Website Disclaimers & Service Policies

1. Company and Acceptance

Trim Property Taxes is a trade name of Sobi Realty, LLC d/b/a Trim Property Taxes (“Trim Property Taxes,” “we,” “us,” or “our”). These Terms form an agreement between you and Sobi Realty, LLC.

You represent that you are at least 18 years old, have authority to act concerning the property entered into the platform, and can legally accept these Terms. When acting for a property owner, business, trust, estate, partnership, corporation, limited liability company, or other entity, you represent that you have permission and authority to do so.

2. Nature of the Service

Trim Property Taxes provides a technology-enabled property-tax information and support service. Depending on the product purchased, the platform may help you collect property information, identify possible review factors, organize records, generate reports or forms, prepare filing instructions, and manage tasks through a customer dashboard.

Unless a separate signed agreement expressly states otherwise, our website services are administrative, informational, educational, analytical, and document-support services. They are not a certified appraisal, formal appraisal review, title opinion, survey, engineering report, accounting opinion, tax opinion, financial advice, or legal representation.

Generated valuations, comparisons, savings illustrations, issue flags, eligibility indicators, and recommendations are estimates or screening outputs only. They must be independently reviewed before being relied upon for a filing, transaction, hearing, accounting decision, or legal position.

3. No Legal Services or Attorney-Client Relationship

No attorney-client relationship exists unless you and a separately identified legal-services provider enter into an independent written engagement agreement that is accepted by that provider. Any legal services would be governed exclusively by that separate agreement, including its scope, fees, exclusions, responsibilities, and termination provisions.

Nothing on the website or dashboard is legal advice. General descriptions of property-tax procedures, statutes, agency practices, hearings, forms, or deadlines are provided for informational purposes and may not apply to your particular facts. You should consult qualified independent legal counsel when legal advice is needed.

Do not send confidential or privileged information with the expectation that it will be protected by attorney-client privilege unless and until a separate legal-services provider has confirmed a written attorney-client engagement.

4. No Guarantee of Eligibility, Reduction, Savings, or Outcome

We do not promise or guarantee that:

• your property qualifies for a value reduction, exemption, classification, refund, correction, appeal, or other relief;
• a property appraiser, tax collector, value adjustment board, hearing officer, court, agency, or other decision-maker will accept any document, argument, evidence, valuation, or filing;
• a petition or appeal will be timely, complete, accepted, scheduled, heard, granted, or successful;
• your assessed value, taxable value, tax bill, penalties, interest, or other charges will decrease;
• estimated savings will match actual savings or that any savings will occur; or
• public records, comparable sales, rental information, ownership information, exemptions, permits, property characteristics, or third-party data are complete or correct.

Every property and filing is fact-specific. Past outcomes, examples, estimates, testimonials, illustrations, and marketing statements do not predict or guarantee a similar result.

5. Customer Responsibility for Deadlines and Filing Confirmation

You are solely responsible for identifying, calculating, monitoring, and meeting all applicable deadlines. This includes deadlines for petitions, appeals, evidence exchange, hearings, exemptions, classifications, tax payments, installment plans, refund claims, responses, document requests, and any other submission or action.

Deadlines may vary by county, taxing authority, property type, notice date, delivery method, event, statute, administrative rule, or order. Information shown on the platform may be delayed, incomplete, entered incorrectly, or changed by an agency without notice to us.

You must independently verify each deadline with the applicable government office or other official source. Website outages, dashboard status, incomplete questionnaires, pending review, missing documents, payment processing, report generation, customer-support communications, API errors, mail delays, or any action or inaction by Trim Property Taxes do not extend a deadline.

Filing is not complete without official confirmation

A generated document, completed questionnaire, payment receipt, email, upload, dashboard message, or “ready to file” status does not establish that a filing was submitted or accepted. Unless a separate written service agreement expressly assigns filing responsibility to us, you are responsible for filing and for obtaining and retaining an official confirmation, receipt, timestamp, certified-mail record, or other proof of timely delivery.

6. Proprietary API, Automated Tools, and Data Disclaimer

Our platform uses proprietary technology, including our designed application programming interfaces (“APIs”), automated workflows, decision rules, and document-generation systems. The platform may also connect to public records, county systems, mapping services, payment processors, communications providers, and other third-party data sources.

