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Customer Terms and Conditions

1. Introduction

Welcome to philipcpa.com. These Customer Terms and Conditions (“Terms”) govern your use of our services and define the legal relationship between you (“Customer”) and  “Company,” “we,” or “us”).

By engaging our services, you acknowledge that you have read, understood, and agreed to these Terms in their entirety. If you do not agree, you must refrain from using our services.

These Terms are designed to:

    • Provide transparency in the services we offer.

    • Clearly outline the responsibilities of both parties.

    • Protect the interests of the Customer and the Company.

    • Ensure compliance with applicable laws and regulations.

All services offered are subject to these Terms unless otherwise agreed in writing through a separate service agreement.

2. Scope of Services

The Company provides professional services, including but not limited to: 

  • Accounting and Bookkeeping – Maintaining financial records, preparing statements, and managing ledgers.

         Tax Preparation and Filing – Assistance with tax calculations, filing returns, and advising on tax compliance.

  • Financial Advisory and Consulting – Business consulting, financial planning, and investment guidance.

  • Specialized Services – Any additional services as mutually agreed in writing.

Key points regarding service delivery:

    • Each service is performed in accordance with professional standards and applicable laws.

    • Timelines, deliverables, and fees for each service will be clearly outlined in individual agreements or invoices.

    • The Company reserves the right to modify the scope of services if necessary due to regulatory changes, unforeseen circumstances, or at the request of the Customer.

    • Any additional work outside the original scope will be communicated and billed separately, based on prior approval by the Customer.

3. Customer Responsibilities

To ensure effective delivery of services, the Customer agrees to:

    • Provide accurate, complete, and timely information relevant to the services.

    • Respond promptly to requests from the Company for documents, approvals, or clarifications.

    • Comply with applicable local, state, and federal laws related to the services received.

    • Make timely payments in accordance with agreed-upon schedules.

    • Notify the Company immediately if any circumstances arise that may affect the delivery or outcome of services.

Failure to comply with these responsibilities may lead to delays, additional charges, or limitations on service delivery. The Company is not responsible for inaccuracies or issues arising from incomplete or misleading information provided by the Customer.

4. Payment Terms

    • Fees for services are payable in accordance with the schedule outlined in the invoice or service agreement.

    • Payment is due within [e.g., 30 days] from the invoice date unless otherwise agreed.

    • Accepted payment methods include [bank transfer, credit card, digital payment portals, or check].

    • Late payments may incur interest at [specify rate, e.g., 1.5% per month] and could result in temporary suspension of services.

    • Any applicable taxes, duties, or government charges related to services are the responsibility of the Customer.

5. Cancellation, Termination, and Refund Policy

    • Customers may cancel services by providing written notice [e.g., 7–14 days] prior to the scheduled service or milestone.

    • Some services, once delivered or partially delivered, may be non-refundable, depending on the nature of the work.

    • Refunds, if any, will be processed in accordance with the terms outlined in the service agreement.

    • The Company reserves the right to terminate services immediately if the Customer breaches these Terms, fails to provide necessary information, or does not make timely payments.

    • Termination does not relieve the Customer of obligations to pay for services already rendered.

6. Confidentiality and Data Protection

    • All Customer information is considered confidential and will not be shared without written consent, except where legally required.

    • Both parties are obligated to maintain confidentiality regarding proprietary information, trade secrets, or sensitive data.

    • The Company implements reasonable administrative, technical, and physical safeguards to protect Customer data from unauthorized access, loss, or misuse.

    • Customers consent to the storage, processing, and transfer of their information as required to provide services in accordance with applicable privacy laws.

7. Intellectual Property Rights

    • All materials, methodologies, reports, software, and documentation created or provided by the Company remain the exclusive property of [Your Company Name].

    • Customers are granted a limited, non-exclusive, non-transferable license to use deliverables solely for the purposes outlined in the agreement.

    • Any reproduction, distribution, or public display of Company materials without prior written consent is strictly prohibited.

    • Intellectual property created by the Customer remains the property of the Customer, unless explicitly assigned to the Company in writing.

8. Limitation of Liability

    • While the Company strives to provide accurate and professional services, we cannot guarantee specific outcomes.

    • The Company shall not be liable for indirect, incidental, consequential, or punitive damages, including lost profits or business opportunities.

    • The total liability of the Company for any claim arising from these Terms shall not exceed the total fees paid by the Customer for the specific service involved.

    • Customers acknowledge that results may vary depending on the accuracy of information provided and factors beyond the Company’s control.

9. Governing Law and Dispute Resolution

    • These Terms are governed by the laws of [State/Country].

    • Any disputes arising under or in connection with these Terms will be resolved through [mediation/arbitration/court jurisdiction] in [City/State].

    • Both parties agree to engage in good faith negotiations to resolve disputes amicably before initiating formal legal proceedings.

10. Amendments and Updates

    • The Company reserves the right to update, modify, or revise these Terms at any time.

    • Customers will be notified of significant changes via [email, website, or other communication channels].

    • Continued use of services following amendments constitutes acceptance of the revised Terms.

11. Severability

    • If any provision of these Terms is found to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect.

    • The invalidity of any single provision will not affect the validity or enforceability of the other provisions.

12. Force Majeure

    • The Company shall not be liable for delays or failure in performance caused by events beyond its reasonable control, including natural disasters, acts of government, power outages, cyber incidents, or other unforeseeable events.

13. Contact Information

For questions, clarifications, or concerns regarding these Terms, please contact us:

Philip Andrew,
Email:phil@philipcpa.com
Phone: 954-649-8718
Address: Based in Fort Lauderdale, Serving Clients Nationwide