Terms ofService
Professional service agreement outlining the terms and conditions for our comprehensive CPA and accounting services.
Effective Date: January 1, 2024 | Last Updated: January 1, 2024
Acceptance of Terms
By engaging Klingeman CPAs for professional accounting services, visiting our website, or using any of our services, you agree to be bound by these Terms of Service. These terms constitute a binding agreement between you ("Client" or "you") and Klingeman CPAs ("we," "us," or "our").
If you do not agree with these terms, please do not use our services or website. We reserve the right to modify these terms at any time, and your continued use of our services constitutes acceptance of any changes.
Services Description
Klingeman CPAs provides professional accounting services including:
Tax Services
- Individual tax preparation
- Business tax returns
- Tax planning and strategy
- IRS audit representation
Business Services
- Bookkeeping and accounting
- Financial statement preparation
- Business consulting
- Payroll services
Specific services will be outlined in individual engagement letters or service agreements. The scope of work may vary based on your specific needs and our professional recommendations.
Client Responsibilities
As our client, you agree to:
- Provide complete, accurate, and timely information necessary for service delivery
- Maintain organized records and documentation as requested
- Respond promptly to requests for information or clarification
- Pay fees and expenses according to agreed terms
- Inform us of any changes that may affect our services
- Comply with all applicable laws and regulations
- Review all work product carefully and notify us of any questions or concerns
Professional Standards
We adhere to the highest professional standards and are bound by:
AICPA Standards
Professional ethics and conduct
State Regulations
Oklahoma licensing requirements
Confidentiality
Strict privacy protection
Fees and Payment Terms
Fee Structure
Our fees are based on:
- Complexity and scope of services required
- Time and resources necessary to complete the work
- Professional expertise and experience required
- Specific fee arrangements outlined in engagement letters
Payment Terms
- Payment is due upon receipt of invoice unless otherwise agreed
- Past due accounts may be subject to interest charges
- We reserve the right to suspend services for non-payment
- Client is responsible for collection costs and attorney fees
Limitation of Liability
Important: This section limits our liability for professional services.
Our liability for any claim arising from our professional services is limited to the fees paid for the specific service giving rise to the claim. We will not be liable for:
- Indirect, special, consequential, or punitive damages
- Lost profits, revenue, or business opportunities
- Damages arising from third-party claims
- Actions taken based on information provided by the client
- Changes in tax laws or regulations after service completion
Professional Disclaimer
While we strive to provide accurate and reliable service, please understand:
- Tax laws and regulations are complex and subject to change
- Our advice is based on information available at the time of service
- Results cannot be guaranteed, and outcomes may vary
- You should seek legal counsel for legal matters beyond our scope
- Investment advice is not provided unless specifically engaged
Termination
Either party may terminate services:
- With written notice as specified in the engagement letter
- Immediately for non-payment or breach of agreement
- Upon completion of agreed-upon services
- For professional or ethical reasons as determined by us
Upon termination, you remain responsible for fees incurred through the termination date, and we will provide your records upon payment of outstanding balances.
Governing Law
These terms are governed by the laws of the State of Oklahoma. Any disputes will be resolved in the appropriate courts of Tulsa County, Oklahoma. If any provision is deemed unenforceable, the remainder of these terms will remain in full effect.
Contact Information
Questions about these Terms of Service should be directed to:
Professional Commitment
At Klingeman CPAs, we are committed to providing exceptional service while maintaining the highest professional and ethical standards. These terms ensure clear expectations and protect both our clients and our practice. We look forward to serving your accounting and tax needs.
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Schedule your free consultation with our experienced CPAs today.
Former IRS Management • 20+ Years Experience • Serving All of Tulsa Metro