Terms of Service

1. Acceptance of Terms

By accessing or using this website, submitting information through it, or engaging BizBoox, LLC (“BizBoox,” “we,” “our,” or “us”), you agree to these Terms of Service. If you do not agree, do not use this website or our services.

2. No Professional Relationship Through Website Use

Use of this website, including submitting a contact form, requesting a consultation, or communicating with BizBoox, does not by itself create an accountant-client, CPA-client, legal, fiduciary, or other professional relationship. A professional relationship exists only after BizBoox and the client sign a separate written engagement agreement.

3. Engagement Agreements Control

Specific services, deliverables, deadlines, pricing, and scope will be governed by a separate written engagement letter or service agreement. If there is any conflict between these Terms of Service and a signed engagement agreement, the signed engagement agreement controls for that service relationship.

4. Scope of Website Content and Services

Website content is provided for general informational purposes only and does not constitute tax, accounting, financial, investment, or legal advice. Unless expressly stated in a written engagement agreement, BizBoox does not undertake tax planning, legal advice, audit defense, representation before tax authorities, or any service beyond the expressly stated scope of the engagement.

5. Client Responsibilities

You agree to provide complete, accurate, and timely information, records, authorizations, and responses that BizBoox reasonably requests. You remain solely responsible for reviewing all deliverables, tax returns, filings, reports, and submissions before approval or filing. BizBoox is not responsible for errors, penalties, delays, or adverse outcomes caused by inaccurate, incomplete, late, or withheld information supplied by you or on your behalf.

6. No Third-Party Reliance

BizBoox work product, including tax returns, reports, communications, summaries, calculations, and website materials, is intended solely for the client and the specific purpose described in the applicable engagement. It is not intended to benefit, influence, or be relied upon by banks, lenders, mortgage brokers, investors, purchasers, or other third parties. BizBoox has no obligation to respond to requests from third parties to verify, confirm, or explain information unless BizBoox separately agrees in writing.

7. Fees, Billing, and Payment

Fees are stated in the applicable engagement agreement, proposal, invoice, or other written communication. Unless otherwise stated in writing, invoices are due upon receipt, and BizBoox may require payment before completing filing, submission, release of deliverables, or further work. BizBoox may suspend or delay services for nonpayment. All fees for work performed are non-refundable except where required by law or expressly agreed in writing.

8. Revisions, Additional Services, and Separate Engagements

If additional work is requested beyond the original scope, including amended returns, audit responses, tax authority correspondence, planning services, clean-up work, consultations, or third-party requests, BizBoox may charge additional fees and may require a separate engagement agreement before proceeding.

9. Confidentiality

BizBoox will treat client information as confidential and will use or disclose it only as reasonably necessary to perform services, operate our business, work with service providers, comply with legal obligations, enforce our rights, or as otherwise permitted or required by law. Confidentiality obligations are also subject to the terms of our Privacy Policy and any signed engagement agreement.

10. Electronic Communications and Third-Party Platforms

You understand that BizBoox may use third-party software and service providers, including hosting, email, document storage, bookkeeping, payroll, tax, and communication platforms. While BizBoox selects vendors in good faith, we are not responsible for outages, downtime, interruptions, data incidents, or service failures caused by third-party platforms beyond our reasonable control.

11. Intellectual Property

The BizBoox website, branding, copy, graphics, design elements, logos, and other site content are owned by BizBoox or its licensors and may not be copied, reproduced, republished, distributed, or used without prior written permission, except for your internal personal or business review of materials lawfully provided to you.

12. Disclaimer of Warranties

This website and all website content are provided on an “as is” and “as available” basis. To the fullest extent permitted by law, BizBoox disclaims all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, availability, or uninterrupted access.

13. Limitation of Liability

To the fullest extent permitted by law, BizBoox’s aggregate liability arising out of or relating to the website, these terms, or any services will not exceed the total fees actually paid to BizBoox for the specific services giving rise to the claim during the twelve (12) months preceding the event giving rise to liability. BizBoox will not be liable for indirect, incidental, special, exemplary, punitive, or consequential damages, including loss of profits, loss of data, lost opportunities, or business interruption, even if advised of the possibility of such damages.

14. Indemnification

You agree to defend, indemnify, and hold harmless BizBoox and its owners, members, officers, employees, contractors, agents, successors, and assigns from and against claims, liabilities, losses, damages, penalties, interest, costs, and expenses, including reasonable attorneys’ fees, arising out of or related to: (a) information you provide that is inaccurate, incomplete, misleading, or untimely; (b) your misuse of deliverables or website content; (c) third-party reliance on work product contrary to these terms or an engagement agreement; or (d) your violation of law or these terms.

15. Tax Authority Inquiries, Subpoenas, and Legal Process

If BizBoox receives a subpoena, summons, document request, court order, government request, or similar legal process relating to your matter, BizBoox may notify you unless prohibited by law. If you do not obtain timely protection or relief, BizBoox may comply with the request as we deem appropriate. BizBoox may charge for time spent responding to such matters where legally permitted.

16. Termination

BizBoox may decline, suspend, or terminate website access or services at its discretion, including for nonpayment, noncooperation, abusive conduct, suspected unlawful activity, conflicts, or scope issues. If an engagement ends after work has started, you remain responsible for fees and costs incurred through the termination date. BizBoox may retain copies of workpapers and documents as permitted by law and professional standards.

17. Force Majeure

BizBoox is not liable for delay, interruption, or failure to perform caused by events beyond our reasonable control, including natural disasters, utility failures, internet or telecommunications outages, cyber incidents, acts of government, labor disruptions, public health events, or third-party platform failures.

18. Governing Law and Venue

These Terms of Service are governed by the laws of the State of New Jersey, without regard to conflict-of-law principles. Unless a signed engagement agreement provides otherwise, any dispute arising from these terms or the website must be brought exclusively in the state or federal courts located in New Jersey, and each party consents to that jurisdiction and venue.

19. Survival

Sections relating to fees, confidentiality, intellectual property, disclaimers, limitations of liability, indemnification, legal process, governing law, and any obligations that by their nature should survive will survive termination of these terms or any engagement.

20. Changes to These Terms

BizBoox may update these Terms of Service from time to time by posting a revised version on this website. The updated version becomes effective when posted unless otherwise stated.

21. Contact Information

If you have questions about these Terms of Service, contact BizBoox, LLC at jason@bizboox.com.