Effective date: November 7, 2025
By accessing or using any website, booking link, content, materials, or services provided by Stratus Tax Consulting (“Company,” “we,” “us,” or “our”), including https://stratustax.site/book-now-224501 (collectively, the “Services”), you agree to be bound by these Terms & Conditions (the “Terms”). If you do not agree, do not use the Services.
Our Services include tax consulting, planning, and related advisory offerings. Information provided through the Services is for general informational purposes only and does not, by itself, create an accountant–client, CPA–client, attorney–client, or fiduciary relationship. A professional engagement begins only after a signed engagement letter and payment of any required retainer or fees.
Fees will be communicated in proposals, order forms, or engagement letters. Unless otherwise stated, invoices are due upon receipt. Late payments may accrue interest/fees where permitted by law. Certain Services may be subscription-based or milestone-based; cancellations follow the terms in your engagement letter. Taxes (e.g., sales/use/VAT) are your responsibility.
We do not guarantee specific outcomes, government approvals, tax refunds, credits, or timelines. Your results depend on many factors outside of our control, including your cooperation and accuracy of information provided.
The Services and all related content, templates, training materials, methods, and software are owned by us or our licensors and are protected by intellectual property laws. You receive a limited, non-transferable, non-exclusive license to access and use the Services for your internal business purposes only. No other rights are granted.
Each party agrees to keep the other party’s non-public information confidential and to use it only as necessary to perform under an engagement. We may disclose information if required by law or to respond to governmental requests, subject to applicable privileges and protections.
Our Privacy Policy describes how we collect, use, and share personal information. By using the Services, you acknowledge that your information will be handled as described in the Privacy Policy.
We may reference or integrate third-party tools (e.g., scheduling, payment, document portals). These are governed by their own terms and privacy policies. We are not responsible for third-party content, performance, or data practices.
THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.
To the fullest extent permitted by law, in no event will we be liable for indirect, incidental, consequential, special, exemplary, or punitive damages, or for lost profits, revenues, data, or goodwill, arising out of or related to the Services or these Terms, even if advised of the possibility of such damages. Our aggregate liability for any claim will not exceed the amounts you paid to us for the applicable Services in the 3 months preceding the claim.
You agree to defend, indemnify, and hold harmless Stratus Tax Consulting and our officers, employees, and agents from and against any claims, damages, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of your misuse of the Services, your breach of these Terms, or your violation of applicable laws.
These Terms are governed by the laws of the State of Wisconsin, without regard to conflicts of law principles. Any dispute shall be resolved through good-faith negotiations, and if not resolved, through binding arbitration in Dane County, Wisconsin, under the rules of the American Arbitration Association. You waive any right to a jury trial or to participate in a class action.
We may update these Terms from time to time. Material changes will be indicated by updating the “Effective date” above. Continued use of the Services after changes constitutes acceptance of the updated Terms.