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. 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.