Effective Date: 2/7/26
Welcome to By the Books Consulting, Inc. (“Company,” “we,” “our,” or “us”). By accessing or using our website, services, communications, or engaging with us in any manner, you agree to be bound by these Terms & Conditions (“Terms”).
If you do not agree with these Terms, please do not use our services.
1. Services Provided
By the Books Consulting, Inc. provides accounting, tax preparation, tax planning, compliance support, bookkeeping guidance, educational content, consulting services, and related professional services.
Services may be provided via:
Website
Phone
SMS/Text Messaging
Client portals
Virtual meetings
In-person consultations
2. No Legal or Financial Guarantee
While we provide professional accounting and tax services, we do not guarantee any specific financial outcome, tax result, refund amount, audit outcome, or IRS decision.
All services are based on the accuracy of information provided by the client.
3. Client Responsibilities
You agree to:
Provide accurate, complete, and truthful information
Maintain copies of all submitted documentation
Review all filings for accuracy before submission
Respond promptly to requests for additional information
By the Books Consulting, Inc. is not responsible for errors resulting from incomplete, inaccurate, or omitted client information.
4. Communications Consent
By providing your contact information, you consent to receive communications from By the Books Consulting, Inc., including but not limited to:
Appointment reminders
Service updates
Educational content
Compliance notices
Promotional messages
Communications may be sent via email, phone calls, and SMS/text messages.
5. SMS/Text Messaging Terms
By opting into SMS communications:
You consent to receive text messages from By the Books Consulting, Inc.
Message frequency may vary
Message & data rates may apply
Consent is not a condition of purchase
Opt-Out:
You may opt out at any time by replying STOP to any message.
Help:
Reply HELP or contact us at:
[email protected]
(888) 428-2669
6. Intellectual Property
All content on our website, including text, graphics, logos, videos, downloads, and educational materials, is the property of By the Books Consulting, Inc. and may not be reproduced, distributed, or used without written permission.
7. Payment Terms
Fees are due as agreed prior to service delivery unless otherwise stated
All sales are final unless explicitly stated in writing
Late payments may result in service suspension
8. Limitation of Liability
To the fullest extent permitted by law, By the Books Consulting, Inc. shall not be liable for any indirect, incidental, special, or consequential damages arising from your use of our services.
9. Third-Party Tools
We may use third-party platforms (e.g., client portals, payment processors, CRM systems). We are not responsible for outages, data breaches, or failures beyond our control on third-party systems.
10. Governing Law
These Terms are governed by the laws of the State in which By the Books Consulting, Inc. is incorporated, without regard to conflict of law principles.
11. Updates to Terms
We reserve the right to update these Terms at any time. Continued use of our services constitutes acceptance of updated Terms.
Contact Information
By the Books Consulting, Inc.
United States
(888) 428-2669
[email protected]