Terms and Conditions

By accessing our website at or engaging our services, you agree to be bound by these Terms.

1. Services Offered
We provide professional services including but not limited to: accounting, bookkeeping, tax preparation and planning, estate and trust management, and accounts payable/receivable management. The specific scope of services will be detailed in a separate engagement letter or service agreement for each client.

2. Client Responsibilities
You agree to:

• Provide accurate, complete, and timely information necessary for us to perform the services.
• Retain all original documents as we may request. We are not responsible for loss of original documents.
• Review all reports, returns, and documents we prepare for accuracy and notify us promptly of any errors.

3. Fees and Payment

• Fees for our services are as outlined in your individual engagement letter. They may be a fixed fee, hourly, or based on the scope of work.
• You are responsible for all amounts due plus any applicable sales tax.

4. No Professional Legal or Investment Advice
Our services provide accounting, bookkeeping, and tax guidance. We do not provide legal, investment, or financial planning advice. For such matters, you should consult a qualified attorney, investment advisor, or financial planner.

5. Intellectual Property
All content on this Site, including text, graphics, logos, and software, is our property or the property of our licensors and is protected by copyright and other intellectual property laws. You may not reproduce, distribute, or create derivative works without our express written permission.

6. Limitation of Liability
To the fullest extent permitted by law, our total liability to you for any claim arising from our services or this Site shall be limited to the amount of fees you paid us for the specific services giving rise to the claim. We shall not be liable for any indirect, incidental, or consequential damages.

7. Third-Party Links
Our Site may contain links to third-party websites. We are not responsible for the content, accuracy, or opinions expressed on such websites. Inclusion of any link does not imply our endorsement.

8. Confidentiality
We will maintain the confidentiality of all your information in accordance with our Privacy Policy and professional standards, except as required by law or with your authorization.

9. Termination
Either party may terminate a service engagement as outlined in the specific engagement letter. Upon termination, you agree to pay for all services rendered and expenses incurred up to the termination date.

10. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of Virginia, without regard to its conflict of law principles.

11. Changes to Terms
We reserve the right to modify these Terms at any time. Changes will be posted on this page with an updated "Last Updated" date. Your continued use of the Site after changes constitutes acceptance.