Terms & Conditions

Last Updated: 12/01/2025

Welcome to SZ Accounting Professional Financial Services (“SZ Accounting,” “we,” “us,” “our”). These Terms & Conditions (“Terms”) govern your access to and use of our website, https://szaccountingpro.com (“Site”), and any materials, resources, or communications provided through the Site.

By accessing or using the Site, you agree to these Terms. If you do not agree, please discontinue use of the Site.

 Professional Services vs. Website Information

SZ Accounting is a professional accounting and financial services provider.
However, the information on this Site is general and educational only and does NOT constitute:

  • individualized accounting advice

  • tax advice

  • financial planning advice

  • business advice

  • legal advice

A professional accountant client relationship is NOT created by:

  • Visiting the website

  • Downloading resources

  • Submitting a contact form

  • Receiving emails

  • Booking a consultation

  • Speaking generally about your situation

  • Interacting with us on social media

A professional relationship is formed ONLY when:

  1. You are formally accepted as a client, and

  2. You sign an engagement letter or service agreement outlining the services and obligations of both parties.

Until then, all content and communications are general information, not personalized advice.

 Use of Our Services

When you request services, schedule a consultation, or submit a contact form:

  • You agree to provide accurate, truthful information

  • You acknowledge that pricing, availability, and service scope may change

  • You understand that services require a signed agreement before work begins

We reserve the right to accept, decline, or terminate engagements when necessary.

Intellectual Property

Unless otherwise stated, all content on this Site including text, branding, graphics, templates, downloads, service descriptions, blog posts, and digital materials is the intellectual property of SZ Accounting.

You may not:

  • Copy or reproduce content for commercial use

  • Sell, distribute, or license our materials

  • Modify or misrepresent content as your own

You may:

  • View content for personal use

  • Share links to public pages of our Site

User Responsibilities

You agree not to:

  • Use the Site for illegal, fraudulent, or harmful purposes

  • Attempt to breach or bypass Site security

  • Upload or transmit malware, spam, or harmful data

  • Submit false, misleading, or incomplete information

We may restrict access to individuals who violate these Terms.

Third-Party Links and Integrations

Our Site may include links or direct integrations with:

  • Scheduling tools

  • Google Analytics

  • Microsoft Clarity

  • Payment processors

  • Social media

  • Email providers

  • External websites

Third-party sites and services operate independently.
SZ Accounting is not responsible for their content, policies, security practices, or services.

Use third-party links at your own discretion.

 Privacy & Cookie Practices

Your use of this Site is also governed by:

  • Our Privacy Policy

  • Our Cookie Policy

These documents explain how we collect, use, and store personal information and cookies.
By using the Site, you consent to those practices.

 Consultations, Estimates & Engagements

Consultations offered through this Site may be:

  • Free

  • Paid

  • Limited to general guidance

  • Based on the information you choose to share

Consultations do not guarantee acceptance as a client.

Service estimates or quotes given before an engagement letter is signed are not binding.
Final pricing and scope are outlined in the engagement letter.

Refunds, cancellations, and scope changes follow the terms in the engagement letter for each service.

Limitation of Liability

To the fullest extent permitted by law:

SZ Accounting is not liable for any direct, indirect, incidental, consequential, or special damages arising from:

  • Use of or inability to use the Site

  • Reliance on general information on the Site

  • Errors or omissions in website content

  • Use of third-party tools or links

  • Technical failures, outages, or data loss

Your exclusive remedy for dissatisfaction with the Site is to discontinue use.

 No Guarantees

We do not guarantee:

  • Specific accounting, tax, or financial outcomes

  • That website content is always current, complete, or error-free

  • That online tools or features will always function

  • That your information will produce certain financial results

Outcomes depend on individual circumstances, information you provide, and compliance obligations.

Indemnification

You agree to indemnify and hold harmless SZ Accounting from any claims, liabilities, damages, or expenses arising from your:

  • Use of the Site

  • Violation of these Terms

  • Misuse of content

  • Submission of false information

Changes to These Terms

We may update these Terms at any time.
When updated, the new version will be posted on this page with a revised “Last Updated” date.
Your continued use of the Site constitutes acceptance of updated Terms.

Last Updated: 12/01/2025

Governing Law

These Terms are governed by the laws of the State of Indiana.
Any disputes must be handled in Indiana state or federal courts.

Contact Information

For questions regarding these Terms & Conditions, contact:

SZ Accounting Professional Financial Services
Email: info@szaccountingpro.com
Location: Indiana, USA
Website: https://szaccountingpro.com