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Terms of Service

Last Updated: December 4, 2025

Welcome to www.cathyhelmstadtercpa.com

(“Website”), owned and operated by Cathy Helmstadter CPA, PC (“Company,” “we,” “our,” or “us”). By accessing or using our Website, services, or SMS/text messaging programs, you agree to be bound by these Terms of Service (“Terms”). If you do not agree with these Terms, please stop using our services immediately.

1. Services Provided

We provide professional accounting, bookkeeping, and tax preparation services. All services are subject to applicable laws, regulatory standards, and engagement agreements.

2. Eligibility

You must be at least 18 years old and legally able to enter agreements to use our services.

3. SMS/Text Messaging Terms

By opting in to receive SMS messages from us, you agree to the following:

  • You consent to receive text messages related to scheduling, service updates, account information, and authorization requests.

  • Message frequency may vary.

  • Standard message and data rates may apply.

  • You may opt out at any time by replying STOP.

  • For help, reply HELP or contact us using the information below.

SMS opt-in is not a condition of purchase or service.

We do not sell, rent, or share SMS opt-in data or phone numbers with third parties for marketing purposes.

4. User Responsibilities

You agree to:

  • Provide accurate and complete information.

  • Maintain the confidentiality of your account and data-sharing logins (client portals, tax document uploads, etc.).

  • Notify us immediately of any unauthorized access.

You may not:

  • Use the Website for unlawful purposes

  • Attempt to disrupt or interfere with Website functionality

  • Share content that violates intellectual property or privacy rights

5. Intellectual Property

All content on the Website — including text, graphics, branding, logos, and layout — is owned by or licensed to the Company and protected by copyright laws. You may not reuse any content without written permission.

6. Professional Relationship

Accessing the Website does not establish a CPA-client relationship. A formal engagement letter and agreement are required before we provide professional services.

7. Payment and Billing

Where applicable:

  • Fees will be disclosed prior to service completion.

  • Payments are due as outlined in engagement agreements.

  • Refunds, if applicable, follow professional service guidelines and state regulations.

8. Third-Party Services

We may use secure third-party systems (e.g., payment processors, document portals, communication platforms). We are not responsible for their practices and recommend reviewing their policies.

9. Disclaimer of Warranties

Our Website and services are provided “as is” without warranties of any kind. We make no guarantees about:

  • Website availability or functionality

  • Accuracy of content without professional review

  • Suitability of services unless contracted formally

10. Limitation of Liability

To the fullest extent permitted by law, the Company is not liable for:

  • Indirect, incidental, or consequential damages

  • Losses resulting from errors or interruptions

  • Unauthorized access despite reasonable safeguards

Your sole remedy for dissatisfaction is to discontinue use of the Website.

11. Indemnification

You agree to defend, indemnify, and hold the Company harmless from any claims arising out of:

  • Your use of the Website or services

  • Violation of these Terms

  • Misuse of third-party services integrated with our systems

12. Termination

We may suspend or terminate Website or messaging access at our discretion if these Terms are violated.

13. Updates to Terms

We may revise these Terms periodically without notice. Continued use after changes means you accept the updated Terms. The most current version will always be posted on this page.

14. Governing Law

These Terms are governed by the laws of the State of California, without regard to conflict-of-law rules.

15. Contact Information

For any questions about these Terms or our SMS program, contact us:

Cathy Helmstadter CPA, PC
Email: info@cathyhelmstadtercpa.com
Phone: (760) 776-5520
Website: www.cathyhelmstadtercpa.com

Address: 73680 HWY 111, Palm Desert, CA 92260

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SMS Program Keywords

  • STOP — Opt out of messaging

  • HELP — Customer support information

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