Trusted Accounting Services by Daniel The CPA

 Welcome to Daniel Astleford, CPA, LLC. These Terms and Conditions of Service ("Terms") govern your use of the services provided by Daniel Astleford, CPA LLC ("we," "us," or "our"). By engaging our services, accessing our website, or utilizing any of our resources, you ("Client," "you," or "your") agree to be bound by these Terms. If you do not agree with any part of these Terms, you may not use our services. 

 By engaging Daniel Astleford, CPA LLC for accounting, tax, consulting, or related services, or by accessing our website and its content, you acknowledge that you have read, understood, and agree to be bound by these Terms, as well as our Privacy Policy, which is incorporated herein by reference.

 Daniel Astleford, CPA, LLC provides a range of professional accounting, tax, and advisory services, which may include, but are not limited to:

  Tax Preparation and Planning: Preparation of federal, state, and local tax returns for individuals, businesses, and other entities; tax planning and advisory services.

  Accounting and Bookkeeping: General ledger maintenance, financial statement preparation, payroll processing, and other bookkeeping services.

  Advisory and Consulting: Business consulting, financial analysis, strategic planning, and other advisory services.

  Other Services: Any other services as mutually agreed upon in a separate engagement letter.

The specific scope of services for each client will be detailed in a separate, written engagement letter, which will supersede any conflicting provisions in these Terms.

 As a Client of Daniel Astleford, CPA LLC, you agree to:

• Provide Accurate Information: Furnish us with accurate, complete, and timely information and documentation necessary for us to perform our services. You acknowledge that the accuracy and completeness of the information you provide are critical to the quality and accuracy of our work.
• Cooperation: Cooperate fully with us in the performance of our services, including timely responses to requests for information and decisions.
• Review and Approval: Promptly review and approve all documents, returns, or reports prepared by us before they are finalized or submitted.
• Legal Compliance: Ensure your own compliance with all applicable laws and regulations related to your business or personal financial activities.
• Data Security: Maintain the security of your own systems and data, and promptly notify us of any unauthorized access to your accounts or information.

 We are committed to protecting your confidential information. We will maintain the confidentiality of all non-public information you provide to us, in accordance with professional standards and applicable laws. For detailed information on how we collect, use, store, and protect your personal and financial data, please refer to our Privacy Policy Below.

 Fees: Our fees for services will be outlined in the engagement letter or otherwise mutually agreed upon in writing.

 Invoicing: Invoices will be issued periodically (e.g., monthly, upon completion of milestones) as specified in the engagement letter.

 Payment: Payments are due upon receipt of the invoice unless otherwise agreed. Overdue accounts may be subject to interest charges or suspension of services.

 Expenses: You agree to reimburse us for reasonable out-of-pocket expenses incurred in connection with the services.

  Daniel Astleford, CPA LLC, its partners, employees, or agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, use, goodwill, or other intangible losses, resulting from (i) your access to or use of or inability to access or use the service; (ii) any conduct or content of any third party on the service; (iii) any content obtained from the service; and (iv) unauthorized access, use or alteration of your transmissions or content, whether based on warranty, contract, tort (including negligence) or any other legal theory, whether or not we have been informed of the possibility of such damage, and even if a remedy set forth herein is found to have failed of its essential purpose.

  Our total liability for any claim arising out of or relating to these Terms or the services provided shall not exceed the amount of fees paid by you for the specific services giving rise to the claim.

 No Legal or Investment Advice: The services provided by Daniel Astleford, CPA LLC are for accounting, tax, and financial advisory purposes only. We do not provide legal advice or investment advice. You should consult with a qualified legal professional for legal matters and a licensed financial advisor for investment decisions.

 Future Performance: Any projections, forecasts, or estimates provided are based on assumptions and information available at the time and are not guarantees of future performance.

 Tax Law Changes: Tax laws are subject to change, and we are not responsible for changes in tax law that may affect prior advice or filings unless specifically engaged to provide ongoing monitoring.

 All content on our website, including text, graphics, logos, images, and software, is the property of Daniel Astleford, CPA LLC or its content suppliers and is protected by intellectual property laws. You may not reproduce, distribute, modify, or create derivative works of any content without our express written permission.

 By Client: You may terminate our services at any time by providing written notice. You will be responsible for fees incurred up to the date of termination.

 By Daniel Astleford, CPA LLC: We reserve the right to terminate our services at any time, with or without cause, by providing written notice. This may occur if you breach these Terms, fail to provide necessary information, or for other professional reasons. In such cases, you will be responsible for fees incurred up to the date of termination.

 These Terms shall be governed and construed in accordance with the laws of the State of [Your State, e.g., Texas], without regard to its conflict of law provisions.

Any dispute arising out of or relating to these Terms or our services shall be resolved through good faith negotiations between the parties. If a resolution cannot be reached, the parties agree to first attempt mediation. If mediation is unsuccessful, any legal action or proceeding shall be brought exclusively in the state or federal courts located in San Antonio, Texas.

 We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material, we will provide at least 30 days' notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion. By continuing to access or use our services after those revisions become effective, you agree to be bound by the revised terms.