These Terms and Conditions govern your access to entrepreneuradvisors.com and related websites, forms, scheduling tools, checkout pages, client portals, payment systems, and online services operated by Entrepreneur Advisors, collectively referred to as the “Website.”

In these Terms, “Entrepreneur Advisors,” “we,” “us,” and “our” refer to Entrepreneur Advisors. “You” and “your” refer to any person or entity accessing the Website, purchasing services, or engaging Entrepreneur Advisors. By accessing the Website, purchasing a service, electronically accepting these Terms, or using our services, you acknowledge that you have read and agree to these Terms and Conditions.

1. General Information

The information provided through the Website is for general educational and informational purposes only. It should not be interpreted as tax, accounting, legal, investment, or financial advice for your specific circumstances.

Tax and financial decisions depend on your individual facts, objectives, documentation, and applicable law. You should not act or refrain from acting solely based on information found on the Website.

Accessing the Website, submitting a form, scheduling a consultation, communicating with our team, uploading documents, or making an inquiry does not by itself create a client relationship.

2. Establishing a Client Relationship

A client relationship may be established in either of the following ways:

#1 Entrepreneur Advisors and the client enter into a written engagement letter or other written agreement accepted by both parties.

#2 The client purchases a professional service directly through our Website and Entrepreneur Advisors accepts the purchase.

Services purchased through our Website may be governed by the service description presented at the time of purchase, these Terms and Conditions, and any additional terms or disclosures presented during checkout.

Unless otherwise stated, an online tax planning purchase is a one time engagement limited to the specific services described on the applicable purchase or checkout page. It does not include continuing advisory access, tax return preparation, bookkeeping, payroll, legal services, investment advice, representation before a taxing authority, or any other service unless expressly stated.

We reserve the right to review and decline an online purchase when we determine that we cannot appropriately provide the requested service due to capacity, professional standards, legal or ethical considerations, conflicts of interest, or the facts and circumstances presented. If we decline an engagement before performing services, amounts paid for unperformed services will be refunded. Professional services are limited to those expressly identified in the applicable engagement letter, written agreement, service description, or checkout terms. Any service not specifically included is excluded unless separately agreed to in writing.

If these Terms conflict with a signed engagement letter or another service specific written agreement, the service specific agreement will control with respect to that engagement.

3. Scope of Professional Services

Depending on the services selected, Entrepreneur Advisors may provide services such as:

• Strategic tax planning and advisory services
• Evaluation of entity structures
• Deductions and credits planning
• Tax scenario modeling
• Guidance concerning estimated tax obligations
• Tax return preparation
• Accounting or bookkeeping services
• Ongoing strategic advisory access
• Other services expressly described in writing

Services are limited to the applicable tax year, engagement period, deliverables, and client or entities identified in the engagement letter, service description, or checkout terms. Any access to our team is limited to reasonable questions, discussions, and guidance directly related to the purchased services. New projects and services outside the agreed scope may require a separate agreement and additional fees.

4. Fees, Purchases, and Payment Authorization

Fees are stated in the applicable engagement letter, proposal, service description, order form, or checkout page.

By submitting an online purchase, you agree to pay the price displayed at checkout, together with any applicable taxes or separately disclosed charges.

By providing a credit card, bank account, ACH authorization, or other payment method, you represent that you are authorized to use that payment method. You authorize Entrepreneur Advisors and its payment processors to charge the provided payment method according to the payment terms disclosed at checkout or in the applicable agreement.

Unless otherwise stated, payment for a one time service purchased through the Website is due at checkout.

Additional services requested outside the defined scope may require a separate agreement and additional payment.

You are responsible for maintaining accurate billing, contact, and payment information.

5. Cancellations and Refunds

Refund and cancellation rights, if any, will be stated in the applicable engagement letter, service description, or checkout terms.

Unless a different policy is expressly provided at the time of purchase, fees become nonrefundable once Entrepreneur Advisors begins performing the purchased services. This may include reviewing submitted information, conducting research, preparing calculations, developing recommendations, or meeting with the client.

If an engagement ends before all services have been performed, the client remains responsible for fees attributable to services performed through the effective termination date. Amounts paid for services not yet performed will be credited or refunded when applicable.

Questions about a purchase should be sent to [email protected].

