Terms of Service

Agreement to Terms

These Terms of Service ("Terms") govern your use of the website and services provided by Cheralis Financial Inc. ("Company," "we," "us," or "our"). By accessing our website or using our services, you agree to be bound by these Terms.

If you do not agree with any part of these Terms, you may not access the website or use our services.

Services Description

Cheralis Financial Inc. provides professional financial services including but not limited to:

• Tax preparation services for individuals and businesses
• IRS tax resolution and representation
• Bookkeeping and accounting services
• Notary public services
• Financial consulting and advisory services

The specific scope, terms, and pricing for individual services will be outlined in separate service agreements.

Client Responsibilities

When engaging our services, you agree to:

• Provide accurate, complete, and timely information necessary for service delivery
• Respond promptly to requests for additional documentation or information
• Disclose all relevant financial information honestly and completely
• Notify us promptly of any changes to your financial situation that may affect our services
• Pay for services according to the agreed-upon terms
• Review all prepared documents carefully before signing

Accuracy of Information

Our services are based entirely on the information you provide. We rely on the accuracy and completeness of your information to prepare tax returns, financial statements, and other documents. You are responsible for:

• The accuracy of all information provided to us
• Reviewing all documents prepared by us for accuracy
• Reporting any errors or discrepancies promptly

We are not responsible for errors resulting from inaccurate or incomplete information provided by you.

Professional Standards

We perform our services in accordance with applicable professional standards, including:

• IRS Circular 230 regulations for tax practitioners
• Generally Accepted Accounting Principles (GAAP) where applicable
• State of Georgia notary public requirements
• Professional ethics standards for enrolled agents

Confidentiality

We maintain strict confidentiality of all client information in accordance with professional standards and our Privacy Policy. We will not disclose your information to third parties except:

• As necessary to perform our services (e.g., filing with the IRS)
• With your written consent
• As required by law or professional regulations

Fees and Payment

Fees for our services will be communicated before work begins. Unless otherwise agreed in writing:

• Payment is due upon completion of services
• We accept check, credit card, and electronic payment
• Late payments may incur additional fees
• We reserve the right to suspend services for non-payment

Specific fee arrangements will be outlined in individual service agreements.

Refund Policy

Due to the nature of professional services, refunds are generally not available once work has begun. However, we are committed to client satisfaction and will work to resolve any concerns about our services. Please contact us within 30 days if you have concerns about services rendered.

Limitation of Liability

To the fullest extent permitted by law:

• Our liability is limited to the fees paid for the specific service in question
• We are not liable for indirect, incidental, or consequential damages
• We are not liable for penalties or interest resulting from information you provided
• We are not liable for IRS or state agency decisions beyond our control

This limitation does not apply to damages resulting from our gross negligence or willful misconduct.

Indemnification

You agree to indemnify and hold harmless Cheralis Financial Inc., its officers, employees, and agents from any claims, damages, or expenses (including attorney fees) arising from:

• Your breach of these Terms
• Your provision of inaccurate or incomplete information
• Your violation of any law or regulation
• Any third-party claims related to your use of our services

Intellectual Property

All content on our website, including text, graphics, logos, and software, is the property of Cheralis Financial Inc. and is protected by copyright and trademark laws. You may not:

• Reproduce, distribute, or modify our content without permission
• Use our trademarks without written consent
• Create derivative works based on our content

Website Use

When using our website, you agree not to:

• Use the site for any unlawful purpose
• Attempt to gain unauthorized access to our systems
• Transmit viruses or malicious code
• Interfere with the proper functioning of the website
• Collect or harvest user information without consent

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the content, privacy practices, or terms of service of these external sites. Your use of third-party websites is at your own risk.

Dispute Resolution

Any disputes arising from these Terms or our services shall be:

• First attempted to be resolved through good-faith negotiation
• If negotiation fails, submitted to mediation in Gwinnett County, Georgia
• Governed by the laws of the State of Georgia

You agree to the exclusive jurisdiction of the courts in Gwinnett County, Georgia for any legal proceedings.

Termination

Either party may terminate the service relationship at any time by providing written notice. Upon termination:

• You remain responsible for fees for services already rendered
• We will provide your records upon request (after payment of outstanding fees)
• Confidentiality obligations continue after termination

Changes to Terms

We reserve the right to modify these Terms at any time. Changes become effective when posted on our website. Your continued use of our services after changes are posted constitutes acceptance of the modified Terms.

Severability

If any provision of these Terms is found to be unenforceable, the remaining provisions will continue in full force and effect.

Entire Agreement

These Terms, together with our Privacy Policy and any specific service agreements, constitute the entire agreement between you and Cheralis Financial Inc. regarding use of our website and services.

Contact Information

For questions about these Terms of Service, please contact us:

Cheralis Financial Inc.
Dacula, GA
Phone: 470-699-1187
Email: info@cheralis.com