TERMS OF SERVICE

Effective Date: September 1, 2026

By accessing or using the website or services of Edward Parsons, CPA (“we,” “our,” or “us”), including submitting forms, requesting consultations or quotes, engaging professional services, or opting in to SMS communications, you agree to these Terms of Service.

Please review these Terms carefully before using our website or services.

1. Services

Edward Parsons, CPA provides professional services that may include:

Tax preparation and tax compliance services
Tax resolution services
Accounting services
Business and financial advisory services
Tax planning
Consultation and appointment services
Assistance with IRS or state tax matters
Client support and related professional communications

The specific scope of services provided to a client may be governed by a separate engagement letter, agreement, proposal, or other written arrangement.

We reserve the right to modify, suspend, or discontinue any website feature, service, or offering at any time.

2. Professional Services Disclaimer

Information provided through our website, emails, SMS messages, social media, or other general communications is intended for informational purposes only.

General information provided through these channels does not create a CPA-client, accountant-client, tax professional-client, fiduciary, or other professional relationship.

A professional relationship is established only when Edward Parsons, CPA and the client agree to an applicable engagement or service arrangement.

Tax, accounting, and financial matters vary based on individual circumstances. You should not rely solely on general website content or marketing communications when making tax, accounting, legal, or financial decisions.

We do not provide legal advice unless specifically authorized and qualified to do so.

3. SMS Program Description

By opting in to receive SMS communications from Edward Parsons, CPA, you agree to receive text messages related to services and communications you requested.

Messages may include:

Inquiry follow-ups
Quote-request follow-ups
Appointment confirmations
Appointment reminders
Appointment rescheduling notifications
Tax or accounting service updates
Document or information reminders
Client service communications
Customer support communications
Notifications related to requested professional services
Optional promotional or marketing messages when separate marketing consent has been provided

Message frequency varies depending on your interactions with us and the services you request.

4. SMS Opt-In Consent

You may opt in to receive SMS communications by voluntarily providing your mobile phone number through our website forms, consultation or booking pages, or other communication channels where SMS consent is clearly presented.

By opting in:

You authorize Edward Parsons, CPA to send applicable text messages to the mobile number you provided
Consent to receive SMS communications is not a condition of purchase
SMS consent is collected through clear, optional, and unchecked consent checkboxes where applicable
Marketing messages will only be sent when the appropriate marketing consent has been provided
Consent applies only to the types of messages described at the time you opt in
Message and data rates may apply
You must provide a valid mobile number that you are authorized to use

You must be at least 18 years old to opt in to our SMS communications.

5. SMS Cancellation & Opt-Out

You may cancel SMS communications at any time.

To opt out, reply STOP to the number from which you receive messages.

After you send STOP, you may receive a confirmation message acknowledging that you have been unsubscribed. You will no longer receive SMS messages covered by that subscription unless you subsequently opt in again.

You may also use other recognized opt-out keywords where supported by the applicable messaging provider.

To begin receiving messages again after opting out, you must provide your consent again through an available opt-in method.

6. Help & SMS Support

If you experience issues with our messaging program, reply HELP for assistance or contact us directly:

Email: edwardweb@edparsonscpa.com
Phone: +1 786-265-8578

Our SMS communications may be sent from:

SMS Program Number: +1 786-938-8684

7. Carrier Liability

Wireless carriers are not liable for delayed or undelivered messages.

SMS delivery depends on your wireless provider, device, network availability, and other factors outside our control.

We do not guarantee that every SMS communication will be delivered or received within a specific period.

8. Message Frequency & Cost

Message frequency varies depending on:

Your inquiries
Scheduled appointments
Requested services
Ongoing professional engagements
Support requests
Communication preferences

Standard message and data rates may apply to messages sent to you from us and messages you send to us.

If you have questions regarding your mobile messaging or data plan, please contact your wireless service provider.

9. Age Restriction

You must be at least 18 years of age to independently engage our services, submit service requests, or opt in to SMS communications unless otherwise permitted by applicable law and appropriate authorization has been provided.

By using our services or opting in to communications, you represent that you meet applicable age requirements and have the legal authority to enter into these Terms.

10. User Responsibilities

When using our website or professional services, you agree to:

Provide accurate, complete, and current information
Provide documents and information reasonably requested to perform applicable services
Review information and documents provided to you for accuracy
Notify us promptly of material changes to information you previously provided
Maintain the confidentiality and security of any account or portal credentials
Use secure document-sharing methods when requested
Use our website and services only for lawful purposes
Not interfere with or attempt to disrupt our website, systems, communications, or security measures
Not impersonate another person or provide information you are not authorized to provide

You are responsible for the accuracy and completeness of the information you provide.

Tax, accounting, and professional work may depend substantially on the information and documentation supplied by the client.

11. Tax and Financial Information

You acknowledge that tax laws, regulations, filing requirements, deadlines, interpretations, and government procedures may change.

Any recommendations or services provided are based on:

Information available at the time
Information provided by the client
Applicable laws and regulations
The agreed scope of professional services

You remain responsible for reviewing tax returns, financial documents, filings, or other materials prepared for you and notifying us of any errors or missing information before applicable filing or submission deadlines.

We cannot guarantee a particular tax outcome, refund amount, tax savings amount, government determination, IRS decision, penalty reduction, settlement, resolution, or financial result.

12. Payment & Fees

Fees for professional services may be communicated through:

Proposals
Engagement letters
Invoices
Quotes
Service agreements
Payment pages

You agree to pay applicable fees according to the payment terms associated with the services you purchase or engage.

Third-party payment processors may be used to securely process payments.

Additional services outside an agreed scope may require additional fees or a separate agreement.

13. Privacy

Your personal information will be handled in accordance with our Privacy Policy.

Our Privacy Policy describes how we collect, use, protect, and disclose personal information, including specific protections relating to mobile phone numbers and SMS consent information.

Privacy Policy:
https://edparsonscpa.com/privacy-policy/

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data and consent will not be shared with third parties for their own marketing or promotional purposes.

14. Intellectual Property

Unless otherwise stated, content available through the Edward Parsons, CPA website, including:

Text
Graphics
Logos
Website design
Educational materials
Guides
Documents
Videos
Other original content

is owned by or licensed to Edward Parsons, CPA and may be protected by applicable intellectual property laws.

You may use website materials for personal and informational purposes only unless written permission has been provided for another use.

You may not reproduce, distribute, sell, modify, republish, or commercially exploit protected website content without permission.

15. Third-Party Services & Links

Our website or services may use or provide links to third-party platforms, including services used for:

Payments
Appointment scheduling
Client portals
Document storage
Communications
Analytics
Tax or accounting software
Other business operations

We are not responsible for the availability, privacy practices, security, accuracy, or content of independent third-party websites or services.

Your use of third-party platforms may also be subject to their own terms and privacy policies.

16. No Guarantee of Results

While we strive to provide professional and accurate services, no specific outcome can be guaranteed.

We do not guarantee:

A specific tax refund
A particular amount of tax savings
Acceptance of a tax position by a government agency
Elimination or reduction of tax liabilities
Elimination of penalties or interest
Approval of an offer, settlement, payment arrangement, or other tax resolution
A specific financial or business outcome

Results depend on individual facts and circumstances, applicable law, information supplied by the client, and decisions made by government agencies or other third parties.

17. Limitation of Liability

To the fullest extent permitted by applicable law, Edward Parsons, CPA will not be liable for indirect, incidental, special, punitive, or consequential damages arising from:

Use or inability to use our website
Website interruptions or technical issues
SMS or email delivery failures
Reliance on general informational content
Unauthorized access caused by circumstances outside our reasonable control
Third-party platforms or services

Nothing in these Terms limits liability where such limitation is prohibited by applicable law or inconsistent with obligations established under a separate professional engagement agreement.

18. Indemnification

To the extent permitted by law, you agree to indemnify and hold harmless Edward Parsons, CPA from claims, damages, losses, or expenses arising from:

Your unlawful use of our website or services
Your violation of these Terms
False or unauthorized information you submit
Your infringement of another person’s rights

This provision does not alter any rights or obligations established under an applicable professional engagement agreement.

19. Changes to These Terms

We may update these Terms of Service periodically to reflect changes to:

Our services
Website functionality
Communication practices
Technology
Applicable legal or regulatory requirements

Updated Terms will be posted on this page with a revised effective date.

Continued use of our website or services after changes are posted constitutes acceptance of the updated Terms to the extent permitted by applicable law.

20. Governing Law

These Terms are governed by applicable federal and state laws in the jurisdiction in which Edward Parsons, CPA operates, without regard to conflict-of-law principles.

Any professional engagement may also contain separate governing-law, dispute-resolution, or jurisdiction provisions. If a separate written engagement agreement conflicts with these general website Terms regarding professional services, the applicable engagement agreement will control for that engagement.

21. Contact Information

For questions regarding these Terms of Service or our communications, please contact:

Edward Parsons, CPA

Website: https://edparsonscpa.com/

Email: edwardweb@edparsonscpa.com

Phone: +1 786-265-8578

SMS Program Number: +1 786-938-8684

For SMS assistance, reply HELP.

To stop receiving SMS communications, reply STOP.