Terms & Conditions

1. General Information Disclaimer

This website and the information contained herein are provided for general informational purposes only and do not constitute accounting, tax, legal, financial, or other professional advice. You should not act upon any information found on this website without obtaining professional guidance based on your specific circumstances.

2. No Client Relationship Created

Your use of this website, including submitting inquiries through any contact form, message, or email link, does not create a professional client relationship. Although we may occasionally begin limited work before receiving a signed engagement agreement, a client relationship is not considered fully established, confirmed, or ongoing until both parties have executed/acknowledged the engagement agreement.

3. Alabama-Specific Notice

Our firm operates in the State of Alabama and complies with all applicable Alabama laws and regulations governing bookkeeping, tax preparation, consulting, and related services. We are not a CPA firm and do not provide services requiring a CPA license under Alabama law.

4. Accuracy and Completeness

Although we strive to maintain accurate and current information on this website, we make no representations or warranties regarding the accuracy, completeness, or timeliness of the content. Information may be updated, modified, or removed without prior notice.

5. Limitation of Liability

To the fullest extent permitted by Alabama law, the firm and its owners, employees, contractors, and agents shall not be liable for any losses or damages of any kind—whether direct, indirect, incidental, consequential, or otherwise—arising from or related to your use of this website or reliance on any information provided herein.

6. No Warranty

This website is provided on an “as-is” and “as-available” basis without warranties of any kind, express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, non-infringement, or uninterrupted availability.

7. Third-Party Links

This website may contain links to external sites or resources. These are provided for convenience only and do not constitute an endorsement. We have no control over third-party content or services and assume no responsibility for them.

8. Confidentiality and Internet Security

Please do not submit confidential or sensitive information through unencrypted email or web forms. While we take reasonable steps to protect information, we cannot guarantee the security of data transmitted over the internet.

9. Client Portal Disclaimer

We provide secure, encrypted client portals for exchanging and storing documents and sensitive data.

Use of the portal is governed by the terms and security measures of our third-party provider.
Although we select reputable service providers and implement commercially reasonable safeguards, no digital system is 100% risk-free.
Users are responsible for protecting their login credentials and notifying us promptly of any unauthorized access or concerns.

10. Artificial Intelligence (AI) Usage Disclaimer

Our firm may utilize artificial intelligence (“AI”) tools to enhance efficiency, assist with analysis, or support document preparation.

AI tools serve only as supplemental resources; all final deliverables are reviewed and completed by qualified professionals.
AI-generated outputs may contain inaccuracies, omissions, or biases.
We do not rely solely on AI for tax preparation, accounting conclusions, or advisory services.
By engaging with our services, you acknowledge that AI-assisted processes may be used unless you opt out in writing.

11. Testimonials and Results Disclaimer

Any testimonials, examples, or results described on this website are illustrative and do not guarantee similar outcomes. Each client’s situation is unique.

12. Governing Law

Your use of this website is governed by and interpreted in accordance with the laws of the State of Alabama, without regard to conflict-of-law rules. Any disputes shall be resolved exclusively in Alabama courts.