Terms & Conditions

Terms & Conditions

Effective Date: August 4, 2026

These Terms & Conditions govern your use of the website at https://customaccountingcpa.com (the "Website"), operated by Custom Accounting CPA ("Custom Accounting," "we," "our," or "us"), a corporation formed in New York.

Please read them carefully. They contain provisions that limit our liability and affect how disputes are resolved. By accessing or using the Website, you agree to be bound by them. If you do not agree, please do not use the Website.

Nothing Here Is Professional Advice

The content on this Website — including articles, blog posts, webinars, guides, downloadable materials, calculators, and pricing information — is general information published for educational purposes. It is not accounting, tax, financial, investment, or legal advice, and it is not a substitute for advice from a professional who knows your circumstances.

Tax law changes, and the treatment of any item depends on facts specific to you. Do not act, or refrain from acting, on the basis of anything on this Website without obtaining advice that addresses your own situation.

No CPA-Client Relationship

Using the Website does not make you our client. Submitting a contact form, requesting a consultation, filling in a referral form, subscribing to our newsletter, attending a webinar, sending us an email, or exchanging text messages with us does not create a CPA-client relationship and does not obligate us to act for you.

A professional relationship begins only when both parties have signed an engagement agreement that describes the services to be provided. Until then, please do not send us confidential information you would not want disclosed, and understand that we may be unable to act for you if doing so would conflict with an existing client's interests.

Permitted Use

You may use the Website for lawful purposes and in accordance with these Terms. You agree that you will not:

• Impersonate Custom Accounting, our personnel, or any other person or entity, or misrepresent your identity or affiliation
• Use the Website in a way that violates any applicable federal, state, or local law or regulation
• Send or attempt to send unsolicited advertising, spam, or chain communications through the Website
• Attempt to gain unauthorized access to the Website, its servers, or any connected system or database
• Introduce viruses, malware, or any other code designed to interfere with the Website or damage data
• Use robots, scrapers, spiders, or other automated means to access, monitor, or copy the Website or its content
• Interfere with or disrupt the Website, overburden its infrastructure, or attempt a denial-of-service attack
• Restrict or inhibit anyone else from using the Website
• Submit information you know to be false, misleading, or not yours to provide

We may suspend or terminate your access to the Website at any time if we reasonably believe you have breached these Terms.

Client Portal and Third-Party Platforms

Some links on the Website lead to platforms operated by others, including our secure client portal, document upload tools, and scheduling software. Your use of those platforms is governed by their own terms and privacy policies in addition to these Terms. You are responsible for keeping your portal credentials confidential and for activity that occurs under your login. Please tell us promptly if you believe your account has been compromised.

SMS Terms

Program Description

Custom Accounting CPA sends SMS text messages regarding appointment scheduling and reminders, tax filing deadlines, document requests, secure client portal notifications, billing and payment notifications, and responses to your inquiries. This is a conversational and service-notification program. It is not a marketing program.

Types of Messages

If you opt in, you consent to receive text messages regarding:

• Appointment scheduling and appointment reminders
• Tax filing deadlines
• Document requests
• Secure client portal notifications
• Billing and payment notifications
• Responses to your inquiries and customer support
• Other service-related communications

Eligibility

You must be at least 18 years of age, or the age of majority where you live, to consent to receive text messages from us.

How Consent Is Obtained

We send text messages only to mobile numbers for which we have express written consent. You can give consent by checking the text message consent box on our website contact, consultation, referral, or intake forms; by giving us your mobile number and marking your consent in a signed engagement agreement or onboarding document; or by texting our business number. The consent box is never pre-checked, you can submit the form without checking it, and consent is never bundled with acceptance of any other agreement.

Message Frequency

Message frequency varies.

Message and Data Rates

Message and data rates may apply.

Opt-Out

Reply STOP to any message at any time to opt out. We will send one confirmation and no further text messages to that number unless you opt in again. To resubscribe, reply START or contact us. Opting out of text messages does not affect email or telephone contact about your account, and it does not end any engagement agreement.

Help

Reply HELP for assistance, or contact us at +1 646-661-2010 or support@customaccountingcpa.com.

Carrier Liability

Carriers are not liable for delayed or undelivered messages.

Consent

Consent to receive SMS messages is not a condition of purchase or of engaging our services.

