Terms of Service

1. Acceptance of Terms

By accessing or using the services provided by Advocate CPA LLC, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service. If you do not agree with any part of these terms, you must not use our services.

These Terms of Service constitute a legally binding agreement between you and Advocate CPA LLC regarding the use of our professional accounting, tax preparation, and financial consulting services.

2. Description of Services

Advocate CPA LLC provides professional financial services, including but not limited to:

• Accounting Services: Bookkeeping, financial statement preparation, monthly and quarterly reporting, general ledger maintenance, accounts payable and receivable management, and reconciliation services.
• Tax Preparation: Individual and business tax return preparation, tax planning strategies, compliance with federal and state tax regulations, tax filing assistance, and representation before tax authorities.
• Financial Consulting: Strategic financial planning, business advisory services, cash flow management, budgeting and forecasting, financial analysis, and business structure consultation.

The specific scope of services provided will be determined based on individual client engagement agreements and the particular needs of each client.

3. Eligibility

To use our services, you must meet the following eligibility requirements:

• Age Requirements: You must be at least 18 years of age or the age of majority in your jurisdiction to enter into these Terms of Service and use our services.
• Authority to Agree: If you are agreeing to these Terms of Service on behalf of a business or other legal entity, you represent and warrant that you have the authority to bind that entity to these terms.
• Legal Capacity: You must have the legal capacity to enter into a binding agreement under applicable law.

By using our services, you represent and warrant that you meet all eligibility requirements set forth in this section.

4. User Responsibilities

As a client of Advocate CPA LLC, you agree to fulfill the following responsibilities:

• Accurate Information: You agree to provide complete, accurate, and truthful information when requested. This includes financial records, identification documents, and any other information necessary for the provision of our services. You acknowledge that the accuracy of our work depends on the accuracy of the information you provide.
• Timely Communication: You agree to respond to our requests for information, documents, or clarifications in a timely manner. Delays in providing requested information may impact our ability to meet deadlines and deliver quality services.
• Payment Obligations: You agree to pay all fees associated with the services provided according to the payment terms outlined in your engagement letter or service agreement. Payment is due upon receipt of invoice unless otherwise specified in writing.
• Review and Approval: You agree to review all deliverables provided by Advocate CPA LLC and notify us promptly of any errors, omissions, or required changes.

5. Prohibited Uses

You agree not to use our services for any of the following purposes:

• Illegal Purposes: Any activity that violates applicable local, state, national, or international law or regulation.
• Fraud or Misrepresentation: Providing false, misleading, or fraudulent information to Advocate CPA LLC or any third party, including tax authorities, financial institutions, or other entities.
• Interference with Services: Any action that interferes with or disrupts the provision of our services, including attempting to gain unauthorized access to our systems or data.
• Violation of Rights: Any activity that violates the rights of Advocate CPA LLC or any third party, including intellectual property rights, privacy rights, or contractual rights.
• Harmful Activities: Transmitting viruses, malware, or any other harmful code, or engaging in any activity that could damage, disable, or impair our services or systems.

Violation of these prohibited uses may result in immediate termination of services and legal action as appropriate.

6. Intellectual Property

6.1 Website Content

The Advocate CPA LLC website, including all text, graphics, logos, images, software, and other content, is the property of Advocate CPA LLC and is protected by United States and international copyright and intellectual property laws. You may not reproduce, distribute, modify, create derivative works of, publicly display, or exploit any content from our website without our prior written consent.

6.2 User Content

You retain ownership of any documents, financial records, and other materials you provide to Advocate CPA LLC. By providing these materials, you grant Advocate CPA LLC a limited, non-exclusive license to use such materials solely for the purpose of providing the services you have requested.

6.3 Work Product

All work product, including tax returns, financial statements, reports, and other deliverables created by Advocate CPA LLC, remains our intellectual property until full payment is received. Upon payment, you receive a non-exclusive license to use such work product for its intended purpose.

7. Disclaimer of Warranties

THE SERVICES PROVIDED BY ADVOCATE CPA LLC ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO:

• Implied warranties of merchantability
• Fitness for a particular purpose
• Non-infringement
• Accuracy or completeness of results

Advocate CPA LLC does not guarantee specific financial outcomes, tax savings, or audit results. The results of our services depend on numerous factors, including the accuracy of information provided, changes in tax law, and circumstances specific to each client.