Automated results depend on the information available to the system and the answers you provide. APIs and automated tools may return outdated, incomplete, duplicated, mismatched, unavailable, or incorrect information. A property may be associated with the wrong parcel, owner, legal description, unit, building, sale, exemption, classification, or comparable property. The absence of a result does not mean that no issue, right, deadline, or opportunity exists.

Platform outputs are not official government records and are not a substitute for reviewing the current property record, TRIM notice, tax bill, deed, parcel information, agency correspondence, governing law, or other authoritative materials.

We may update, modify, suspend, correct, or discontinue an API, algorithm, questionnaire, report, scoring method, data source, or workflow at any time. We do not warrant uninterrupted access, error-free operation, compatibility with every device, or permanent availability of any feature.

7. Customer Information and Cooperation Responsibilities

You agree to provide complete, accurate, current, and truthful information and to promptly correct errors. You are responsible for reviewing every generated report, petition, form, instruction, mailing label, address, parcel number, owner name, date, valuation, attachment, and signature requirement before use or submission.

You are responsible for:

• providing requested documents and information within the time stated;
• confirming legal ownership, authorized-party status, and correct parcel identification;
• disclosing material facts, including ownership changes, property use, rentals, improvements, damage, exemptions, sales, transfers, permits, and prior filings;
• maintaining access to your email, phone, dashboard, and uploaded records;
• reviewing portal notices, generated documents, and communications promptly;
• signing, notarizing, serving, mailing, uploading, or filing documents when required; and
• attending any hearing or arranging authorized attendance unless a separate written agreement expressly provides otherwise.

We are not responsible for an incorrect, incomplete, delayed, rejected, or unsuccessful result caused in whole or in part by inaccurate information, missing documents, delayed responses, unauthorized use, failure to review outputs, failure to monitor communications, or failure to act.

8. Cancellation, Final Sale, and Refund Policy

Because the service includes immediate access to proprietary questionnaires, automated analysis, customized workflows, report preparation, and digital content, your purchase becomes final and non-refundable at the earliest occurrence of any of the following:

• your first answer to the post-purchase Appeal Questionnaire is saved;
• we or the platform begin preparing your customized appeal package, including analysis, research, report generation, document preparation, review, or another purchased service;
• a customized report, form, filing instruction, checklist, valuation output, or other digital deliverable is generated or made available; or
• 72 hours have passed since purchase.

After the purchase becomes final, fees are non-refundable even when the platform identifies no clear reduction factor, you decide not to proceed, you sell or transfer the property, you miss a deadline, an agency rejects a filing, no hearing occurs, no tax savings result, or you fail to provide requested information.

To request an eligible cancellation, you must contact us at support@trimpropertytaxes.com before the 72-hour period expires. The request must include the purchaser’s name, property address, account email, order number, and purchase date. A cancellation request is not approved until we confirm in writing that the eligibility conditions were satisfied.

Nothing in this policy limits any non-waivable right or remedy available under applicable law.

9. Electronic Delivery and Physical-Copy Charges

Purchased reports, forms, checklists, instructions, and other deliverables are provided electronically through the dashboard, email, download link, or another designated electronic method.

If you request physical copies of generated reports or document packages, a $25 printing and preparation charge applies to each physical-copy request, plus shipping and handling. Expedited delivery, oversized packages, special binding, certified mail, signature confirmation, international delivery, and similar services may result in additional charges disclosed before shipment.

Physical-copy fees do not include government filing fees, recording fees, notary fees, appraisal fees, expert fees, hearing costs, legal fees, or charges imposed by third parties.

10. Commercial Property Services and Separate Contingency-Fee Engagement

Commercial-property customers must review and execute the separate contingency-fee engagement made available in their portal before commercial representation or contingency-based work begins. Creating an account, purchasing another website product, submitting documents, or completing an initial questionnaire does not substitute for the required commercial engagement.

No commercial engagement is effective until the agreement is electronically signed by the required parties and accepted in accordance with its terms. The commercial engagement will control the scope of work, fee calculation, included and excluded services, customer duties, termination rights, expense treatment, hearing or filing responsibilities, and other commercial-service terms.

