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Terms and Conditions – ClearSky CPA

These Terms and Conditions outline the rules for using the ClearSkyCPA.com website and engaging with ClearSky CPA for tax, advisory, and consulting services. By accessing this site or using our services, you agree to the following terms:

 

 

1. Definitions

  • “Client,” “You,” and “Your” refer to the user of our website or the individual or entity receiving our services.

  • “ClearSky CPA,” “We,” “Us,” and “Our” refer to ClearSky CPA and its representatives.

  • “Services” include all tax, advisory, planning, and consulting work provided by ClearSky CPA.

 

 

2. Intellectual Property

All content on this website is the property of ClearSky CPA and may not be copied, republished, or distributed without written permission.

 

 

3. Confidentiality & Secure Uploads

We protect all client data in accordance with IRS and FTC requirements. Documents uploaded through our secure portal are encrypted. Clients are responsible for the accuracy and authorization of information provided.

 

 

4. Use of Services & Disclaimer

Our services are governed by engagement agreements. We offer expert advice based on current laws and the information you provide. We do not guarantee specific outcomes and do not offer legal or investment advice.

 

 

5. Client Responsibilities

Clients must submit complete and timely information. Delays or inaccuracies may affect results or timelines. All projections and reports are dependent on data you provide.

 

 

6. Electronic Communication & Signatures

By using our services, you consent to receive and sign documents electronically, including invoices, reports, and engagement letters.

 

 

7. Record Retention

We retain client records for at least 7 years. After that, they may be securely deleted. Clients should keep copies of all key documents.

 

 

8. Third-Party Links

Our site may contain links to third-party websites. We are not responsible for their content or privacy practices.

 

 

9. Limitation of Liability

ClearSky CPA is not liable for any indirect or consequential damages. Our liability is limited to fees paid for services rendered.

 

 

10. Governing Law

These terms are governed by the laws of the State of Florida, USA.

 

 

11. Scope of Services

Our services may include:

  • Tax compliance and planning

  • Business performance reviews and KPI tracking

  • Value Builder diagnostics (e.g., Value Builder Score™, PREScore™, Freedom Score™)

  • Strategic growth and exit planning

Each engagement is defined by a written agreement outlining services, frequency, and pricing. We do not provide legal services, audit representation, or CFO support unless specifically agreed upon.

 

 

12. Subscription Packages & Fees

Our services are offered through fixed-fee subscriptions. Initial setup fees are non-refundable. Late or missed payments may result in paused service.

 

 

13. Meeting Policies

Please provide at least 48 hours’ notice for rescheduling. Repeated cancellations may result in extra charges or disengagement.

 

 

14. Use of Diagnostic Tools

Diagnostic reports and tools are for your internal use only. They may not be shared externally or republished without written permission.

 

 

15. Termination

You may terminate your engagement in writing. All work completed to date will be invoiced and is payable immediately. Post-termination, no additional updates or services are provided.

 

 

Contact 

ClearSky CPA
hello@clearskycpa.com

850-275-9276
www.ClearSkyCPA.com