Terms and Conditions

Effective Date: March 20, 2026

1. Acceptance of Terms

By accessing and using the Heywood CPA, PLLC ("Heywood CPA") website and requesting or engaging our services, you agree to be bound by these Terms and Conditions ("Terms"). If you do not agree to these Terms, please do not use our website or services.

2. Description of Services

Heywood CPA provides professional accounting, bookkeeping, tax preparation, financial advisory, and related services to businesses and individuals. Specific services and scope of work are defined in individual engagement letters or service agreements.

3. Professional Relationship

Use of this website does not create an accountant-client relationship. A formal accountant-client relationship is established only through a signed engagement letter or service agreement. Until such agreement is executed, any information you provide is not confidential and does not create professional obligations.

4. Engagement Letters

All professional services require a signed engagement letter that outlines:

• Scope of services to be provided
• Fees and payment terms
• Client responsibilities
• Limitations and disclaimers
• Term and termination provisions

Engagement letters supersede these general Terms for specific services.

5. Fees and Payment

Fees for services are as specified in the engagement letter. Payment terms typically include:

• Monthly retainer fees due in advance
• Project-based fees due upon milestones or completion
• Expenses and third-party costs billed separately
• Late payment interest may apply to overdue invoices

6. Client Responsibilities

Clients are responsible for:

• Providing complete, accurate, and timely information
• Maintaining proper records and documentation
• Making informed business and financial decisions
• Reviewing and approving deliverables
• Complying with applicable laws and regulations

7. Confidentiality

Heywood CPA maintains strict confidentiality of client information in accordance with professional standards and applicable laws. We will not disclose client information except:

• With client authorization
• As required by law or court order
• In response to regulatory or professional inquiries
• To service providers under confidentiality agreements

8. Limitations of Liability

Heywood CPA provides services in accordance with professional standards but does not guarantee specific outcomes. To the fullest extent permitted by law:

• Our liability is limited to fees paid for the specific service
• We are not liable for consequential, indirect, or punitive damages
• Claims must be brought within the applicable statute of limitations
• Professional liability insurance coverage is maintained

9. Intellectual Property

The Heywood CPA website, including all content, design, graphics, and materials, is protected by copyright and other intellectual property laws. You may not reproduce, distribute, or create derivative works without express written permission.

10. Website Disclaimer

The information on this website is for general informational purposes only and does not constitute professional advice. Do not rely on website content for specific financial, tax, or business decisions without engaging our services through a formal engagement letter.

11. No Warranties

The website and general information are provided "as is" without warranties of any kind, express or implied, including but not limited to warranties of accuracy, completeness, or fitness for a particular purpose.

12. Third-Party Links

Our website may contain links to third-party websites for your convenience. We do not endorse or assume responsibility for third-party content, services, or privacy practices.

13. Termination

Either party may terminate a service engagement in accordance with the terms of the engagement letter. Upon termination:

• Client remains responsible for fees incurred through termination date
• Heywood CPA will return client records as appropriate
• Confidentiality obligations survive termination

14. Governing Law and Jurisdiction

These Terms and all service engagements are governed by the laws of the State of Utah. Any disputes shall be resolved in the state or federal courts located in Utah, and you consent to the jurisdiction of such courts.

15. Entire Agreement

These Terms, together with any applicable engagement letter, constitute the entire agreement between you and Heywood CPA regarding use of our website and services, superseding any prior agreements or understandings.

16. Severability

If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions shall remain in full force and effect.

17. Modifications

Heywood CPA reserves the right to modify these Terms at any time. Changes will be posted on this page with an updated effective date. Continued use of the website after changes constitutes acceptance of the modified Terms.

18. Contact Information

For questions about these Terms, please contact:

Heywood CPA, PLLC
📧 info@heywoodcpa.com
📞 (435) 671-6334
Midway, Utah

19. Professional Standards

Heywood CPA is subject to professional standards and regulations governing Certified Public Accountants, including those established by:

• Utah Division of Occupational and Professional Licensing (DOPL)
• American Institute of Certified