Terms of Service

Welcome to the website of Crestline Tax & Accounting ("Crestline Tax & Accounting," "we," "us," or "our").

These Terms of Service ("Terms") govern your access to and use of crestlinetax.com (the "Website") and your use of information, resources, forms, scheduling features, and other services made available through the Website.

By accessing or using the Website, you agree to these Terms. If you do not agree with these Terms, please do not use the Website.

1. About Our Services

Crestline Tax & Accounting provides tax, accounting, bookkeeping, business advisory, and related professional services.

Services described on the Website may include, among others:

• Individual tax preparation
• Business tax preparation
• Tax planning
• Bookkeeping and accounting
• Business formation support
• S-Corporation-related services
• Cost segregation services
• Business advisory services
• Other tax and accounting services offered by Crestline Tax & Accounting

The specific services provided to a client will depend on the engagement and agreement between Crestline Tax & Accounting and the client.

Information presented on the Website is intended to provide general information about our services and does not necessarily constitute an offer to provide any particular service.

2. No Tax, Legal, or Financial Advice Through the Website

Information published on the Website is provided for general informational and educational purposes.

Website content should not be considered a substitute for professional advice specific to your individual circumstances.

Tax laws, regulations, accounting standards, and financial circumstances can change. Information that may be appropriate for one person or business may not be appropriate for another.

You should consult with an appropriately qualified professional regarding your specific circumstances before making significant tax, accounting, business, legal, or financial decisions.

Submitting a form, sending an email, or scheduling an appointment does not by itself establish a professional-client relationship.

3. No Guarantee of Tax Results

Crestline Tax & Accounting does not guarantee a particular tax result, refund amount, tax savings amount, deduction, credit, audit outcome, or other financial result.

Tax outcomes depend on individual facts, applicable laws, regulations, documentation, and other circumstances.

Any examples, estimates, savings illustrations, or results discussed on the Website are for informational purposes and should not be interpreted as a guarantee of future results.

4. Appointments and Consultations

The Website may allow you to request or schedule appointments or consultations.

Submitting an appointment request does not necessarily guarantee that an appointment has been accepted or that services will be provided.

We reserve the right to reschedule, cancel, or decline an appointment when reasonably necessary.

Additional terms, fees, cancellation policies, or engagement requirements may apply to specific services.

5. Client Engagements

Professional services are provided pursuant to the applicable engagement terms agreed upon with the client.

Where applicable, an engagement letter or other written agreement may establish:

• The specific services to be provided
• Client responsibilities
• Fees and payment terms
• Deadlines
• Required documentation
• Limitations of the engagement
• Other terms applicable to the professional relationship

If an engagement agreement conflicts with these Website Terms, the applicable engagement agreement will generally control with respect to the professional services covered by that agreement.

6. User Responsibilities

When using the Website, you agree to:

• Provide accurate information
• Not knowingly submit false or misleading information
• Not impersonate another person or entity
• Not use the Website for unlawful purposes
• Not interfere with the operation or security of the Website
• Not attempt to gain unauthorized access to systems or information
• Not upload malicious code, viruses, or harmful material
• Not use automated methods to improperly access or collect Website information
• Respect the intellectual property rights of Crestline Tax & Accounting and third parties

7. Electronic Communications

When you contact us electronically, including by email or through Website forms, you consent to receiving electronic communications in response to your inquiry.

Electronic communications may include appointment confirmations, responses to inquiries, service-related communications, and other communications related to your relationship with Crestline Tax & Accounting.

Electronic communications may not always be secure. Please use appropriate caution when sending sensitive personal, tax, or financial information electronically.

8. Third-Party Services and Links

The Website may use or link to third-party services, including appointment scheduling, payment processing, analytics, email, hosting, or other technology platforms.

Third-party services are subject to their own terms and privacy policies.

Crestline Tax & Accounting does not control and is not responsible for the availability, security, content, policies, or practices of third-party websites or services.

9. Intellectual Property

Unless otherwise stated, the content on the Website, including text, graphics, logos, branding, images, designs, page layouts, and other materials, is owned by or licensed to Crestline Tax & Accounting and is protected by applicable intellectual property laws.

You may access and use the Website for personal or legitimate business purposes related to evaluating or using our services.

You may not reproduce, distribute, modify, publish, sell, license, or commercially exploit Website content without our prior written permission, except where permitted by applicable law.

10. Website Availability

We attempt to keep the Website available and functioning properly, but we do not guarantee that:

• The Website will always be available
• The Website will be uninterrupted
• The Website will be error-free
• Website content will always be current or complete
• Defects will always be corrected
• The Website will be free of viruses or other harmful components

We may modify, suspend, or discontinue portions of the Website at any time.

11. Accuracy of Information

We make reasonable efforts to provide useful and accurate information on the Website.

However, laws, regulations, deadlines, tax rules, service offerings, pricing, and other information may change.

We do not guarantee that every Website statement will remain current or that the Website will be free from errors or omissions.

12. Disclaimer of Warranties

To the fullest extent permitted by applicable law, the Website and its content are provided on an "as is" and "as available" basis.

Crestline Tax & Accounting disclaims warranties of any kind, whether express or implied, relating to the Website or its content, including warranties of accuracy, availability, fitness for a particular purpose, and non-infringement, except where such warranties cannot legally be excluded.

13. Limitation of Liability

To the fullest extent permitted by applicable law, Crestline Tax & Accounting and its owners, employees, contractors, agents, and service providers will not be liable for indirect, incidental, consequential, special, exemplary, or punitive damages arising from or related to your use of the Website or reliance on Website content.

Nothing in these Terms is intended to exclude or limit liability that cannot legally be excluded or limited under applicable law.

14. Indemnification

To the extent permitted by applicable law, you agree to indemnify and hold harmless Crestline Tax & Accounting and its owners, employees, contractors, agents, and service providers from claims, liabilities, damages, losses, costs, and expenses arising from your unlawful use of the Website, violation of these Terms, or infringement of another party's rights.

15. Privacy

Your use of the Website is also subject to our Privacy Policy, which explains how we collect, use, disclose, and protect information.

16. Changes to These Terms

We may modify these Terms from time to time.

Updated Terms will be posted on this Website with a revised "Effective Date." Your continued use of the Website after changes are posted constitutes acceptance of the updated Terms.

17. Governing Law

These Terms will be governed by and interpreted in accordance with the laws applicable in the jurisdiction in which Crestline Tax & Accounting operates, without regard to conflict-of-law principles, except where applicable law requires otherwise.

Any dispute that cannot be resolved informally will be handled in a court or other forum with appropriate jurisdiction.

18. Severability

If any provision of these Terms is determined to be invalid, unlawful, or unenforceable, the remaining provisions will continue in full force and effect to the extent permitted by law.

19. Entire Agreement

These Terms, together with the Privacy Policy and any applicable engagement agreement or other written agreement between you and Crestline Tax & Accounting, constitute the applicable understanding regarding your use of the Website, except where a separate written agreement expressly provides otherwise.

20. Contact Us

If you have questions about these Terms of Service, please contact: