CPA Terms of Service & Professional Standards
Our CPA terms of service establish the professional standards and terms of engagement for HRX CPAs clients and website users, ensuring clear expectations and quality service delivery.
Service Agreement Overview
Professional Standards
We maintain the highest professional and ethical standards in all client relationships.
Client Responsibilities
Clear expectations for client participation and information sharing.
Mutual Protection
Terms that protect both our firm and our clients' interests.
Professional Service Agreement
Engagement Terms
By engaging HRX CPAs for professional services, you agree to the following terms:
- • Services will be performed in accordance with professional standards and applicable laws
- • Client will provide accurate and complete information necessary for service delivery
- • Fees and payment terms as outlined in the specific engagement letter
- • Confidentiality will be maintained in accordance with professional ethics
- • Services are limited to those specifically outlined in the engagement letter
Scope of Services
Our services include tax preparation, financial planning, accounting, and business advisory services as specifically outlined in individual engagement letters. We do not provide legal advice, investment management, or insurance services unless specifically licensed to do so.
Client Responsibilities
Information Provision
- • Provide accurate and complete financial information
- • Submit documents by agreed-upon deadlines
- • Notify us of any changes in financial circumstances
- • Respond to requests for information promptly
Payment Terms
- • Monthly packages due in advance
- • Project fees due per engagement letter terms
- • Late payment fees may apply after 30 days
- • Services may be suspended for non-payment
Limitations and Disclaimers
Professional Liability
Our liability is limited to the fees paid for the specific service where an error occurred. We maintain professional liability insurance as required by law.
Service Limitations
- • We are not responsible for client decisions based on our advice
- • Tax law interpretations may vary and are subject to examination
- • Investment advice is limited to tax implications only
- • We do not guarantee specific tax savings or outcomes
- • Audit representation is limited to matters we prepared
Website Disclaimer
Information on our website is for general information purposes only and does not constitute professional advice for your specific situation. Always consult with a qualified professional before making financial decisions.
Confidentiality and Privacy
Client-CPA Privilege
We maintain strict confidentiality of all client information in accordance with professional ethics and applicable laws. Limited exceptions apply for legal compliance or with client consent.
Data Security
We implement industry-standard security measures to protect client information. See our Privacy Policy for detailed information.
Termination of Services
Client Termination
- • 30-day written notice for ongoing services
- • Immediate termination for project-based work
- • Outstanding fees remain due upon termination
- • Client files will be provided upon request
Firm Termination
- • We may terminate for non-payment
- • Professional ethics conflicts
- • Failure to provide required information
- • 30-day notice when possible
Dispute Resolution
Resolution Process
- Direct discussion with your service team
- Escalation to firm management if needed
- Mediation through professional association if required
- Arbitration or legal proceedings as a last resort
Governing Law
These terms are governed by California state law and federal regulations applicable to certified public accounting practice.
Questions About These Terms?
If you have questions about these terms of service or need clarification on any aspect of our professional relationship, please contact us: