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Terms, Privacy & Disclaimer

Terms of Service

Last Updated: August 18, 2026

These Terms of Service ("Terms") govern your use of the website alanbalmerpc.com (the "Website") and any services provided by Alan Balmer, PC ("we," "us," or "our"). By accessing the Website or using our services, you agree to be bound by these Terms.

1. No Professional Relationship

Your use of this Website or initial contact with us does not create a CPA-client relationship. A professional relationship is established only when we provide you with a written engagement letter that you sign and return. Until such engagement letter is executed, we have no duty to provide services, maintain confidentiality, or act on your behalf.

2. Information Provided is General in Nature

All content on this Website—including articles, guides, FAQs, and other materials—is provided for general informational purposes only. This information:

  • Does not constitute tax, legal, financial, or accounting advice
  • Is not tailored to your specific circumstances
  • May not reflect current law or regulations
  • Should not be relied upon as a substitute for professional consultation

You should not act or refrain from acting based on any information on this Website without seeking professional advice specific to your situation.

3. Disclaimer of Warranties

THE WEBSITE AND ALL SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO:

  • Implied warranties of merchantability
  • Implied warranties of fitness for a particular purpose
  • Implied warranties of non-infringement
  • Warranties that the Website will be uninterrupted, secure, or error-free
  • Warranties regarding the accuracy, reliability, or completeness of any content

WE DO NOT WARRANT THAT THE WEBSITE OR SERVICES WILL MEET YOUR REQUIREMENTS OR THAT ANY ERRORS WILL BE CORRECTED.

4. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL ALAN BALMER, PC, ITS OWNER, EMPLOYEES, AGENTS, OR AFFILIATES BE LIABLE FOR ANY:

  • Direct, indirect, incidental, special, consequential, or punitive damages
  • Loss of profits, revenue, data, or business opportunities
  • Tax penalties, interest, or additional tax liability
  • Audit exposure or increased audit risk
  • Any damages arising from your use of or inability to use the Website or services
  • Any damages arising from reliance on any information provided on the Website
  • Any errors, omissions, or inaccuracies in our work product

THIS LIMITATION APPLIES REGARDLESS OF THE LEGAL THEORY (CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, OR OTHERWISE) AND EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

5. Indemnification

You agree to indemnify, defend, and hold harmless Alan Balmer, PC, its owner, employees, agents, and affiliates from and against any and all claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys' fees) arising from:

  • Your use of the Website or services
  • Your violation of these Terms
  • Your violation of any rights of another party
  • Any inaccuracy or incompleteness of information you provide to us
  • Your failure to provide complete and accurate information when requested
  • Your failure to follow our advice or recommendations
  • Any tax penalties, interest, or additional tax liability you incur

6. Client Responsibilities

If you engage our services, you are responsible for:

  • Providing complete, accurate, and timely information and documentation
  • Responding to our requests for information in a timely manner
  • Reviewing and approving all work product before filing or submission
  • Maintaining your own copies of all documents and records
  • Meeting all filing and payment deadlines
  • Complying with all applicable laws and regulations
  • Paying all fees and expenses when due

We are not responsible for errors, omissions, penalties, or other adverse consequences resulting from incomplete, inaccurate, or untimely information provided by you.

7. Scope of Services

Our services are limited to those specifically described in your engagement letter. We do not provide:

  • Legal advice or representation (unless separately engaged as an attorney)
  • Financial planning or investment advice
  • Insurance advice or sales
  • Business valuation services (unless specifically engaged)
  • Fraud detection or forensic accounting (unless specifically engaged)
  • Representation in criminal matters

If your situation requires services outside our scope, we will notify you and may refer you to another professional. We are not responsible for any consequences arising from your failure to engage appropriate professionals for matters outside our scope.

8. Fees and Payment

Fees for services are as specified in your engagement letter or fee agreement. Unless otherwise stated:

  • Fees are non-refundable once services have been performed
  • Payment is due upon receipt of invoice
  • We may require a retainer or advance payment before beginning work
  • We may suspend services if payment is not received when due
  • You are responsible for all collection costs if payment is not made
  • Fees may be adjusted if the scope of work changes or becomes more complex than initially anticipated

9. Confidentiality

We will maintain the confidentiality of your information as required by professional standards and applicable law. However, we may disclose information:

  • As required by law, court order, or government authority
  • To comply with professional standards and ethics rules
  • To protect our rights or property
  • To prevent fraud or illegal activity
  • To collect unpaid fees
  • With your written consent

We are not responsible for unauthorized disclosure resulting from circumstances beyond our reasonable control, including but not limited to hacking, data breaches, or government subpoenas.

10. No Guarantee of Results

We do not guarantee any specific outcome, result, or tax savings. Tax laws are complex and subject to change. Tax authorities may challenge positions we recommend, and there is no assurance that any tax position will be sustained upon examination.

Any references to potential tax savings, penalties avoided, or other benefits are estimates based on our experience and are not guarantees. Actual results will depend on your specific circumstances, the accuracy of information provided, and decisions made by tax authorities or courts.

11. Statute of Limitations

You agree that any claim or dispute arising from our services or these Terms must be filed within one (1) year of the date the claim accrued or the date you knew or should have known of the facts giving rise to the claim. After this period, all claims are barred regardless of any applicable statute of limitations.

12. Governing Law and Jurisdiction

These Terms are governed by the laws of the State of Texas, without regard to conflict of law principles. Any dispute arising from these Terms or our services shall be resolved exclusively in the state or federal courts located in Denton County, Texas. You consent to the personal jurisdiction of these courts.

13. Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary so that these Terms remain in full force and effect. The remaining provisions shall continue in full force and effect.

14. Entire Agreement

These Terms, together with any engagement letter, constitute the entire agreement between you and Alan Balmer, PC regarding the subject matter hereof and supersede all prior or contemporaneous communications, representations, and agreements, whether oral or written.

15. Modifications

We reserve the right to modify these Terms at any time. Modified Terms will be effective immediately upon posting to the Website. Your continued use of the Website or services after posting constitutes acceptance of the modified Terms.

16. No Waiver

Our failure to enforce any provision of these Terms shall not constitute a waiver of that provision or the right to enforce it at a later time.

Privacy Policy

Last Updated: August 18, 2026

This Privacy Policy describes how Alan Balmer, PC ("we," "us," or "our") collects, uses, and discloses information when you use our website alanbalmerpc.com (the "Website") or engage our services. By using the Website or our services, you consent to the practices described in this policy.

1. Information We Collect

We collect information that you voluntarily provide to us, including but not limited to:

  • Name, contact information, and demographic data
  • Financial information, tax records, and business data
  • Social Security numbers, taxpayer identification numbers, and other sensitive information
  • Employment information and income details
  • Bank account information and payment details
  • Any other information you choose to provide

We also automatically collect certain technical information when you visit our Website, including IP addresses, browser types, device information, and usage data. We reserve the right to collect any information we deem necessary to provide our services or protect our interests.

2. How We Use Your Information

We may use your information for any purpose we deem appropriate, including but not limited to:

  • Providing tax preparation, accounting, and advisory services
  • Communicating with you about our services
  • Processing payments and maintaining financial records
  • Complying with legal and regulatory requirements
  • Protecting against fraud and illegal activity
  • Improving our services and developing new offerings
  • Marketing our services to you and others
  • Enforcing our terms and policies
  • Any other purpose with your consent

We reserve the right to use your information in any way that is not prohibited by law. You acknowledge that we may use your information for business purposes including but not limited to marketing, research, and service improvement.

3. Disclosure of Information

We may disclose your information to third parties in any of the following circumstances:

  • To service providers and contractors who assist us in providing services
  • To comply with legal obligations, court orders, or government requests
  • To protect our rights, property, or safety
  • To detect and prevent fraud or security issues
  • In connection with a business transaction (merger, acquisition, sale of assets)
  • To collect unpaid fees
  • With your consent or at your direction
  • As otherwise required or permitted by law

We are not responsible for the privacy practices of third parties to whom we disclose your information. Once information is disclosed to a third party, we cannot guarantee its protection or confidentiality.

4. Data Retention

We retain your information for as long as we deem necessary to provide services, comply with legal obligations, protect against liability, and pursue our legitimate business interests. This retention period may extend indefinitely, even after our professional relationship ends.

We reserve the right to retain copies of all documents, work product, and communications related to your engagement. You acknowledge that we may maintain records of our work for our protection and for compliance with professional standards.

5. Data Security

We implement security measures to protect your information, but no method of transmission or storage is completely secure. You acknowledge and agree that:

  • We cannot guarantee absolute security of your information
  • You provide information at your own risk
  • We are not liable for unauthorized access, data breaches, or loss of information
  • You are responsible for maintaining the confidentiality of any login credentials
  • We are not responsible for security failures beyond our reasonable control

In the event of a data breach, we will notify affected individuals as required by law, but we are not liable for any damages resulting from such breach.

6. Your Rights and Choices

Depending on your jurisdiction, you may have certain rights regarding your personal information. However, these rights are subject to significant limitations:

Access and Correction

You may request access to or correction of your information by contacting us. However, we reserve the right to:

  • Charge a reasonable fee for providing copies
  • Deny requests that are frivolous, burdensome, or unlawful
  • Retain information as required by law or professional standards
  • Limit access to information that contains our proprietary work product

Deletion Requests

You may request deletion of your information, but we reserve the right to deny such requests when:

  • Retention is required by law or professional standards
  • Information is necessary to establish, exercise, or defend legal claims
  • Deletion would impair our ability to provide services
  • We have a legitimate business interest in retaining the information
  • Information has been aggregated or anonymized

We may retain backup copies of your information even after deletion requests, and we are not obligated to delete information from third parties to whom we have previously disclosed it.

Marketing Communications

You may opt out of marketing communications by following the unsubscribe instructions in our emails or by contacting us. However, we reserve the right to continue sending you:

  • Administrative communications about your account or services
  • Important notices about changes to our policies or terms
  • Information about services you have previously engaged

7. Cookies and Tracking Technologies

We use cookies, web beacons, and other tracking technologies to collect information about your use of our Website. These technologies help us:

  • Analyze website usage and improve our services
  • Remember your preferences and settings
  • Track marketing campaign effectiveness
  • Provide personalized content and advertising

You may disable cookies through your browser settings, but this may limit your ability to use certain features of our Website. We are not responsible for any limitations or issues resulting from disabling cookies.

8. Third-Party Links and Services

Our Website may contain links to third-party websites or integrate with third-party services. We are not responsible for the privacy practices of these third parties. Your use of third-party websites and services is at your own risk, and you should review their privacy policies before providing any information.

9. Children's Privacy

Our Website and services are not directed to children under 18 years of age. We do not knowingly collect personal information from children. If we learn that we have collected information from a child, we will delete it. If you believe we have collected information from a child, please contact us immediately.

10. International Users

Our Website and services are operated in the United States. If you are accessing our Website from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States where data protection laws may be different from those in your country.

By using our Website or services, you consent to the transfer of your information to the United States and acknowledge that the data protection laws in the United States may not provide the same level of protection as those in your country.

11. Changes to This Policy

We reserve the right to modify this Privacy Policy at any time. Changes will be effective immediately upon posting to the Website. Your continued use of the Website or services after posting constitutes acceptance of the modified policy.

We are not obligated to notify you of changes to this policy. It is your responsibility to review this policy periodically for changes.

12. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE ARE NOT LIABLE FOR:

  • Any unauthorized access to or disclosure of your information
  • Any data loss, corruption, or breach
  • Any damages arising from your use of our Website or services
  • Any actions taken by third parties to whom we disclose your information
  • Any failure to comply with this policy due to circumstances beyond our control

YOU ACKNOWLEDGE THAT THESE LIMITATIONS ARE AN ESSENTIAL BASIS OF OUR AGREEMENT AND THAT WE WOULD NOT PROVIDE SERVICES WITHOUT THESE LIMITATIONS.

Disclaimer

The information provided on this Website is for general informational purposes only. While we strive to keep the information up to date and accurate, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the Website or the information, products, services, or related graphics contained on the Website for any purpose.

No Professional Advice

Any reliance you place on such information is therefore strictly at your own risk. In no event will we be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this Website.

Tax Information

Tax laws are complex and subject to change. The information on this Website may not reflect current tax law or regulations. You should not act or refrain from acting based on any information on this Website without seeking professional advice specific to your situation.

No Guarantee of Results

We do not guarantee any specific outcome, result, or tax savings. Any references to potential tax savings, penalties avoided, or other benefits are estimates based on our experience and are not guarantees. Actual results will depend on your specific circumstances, the accuracy of information provided, and decisions made by tax authorities or courts.

External Links

Through this Website you are able to link to other websites which are not under our control. We have no control over the nature, content, and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them.

Website Availability

Every effort is made to keep the Website up and running smoothly. However, we take no responsibility for, and will not be liable for, the Website being temporarily unavailable due to technical issues beyond our control.

Contact Information

If you have questions about these Terms, Privacy Policy, or Disclaimer, please contact us:

Alan Balmer, PC
Email: alan@alanbalmerpc.com
Phone: 641.233.1036

By using this Website or our services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service, Privacy Policy, and Disclaimer.