized to act, calculated in accordance with Section 3 and Section 4 of the Terms and Conditions (including the definitions of Initial Assessed Value, Final Assessed Value, and Applicable Tax Rate). In addition, the Company’s fee will be twenty percent (20%) of any “Refund” actually issued or applied for Owner’s benefit (including escrow credits), including refunds recovered from prior overpayments, as determined in accordance with Section 3 and Section 4 of the Terms and Conditions. No fee is due for ongoing prospective tax savings resulting solely from an exemption after the initial tax year in which the Company first obtains that exemption for Owner; however, the Company’s refund-contingent fee applies to refunds for prior years to the extent permitted by law.

For clarity, the “property tax savings” and “refunds” are determined as provided in Section 3 of the Agreement Terms and Conditions, attached hereto and incorporated by reference.

2. Exemption Filing Service

Service Overview: The Company will evaluate Owner’s Property to determine eligibility for available property tax exemptions (such as homestead, over-65, disability, or other applicable exemptions). If an exemption is available, the Company will collect the necessary documentation from Owner and prepare and file the exemption application with the relevant taxing authority. The Company will continue to provide this service annually unless Owner cancels the Agreement.

Fee: There is no charge for preparing and filing an exemption application. If an exemption is successfully obtained and results in a “Refund” of prior overpaid taxes, the Company’s fee will be twenty percent (20%) of any “Refund” actually issued or applied for Owner’s benefit (including escrow credits), as determined in accordance with Section 3 and Section 4 of the Terms and Conditions. No fee is due for ongoing tax savings resulting from the exemption after the year in which the exemption was first obtained.

Owner Acknowledgment

I understand that I am entering into a continuing service agreement that will automatically renew each year until terminated. I acknowledge that I remain responsible for payment of all fees arising from services performed by the Company prior to termination, including if I sell the Property or cancel after services have been rendered. I further acknowledge that the Company may communicate with me electronically (including by email and text message) regarding filings, deadlines, and invoices.

When you sign up, you complete and execute this Agreement electronically, providing your county, account number, property address, and printed name, along with your signature and date.

Terms and Conditions

1. Services.

Owner engages and authorizes the Company to provide the services identified on the foregoing Service Agreement (the “Services”) for the purpose of seeking a reduction in the assessed value of Owner’s property (“Property”) as identified in the Property & Signature Information section on the foregoing Service Agreement (the “Agreement”). Owner acknowledges that the Company does not provide legal services, and the Services do not include any activity that constitutes the practice of law. Owner acknowledges the Company is not a law firm and does not provide legal advice, and Owner is encouraged to consult independent legal or tax counsel regarding Owner’s obligations and decisions. Owner also acknowledges that any other tax-related services that are not included under the Services would require a separate engagement with Company.

2. Scope of Authorization.

Owner authorizes the Company to take the following actions on Owner’s behalf:

• (a) Execute and submit agent authorization forms required by the applicable appraisal district or taxing authority;
• (b) Obtain property, ownership, and tax information from the relevant appraisal district or taxing authority;
• (c) Represent Owner before, and negotiate with, the applicable appraisal district, appraisal review board, or other taxing authorities;
• (d) Present evidence and arguments on Owner’s behalf at informal or formal hearings.

The Services do not include representation in binding arbitration proceedings or appeals to any court (any litigation or arbitration is excluded). The Company reserves the right to reschedule hearings as needed. The Company may correct clerical errors (such as parcel numbers or addresses) on any documents associated with this Agreement without prior approval from Owner, and corrected documents will be made available to Owner upon request. Owner authorizes the Company to use third-party vendors, contractors, and software platforms to perform the Services, provided the Company remains responsible for performance of the Services under this Agreement. Owner agrees to sign any necessary agent authorization forms as Company may ask or as may be required by the applicable appraisal district.

3. Fees and Payment.

There is no upfront charge for filing an appeal or exemption application. No fee is owed unless the Company obtains “Savings” and/or a “Refund” on behalf of Owner. If Savings is achieved, Owner agrees to pay the Company a fee equal to the percentage specified on the Service Agreement (twenty percent (20%)), calculated as follows: (Initial Assessed Value - Final Assessed Value) × Applicable Tax Rate, as those terms are defined below. This fee applies to the tax year for which the Company was authorized to act. In addition, Owner agrees to pay the Company a fee equal to twenty percent (20%) of any Refund actually issued or applied for Owner’s benefit (including escrow credits), as defined below.

4. Clarifications.

For purposes of this Agreement:

• (a) “Initial Assessed Value” means the value for the applicable tax year stated in the appraisal district’s notice of appraised value (or comparable initial notice), before the Company’s protest or related filing.
• (b) “Final Assessed Value” means the final value for the applicable tax year resulting from the protest or exemption process for which the Company was authorized to act, as reflected in (i) a written settlement, (ii) an appraisal review board order, (iii) the appraisal district’s certified appraisal roll, or (iv) other written confirmation from the applicable taxing authority.
• (c) “Applicable Tax Rate” means the aggregate rate(s) reasonably used by the Company for an estimate at the time of invoicing (including, as applicable, rates for taxing units that levy taxes on the Property). If the final rates differ from estimated rates, the Company may reasonably adjust the calculation to reflect final rates.
• (d) “Refund” means any refund, credit, or reimbursement of taxes actually issued or applied for the benefit of Owner (including amounts paid through escrow), net of any amounts retained by the taxing authority.
• (e) “Savings” means (Initial Assessed Value - Final Assessed Value) × Applicable Tax Rate, as determined by the Company in good faith based on available information.

If the Property is sold during the tax year in which an appeal is pending, all applicable fees remain due regardless of the date of sale. If the appeal is settled, accepted, withdrawn, or otherwise resolved by Owner or another party after the Company has begun providing Services for that tax year, and such resolution results in any reduction in assessed value, exemption, credit, or Refund for that same tax year (directly or indirectly arising from the Services), Owner remains responsible for the Company’s contingent fee as if the Company completed the matter. For purposes of this Agreement, the Company has “begun providing Services” when the Company first performs any of the following for the applicable tax year: (i) prepares evidence, market analysis, or comparable research; (ii) prepares, submits, or causes to be submitted any protest, appeal, exemption application, or related filing; (iii) schedules, prepares for, attends, or participates in any informal meeting, hearing, or proceeding; or (iv) communicates with the appraisal district, appraisal review board, or any taxing authority regarding the Property. Owner will promptly notify the Company in writing of any listing, pending sale, transfer, or change in ownership of the Property.

If any Savings or Refund is paid to, credited to, or received by a mortgage servicer, escrow agent, title company, buyer, or other third party on Owner’s behalf, Owner remains responsible to pay the Company’s fee as if Owner received the Savings or Refund directly.

Payment is due upon receipt of the Company’s invoice. Invoices are due and payable within fifteen (15) days after the invoice date unless the invoice states a different due date. Payment may be made online, by phone, or by check mailed to the Company’s business address. Owner shall be responsible for any costs of collection, including reasonable attorney’s fees. Owner is responsible for any bank fees, chargebacks, or payment reversals and will reimburse the Company for such amounts upon demand.

The Company may adjust its fee schedule from time to time; however, any change will take effect no sooner than thirty (30) days after written notice to Owner and will only apply to Services commenced after the notice period.

5. Automatic Renewal and Ongoing Obligation.

This Agreement will automatically renew on an annual basis unless terminated by either party as described below, or unless a shorter term is required by applicable law. Owner remains responsible for all fees arising from Services provided prior to termination. The Company will notify Owner before filing any new appeal or exemption application, and Owner may terminate this Agreement if Owner does not wish for the filing to proceed. Any opt-out or instruction directing the Company not to file must be in writing (including email) and must identify the applicable property by parcel number and/or property address and the applicable tax year. If the applicable filing deadline is imminent, the Company may proceed with a filing to preserve Owner’s rights unless the Company received such written notice before the Company’s stated cutoff for that filing.

6. Termination.

Owner may terminate this Agreement at any time by providing written notice (including email) to the Company at least sixty (60) days prior to the applicable appeal filing deadline. Any termination notice must identify the applicable property by parcel number and/or property address and the applicable tax year(s). Notice of termination may be sent by email to the Company’s designated email address. If termination is made after an appeal or exemption has been filed or substantially prepared, then such termination shall not be effective until said appeal or exemption request has been finalized by the taxing authority.

For clarity, termination (a) is effective only for future Services and future tax years and (b) does not cancel or negate fees for Services performed or filings submitted before the effective termination date. Owner shall make payment within fifteen (15) days of termination for any fees due at time of termination.

The Company may terminate this Agreement, withdraw as Owner’s authorized agent, or withdraw any pending appeal at any time and for any reason, including but not limited to: Owner’s failure to pay amounts owed under this Agreement, or Owner’s failure to provide information or documents necessary for the Company to perform the Services. The Company will provide Owner with notice of any such termination.

Upon termination by either party, Owner remains responsible for payment of all fees arising from Services performed by the Company prior to the effective date of termination, even if Owner subsequently sells the Property.

7. No Guarantee of Results.

THE COMPANY MAKES NO REPRESENTATIONS OR WARRANTIES, EXPRESS OR IMPLIED, REGARDING THE OUTCOME OF ANY APPEAL OR EXEMPTION APPLICATION. THE COMPANY DOES NOT GUARANTEE THAT ANY REDUCTION IN ASSESSED VALUE WILL BE ACHIEVED. OWNER ACKNOWLEDGES THAT RESULTS DEPEND ON NUMEROUS FACTORS OUTSIDE THE COMPANY’S CONTROL, INCLUDING THE POLICIES AND DECISIONS OF THE APPLICABLE APPRAISAL DISTRICT AND REVIEW BOARD.

8. Limitation of Liability.

NOTWITHSTANDING ANYTHING TO THE CONTRARY IN THIS AGREEMENT, TO THE MAXIMUM EXTENT PERMITTED BY LAW: (A) THE COMPANY SHALL NOT BE LIABLE TO OWNER OR ANY THIRD PARTY FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES ARISING FROM OR RELATED TO THIS AGREEMENT; AND (B) THE COMPANY’S TOTAL LIABILITY UNDER THIS AGREEMENT SHALL NOT EXCEED THE TOTAL FEES PAID BY OWNER TO THE COMPANY UNDER THIS AGREEMENT.

The limitations in this Section 8 apply to all claims regardless of theory of liability (including contract, tort, negligence, strict liability, or statute) and regardless of whether the Company was advised of the possibility of damages.

The Company will make commercially reasonable efforts to submit valid agent authorization forms to the relevant appraisal district but shall not be liable if any appraisal district declines to accept such authorization. The Company will not be responsible for (i) penalties, interest, or other charges arising from Owner’s failure to timely pay taxes or comply with taxing authority requirements, (ii) missed deadlines or adverse outcomes caused by Owner’s delay or failure to provide required information, or (iii) actions or omissions of appraisal districts, review boards, taxing units, or other third parties.

9. Confidentiality.

The Company will treat all information provided by Owner as confidential and will not disclose such information to third parties except as necessary to perform the Services or as required by law. Owner authorizes the Company to share information with its personnel, contractors, representatives, agents, and service providers on a need-to-know basis to perform the Services, provided such parties are subject to confidentiality obligations. The Company will implement commercially reasonable administrative, technical, and physical safeguards appropriate to the nature of Owner information (including Owner information shared via email, text message, and third-party vendors used to perform the Services). The Company may retain and use de-identified and aggregated data for internal analytics and service improvement.

If the Company is required by law, regulation, or legal process to disclose Owner information, the Company may do so and will use reasonable efforts to provide Owner notice (unless prohibited).

10. Governing Law and Dispute Resolution.

This Agreement is governed by the laws of the State of Texas without regard to conflict of law principles. Any legal action arising from this Agreement shall be brought exclusively in the state or federal courts located in Harris County, Texas, and both parties consent to the personal jurisdiction of those courts. EACH PARTY WAIVES ANY RIGHT TO A JURY TRIAL IN ANY PROCEEDING ARISING OUT OF OR RELATING TO THIS AGREEMENT.

Attorneys’ Fees. In any action arising out of or relating to this Agreement, the prevailing party will be entitled to recover its reasonable attorneys’ fees and costs, in addition to any other relief.

11. Entire Agreement.

These Terms and Conditions, including the attached Service Agreement, which is hereby incorporated by reference, constitutes the entire agreement between the parties regarding the subject matter herein. No other oral or written agreements, understandings, or representations exist outside of this Agreement. If any provision of this Agreement is found to be unenforceable, the remaining provisions shall continue in full force and effect.

Amendments; Waiver. Any amendment must be in a writing signed by the Company. A waiver must be in writing and applies only to the specific instance.

12. Regulatory Notice.

The Company is regulated by the Texas Department of Licensing and Regulation, P.O. Box 12157, Austin, Texas 78711, (800) 803-9202, (512) 463-6599; website: www.tdlr.texas.gov. Owner agrees to cooperate with any compliance requirements.

Notices. Notices to the Company must be sent to 3050 Post Oak Blvd. Suite 110, Houston, TX 77056 or by email to the Company’s designated email address. Notices to Owner will be sent to the email address and/or mailing address provided by Owner. Any notice directing the Company not to file, or terminating this Agreement as to any property or tax year, must be in writing (including email) and must identify the applicable property by parcel number and/or property address and the applicable tax year(s). Email notice will be deemed given when sent (without an automated bounce-back indicating failure), and mailed notice will be deemed given three (3) business days after deposit in U.S. mail.

Electronic Signatures. This Agreement may be executed electronically and in counterparts, each of which is deemed an original.