Terms of Service

Last Updated: September 1, 2026

1. Acceptance of Terms

By accessing and using the services provided by TX CPA Consulting ("we," "our," or "us"), you accept and agree to be bound by these Terms of Service. If you do not agree to these terms, you may not use our services.

2. Description of Services

TX CPA Consulting provides accounting, tax preparation, financial consulting, and related professional services through our online platform. Our services include but are not limited to:

  • Tax preparation and filing
  • Financial document management
  • Client communication and messaging
  • Task and appointment management
  • Time tracking and billing
  • Secure document storage and sharing

3. User Accounts

3.1 Account Creation

To use our services, you must create an account and provide accurate, complete information. You are responsible for maintaining the confidentiality of your account credentials.

3.2 Account Security

You are responsible for all activities that occur under your account. You must:

  • Use a strong, unique password
  • Enable multi-factor authentication (MFA)
  • Notify us immediately of any unauthorized access
  • Not share your account credentials with others

4. Professional Standards

As a licensed CPA firm, we adhere to professional standards including:

  • AICPA Code of Professional Conduct
  • GAAP (Generally Accepted Accounting Principles)
  • GAAS (Generally Accepted Auditing Standards)
  • PCAOB standards (where applicable)
  • State and federal tax regulations

5. Client Responsibilities

As a client, you agree to:

  • Provide accurate and complete information
  • Respond promptly to requests for information
  • Maintain the confidentiality of your account
  • Pay fees in accordance with agreed terms
  • Comply with all applicable laws and regulations

6. Fees and Payment

Fees for our services are as agreed upon in your service agreement. Payment terms, including due dates and late fees, are specified in your billing statements. We reserve the right to suspend services for non-payment.

7. Confidentiality

We maintain strict confidentiality of all client information in accordance with:

  • AICPA confidentiality requirements
  • Attorney-client privilege (where applicable)
  • FTC Safeguards Rule
  • GLBA privacy requirements

Client information is encrypted and accessible only to authorized personnel.

8. Intellectual Property

All content, features, and functionality of our services are owned by TX CPA Consulting and are protected by copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, or create derivative works without our written permission.

9. Limitation of Liability

To the maximum extent permitted by law, TX CPA Consulting shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of our services. Our total liability shall not exceed the amount you paid for services in the 12 months preceding the claim.

10. Indemnification

You agree to indemnify and hold harmless TX CPA Consulting from any claims, damages, losses, or expenses arising from your use of our services or violation of these terms.

11. Termination

Either party may terminate the service relationship with written notice. Upon termination:

  • Your access to the platform will be suspended
  • You may request export of your data (subject to retention requirements)
  • We will retain records as required by law (7 years for tax records)
  • Outstanding fees remain due and payable

12. Dispute Resolution

Any disputes arising from these terms or our services shall be resolved through:

  1. Good faith negotiation
  2. Mediation (if negotiation fails)
  3. Binding arbitration in accordance with AAA rules

This does not limit your right to file a complaint with professional licensing boards or regulatory authorities.

13. Changes to Terms

We reserve the right to modify these terms at any time. Material changes will be communicated to you via email or through the platform. Continued use of our services after changes constitutes acceptance of the modified terms.

14. Governing Law

These terms shall be governed by and construed in accordance with the laws of the State of Texas, without regard to conflict of law principles.

15. Contact Information

For questions about these Terms of Service, please contact us: