Terms of Service

Acceptance of Terms

By accessing or using the website and services of Timothy LeGendre CPA LLC ("we," "our," or "us"), you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our website or services.

Services Provided

Timothy LeGendre CPA LLC provides professional accounting services including:

• Monthly bookkeeping services
• Tax preparation and filing
• Tax planning and strategy
• Financial consulting for small businesses

All services are provided by a licensed Certified Public Accountant (CPA) in accordance with professional standards and applicable laws.

Client Responsibilities

As a client, you agree to:

• Provide accurate, complete, and timely information necessary for services
• Maintain proper documentation and records as required by law
• Respond promptly to requests for information or clarification
• Pay all fees and charges as agreed upon in the engagement letter
• Notify us immediately of any changes to your business or financial situation
• Review all work product and ask questions about anything unclear

Engagement and Payment Terms

Services are provided based on written engagement letters that specify:

• Scope of services to be provided
• Fee structure (monthly retainer, hourly rate, or project-based)
• Payment terms and due dates
• Duration of the engagement

Payment is due according to the terms specified in your engagement letter. Late payments may result in suspension of services and may incur late fees.

Professional Standards and Limitations

Our services are provided in accordance with applicable professional standards, including those established by the American Institute of Certified Public Accountants (AICPA). We maintain professional liability insurance as required. However, we do not guarantee specific financial outcomes, tax savings, or audit results. Our advice is based on the information provided to us and the applicable tax laws and regulations at the time of service.

Confidentiality

We maintain strict confidentiality of all client information in accordance with professional ethics rules and applicable laws. Client information will not be disclosed to third parties except as required by law, with your written consent, or as necessary to provide the agreed-upon services.

Intellectual Property

All content on this website, including text, graphics, logos, and software, is the property of Timothy LeGendre CPA LLC and is protected by copyright and intellectual property laws. You may not reproduce, distribute, or create derivative works without our express written permission.

Termination of Services

Either party may terminate the engagement with written notice. Upon termination:

• You are responsible for all fees incurred up to the termination date
• We will provide all client records and work product as required by law
• We may retain copies of records for our files as permitted by professional standards
• Confidentiality obligations continue after termination

Limitation of Liability

To the maximum extent permitted by law, our liability for any claims arising from our services shall be limited to the fees paid for the specific service giving rise to the claim. We shall not be liable for any indirect, incidental, consequential, or punitive damages.

Dispute Resolution

Any disputes arising from these Terms or our services shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association, unless otherwise specified in the engagement letter. The arbitration shall take place in Lake County, Florida.

Governing Law

These Terms of Service shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law provisions.

Changes to Terms

We reserve the right to modify these Terms of Service at any time. Changes will be effective upon posting to this website. Continued use of our services after changes constitutes acceptance of the modified terms.

Contact Information

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