Effective Date: May 21, 2025
Last Updated: May 21, 2025
Welcome to Peter Witts CPA (“we,” “us,” or “our”). These Terms and Conditions (“Terms”) govern your access to and use of our services, website, and communications, including any digital forms, text messaging, and client engagement tools we offer.
Please read these Terms carefully. By accessing our website, engaging our services, or communicating with us, you agree to be bound by these Terms.
1. Scope of Services
Peter Witts CPA provides certified public accounting (CPA) services including but not limited to:
- Tax planning and preparation
- Bookkeeping and payroll services
- Business advisory and consulting
- Financial statement preparation
- SMS communications for client service and updates
Our services are provided in accordance with applicable accounting standards, tax laws, and regulatory requirements.
2. Client Responsibilities
By engaging our services, you agree to:
- Provide accurate, complete, and timely information
- Respond to document or data requests in a timely manner
- Review all filings and deliverables for accuracy
- Maintain backup records for financial documents and receipts
You are solely responsible for maintaining records and complying with tax laws unless otherwise specified in a formal engagement letter
3. Use of Website and Digital Services
You agree to use our website and digital services only for lawful purposes. Prohibited actions include, but are not limited to:
- Attempting to gain unauthorized access to our systems
- Transmitting malicious code
- Using our website to infringe upon the rights of others
We reserve the right to suspend or block access to our digital tools in the event of misuse.
4. Text Messaging and Communications
By opting in to receive text messages, you consent to communications related to:
- Appointment reminders
- Account updates and billing notifications
- General customer service messages
Message & data rates may apply. Message frequency varies. To unsubscribe, text STOP. For help, text HELP or call us at (978) 202-6830. We do not share your mobile information with third parties for marketing or promotional purposes.
5. Confidentiality
We are committed to safeguarding your confidential and sensitive information. We adhere to industry standards and CPA professional ethics to protect client data. However, electronic communications may not always be secure. You acknowledge and accept this risk when communicating electronically with our firm.
6. Limitation of Liability
Our liability is limited to the amount you paid for the services that gave rise to the claim. We are not liable for indirect, incidental, or consequential damages, including loss of profits or data, even if advised of such possibilities.
7. Engagement Terms and Deliverables
Our professional engagement is governed by a separate engagement letter, which outlines:
- Scope of work
- Deliverables
- Timelines and fees
- Client cooperation requirements
These Terms are supplementary to, and do not override, any formal engagement agreement.
8. Intellectual Property
All content on our website, including text, graphics, logos, and digital tools, is the property of Peter Witts CPA. You may not reproduce, distribute, or modify any part of our content without express written permission.
9. Changes to These Terms
We reserve the right to update these Terms at any time. When we do, we will revise the “Effective Date” at the top of this page. Continued use of our services constitutes your acceptance of any updates.
10. Governing Law
These Terms are governed by the laws of the Commonwealth of Massachusetts, without regard to conflict of law principles.
11. Contact Information
If you have any questions about these Terms, please contact:
- Peter Witts CPA
- (978) 957-9665 Option 2
- pharrison@wittscpa.com
- https://wittscpa.com/