Terms & Conditions

Agreement to Terms

These Terms and Conditions ("Terms") govern your use of the website and services provided by Steele Martin Jones & Company, PLC ("we," "our," "us," or the "Firm"). By accessing our website or engaging our services, you agree to be bound by these Terms. If you do not agree to these Terms, please do not use our website or services.

Description of Services

Steele Martin Jones & Company, PLC provides professional accounting, tax preparation, bookkeeping, payroll, QuickBooks consulting, IRS representation, and business advisory services. Our services include, but are not limited to:

• Individual and business tax preparation and planning
• IRS and state tax authority representation
• Bookkeeping and financial statement preparation
• Payroll processing and tax compliance
• QuickBooks setup, training, and support
• Business consulting and advisory services
• Entity selection and formation guidance
• Estate and trust tax services

Engagement & Service Agreement

Professional services are provided pursuant to a separate engagement letter that will specify the scope, fees, and terms of the services to be performed. These Terms supplement but do not replace the engagement letter.

You agree to provide accurate, complete, and timely information necessary for us to perform our services. We rely on the information you provide, and you are responsible for its accuracy. Our services are limited to the scope described in the engagement letter, and we have no obligation to update our work for events occurring after our report or deliverable is issued.

Fees and Payment

Fees for our services will be outlined in your engagement letter or provided as an estimate before work begins. You agree to pay all fees in accordance with the payment terms specified.

• Payment is due upon receipt of invoice unless otherwise agreed
• We accept cash, check, and major credit cards
• Late payments may be subject to interest charges
• We reserve the right to suspend services for unpaid balances
• You are responsible for all costs incurred in collecting unpaid fees

Acceptable Use Policy

When using our website and services, you agree not to:

• Provide false, misleading, or fraudulent information
• Use our services for any unlawful purpose
• Attempt to gain unauthorized access to our systems or client data
• Interfere with the proper functioning of our website
• Upload viruses, malware, or other harmful code
• Reproduce, duplicate, or copy any portion of our website without permission
• Use automated systems to access our website without permission
• Impersonate another person or entity

Client Responsibilities

As a client, you are responsible for:

• Providing complete and accurate information for all services
• Responding promptly to requests for information and documentation
• Reviewing all work product and notifying us of any errors
• Maintaining records and documentation supporting your tax positions
• Notifying us of any changes that may affect our work
• Making timely tax payments and meeting filing deadlines
• Keeping your contact information current

Confidentiality

We are committed to maintaining the confidentiality of your information. As Certified Public Accountants, we are bound by professional standards and ethics rules regarding client confidentiality. We will not disclose your confidential information to third parties without your consent, except as required by law, professional standards, or as necessary to perform our services.

Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW:

• Our liability for any claim arising from our services shall not exceed the fees paid for the specific service giving rise to the claim
• We shall not be liable for any indirect, incidental, consequential, special, or punitive damages
• We are not liable for damages resulting from your failure to provide accurate or timely information
• We are not responsible for IRS or state tax authority decisions or actions
• We are not liable for any third-party claims against you

Our services are based on the information you provide and applicable laws at the time of service. We cannot guarantee specific outcomes, tax savings, or audit protection. Tax laws and interpretations change, and our advice is based on current understanding at the time provided.

Disclaimer of Warranties

OUR WEBSITE AND ONLINE RESOURCES ARE PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. WE DO NOT WARRANT THAT OUR WEBSITE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. THE INFORMATION ON OUR WEBSITE IS FOR GENERAL INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE PROFESSIONAL ADVICE.

Indemnification

You agree to indemnify, defend, and hold harmless Steele Martin Jones & Company, PLC, its partners, employees, and agents from any claims, damages, losses, or expenses (including reasonable attorney fees) arising from your breach of these Terms, your violation of any law, or your provision of false or misleading information.

Intellectual Property

All content on our website, including text, graphics, logos, images, and software, is the property of Steele Martin Jones & Company, PLC or its content suppliers and is protected by copyright and trademark laws. You may not reproduce, distribute, modify, or create derivative works from any content without our prior written consent.

Governing Law & Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the State of Tennessee, without regard to conflict of law principles. Any dispute arising from these Terms or our services shall be resolved as follows:

• The parties shall first attempt to resolve disputes through good-faith negotiation
• If negotiation fails, disputes shall be submitted to mediation in Madison County, Tennessee
• Any litigation shall be brought exclusively in the state or federal courts located in Madison County, Tennessee
• You consent to the personal jurisdiction of such courts

Termination

Either party may terminate the professional relationship at any time with written notice. Upon termination, you remain responsible for payment of all fees for services rendered. We will provide copies of your records upon request, subject to payment of outstanding balances. Certain provisions of these Terms, including limitation of liability and indemnification, shall survive termination.

Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall remain in full force and effect.

Changes to Terms

We reserve the right to modify these Terms at any time. Changes will be effective immediately upon posting to our website. Your continued use of our website or services after any changes constitutes acceptance of the modified Terms. We encourage you to review these Terms periodically.