Terms of Service

1. General Information

The Confidential CPA provides tax, accounting, and related services. Information on this website is for general educational purposes only and should not be considered personalized financial, legal, or tax advice.

 

Working with our firm requires a signed engagement letter that outlines the specific services we will provide. Viewing or using this website does not create a client relationship.

 

2. Use of Our Website

By accessing this website, you agree to:

• Use the site only for lawful purposes

• Not attempt to disrupt or harm the website or its functionality

• Not use the website to transmit harmful, inappropriate, or unauthorized content

We reserve the right to update or change the content of this website at any time.

 

3. Client Relationship

A client relationship begins only after:

• You contact our firm

• We agree to provide services

• You sign an engagement letter

• All required documents are provided

Submitting a contact form or requesting information does not create a professional or client relationship.

 

4. Accuracy of Information

We strive to provide current and accurate information. However, we do not guarantee that the website content is always up to date or free from error.

You are responsible for verifying information before making decisions based on website content.

 

5. Fees and Billing

Fees for services are clearly outlined in your engagement letter.

By signing the engagement letter, you agree to the listed fee structure, payment terms, and billing policies.

Failure to pay may result in suspension or termination of services.

 

6. Confidentiality

We respect your privacy and protect your personal information.

All client information is kept confidential as required by law and professional standards.

For details about how your information is collected and used, please review our Privacy Policy.

 

7. Third Party Services

Our website may link to third party websites or tools. We are not responsible for the content, privacy practices, or terms of those websites. You should review the policies of any third party site before using it.

 

8. Limitations of Liability

• The Confidential CPA is not liable for:

• Errors or omissions on the website

• Losses resulting from the use of website information

• Damages arising from delays, interruptions, or website issues

• Decisions made based on general educational content on this site

Your use of the website is at your own risk.

 

9. No Guarantees

Tax outcomes and financial results depend on individual circumstances, documentation, and compliance with laws.

The Confidential CPA does not guarantee specific results, refunds, or tax savings.

 

10. Intellectual Property

All content on this website, including text, graphics, logos, and design, is the property of The Confidential CPA.

You may not copy, distribute, or use website material without written permission.

 

11. Changes to These Terms

We may revise this Terms of Service at any time. Updates will be posted on this page with the updated date. Continued use of the website means you accept the revised terms.

 

12. Governing Law

These terms are governed by the laws of the state in which The Confidential CPA operates, without regard to conflict of law principles.

 

13. Contact Information

If you have questions about these terms, please contact us:

The Confidential CPA

Email: brian@theconfidentalcpa.com

Phone: 832.769.7135