Non-Sharing of Opt-In Data

Privacy Policy

Your information is handled in accordance with our Privacy Policy, available at https://customaccountingcpa.com/privacy-policy/.

Sensitive Documents

Text message is not a secure channel. Please send tax documents and financial records through our client portal rather than by text.

Intellectual Property

The Website and its contents — including text, graphics, logos, images, layout, data, and software — are the property of Custom Accounting CPA or its licensors and are protected by copyright, trademark, and other intellectual property laws. Custom Accounting CPA and our logo are our marks and may not be used without our written permission.

You may view and print pages of the Website for your own reference. You may not otherwise reproduce, republish, distribute, modify, or create derivative works from any part of it without our prior written permission.

Reporting Intellectual Property Infringement

If you believe material on the Website infringes your copyright or other intellectual property rights, send us a written notice titled "Infringement of Intellectual Property Rights" that includes:

• Your physical or electronic signature, or that of your authorized agent
• Identification of the work you say has been infringed
• The URL or location of the material on the Website you are objecting to
• Your name, address, telephone number, and email address
• A statement that you believe in good faith that the use is not authorized by the rights holder, its agent, or the law

Send notices to Natalya Grigoriev, Custom Accounting CPA, 44 Court Street, Suite 1217, Brooklyn, NY 11201, or natalya@customaccountingcpa.com. We cannot act on an incomplete notice. Knowingly making a material misrepresentation in a notice may expose you to liability.

Third-Party Links

The Website contains links to sites we do not control. We provide them for convenience. We do not endorse those sites and are not responsible for their content, accuracy, or practices. Visiting them is at your own risk.

Accuracy and Availability

We work to keep the Website accurate and current, but we do not warrant that it is. Content may become out of date, particularly where tax law has changed since publication. Pricing shown on the Website is indicative and subject to the terms of a signed engagement agreement. We may correct errors, including pricing errors, at any time.

We do not guarantee that the Website will be available without interruption or free of errors, and we may modify, suspend, or discontinue any part of it without notice.

Disclaimer of Warranties

THE WEBSITE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMITTED BY LAW, WE DISCLAIM ALL IMPLIED WARRANTIES, INCLUDING ANY WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT, AND ANY WARRANTY THAT THE WEBSITE WILL BE UNINTERRUPTED, SECURE, OR ERROR-FREE.

Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, CUSTOM ACCOUNTING CPA WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, ARISING OUT OF OR RELATING TO YOUR ACCESS TO OR USE OF, OR INABILITY TO USE, THE WEBSITE — INCLUDING ANY RELIANCE ON ITS CONTENT, ANY VIRUS OR HARMFUL CODE, AND ANY THIRD-PARTY WEBSITE LINKED FROM IT — WHETHER THE CLAIM IS BASED IN CONTRACT, NEGLIGENCE, STRICT LIABILITY, STATUTE, OR OTHERWISE, AND EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE WEBSITE WILL NOT EXCEED THE AMOUNTS ACTUALLY PAID BY YOU TO US IN THE TWELVE MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

These limitations allocate risk between us and survive any finding that a limited remedy has failed of its essential purpose. Nothing in these Terms limits liability that cannot be limited under applicable law, and nothing in these Terms limits or alters our professional responsibilities under a signed engagement agreement, which is governed by that agreement rather than by these Terms.

Governing Law and Disputes

These Terms are governed by the laws of the State of New York, without regard to its conflict of laws rules. The United Nations Convention on Contracts for the International Sale of Goods does not apply.

Any dispute arising out of or relating to these Terms or the Website will be brought exclusively in the state or federal courts located in New York County, New York, and you consent to the jurisdiction of those courts.

YOU AND CUSTOM ACCOUNTING CPA EACH AGREE THAT CLAIMS MAY BE BROUGHT ONLY IN AN INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY CLASS OR REPRESENTATIVE ACTION.

General

If any provision of these Terms is held unenforceable, the rest remain in effect. Our failure to enforce a provision is not a waiver of it. These Terms, together with our Privacy Policy, are the entire agreement between you and us regarding the Website, and replace any earlier version. They do not supersede a signed engagement agreement, which controls the services described in it.

Changes to These Terms

We may update these Terms. When we do, we will change the effective date at the top and post the updated version on this page. Changes take effect when posted. Continuing to use the Website after that means you accept the updated Terms.

Contact Us