TERMS AND CONDITIONS

Last Updated: January 13, 2024

1) Acceptance of These Terms

These Website Terms & Conditions (“Terms”) govern your access to and use of the websites, pages, forms, content, and client portal operated by [Sonne Castle and Company LLC] d/b/a “JC Castle Accounting” (the “Company,” “we,” “us,” or “our”) (collectively, the “Site”). By using the Site, you agree to these Terms and to our Privacy Policy. If you do not agree, do not use the Site. You must be at least 18 years old to use the Site.

2) Informational Only; No Tax, Accounting, or Legal Advice

Content on the Site is for general informational and marketing purposes only. Nothing on the Site constitutes tax, accounting, financial, or legal advice, and you should not act or refrain from acting based on Site content. Always consult with a qualified professional about your specific circumstances.

3) No Client Relationship Created by the Site

Your use of the Site—including sending us information through forms, scheduling links, or chat—does not create a client relationship. A client relationship arises only after we approve your engagement and both parties sign our Engagement Letter (and, if applicable, you satisfy any onboarding, KYC/identity, or retainer requirements). If these Terms conflict with an executed Engagement Letter, the Engagement Letter controls for the covered services.

4) Services Descriptions & Pricing

Any services, bundles, promotions, or pricing presented on the Site are not offers to contract and may be changed, corrected, or withdrawn at any time without notice. Service availability may vary by state or situation. Final scope, fees, and deadlines are set only in the signed Engagement Letter and related statements of work.

5) User Accounts, Client Portal & Security

If you create an account or use our client portal, you are responsible for safeguarding your credentials and for all activity under your account. Do not share login details with anyone. If you suspect unauthorized use, notify us immediately. We may suspend or terminate access for security or compliance reasons. You consent to using electronic signatures, electronic records, and electronic communications for portal activity and documents.

6) Acceptable Use

You agree not to:

Violate any law or infringe others’ rights;

Upload malware or attempt to interfere with Site operation;

Scrape, harvest, or copy the Site except as allowed by these Terms;

Misrepresent your identity, impersonate another person, or submit false information;

Post, upload, or transmit content that is unlawful, harmful, defamatory, obscene, or otherwise objectionable.

We may limit or revoke your access at our sole discretion for any breach.

7) Your Submissions & License

If you submit content (e.g., reviews, testimonials, comments) to the Site, you grant us a worldwide, non-exclusive, royalty-free license to use, reproduce, display, and distribute that content in connection with operating and promoting the Site and our services, subject to our Privacy Policy. Do not submit confidential or proprietary information through public areas of the Site.

8) Intellectual Property

The Site and all content, trademarks, logos, designs, graphics, and software are owned by us or our licensors and are protected by U.S. and international IP laws. You may view the Site for your personal/business use. Any reproduction, distribution, modification, or derivative use is prohibited without our prior written consent.

9) Testimonials & Past Results

Client testimonials and case studies on the Site reflect individual experiences and may not represent typical results. Your results will vary based on factors unique to your business and compliance with our information requests and deadlines.

10) Third-Party Links & Tools

The Site may link to third-party websites, tools, or services (including e-signature platforms, scheduling, payment processors, and secure portals). We do not control or endorse these third parties and are not responsible for their content, security, or practices. Use them at your own risk and review their terms and privacy policies.

11) Payments, Cancellations & Refunds (Website Purchases)

By completing any purchase through the Site, you authorize us and our payment processor to charge your selected payment method for the displayed amount plus any applicable taxes/fees. All sales are final except where prohibited by law. No refunds or credits will be issued once payment is submitted, including (without limitation) for partial months, unused portions of services, promotional pricing, or delays caused by your failure to provide required information or documents.

If applicable law grants you a right to cancel or obtain a refund, you must follow our stated process (including submitting written notice to [info@jccastleaccounting.com]) within the time limits required by law. Chargebacks on legitimate invoices will be contested; unpaid balances may be referred to collections, and you may be responsible for reasonable fees and costs incurred in recovery. If we ever offer subscriptions, cancellation will stop future billing only and will not retroactively refund amounts already paid.

12) Records, Deadlines & Client Responsibilities (High-level, Website Context)

Timely, accurate work depends on you providing complete information and documents by requested deadlines. We are not responsible for delays, penalties, or outcomes caused by late, inaccurate, or incomplete information. Specific record-retention and document-return terms are defined in your Engagement Letter.

13) Privacy

Our collection and use of personal information via the Site are described in our Privacy Policy (incorporated by reference). By using the Site, you consent to those practices.

14) Electronic Communications (Text & Email Consent)

By providing your email or mobile number via the Site, you consent to receive transactional and marketing communications (including texts). Message and data rates may apply. You can opt out of marketing emails via unsubscribe links and SMS by replying STOP; you may still receive essential transactional messages.

15) Disclaimers

THE SITE IS PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SITE WILL BE UNINTERRUPTED OR ERROR-FREE.

16) Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT WILL WE BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES; LOST PROFITS; LOST DATA; BUSINESS INTERRUPTION; OR COST OF SUBSTITUTE SERVICES ARISING OUT OF OR RELATED TO THE SITE OR THESE TERMS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. OUR TOTAL LIABILITY FOR ANY CLAIM RELATING TO THE SITE WILL NOT EXCEED US$100.

17) Indemnification

You agree to defend, indemnify, and hold us harmless from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys’ fees) arising out of or related to your use of the Site, your violation of these Terms, or your violation of any rights of another.

18) Governing Law; Dispute Resolution

These Terms are governed by the laws of the State of Florida, without regard to its conflicts-of-law rules. Venue for any court proceedings will lie in the state or federal courts located in [Collier or Lee County], Florida, and you consent to personal jurisdiction there.
Optional (recommended for many firms): We can add a binding arbitration clause with a class-action waiver if you want to reduce litigation exposure.

19) Changes to the Site or These Terms

We may modify the Site or these Terms at any time. Changes are effective when posted to the Site with an updated “Last Updated” date. Your continued use after changes means you accept the revised Terms.

20) Contact

[Legal Entity Name] d/b/a JC Castle Accounting
Address: 1361 Royal Palm Sq Blvd, Suite 6, Fort Myers, Fl, 33919
Email: Support@jccastleaccounting.com
Phone: (239) 766-6110