6. Client Responsibilities

Clients agree to provide complete, accurate, and timely information necessary for Entrepreneur Advisors to perform the purchased services.

The client is responsible for the accuracy and completeness of all information provided, including:

• Financial records
• Tax documents
• Supporting documentation
• Business and personal information
• Statements and representations made to our team

Our services rely on information and representations provided by the client. Delayed, incomplete, or inaccurate information may affect the scope, timing, availability, or outcome of the services.

Clients are responsible for maintaining adequate records to substantiate income, deductions, credits, tax positions, and other items considered or reported as part of our services. Clients must review all deliverables, projections, tax returns, forms, and filings provided to them. The client must promptly notify us of any suspected error or omission before a document is approved, signed, submitted, or filed.

7. Limitations of Services

Our professional services are limited to those expressly described in the applicable engagement letter, service description, or checkout terms.

Unless specifically agreed to in writing, Entrepreneur Advisors does not provide:

• Legal services
• Investment advisory services
• Financial statement audits
• Financial statement reviews
• Financial statement compilations
• Fraud detection or forensic accounting
• Independent verification of client supplied information
• Representation before a government agency or taxing authority

Clients should consult qualified legal counsel, investment advisers, insurance professionals, or other specialists when appropriate. Tax preparation services are based on information provided by the client. Unless expressly stated otherwise, these services do not include audit, review, or independent verification procedures.

8. No Guarantee of Results

Tax planning and advisory services involve professional judgment based on the information available when the services are performed and current interpretations of applicable law. Tax laws, regulations, administrative guidance, and government interpretations may change. Results may also be affected by future events, changes in a client’s circumstances, incomplete information, implementation decisions, or the actions of taxing authorities and other third parties.

Entrepreneur Advisors does not guarantee:

• A specific tax outcome
• A particular refund
• A particular amount of tax savings
• Acceptance of a tax position by a taxing authority
• Future investment performance
• Any specific business or financial result

Examples, testimonials, case studies, estimated savings, and statements concerning prior results are provided for illustration only. They do not promise that another client will achieve the same or similar results. Any advice or recommendation provided by Entrepreneur Advisors represents a professional opinion based on the relevant facts and circumstances and is not a guarantee of future results.

9. Government Inquiries

Unless expressly included in a written agreement, our services do not include representation before the Internal Revenue Service, a state taxing authority, or another government agency in connection with an audit, examination, appeal, collection matter, or other proceeding.

If a client receives a notice, letter, or inquiry from a taxing authority, the client should notify us promptly. We may agree to provide assistance under an included Audit Assurance service or through a separate engagement subject to additional terms and fees.

10. Third Party Technology and Cloud Services

Entrepreneur Advisors uses third party software applications, payment processors, communication platforms, client portals, electronic signature providers, and cloud storage services to operate the Website and deliver professional services.

These systems may be used to transmit, process, organize, and store financial records, tax documents, identifying information, communications, and other information provided by clients.

We select providers based in part on their stated security, privacy, administrative, and operational practices. However, no electronic system, transmission method, or storage platform can be guaranteed to be completely secure or continuously available.

By using our Website or services, you acknowledge and authorize Entrepreneur Advisors to use appropriate third party systems to process your information and deliver services. Third party services may also be governed by the provider’s own terms and privacy practices.

11. Electronic Communications and Acceptance

You consent to receiving communications from Entrepreneur Advisors electronically, including through email, text message, client portals, electronic signature platforms, video conferencing systems, and other digital tools.

Electronic communications may contain sensitive or confidential information. Although we use reasonable safeguards, electronic communications may be delayed, intercepted, misdirected, corrupted, or accessed by unauthorized parties.

You are responsible for:

• Providing accurate contact information
• Protecting your passwords and account credentials
• Maintaining the security of your devices and email accounts
• Promptly notifying us of suspected unauthorized access
• Verifying payment instructions before transferring funds

You consent to the use of electronic records, electronic signatures, and electronic delivery of notices and agreements. When you click a button indicating acceptance, electronically sign a document, authorize a payment, complete a checkout process containing an acceptance statement, or otherwise indicate agreement electronically, your action is intended to have the same effect as a handwritten signature to the extent permitted by law.

12. Privacy

Our collection, use, and disclosure of personal information are governed by our Privacy Policy, available at:

https://entrepreneuradvisors.com/terms-policies#section-hPH0bmhUGq

You agree that information submitted through the Website is subject to our Privacy Policy.

You should use the secure methods we provide when transmitting tax documents, Social Security numbers, banking information, or other sensitive records. Information submitted before a client relationship is established should not be assumed to be protected by professional privilege. Do not submit confidential information through a general website form unless reasonably necessary for your inquiry.

13. Record Retention

Entrepreneur Advisors may retain client records, communications, workpapers, and engagement documentation according to our internal policies, contractual obligations, professional requirements, and applicable law. After the applicable retention period, records may be securely destroyed without additional notice unless we have agreed in writing to retain them for a longer period.

Clients remain responsible for maintaining their own complete copies of tax returns, source documents, financial records, legal documents, and other materials needed for business, tax, regulatory, or personal purposes.

Entrepreneur Advisors is not responsible for serving as a client’s permanent document storage provider.

14. Document Ownership

Original records supplied by a client remain the client’s property.

Entrepreneur Advisors’ internal workpapers, templates, procedures, calculations, analyses, methodologies, notes, research, processes, and similar materials created while performing services remain the property of Entrepreneur Advisors, except where applicable law or a written agreement provides otherwise. Deliverables prepared specifically for a client may be used by that client for their intended purpose. They may not be modified, resold, published, or distributed for third party reliance without our prior written consent.

15. Website Access and Account Security

We may withdraw, restrict, suspend, or modify the Website or any feature provided through it. We do not guarantee that the Website or any particular feature will always be available.

When an account is required, you agree to provide accurate, current, and complete information. You are responsible for maintaining the confidentiality of your username, password, and other account credentials. You may not allow another person to access your account using your credentials. You must promptly notify us of any suspected unauthorized access, unauthorized use, or other security breach. We may disable or restrict an account if we reasonably believe these Terms have been violated, the account has been compromised, or restricting access is necessary to protect our systems, clients, personnel, or legal obligations.

16. Intellectual Property

The Website and its content, including text, graphics, videos, downloads, guides, presentations, logos, trademarks, designs, software, processes, and other materials, are owned by or licensed to Entrepreneur Advisors and are protected by applicable intellectual property laws.

You may access and use Website content for your own lawful, personal, or internal business purposes.

Without our prior written permission, you may not:

• Reproduce or republish our content
• Sell, rent, license, or distribute our content
• Modify or create derivative works from our content
• Remove copyright, trademark, or ownership notices
• Use our content to create or offer a competing product or service
• Represent that our content belongs to or was created by you

No ownership rights are transferred to you through your use of the Website or purchase of professional services.

17. Third Party Content and Links

The Website may contain links to third party websites, applications, content, or resources. These links are provided for convenience and do not necessarily constitute an endorsement. Statements and opinions expressed in content provided by third parties are solely those of the applicable third party. Entrepreneur Advisors does not control and is not responsible for the accuracy, availability, security, terms, content, or privacy practices of third party resources.

18. Acceptable Use

You may use the Website only for lawful purposes and in accordance with these Terms.

You agree not to:

• Violate any applicable law or regulation
• Misrepresent your identity or authority
• Impersonate Entrepreneur Advisors, our personnel, or another person
• Submit information you do not have the right to disclose
• Attempt to gain unauthorized access to an account, server, database, or system
• Introduce viruses, malicious code, or technologically harmful material
• Interfere with the proper operation or security of the Website
• Use automated systems to scrape, monitor, or copy Website content without permission
• Send unsolicited advertising, spam, or similar communications through the Website
• Use the Website in a manner that infringes another person’s rights
• Use the Website in a manner that could harm Entrepreneur Advisors, our clients, or other users

We may restrict or terminate access when we reasonably believe these Terms have been violated.

19. Intended Audience and International Access

The Website is intended for adults and is not directed to children under the age of thirteen.

Our professional services are designed primarily for clients subject to United States tax and financial laws unless we expressly agree otherwise.

The Website may be accessible outside the United States. We do not represent that the Website or its content is appropriate or legally available in every jurisdiction. Users accessing the Website from another jurisdiction are responsible for compliance with applicable local laws.

20. Indemnification

To the extent permitted by law, you agree to indemnify and hold harmless Entrepreneur Advisors and its owners, officers, employees, agents, contractors, service providers, and affiliates from third party claims, damages, liabilities, costs, and reasonable attorneys’ fees arising from:

• Your unlawful or unauthorized use of the Website
• Your material violation of these Terms
• Content or information you submit without proper authorization
• Your infringement of another person’s rights

This provision does not require you to indemnify Entrepreneur Advisors for claims resulting from our own negligence, willful misconduct, or violation of law.

21. Website Disclaimer and Limitation of Liability

We make reasonable efforts to maintain accurate and useful Website content, but we do not warrant that the Website will always be available, secure, complete, current, accurate, or free from errors. To the fullest extent permitted by law, the Website and its general informational content are provided on an “as is” and “as available” basis. To the fullest extent permitted by law, Entrepreneur Advisors will not be liable for indirect, incidental, special, punitive, exemplary, or consequential damages arising from the use of, or inability to use, the Website or its general informational content.

This limitation does not apply to liability that cannot legally be excluded or limited. It also does not modify any express obligation or limitation contained in a signed engagement letter or other service specific agreement.

22. Termination of Professional Engagements

Unless a service specific agreement provides otherwise, either party may terminate a professional engagement by providing at least thirty days’ written notice.

Entrepreneur Advisors may withdraw before completing an engagement if the client:

• Fails to comply with the applicable terms
• Fails to make a required payment
• Fails to provide complete and timely information
• Requests or participates in conduct raising professional, ethical, or legal concerns
• Creates circumstances that prevent us from appropriately performing the services

Upon termination, the client remains responsible for fees attributable to services performed through the effective termination date. Amounts paid for services not yet performed will be credited or refunded when applicable. Termination does not affect provisions intended to survive termination, including payment obligations, confidentiality, document ownership, dispute resolution, and limitations of liability.

23. Dispute Resolution

If a dispute arises out of or relates to these Terms, a professional engagement, or services provided by Entrepreneur Advisors, the parties agree to first attempt to resolve the dispute in good faith through informal discussions.

If the dispute is not resolved, it will be submitted to binding arbitration administered by the American Arbitration Association under the rules applicable to the dispute.

Unless the parties agree otherwise in writing, arbitration will be conducted in the State of Utah. Judgment on the arbitration award may be entered in any court having jurisdiction. Each party will bear its own legal fees and costs unless the arbitrator determines otherwise or applicable law requires otherwise. Any dispute or claim that cannot legally be submitted to arbitration will be resolved by a court of competent jurisdiction in Utah.

24. Governing Law

These Terms and Conditions are governed by and construed according to the laws of the State of Utah, without regard to its conflict of laws principles.

25. Changes to These Terms

We may update these Terms and Conditions from time to time. The revised version will be posted on this page with an updated effective date.

Changes apply prospectively after publication unless otherwise stated or agreed.

Updates to these Website terms will not retroactively modify a signed engagement letter unless that engagement letter expressly incorporates firm policies as updated from time to time or the parties agree to the modification in writing. Your continued use of the Website after revised Terms are posted constitutes acceptance of the revised Terms as they relate to subsequent Website use.

26. Miscellaneous

Entire Agreement. These Terms, together with any applicable Privacy Policy, engagement letter, service description, checkout terms, proposal, order form, or other written agreement, constitute the agreement between the parties concerning the matters they address.

Service Specific Terms. If these Terms conflict with a signed engagement letter or other service specific written agreement, the service specific agreement controls with respect to that engagement.

Amendments to Engagements. A signed engagement letter may be amended only through a written agreement accepted by both parties.

Severability. If any provision is determined to be invalid or unenforceable, the remaining provisions will remain in effect. The affected provision will be limited or modified only to the extent necessary to make it enforceable.

Waiver. A failure to enforce a provision does not waive the right to enforce that provision later.

Relationship of the Parties. Nothing in these Terms creates a partnership, joint venture, employment relationship, franchise, or agency relationship between the parties. Neither party may create an obligation on behalf of the other unless expressly authorized in writing.

Headings. Section headings are provided for convenience and do not affect the interpretation of these Terms.

27. Contact Information

Questions about these Terms and Conditions may be directed to:

Entrepreneur Advisors
590 Timpanogos Parkway
Orem, Utah 84097
(833) 579-1956
[email protected]
entrepreneuradvisors.com