Terms of Service

Welcome to Wood and Sons Accounting & Tax. These Terms of Service (“Terms”) govern your use of our website, services, and any related communications or materials provided by us. By using our services or submitting your information through our website or forms, you agree to these Terms. If you do not agree, please do not use our services.

1. Services Provided

Wood and Sons Accounting & Tax provides professional accounting, bookkeeping, payroll, and tax preparation services for individuals and businesses.
We also offer general financial consultations and related administrative support.

All services are subject to availability, professional standards, and applicable federal and state laws.

2. Client Responsibilities

By engaging our services, you agree to:

Provide complete, accurate, and timely information and documentation necessary for accounting and tax filings.

Respond promptly to any requests for additional details or clarification.

Review all documents and filings prepared by us before final submission to ensure accuracy.

Maintain responsibility for the information provided; we are not liable for errors resulting from incomplete or inaccurate data.

3. Fees and Payments

Service fees are outlined in engagement letters, invoices, or quotes provided prior to beginning work.

Payment is due as specified on your invoice unless otherwise agreed in writing.

Late payments may incur fees or interest charges as permitted by law.

We reserve the right to suspend or terminate services for non-payment.

4. Confidentiality

We treat all client information as confidential and will not share it with third parties except as required by law or with your written consent.
We adhere to all professional confidentiality and data protection standards in handling your financial and personal data.

5. Electronic Communication & Consent

By using our website or submitting forms, you consent to receive communications from us electronically (via email, SMS, or other digital means).
You may opt out of marketing communications at any time, though we may still send administrative or service-related messages.

6. Limitation of Liability

To the fullest extent permitted by law, Wood and Sons Accounting & Tax is not liable for:

Any indirect, incidental, or consequential damages arising from the use of our website or services.

Errors or omissions in tax filings resulting from inaccurate, incomplete, or late client information.

Delays or interruptions beyond our control (e.g., IRS processing, software outages, or natural events).

Our total liability in connection with any services shall not exceed the amount paid for those specific services.

7. No Guarantees or Warranties

While we strive for accuracy and compliance, we cannot guarantee specific outcomes, refunds, or results from tax filings, audits, or financial strategies.
All services are provided “as is” and without warranty, either express or implied.

8. Intellectual Property

All website content, branding, and materials provided by us (including reports, forms, and templates) are the property of Wood and Sons Accounting & Tax.
You may not copy, distribute, or reproduce our materials without prior written consent.

9. Termination

We may terminate or suspend services if:

You fail to pay agreed fees.

You provide false or misleading information.

You engage in behavior that violates professional ethics or applicable laws.

You may terminate your engagement with us at any time by providing written notice, subject to any outstanding obligations or payments.

10. Third-Party Services

We may use secure third-party software and platforms (e.g., GoHighLevel, QuickBooks, or e-filing portals).
We are not responsible for any issues, data breaches, or errors caused by those external services.

11. Governing Law

These Terms are governed by the laws of the State of [Insert State] and applicable federal laws of the United States.
Any disputes shall be handled in the courts located in [Insert County and State].

12. Updates to Terms

We may update these Terms periodically. Updates will be posted on our website with a revised “Last Updated” date. Continued use of our services after changes are posted means you accept the revised Terms.

13. SMS Communications Program (A2P Messaging)

As part of our commitment to providing the best customer service, we offer SMS (text message) communications to keep you informed about service appointments, promotional offers, safety tips, and important company updates.

Wood & Sons Accounting & Tax Alerts – This SMS program sends customers appointment confirmations, reminders, service updates, occasional promotional offers, and other company-related communications.

Opt-Out Instructions

You may opt out of receiving text messages from us at any time by replying STOP to any message you receive. After you send “STOP,” you will receive one final message confirming that you have been unsubscribed.

Rejoining Instructions

To rejoin the SMS program after opting out, text START or UNSTOP to the same number or shortcode you originally opted out from, or contact our support team at +1 (405) 442-4413.

Help Instructions

If you need help or have questions about our SMS program, reply HELP to any message, or contact our support team at [email protected] or +1 (405) 442-4413.

Carrier Liability Disclaimer

Wireless carriers are not liable for delayed or undelivered messages. Delivery is subject to effective transmission by your mobile service provider.

Message and Data Rates Disclaimer

Message and data rates may apply depending on your mobile carrier and plan. Frequency of messages may vary.

Your privacy is important to us. Please review our full Privacy Policy to understand how your data is collected, used, and protected.

Compliance with Industry Standards

Wood & Sons Accounting & Tax complies with applicable CTIA guidelines, TCPA (Telephone Consumer Protection Act), and other industry standards related to SMS communication and data handling.

Legal Compliance Note

By opting into our SMS program or using our services, you agree to comply with all applicable federal, state, and local laws, rules, and regulations. Misuse of our services or failure to comply with these terms may result in termination of service or legal action.

14. Contact Information

If you have any questions about these Terms or our services, please contact:

Email: [email protected]