Terms of Service | Legacy Duo Solutions
Legacy Duo Solutions
Tax Compliance & Business Credit
Legal Document

Terms of Service

Effective Date: June 1, 2026  ·  Legacy Duo Solutions LLC

These Terms of Service ("Terms") govern your use of services provided by Legacy Duo Solutions LLC ("Legacy Duo Solutions," "LDS," "we," "us," or "our"). By engaging our services, submitting forms, or making payments, you agree to these Terms.

Section 01

Acceptance of Terms

By accessing our website, submitting any form, purchasing services, or communicating with us, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service and our Privacy Policy. If you do not agree, you must not use our services.

Section 02

Services Provided

Legacy Duo Solutions offers the following services:

  • Business structuring including Wyoming LLC formation, EIN application, Georgia Foreign LLC registration, and registered agent setup
  • Business credit building, tradeline reporting, and credit strategy services powered by CreditSafe
  • Grants and funding readiness assessments and application support for for-profit and nonprofit organizations
  • Tax compliance services through TaxSlayer (authorized reseller)
  • CRM automation, accounts receivable recovery, and payment automation
  • Virtual address setup and mail forwarding
  • Credit Guard subscription monitoring app
  • Educational events including the Wealth & Legacy Seminar

Service availability, scope, and pricing are provided in your individual service agreement or invoice.

Section 03

Payments & Refunds

Payment Terms

  • All fees are due as stated in your service agreement or invoice
  • Payments are processed through secure third-party providers
  • Subscription services (such as Credit Guard) renew automatically unless cancelled
  • Late payments may incur fees and may pause service delivery

Refund Policy

  • State filing fees, registered agent fees, and government-paid fees are non-refundable once submitted to the relevant agency
  • Service fees may be refundable on a pro-rated basis if work has not yet commenced
  • Subscription services may be cancelled at any time but are non-refundable for the current billing period
  • Refund requests must be submitted in writing to [email protected]
Section 04

SMS / Text Communications

SMS Consent: By providing your phone number, you consent to receive text messages (SMS/MMS) from Legacy Duo Solutions LLC at our toll-free number 877-693-8796 related to your services, including appointment reminders, payment notifications, and promotional messages. Message and data rates may apply. Message frequency varies. Reply STOP to opt out at any time. Reply HELP for help. See our Privacy Policy for full details.

You agree to keep your contact information current and to notify us if your phone number changes. Failure to receive SMS messages due to outdated contact information does not relieve you of any obligations under these Terms.

Section 05

Client Responsibilities

You agree to:

  • Provide accurate, complete, and current information when submitting forms or applications
  • Promptly respond to requests for additional documentation needed to complete your services
  • Keep your account credentials secure and notify us of unauthorized access
  • Use our services only for lawful purposes and in compliance with all applicable laws
  • Pay all fees on time as agreed
  • Not misrepresent your identity, business status, or financial condition

Submitting false or misleading information may result in service termination without refund and may be reported to relevant authorities.

Section 06

Disclaimers

Legacy Duo Solutions provides business services and is not a law firm, accounting firm, or financial advisor. Our services do not constitute legal, tax, or financial advice. For specific legal, tax, or investment guidance, you should consult a licensed professional.

While we strive to maximize your chances of approval for grants, funding, business credit, and government registrations, we cannot guarantee:

  • Approval of any grant, loan, or funding application
  • Specific business credit score outcomes
  • Tax refund amounts or audit outcomes
  • Specific revenue or business growth results

Outcomes depend on factors outside our control including government decisions, bureau policies, and your business circumstances.

Section 07

Limitation of Liability

To the maximum extent permitted by law, Legacy Duo Solutions LLC, its owners, employees, and contractors shall not be liable for any indirect, incidental, consequential, or punitive damages arising from your use of our services.

Our total liability for any claim related to our services shall not exceed the amount you paid us for the specific service giving rise to the claim within the twelve (12) months preceding the claim.

Section 08

Intellectual Property

All content on our website, marketing materials, seminar materials, and proprietary processes (including the Credit Guard app, our Three Pillars framework, and educational content) are the intellectual property of Legacy Duo Solutions LLC and are protected by copyright and trademark laws.

You may not reproduce, distribute, or create derivative works from our content without prior written permission.

Section 09

Termination

Either party may terminate the service relationship in accordance with the terms of your service agreement. We reserve the right to immediately suspend or terminate services for:

  • Non-payment or fraudulent payment activity
  • Submission of false or misleading information
  • Abusive or harassing behavior toward our team
  • Violation of these Terms or applicable law

Upon termination, all outstanding fees become immediately due and any work product completed remains the property of Legacy Duo Solutions until paid in full.

Section 10

Governing Law

These Terms are governed by the laws of the State of Georgia, United States, without regard to conflict of law principles. Any disputes shall be resolved in the courts of Fulton County, Georgia, or through binding arbitration as agreed by both parties.

If any provision of these Terms is found unenforceable, the remaining provisions shall continue in full force and effect.

Contact Us

Questions about these Terms of Service:

Legacy Duo Solutions LLC

475 Chartley Trail, Stone Mountain, GA 30083

Toll-Free: 877-693-8796

[email protected]

[email protected]

legacyduosolutions.com