TERMS AND CONDITION
1. Acceptance of Terms
By engaging with CGX Advisors ("we," "us," or "our") for tax preparation, bookkeeping, or financial
advisory services, you ("Client," "you," or "your") agree to be bound by these Terms and Conditions.
If you do not agree with any part of these terms, please do not use our services.
2. Scope of Services
CGX Advisors provides professional accounting, bookkeeping, and tax preparation services. The specific scope of services will be outlined in a formal engagement agreement or proposal. Additional services outside the agreed scope may incur additional fees.
3. Client Responsibilities
To enable us to provide accurate and timely services, the client agrees to:
- Provide all requested documentation and information in a timely manner.
- Ensure the accuracy and completeness of information submitted.
- Respond promptly to communications requiring approval, clarification, or additional detail.
Failure to comply may delay delivery of services or impact the accuracy of reporting and tax filings.
4. Fees and Payment Terms
- Fees for services will be provided in writing prior to commencement of work.
- Payment is due upon receipt of invoice, unless otherwise stated.
- Late payments may be subject to a late fee of 1.5% per month on the outstanding balance.
- CGX Advisors reserves the right to suspend or terminate services for non-payment.
5. Confidentiality
We respect your privacy and are committed to maintaining the confidentiality of your financial and personal information.
We will not disclose your information to third parties without your written consent, except as required by law.
6. Accuracy and Limitations of Liability
We strive for accuracy, professionalism, and timely delivery. However, we are not liable for:
- Errors or delays resulting from incorrect or incomplete information provided by the client.
- Tax liabilities, penalties, or interest due to circumstances beyond our control, including changes in tax law.
- Consequential or indirect damages related to the use of our services.
Clients are encouraged to review all work products for accuracy and notify us promptly of any discrepancies.
7. Record Retention
Clients are responsible for maintaining their own records and documentation.
CGX Advisors will retain workpapers and files for a period of 3 years, after which they may be securely destroyed without notice.
8. Cancellation and Termination
Either party may terminate the engagement at any time with written notice.
Upon termination, any work performed up to that point will be billed accordingly. Prepaid services are non-refundable unless otherwise agreed upon.
9. Governing Law
These Terms and Conditions shall be governed by and construed in accordance with the laws of your jurisdiction.
Any disputes arising under these terms shall be resolved in the appropriate courts located within that jurisdiction.
10. Amendments
We reserve the right to modify these Terms and Conditions at any time.
Updates will be posted onour website and will take effect immediately upon posting.
Continued use of our services constitutes acceptance of any updated terms.
11. Contact Information
For questions regarding these Terms and Conditions, you may contact us at:
Email: [email protected]
Phone: (904) 582-3877
Address: 245 Riverside Ave., Ste 100, Jacksonville, FL 32202