1. Acceptance of Terms
By accessing this website, booking a consultation, or engaging services with Securus CPA PLLC DBA Securus Advisors (“Company,” “we,” “us,” or “our”), you agree to be bound by these Terms and Conditions and all applicable laws.
If you do not agree with these Terms, you should not use our website or services.
2. Services Provided
Securus CPA PLLC DBA Securus Advisors provides:
Tax planning and advisory services
Tax preparation support
Financial consulting
Educational content and strategic guidance
All services may be subject to a separate written agreement, which will govern the scope and delivery of services.
3. No Guarantee of Results
We do not guarantee:
Specific tax savings outcomes
Financial results
Audit outcomes
Any examples, case studies, or projections are provided for illustrative purposes only and should not be interpreted as guarantees.
4. Client Responsibilities
You agree to:
Provide accurate, complete, and timely financial and personal information
Maintain appropriate documentation and records
Respond promptly to requests necessary to deliver services
We are not responsible for errors, delays, or outcomes resulting from incomplete or inaccurate information provided by you.
5. Fees and Payments
Fees will be outlined in your service agreement, proposal, or invoice
Payment terms must be adhered to as agreed
Failure to remit payment may result in suspension or termination of services
All fees are non-refundable unless explicitly stated otherwise in writing
6. Confidentiality
We maintain strict confidentiality of your information and will not disclose it except:
As required by law
With your explicit consent
As necessary to perform services (e.g., filings, compliance, or integrations with service providers)
7. Communication Consent (SMS & Email)
By providing your contact information, you consent to receive communications from Securus CPA PLLC DBA Securus Advisors, including:
Appointment reminders and confirmations
Service-related updates and notifications
Responses to inquiries and onboarding communications
Marketing and promotional messages (where you have opted in)
SMS Messaging Program
By opting into SMS communications, you agree to receive text messages from Securus CPA PLLC DBA Securus Advisors. Message frequency may vary depending on your interaction with our services.
Opt-Out Instructions
You may opt out of SMS communications at any time by replying:
STOP
After sending “STOP,” you will no longer receive SMS messages unless you opt back in.
Support
For assistance, reply:
HELP
Or contact us directly:
Email: [email protected]
Phone: 208.409.9925
Message & Data Rates
Standard message and data rates may apply based on your mobile carrier plan and location.
Carrier Disclaimer
Mobile carriers are not responsible for delayed or undelivered messages.
Eligibility
You must be 18 years of age or older to participate in our SMS messaging program.
Privacy Policy
For details on how we collect, use, and protect your personal information, please review our Privacy Policy:
https://go.securuscpa.com/privacy-policy
Consent Disclosure
By opting into communications, you acknowledge and agree that:
Consent is not a condition of purchase
Message frequency may vary
You may opt out at any time by replying STOP
SMS opt-in data is not sold, rented, or shared with third parties for marketing purposes
8. Intellectual Property
All content on this website, including but not limited to:
Text
Graphics
Videos
Proprietary frameworks, methodologies, and strategies
Is the exclusive property of Securus CPA PLLC DBA Securus Advisors and may not be copied, reproduced, or distributed without prior written permission.
9. Limitation of Liability
To the fullest extent permitted by law:
Securus CPA PLLC DBA Securus Advisors shall not be liable for:
Indirect, incidental, or consequential damages
Loss of income, profits, or data
Decisions made based on our guidance without full implementation
Total liability shall not exceed the amount paid for services rendered.
10. No Legal or Investment Advice
We provide tax and financial guidance only.
We do not provide:
Legal advice
Investment advisory services
You are encouraged to consult qualified legal or investment professionals where appropriate.
11. Third-Party Tools and Platforms
We may utilize third-party tools and platforms (including but not limited to CRM systems, scheduling tools, and payment processors).
We are not responsible for:
Platform outages or disruptions
Data breaches beyond our control
Third-party policies, practices, or terms
12. Termination
We reserve the right to:
Refuse service
Terminate agreements
Suspend access to services
At our sole discretion, including but not limited to cases involving:
Non-payment
Misuse of services
Violation of these Terms
13. Changes to Terms
We reserve the right to update or modify these Terms at any time.
Continued use of our website or services constitutes acceptance of any updated Terms.
14. Contact Information
Securus CPA PLLC
DBA Securus Advisors
1585 N Watson Way
Eagle, ID 83616
[email protected]
208.409.9925