Terms of Service

1. Agreement

These Terms of Service ("Terms") govern your access to and use of theparcelplan.com and related services operated by Parcel Plan ("Parcel Plan," "we," "us," or "our"). By accessing the site, starting intake, creating an account, or purchasing a product, you agree to these Terms. If you do not agree, do not use the services.

2. Nature of services — not a law firm

Parcel Plan provides document preparation and educational materials related to property-tax assessment appeals for properties located in the United States only. Deliverables are digital only (for example, PDF packages and portal access containing research notes, comparable-sale context, form templates, checklists, and hearing scripts). We do not ship physical binders or printed kits.

We are not a law firm. We do not provide legal advice, legal opinions, or legal representation. Nothing on the site or in a deliverable creates an attorney-client relationship. Filing an appeal and any hearing appearance remain your responsibility, or that of a licensed representative you hire separately where allowed by local rules. Licensed representation is not part of our standard Assessment Review or Appeal Plan products unless a separately disclosed engagement is offered later.

3. No guaranteed outcomes

You acknowledge that assessment reductions, tax savings, hearing wins, or successful appeals are not guaranteed. County procedures, evidence quality, deadlines, comparable sales, exemptions, and decisions by assessors or appeal boards are outside our control. Any estimated "gap," go/no-go note, or market indicator is informational and non-binding.

4. Eligibility and service area

Services are offered only for properties in the United States. You must be at least 18 years old and able to form a binding contract. We may decline or pause work when a deadline is too close to prepare responsibly, when required information is missing, or when local rules make document prep inappropriate without a licensed partner.

5. Your responsibilities

• Provide accurate contact, ownership, and property information.
• Upload authentic assessment notices and supporting documents you are authorized to share.
• Confirm your county's filing deadline on your notice or official board site; missing a statutory deadline may forfeit appeal rights.
• Review deliverables before filing; you are responsible for signing, submitting, paying county fees, and appearing as required.
• Keep payment and account credentials secure; do not share full card numbers with us by email or text.

6. Accounts and portal

When enabled, the homeowner portal may use email magic-link authentication and cloud storage for your uploads and digital deliverables. You are responsible for activity under your email session. We may suspend access for misuse, fraud risk, or security concerns.

7. Fees, payments, and refunds

Current standard products are Assessment Review ($149) and Appeal Plan ($999 at standard checkout; marketed complexity range may be described on the site). Prices are shown at checkout and charged in USD via Stripe. We do not store full payment card numbers on our servers.

Because work often begins promptly after purchase (intake review and research), fees are generally non-refundable once research or drafting has started, except where required by law or where we cancel before delivering material work. If Stripe charges you in error, or we cannot perform the purchased service through no fault of yours, contact hello@theparcelplan.com with your order or Checkout session details and we will review in good faith. Chargebacks filed without first contacting us may delay resolution.

8. Intellectual property and license

The site, branding, templates, and our work product are owned by Parcel Plan or its licensors. For purchased deliverables, we grant you a limited, non-exclusive, non-transferable license to use the digital materials for your own property-tax appeal for the parcel(s) covered by your order. You may not resell, republish, or commercially redistribute our templates or research as a competing service.

9. Acceptable use

You may not misuse the site or portal (including uploading malware, attempting unauthorized access, scraping at abusive volumes, submitting others' documents without authority, or using the service for non-U.S. properties contrary to these Terms).

10. Third-party services

We use third-party processors to operate the service, including Stripe (payments), Supabase (authentication, database, and file storage when configured), and Vercel (hosting). Their terms and privacy practices also apply to the extent you use those features.

11. Disclaimers

THE SERVICES AND DELIVERABLES ARE PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT DELIVERABLES WILL MEET COUNTY ACCEPTANCE REQUIREMENTS IN EVERY JURISDICTION OR THAT THE SITE WILL BE UNINTERRUPTED OR ERROR-FREE.

12. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, PARCEL PLAN AND ITS OWNERS, EMPLOYEES, AND CONTRACTORS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, LOST TAX SAVINGS, OR LOST APPEAL RIGHTS, EVEN IF ADVISED OF THE POSSIBILITY. OUR TOTAL LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATING TO THE SERVICES WILL NOT EXCEED THE AMOUNTS YOU PAID TO PARCEL PLAN FOR THE SPECIFIC ORDER GIVING RISE TO THE CLAIM IN THE TWELVE (12) MONTHS BEFORE THE CLAIM. SOME JURISDICTIONS DO NOT ALLOW CERTAIN LIMITATIONS; IN THOSE CASES, OUR LIABILITY IS LIMITED TO THE FULLEST EXTENT PERMITTED.

13. Indemnity

You agree to defend and indemnify Parcel Plan against claims arising from your misuse of the services, inaccurate submissions, failure to meet county deadlines, or violation of these Terms or applicable law, except to the extent caused by our willful misconduct.

14. Governing law and disputes

These Terms are governed by the laws of the State of California, excluding conflict-of-law rules, without prejudice to mandatory consumer protections that may apply in your state of residence. Exclusive venue for disputes that proceed in court will be the state or federal courts located in San Diego County, California, unless applicable law requires otherwise. Before filing a claim, please contact us so we can try to resolve the issue informally.

15. Changes

We may update these Terms from time to time. The "Last updated" date will change when we do. Continued use after posting constitutes acceptance of the revised Terms for subsequent use and orders. For material changes affecting an existing paid order already in progress, we will honor the Terms in effect at purchase unless a change is required by law.

16. Contact

Parcel Plan · hello@theparcelplan.com · theparcelplan.com

Mailing address: 9984 Scripps Ranch Blvd #182, San Diego, CA 92131

Related: Privacy Policy.