If the portal agreement involves services by a separately identified legal-services provider, any attorney-client relationship and legal services arise only under that independent written agreement and only with the provider named in it. The website purchase itself does not create legal representation.

If there is a conflict between these Terms and a fully executed commercial contingency-fee engagement, the signed commercial engagement controls only for the specific commercial service covered by that agreement.

11. Dashboard, Email, Text, and Electronic Communications

You consent to receive service-related communications through the dashboard and through the contact information you provide. Communications may include requests for information, deadline reminders, status updates, document notices, payment notices, and system-generated messages.

Automated reminders are a convenience only. We do not guarantee that a reminder will be sent, delivered, opened, read, or sent early enough for you to act. Spam filters, full inboxes, incorrect contact information, blocked numbers, carrier delays, technical failures, and other conditions may prevent delivery.

You must keep your contact information current and regularly review your dashboard. A missed, delayed, or undelivered message does not shift responsibility for a deadline or required action to us.

12. Government Offices, Third-Party Websites, and Service Providers

Trim Property Taxes is not a county property appraiser, tax collector, value adjustment board, clerk, court, the Florida Department of Revenue, or another government agency. We are not endorsed by or affiliated with those entities unless expressly stated in writing.

Links, data, forms, filing portals, addresses, telephone numbers, office procedures, and agency information are provided for convenience. Third parties control their own content, availability, security, privacy practices, fees, and acceptance rules. We are not responsible for a third-party website, payment processor, postal carrier, filing portal, government system, or outside service provider.

13. Property-Tax Payments and Amounts Due

Trim Property Taxes does not issue property-tax bills, collect property taxes, maintain official payment records, determine delinquency, calculate the legally required partial payment or confirm that a payment satisfies Florida law.

Filing a petition with the Value Adjustment Board does not suspend or extend the taxpayer’s payment obligations. Taxpayers remain responsible for making all legally required payments before delinquency.

Questions concerning the exact amount due, payment options, discounts, partial payments, payment status, delinquency or tax deferrals must be directed to the County Tax Collector for the county in which the property is located.

Questions concerning property value, assessments, exemptions, classifications or assessment limitations should be directed to the County Property Appraiser.

Questions concerning petition filing, filing fees, petition status and hearing administration should be directed to the County Value Adjustment Board Clerk.

Trim Property Taxes provides document-preparation and educational services. Information presented on this website is general information and is not a substitute for an official determination by the applicable county official.

14. Disclaimer of Warranties and Limitation of Liability

To the fullest extent permitted by law, the website, platform, APIs, dashboard, reports, forms, data, and services are provided on an “as is” and “as available” basis. We disclaim express and implied warranties, including warranties of accuracy, completeness, availability, merchantability, fitness for a particular purpose, title, non-infringement, and that a service will produce a particular result.

To the fullest extent permitted by law, Sobi Realty, LLC and its owners, managers, employees, contractors, licensors, and service providers will not be liable for indirect, incidental, special, exemplary, punitive, or consequential damages, lost profits, lost opportunities, increased taxes, penalties, interest, lost data, missed deadlines, rejected filings, or loss of a claim or appeal arising from or related to the platform or services.

To the fullest extent permitted by law, our total aggregate liability arising from or related to a purchased website service will not exceed the amount you paid directly to Sobi Realty, LLC for the specific service giving rise to the claim. This limitation does not apply where liability cannot lawfully be limited or excluded.

15. Changes, Severability, and Governing Law

We may revise these Terms by posting an updated version and changing the effective date. The version accepted at purchase or questionnaire submission will govern that transaction unless the law requires otherwise or you later accept a revised version.

If any provision is found unenforceable, the remaining provisions remain in effect to the fullest extent permitted by law. A failure to enforce a provision is not a waiver.

These Terms are governed by the laws of the State of Florida, without regard to conflict-of-law principles. Any mandatory venue provision should be added after confirming the company’s principal county of business.

16. Contact Information

Sobi Realty, LLC d/b/a Trim Property Taxes
7900 Nova Drive, Suite 205
Davie, FL 33324
Email: support@trimpropertytaxes.com
Phone: 954-380-8778