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Terms of Service

These Terms govern your use of Equity CPA's website and explain the limitations, responsibilities, and legal conditions that apply when you access the Site.

Effective Date

January 25, 2026

Website

equitycpa.co

Contact

[email protected]

1. Acceptance of Terms

By accessing or using this website ("Site"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree with these Terms, you must not use this Site.

These Terms apply to all visitors, users, and others who access the Site.

2. About EquityCPA

EquityCPA ("EquityCPA," "Equity CPA," "we," "us," or "our") is a professional services firm providing tax preparation, tax planning, accounting, advisory, and related services.

Important: Use of this Site does not create a CPA-client, fiduciary, or advisory relationship.

A client relationship is established only through a mutually executed written engagement letter or service agreement.

3. No Professional Advice via Website

All content on this Site is provided for general informational purposes only.

Nothing on this Site constitutes:

  • - tax advice
  • - accounting advice
  • - legal advice
  • - financial or investment advice

You should not act or refrain from acting based on any information on this Site without seeking professional advice tailored to your specific circumstances.

4. No Client Relationship

Submitting a contact form, scheduling a call, sending an email, or receiving general information from EquityCPA does not create a client relationship.

A client relationship exists only after:

  • - Scope of services is agreed upon, and
  • - A written engagement letter is signed by both parties.

5. Use of Website

You agree to use this Site only for lawful purposes and in a manner that does not:

  • - violate applicable laws or regulations
  • - infringe intellectual property rights
  • - interfere with the Site's operation or security
  • - attempt unauthorized access to systems or data

We reserve the right to restrict or terminate access to the Site for violations of these Terms.

6. Intellectual Property

All content on this Site, including but not limited to text, graphics, logos, branding, layout, and design, is the property of EquityCPA or its licensors and is protected by intellectual property laws.

You may not copy, reproduce, distribute, modify, or create derivative works from this content without prior written consent from EquityCPA.

7. Third-Party Services and Links

This Site may include links to or integrations with third-party services, including but not limited to:

  • - Calendly (appointment scheduling)
  • - Podcast platforms (e.g., Anchor)
  • - Analytics and advertising platforms

EquityCPA does not control and is not responsible for the content, policies, or practices of third-party websites or services. Use of third-party services is subject to their respective terms and privacy policies.

8. Communications

By contacting EquityCPA through the Site or scheduling an appointment, you consent to receive communications from us via email or other reasonable means regarding your inquiry or services.

Marketing communications, where applicable, will include an option to opt out.

9. Disclaimer of Warranties

This Site is provided on an "as is" and "as available" basis.

EquityCPA makes no warranties or representations regarding:

  • - the accuracy, completeness, or reliability of Site content
  • - uninterrupted or error-free operation of the Site
  • - security of transmissions made through the Site

To the fullest extent permitted by law, all warranties, whether express or implied, are disclaimed.

10. Limitation of Liability

To the maximum extent permitted by law, EquityCPA shall not be liable for any direct, indirect, incidental, consequential, special, or punitive damages arising from or related to:

  • - use or inability to use the Site
  • - reliance on Site content
  • - errors, omissions, or interruptions
  • - unauthorized access to or use of data

This limitation applies regardless of the legal theory asserted.

11. Indemnification

You agree to indemnify and hold harmless EquityCPA and its owners, employees, contractors, and affiliates from any claims, damages, liabilities, costs, or expenses arising out of:

  • - your use of the Site
  • - your violation of these Terms
  • - your violation of any applicable law or rights of a third party

12. Privacy

Your use of the Site is also governed by our Privacy Policy, which describes how we collect, use, and protect information.

By using the Site, you consent to our data practices as described in the Privacy Policy.

13. Modifications to Terms

EquityCPA may update or modify these Terms at any time without prior notice. Changes will be effective upon posting to this page.

Your continued use of the Site after changes are posted constitutes acceptance of the revised Terms.

14. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the jurisdiction in which EquityCPA is organized and operates, without regard to conflict-of-law principles.

15. Severability

If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions shall continue in full force and effect.

16. Contact Information

For questions regarding these Terms of Service, please contact:

Email: [email protected]

Business Name: EquityCPA