Terms of Service

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1. Services Provided

We provide professional services in the following areas:

• Accounting services
• Bookkeeping services
• Tax preparation
• Tax planning

All services are provided in compliance with applicable laws, regulations, and professional standards.

2. Client Responsibilities

To ensure the successful delivery of our services, you agree to:

• Provide accurate, complete, and timely information and documentation needed for      your engagement.
• Respond promptly to requests for additional information or clarification.
• Retain copies of all documents provided to us.
• Ensure compliance with applicable laws and regulations, including filing deadlines and payment obligations.

Failure to provide the necessary information may result in delays, additional fees, or termination of our engagement.

 

3. Confidentiality

As a CPA firm, we are committed to maintaining the confidentiality of your information in accordance with professional standards. We will not disclose your information without your written consent, except:

• To comply with legal or regulatory requirements.
• As necessary to provide services (e.g., sharing data with software providers or other authorized third parties).

4. Intellectual Property

All documents, reports, analyses, and other deliverables we provide are our intellectual property. You are granted a limited, non-transferable license to use these materials solely for your internal business or personal use.

You may not reproduce, distribute, or share our work product without prior written consent.
 

5. Disclaimer of Warranties

Our services are provided in accordance with professional standards, but we do not guarantee specific outcomes or results. You acknowledge that:

• Tax laws and regulations are subject to change, which may affect the accuracy      of advice or projections.
• We are not responsible for penalties, interest, or other consequences resulting      from incomplete, inaccurate, or untimely information provided by you.
  
   

6. Privacy Policy

Your use of our services is also governed by our Privacy Policy, available on our website.

 

7. Amendments

We may update these Terms from time to time. Continued use of our services constitutes acceptance of the updated Terms.

 

8. Contact Information

If you have questions about these Terms or our services, please contact us:

Email: info@rorcpa.com
Website: rorcpa.com

Terms of Service for SMS Communications

1. Consent for SMS Communication

Information obtained as part of the SMS consent process will not be shared with third parties. 

2. Types of SMS Communications

If you have consented to receiving text messages from Roderick Robeson CPA LLC, you may receive text messages related to the following services:

• Accounting Services: Reminders or updates regarding your financial records and      service requests.
• Tax Preparation: Notifications about required documents, filing deadlines,      and appointment confirmations.
• Tax Planning: Updates on tax-saving opportunities, estimated payments, and      compliance reminders.
• Bookkeeping Services: Requests for missing information, transaction      clarifications, or report availability.

Examples of SMS Messages You May Receive:

• “Have you uploaded the documents to the portal?”
• “Reminder: Your tax filing deadline is approaching. Schedule a consultation today!”
• “We’ve reviewed your financial records. Please check your portal for updates.”

3. Message Frequency:

Message frequency may vary depending on the type of communication. You may receive up to 5 messages per week depending on your engagement.

4. Potential Fees for SMS Messaging:

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally. 

5. Opt-In Method:

You may opt-in to receive SMS messages from Roderick Robeson CPA LLCin the following way:

• By submitting a website form 

6. Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7. Help:

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at  512-960-4874

Additional Options:

• If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

8. Standard Messaging Disclosures:

• Message and data rates may apply.
• You can opt-out at any time by texting "STOP."
• For assistance, reply with the word "HELP" or contact Roderick Robeson CPA      LLC directly at 512-960-4874
• To learn more about our Privacy Policy visit Privacy Policy Page and for Terms of Service Page  for Terms and Conditions
• Message frequency may vary.