--- title: Terms and Conditions description: Review Choice Financial’s Terms and Conditions outlining the rules, responsibilities, and legal guidelines for using our services and website. --- [![Choice FInancial Logo-1](https://choicefinancialinc.com/hs-fs/hubfs/Choice%20FInancial%20Logo-1.png?width=129&height=129&name=Choice%20FInancial%20Logo-1.png) ](https://choicefinancialinc.com/home?hsLang=en) - [ Home ](https://choicefinancialinc.com/home?hsLang=en) - [ About Us ](https://choicefinancialinc.com/about-us?hsLang=en) - [ Meet Choice Financial ](https://choicefinancialinc.com/about-us?hsLang=en) - [ FAQs ](https://choicefinancialinc.com/faq?hsLang=en) - [ Blog ](https://choicefinancialinc.com/blogposts?hsLang=en) - [ Services ](https://choicefinancialinc.com/services?hsLang=en) - [ Detailed Tax Planning Strategies ](https://choicefinancialinc.com/detailed-tax-planning-strategies?hsLang=en) - [ Customized Tax Plans ](https://choicefinancialinc.com/services-taxplans?hsLang=en) - [ Tax Compliance ](https://choicefinancialinc.com/services-taxcompliance?hsLang=en) - [ Expert Audit Support ](https://choicefinancialinc.com/services-auditsupport?hsLang=en) - [ Personalized Wealth Strategies ](https://choicefinancialinc.com/services-wealthstrategies?hsLang=en) - [ Financial Risk Management ](https://choicefinancialinc.com/services-financial-risk-management?hsLang=en) - [ Retirement Planning ](https://choicefinancialinc.com/services-retirementplanning?hsLang=en) - [ Business Growth Solutions ](https://choicefinancialinc.com/services-businessgrowth?hsLang=en) - [ Entity Selection & Structuring ](https://choicefinancialinc.com/services-entity-selection?hsLang=en) - [ Contact Us ](https://choicefinancialinc.com/contact-us?hsLang=en) [ Get Demo ](https://meetings.hubspot.com/jm48) # Terms and Conditions Updated 11/21/2024 Welcome to Choice Financial. By accessing or using our website and services, you agree to comply with and be bound by these Terms and Conditions. Please read them carefully before using our services. #### **1. Acceptance of Terms** By using our services or website, you confirm that you have read, understood, and agree to these Terms and Conditions. If you do not agree, please refrain from using our services. #### **2. Services Provided** Choice Financial provides tax planning and financial consulting services tailored to individual and business needs. - Services are provided based on the information you supply. It is your responsibility to provide accurate and complete information. - The advice we offer is based on current laws and regulations, which are subject to change. #### **3. User Responsibilities** You agree to: - Provide truthful and accurate information to facilitate our services. - Refrain from using our website or services for illegal or unauthorized purposes. - Respect intellectual property rights, including content, trademarks, and other proprietary information on our website. #### **4. Payment Terms** - Fees for our services vary based on the complexity of the tax plan and potential savings identified. - Payment is due as outlined in the agreement signed at the start of our engagement. - Failure to pay may result in the suspension or termination of services. #### **5. Limitation of Liability** Choice Financial is not liable for: - Any financial losses, penalties, or damages resulting from incorrect or incomplete information provided by you. - Changes in laws, regulations, or tax codes after services have been rendered. - Delays caused by third parties, including government agencies or software providers. Our total liability for any claims related to our services is limited to the amount you paid us for those services. #### **6. Intellectual Property** All content on our website, including text, graphics, logos, and software, is the property of Choice Financial. Unauthorized use, reproduction, or distribution is prohibited. #### **7. Privacy** Your use of our services is also governed by our [Privacy Policy](https://choicefinancialinc.com/privacy-policy?hsLang=en). Please review it to understand how we collect, use, and protect your personal information. #### **8. Termination** We reserve the right to terminate your access to our website or services for violating these Terms and Conditions or engaging in fraudulent, abusive, or harmful behavior. #### **9. Governing Law** These Terms and Conditions are governed by the laws of California, without regard to its conflict of law principles. Any disputes arising from this agreement will be resolved in the courts of California. #### **10. Changes to Terms** We may update these Terms and Conditions at any time without prior notice. The effective date at the top of this page indicates the latest revision. Continued use of our services after changes constitutes your acceptance of the updated Terms. #### **11. Contact Us** For questions or concerns about these Terms and Conditions, please contact us. [ Contact Us ](https://choicefinancialinc.com/contact-us?hsLang=en) [![Choice FInancial Logo-1](https://choicefinancialinc.com/hs-fs/hubfs/Choice%20FInancial%20Logo-1.png?width=129&height=129&name=Choice%20FInancial%20Logo-1.png) ](https://choicefinancialinc.com/home?hsLang=en) Welcome to Choice Financial Where AI-Powered Precision Meets Financial Empowerment ### Company info - [ Home ](https://choicefinancialinc.com/home?hsLang=en) - [ Services ](https://choicefinancialinc.com/services?hsLang=en) - [ About ](https://choicefinancialinc.com/about-us?hsLang=en) - [ Contact ](https://choicefinancialinc.com/contact-us?hsLang=en) - [ FAQ ](https://choicefinancialinc.com/faq?hsLang=en) ### Legal Links - [ Privacy Policy ](https://choicefinancialinc.com/privacy-policy?hsLang=en) - [ Terms & Conditions ](https://choicefinancialinc.com/terms-and-conditions) - [ Cookie Policy ](https://choicefinancialinc.com/cookies-policy?hsLang=en) ### Contact info Phone: [(925) 215-7884 ](tel:(925)%20215-7884) Address: [4695 Chabot Drive Suite 200
 Pleasanton, CA 94588 ](https://g.co/kgs/pD2ReHf) ## Subscribe to Our Newsletter Stay ahead with our newsletter! We keep you informed on the latest tax trends, AI innovations, and expert tax planning strategies to help you maximize savings and stay compliant year-round. [Subscribe now for FREE](https://www.linkedin.com/newsletters/7358201648193654784/) Copyright © 2026, Choice Financial Incorporated