Terms of Service

Website content provides general information about our firm and services. It is not individualized tax, accounting, legal, investment or financial advice. Laws and circumstances change, and a strategy described on this website may not be appropriate for you. Obtain advice based on your circumstances before acting on website information.

Sending a message, requesting a consultation, calling or exchanging an initial email does not itself create a CPA-client relationship, confirm an appointment or mean that we have accepted an engagement.

Before professional work begins, we must agree to the engagement. A separate engagement agreement defines the services, deliverables, fees, responsibilities, timing and any limits on the work. That agreement governs the professional services it covers.

Services described on the website do not promise a particular tax saving, financial outcome or eligibility for a strategy. Results depend on the facts, information available, applicable law and the agreed work.

Provide accurate contact information and use the forms for general inquiries. Do not submit confidential tax documents, Social Security numbers, account credentials or sensitive financial records through the website forms. If we need professional records, we will discuss an appropriate method. See our Privacy Policy for how website information is handled.

You may use the website to learn about our services and contact us. Do not interfere with its operation, attempt unauthorized access, transmit malicious code, submit fraudulent or unlawful material, impersonate another person or use automated requests in a way that disrupts the website.

Website text, branding and other materials are owned by or used with permission by the firm or their respective rights holders. You may view the website for personal or internal business evaluation. Other reproduction or commercial reuse requires permission unless otherwise allowed by law.

Links to third-party websites are provided for convenience or further information. Their content, availability and privacy practices are governed by those providers. A link does not itself mean that we endorse every statement on the destination website.

We work to keep the website accurate and available, but it may contain errors or experience interruptions. To the extent permitted by applicable law, website content is provided without a guarantee of completeness, uninterrupted availability or suitability for a particular decision. These website terms do not waive non-waivable rights or replace responsibilities established in a professional engagement agreement.

These website terms are governed by applicable United States federal law and Texas law, without overriding consumer rights that cannot lawfully be waived. We may revise the terms as the website changes; the date above identifies the current version. Professional engagements remain subject to their own agreements and applicable requirements.

For questions about these terms, contact O’Brien CPA & Advisory, PLLC at evan@obriencpa.com or 830-357-6879.