We make no warranty that our services will meet your specific requirements, that our services will be uninterrupted, timely, secure, or error-free, or that the quality of any products, services, information, or other material provided by us will meet your expectations.

Any advice or information provided by Advocate CPA LLC should not be construed as legal advice. For legal matters, you should consult with a qualified attorney.

8. Limitation of Liability

8.1 Service Limitations

Advocate CPA LLC shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, or other intangible losses, resulting from:

• Your use or inability to use our services
• Any errors or omissions in the content of our services
• Unauthorized access to or alteration of your data
• Any third-party conduct on our services
• Any other matter relating to our services

8.2 Maximum Liability Cap

To the maximum extent permitted by law, the total liability of Advocate CPA LLC for any claim arising from or related to our services shall not exceed the total fees paid by you to Advocate CPA LLC for the specific services giving rise to the claim during the twelve (12) months preceding the claim.

8.3 Exceptions

Some jurisdictions do not allow the exclusion of certain warranties or the limitation of liability for consequential or incidental damages. In such jurisdictions, our liability is limited to the maximum extent permitted by law.

9. Third-Party Services and Links

Our website and services may contain links to third-party websites, services, or resources. These links are provided for your convenience only.

• External Services: Advocate CPA LLC has no control over and assumes no responsibility for the content, privacy policies, or practices of any third-party websites or services.
• No Endorsement: The inclusion of any link does not imply endorsement or recommendation by Advocate CPA LLC.
• Your Risk: You acknowledge and agree that Advocate CPA LLC is not responsible or liable for any damage or loss caused by or in connection with your use of any third-party services or websites.
• Third-Party Terms: You should review the terms and privacy policies of any third-party websites or services that you visit.

10. Indemnification

You agree to defend, indemnify, and hold harmless Advocate CPA LLC, its officers, directors, employees, agents, and affiliates from and against any claims, liabilities, damages, losses, and expenses, including reasonable attorney's fees, arising out of or in any way connected with:

• Your access to or use of our services
• Your violation of these Terms of Service
• Your violation of any third-party right, including intellectual property rights
• Any claim that your use of our services caused damage to a third party
• Any inaccurate or false information you provide
• Your violation of any applicable law or regulation

This indemnification obligation will survive the termination of these Terms of Service and your use of our services.

11. Termination

11.1 Termination by User

You may terminate your use of our services at any time by providing written notice to Advocate CPA LLC. Upon termination, you remain responsible for any outstanding fees for services rendered up to the date of termination.

11.2 Termination by Company

Advocate CPA LLC reserves the right to terminate or suspend your access to our services immediately, without prior notice or liability, for any reason, including but not limited to:

• Violation of these Terms of Service
• Conduct that is harmful to other users or Advocate CPA LLC
• Failure to pay fees when due
• Providing false or misleading information
• Any illegal activity or suspected fraud

11.3 Effect of Termination

Upon termination of services:

• All rights granted to you under these Terms of Service will immediately cease
• You must pay all outstanding fees for services rendered
• We will return or destroy your documents as required by professional standards and applicable law
• Sections of these Terms that by their nature should survive termination will remain in effect

12. Governing Law

12.1 Applicable Law

These Terms of Service shall be governed by and construed in accordance with the laws of the State of Texas, United States, without regard to its conflict of law provisions.

12.2 Jurisdiction

Any legal suit, action, or proceeding arising out of or related to these Terms of Service or the services provided shall be instituted exclusively in the state or federal courts located in Harris County, Texas, United States. You waive any objection to the exercise of jurisdiction over you by such courts and to the venue of such courts.

12.3 Waiver

The failure of Advocate CPA LLC to exercise or enforce any right or provision of these Terms of Service shall not constitute a waiver of such right or provision. Any waiver of any provision of these Terms of Service will be effective only if in writing and signed by an authorized representative of Advocate CPA LLC.

13. Changes to Terms

Advocate CPA LLC reserves the right to modify or revise these Terms of Service at any time at our sole discretion. Any changes will be effective immediately upon posting the revised Terms of Service on our website.

Your continued use of our services following the posting of revised Terms of Service constitutes your acceptance of such changes. If you do not agree to the modified terms, you must discontinue use of our services.

We encourage you to review these Terms of Service periodically for any updates. The "Effective Date" at the top of this page indicates when these Terms were last revised.

14. Contact Information

If you have any questions about these Terms of Service, please contact us using the information below: