Terms of Service

1. Agreement to These Terms

These Terms of Service (“Terms”) govern your access to and use of the website, content, and online resources of Pinpoint Precision LLC (“Pinpoint Precision,” “we,” “us,” or “our”), as well as the general terms that apply when you engage us for tax strategy, accounting, advisory, or related services (collectively, the “Services”).

By accessing or using our website, submitting information to us, or engaging our Services, you agree to be bound by these Terms and by our Privacy Policy, which is incorporated by reference. If you do not agree, please do not use our website or engage our Services. If you are using our website or Services on behalf of a business or other entity, you represent that you are authorized to accept these Terms on its behalf.

2. Who We Are and What We Provide

Pinpoint Precision is a tax strategy and accounting firm. Our website and communications provide general information about our firm and Services. Any specific engagement for Services is governed by a separate engagement letter or agreement between you and Pinpoint Precision (an “Engagement Agreement”). In the event of a conflict between these Terms and a signed Engagement Agreement regarding the specific Services described in that agreement, the Engagement Agreement controls.

3. Eligibility

You must be at least 18 years old and capable of forming a binding contract to use our website or engage our Services. By using our website or Services, you represent and warrant that you meet these requirements.

4. Informational Content; No Professional Advice Without Engagement

Information provided on our website, in blog posts, guides, newsletters, webinars, or other general communications is for general informational purposes only. It does not constitute tax, accounting, legal, financial, or other professional advice, and it should not be relied upon as a substitute for advice tailored to your specific circumstances.

No professional relationship is created, and no advice is provided, merely by visiting our website, reading our content, or contacting us. A professional relationship arises only upon our mutual execution of an Engagement Agreement. Until then, you should not act or refrain from acting based on information from our website or general communications without seeking professional advice appropriate to your situation.

Tax laws and regulations change frequently and vary by jurisdiction and individual circumstances. We do not guarantee any particular tax outcome, savings, or result.

5. Engagement and Scope of Services

The specific scope, deliverables, timing, and fees for any Services will be described in your Engagement Agreement. Services are limited to what is expressly described there. We are not responsible for performing services outside that scope unless separately agreed in writing.

We may decline to provide, or may discontinue, Services in our reasonable discretion, including where doing so is necessary to comply with law or professional standards, or where a conflict of interest exists.

6. Client Responsibilities

To enable us to provide the Services, you agree to:

• Provide complete, accurate, and timely information, documents, and records;
• Respond promptly to our requests and cooperate with us in performing the Services;
• Review deliverables and communications we provide and notify us promptly of any errors or concerns; and
• Retain your own copies of important records as appropriate.

You are responsible for the accuracy and completeness of the information you provide. We are entitled to rely on that information without independent verification unless the applicable engagement expressly provides otherwise. We are not responsible for outcomes resulting from inaccurate, incomplete, or untimely information.

7. Fees and Payment

Fees for Services are set out in your Engagement Agreement or as otherwise agreed in writing. Unless stated otherwise, invoices are due upon receipt. You are responsible for all fees for Services rendered, along with any applicable taxes and reasonable out-of-pocket expenses.

We may suspend or terminate Services for non-payment. Late or unpaid amounts may accrue interest or late charges to the extent permitted by law and as described in your Engagement Agreement.

8. Electronic Communications and Consent

You consent to receive communications from us electronically, including by email and, where you have separately opted in, by SMS text message. You agree that electronic communications, agreements, and signatures satisfy any legal requirement that such communications be in writing. For marketing communications and how to opt out, see our Privacy Policy and the choices described there. Please do not transmit sensitive personal or financial information through unsecured channels; use the secure methods we provide.

9. Intellectual Property

Our website and its content — including text, graphics, logos, designs, guides, templates, and other materials — are owned by or licensed to Pinpoint Precision and are protected by intellectual property laws. We grant you a limited, non-exclusive, non-transferable, revocable license to access and use our website and content for your own personal or internal business purposes.

You may not copy, reproduce, distribute, publish, modify, create derivative works from, or commercially exploit our content without our prior written permission. The Pinpoint Precision name and logo may not be used without our consent. Any deliverables we provide under an Engagement Agreement are subject to the intellectual property and usage terms in that agreement.

10. Third-Party Links, Tools, and Services

Our website or Services may reference or link to third-party websites, tools, or services that we do not own or control. We provide these for convenience only and are not responsible for the content, products, policies, or practices of any third party. Your use of third-party services is governed by their terms and policies.

11. Confidentiality and Privacy

We handle personal and financial information in accordance with our Privacy Policy and applicable law, including the confidentiality protections that apply to tax return information. By using our website or Services, you acknowledge our Privacy Policy. We each agree to protect the other’s confidential information and to use it only as necessary to perform or receive the Services or as permitted by law.

12. Disclaimer of Warranties

Except as expressly stated in a signed Engagement Agreement, our website, content, and Services are provided “as is” and “as available,” without warranties of any kind, whether express, implied, or statutory. To the fullest extent permitted by law, we disclaim all implied warranties, including warranties of merchantability, fitness for a particular purpose, title, and non-infringement.

We do not warrant that our website will be uninterrupted, secure, or error-free, that defects will be corrected, or that our website or the servers that make it available are free of harmful components. We do not guarantee any specific financial, tax, or business result.

13. Limitation of Liability

To the fullest extent permitted by law, in no event will Pinpoint Precision or its owners, members, employees, or agents be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, lost data, or business interruption, arising out of or relating to your use of our website, content, or Services, even if we have been advised of the possibility of such damages.

To the fullest extent permitted by law, our total aggregate liability arising out of or relating to these Terms, our website, or the Services will not exceed the total fees you paid to us for the specific Services giving rise to the claim during the twelve (12) months preceding the event giving rise to the liability (or, for website use where no fees were paid, one hundred U.S. dollars ($100)). Some jurisdictions do not allow certain limitations, so some of the above may not apply to you.

14. Indemnification

You agree to indemnify, defend, and hold harmless Pinpoint Precision and its owners, members, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys’ fees) arising out of or related to your breach of these Terms, your misuse of our website or Services, your violation of any law or third-party right, or the inaccuracy or incompleteness of information you provide to us.

15. Dispute Resolution; Binding Arbitration; Class Action Waiver

15.1 Informal Resolution

Before initiating any formal proceeding, you agree to first contact us and attempt in good faith to resolve the dispute informally. Most concerns can be resolved this way. If we cannot resolve a dispute within thirty (30) days, either party may proceed as described below.

15.2 Binding Arbitration

Except as provided below, any dispute, claim, or controversy arising out of or relating to these Terms, our website, or the Services will be resolved by final and binding arbitration administered by a recognized arbitration provider under its applicable rules, rather than in court. The arbitration will be conducted by a single arbitrator, and judgment on the award may be entered in any court of competent jurisdiction. The Federal Arbitration Act governs the interpretation and enforcement of this Section.

15.3 Class Action Waiver

You and Pinpoint Precision agree that each may bring claims against the other only in an individual capacity, and not as a plaintiff or class member in any purported class, collective, or representative proceeding. The arbitrator may not consolidate more than one person’s claims and may not preside over any form of a representative or class proceeding.

15.4 Exceptions

Either party may bring an individual claim in small-claims court, and either party may seek injunctive or equitable relief in court to protect its intellectual property or confidential information. Nothing in this Section limits either party’s ability to raise a dispute with an applicable regulatory or professional body.

15.5 Opt-Out

You may opt out of this arbitration agreement by sending written notice to us within thirty (30) days of first accepting these Terms, using the contact information in Section 20. If you opt out, the dispute-resolution provisions of Section 16 will apply instead.

16. Governing Law and Venue

These Terms and any dispute arising out of or relating to them, our website, or the Services are governed by the laws of the State of Georgia, without regard to its conflict-of-laws principles. Subject to the arbitration provisions above, you agree that any permitted court action will be brought exclusively in the state or federal courts located in Georgia, and you consent to the personal jurisdiction of those courts.

17. Termination

We may suspend or terminate your access to our website, or discontinue Services, at any time and for any reason permitted by law or by your Engagement Agreement, including if you violate these Terms. You may stop using our website at any time. Provisions that by their nature should survive termination — including intellectual property, disclaimers, limitation of liability, indemnification, dispute resolution, and governing law — will survive.

18. Changes to These Terms

We may update these Terms from time to time. When we make material changes, we will update the “Last Updated” date above and, where appropriate, provide additional notice. Your continued use of our website or Services after changes take effect constitutes your acceptance of the updated Terms.

19. General Provisions

• Entire agreement: These Terms, together with our Privacy Policy and any applicable Engagement Agreement, constitute the entire agreement between you and Pinpoint Precision regarding your use of our website and Services.
• Severability: If any provision is found unenforceable, the remaining provisions will remain in full force and effect.
• No waiver: Our failure to enforce any provision is not a waiver of our right to do so later.
• Assignment: You may not assign these Terms without our consent. We may assign them in connection with a merger, acquisition, or sale of assets.
• Force majeure: We are not liable for delays or failures caused by events beyond our reasonable control.
• Headings: Section headings are for convenience only and do not affect interpretation.

20. Contact Us

If you have questions about these Terms, please contact us: