Terms of Use.

Welcome to the Aragon Accounting Corporation Terms of Use agreement. For purposes of this agreement, “Site” refers to the Company’s website, which can be accessed at https://www.aragoncpas.com/. “Service” refers to all services provided by the Company, including but not limited to financial planning, tax strategy, tax planning, outsourced CFO services, and other accounting-related services. This includes preliminary services provided prior to formal engagement, such as the analysis of prior-year tax returns and the identification of potential tax strategies, as well as estimates of potential tax savings. These preliminary services do not constitute formal professional advice and are intended for informational purposes only until a formal engagement letter is signed.The terms “we,” “us,” and “our” refer to the Company. “You” refers to you, as a user of our Site or our Service.

Please review the following terms carefully. By accessing or using the Service, you signify your agreement to these Terms of Use. If you do not agree to be bound by these Terms of Use in their entirety, you may not access or use the Service.

Privacy Policy

The Company respects the privacy of its users. Please refer to the Company’s Privacy Policy (found here: https://www.aragoncpas.com/privacy/) for information on how we collect, use, and disclose information from users. By accessing or using the Service, you signify your agreement to the Privacy Policy as well as these Terms of Use.

About the Service

The Service allows you to receive tax planning services, proactive tax strategies, and other financial services. As part of our process, potential clients may submit prior-year tax returns and related financial documents (“Preliminary Documents”) for initial analysis. We review these Preliminary Documents to identify potential tax strategies and provide conservative estimates of possible savings. This preliminary analysis is provided prior to entering into a formal client relationship and signing an engagement letter.

Submission of Preliminary Documents

Consent to Review

By submitting your prior-year tax returns and any related financial documents through the Site or Service, you consent to our review and analysis of these Preliminary Documents for the purpose of identifying potential tax strategies and estimating possible savings.

The submission of Preliminary Documents and our provision of preliminary analysis do not establish an accountant-client relationship or any other fiduciary relationship between you and the Company. A formal engagement letter must be signed to establish such a relationship.

We will treat your Preliminary Documents with strict confidentiality in accordance with our Privacy Policy and applicable laws and regulations, including the Gramm-Leach-Bliley Act (GLBA) and Internal Revenue Service (IRS) regulations.

Any preliminary analysis, suggestions, or estimates provided are for informational purposes only and should not be considered professional tax advice. You should not act or refrain from acting based on this preliminary information without seeking professional advice after formal engagement.

Data Security

We implement security measures to protect your Preliminary Documents from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the Internet or method of electronic storage is 100% secure. Therefore, while we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

We recommend that you do not submit Preliminary Documents or sensitive personal information via unencrypted email or unsecured channels. Please use the secure upload features provided to transmit such information.

Registration; Rules for User Conduct and Use of the Service

You need to be at least 13 years old and a resident of the United States to register for and use the Service.

If you sign up for the Service, you will create a personalized account which includes a unique username and a password to access the Service and to receive messages from the Company. You agree to notify us immediately of any unauthorized use of your password and/or account. The Company will not be responsible for any liabilities, losses, or damages arising out of the unauthorized use of your username, password, and/or account.

Use Restrictions

Your permission to use the Site is conditioned upon the following use, posting, and conduct restrictions:

You agree that you will not under any circumstances:

• Access the Service for any reason other than your personal or business purposes, solely as permitted by the normal functionality of the Service.
• Collect or harvest any personal data of any user of the Site or the Service.
• Use the Site or the Service for the solicitation of business in the course of trade or in connection with a commercial enterprise.
• Distribute any part or parts of the Site or the Service without our explicit written permission (we grant the operators of public search engines permission to use spiders to copy materials from the Site for the sole purpose of creating publicly available searchable indices but retain the right to revoke this permission at any time on a general or specific basis).
• Use the Service for any unlawful purpose or for the promotion of illegal activities.
• Attempt to harass, abuse, or harm another person or group.
• Use another user’s account without permission.
• Intentionally allow another user to access your account.
• Provide false or inaccurate information when registering an account.
• Interfere or attempt to interfere with the proper functioning of the Service.
• Make any automated use of the Site, the Service, or the related systems, or take any action that we deem to impose or potentially impose an unreasonable or disproportionately large load on our servers or network infrastructure.
• Bypass any robot exclusion headers or other measures we take to restrict access to the Service, or use any software, technology, or device to scrape, spider, or crawl the Service or harvest or manipulate data.
• Circumvent, disable, or otherwise interfere with any security-related features of the Service or features that prevent or restrict use or copying of content, or enforce limitations on use of the Service or the content accessible via the Service.
• Publish or link to malicious content of any sort, including that intended to damage or disrupt another user’s browser or computer.

Posting and Conduct Restrictions

When you create your own personalized account or submit materials through the Service, you may be asked to provide tax information, financial documents, Preliminary Documents, or other financial service content (“User Content”) needed to fulfill the Service. You are solely responsible for the User Content that you post, upload, link to, or otherwise make available via the Service.

• You are solely responsible for your account and the activity that occurs while signed in to or while using your account.
• You are solely responsible for ensuring that any User Content, including Preliminary Documents, you submit does not contain viruses or other harmful components.
• You represent and warrant that you have the right and authority to provide the User Content, including any third-party information contained within your tax returns or financial documents.
• You will not post information that is malicious, libelous, false, or inaccurate.
• You will not post any information that is abusive, threatening, obscene, defamatory, libelous, or racially, sexually, religiously, or otherwise objectionable and offensive.
• You will not submit content that is copyrighted or subject to third-party proprietary rights, including privacy, publicity, trade secret, or others, unless you are the owner of such rights or have the appropriate permission from their rightful owner to specifically submit such content.
• You hereby agree that we have the right to determine whether your User Content submissions are appropriate and comply with these Terms of Use, remove any and/or all of your submissions, and terminate your account with or without prior notice.

You understand and agree that any liability, loss, or damage that occurs as a result of the use of any User Content that you make available or access through your use of the Service is solely your responsibility. The Site is not responsible for any public display or misuse of your User Content.

The Site does not, and cannot, pre-screen or monitor all User Content. However, at our discretion, we or technology we employ may monitor and/or record your interactions with the Service or with other users.

Online Content Disclaimer

Opinions, advice, statements, offers, or other information or content made available through the Service, but not directly by the Site, are those of their respective authors and should not necessarily be relied upon. Such authors are solely responsible for such content.

Though we strive to enforce these Terms of Use, you may be exposed to User Content that is inaccurate or objectionable when you use or access the Site or the Service. We reserve the right, but have no obligation, to monitor the materials posted in public areas of the Site or the Service or to limit or deny a user’s access to the Service or take other appropriate action if a user violates these Terms of Use or engages in any activity that violates the rights of any person or entity or which we deem unlawful, offensive, abusive, harmful, or malicious. Unauthorized use may result in criminal and/or civil prosecution under federal, state, and local law. If you become aware of misuse of our Service or violation of these Terms of Use, please contact us at [contact@aragoncpas.com).

Marketing Materials and Communications

Any marketing materials provided on our Site or sent via email, text message (SMS/MMS), or other means are for informational purposes only. While we strive to ensure that all marketing content is accurate and up-to-date, we do not guarantee the completeness or accuracy of such materials.Marketing materials should not be construed as professional financial, tax, or legal advice. You should consult with a qualified professional before making any decisions based on the information provided in our marketing communications.Our marketing materials may include links to third-party websites or content. We are not responsible for the content, accuracy, or opinions expressed in such third-party materials.

User Consent to Receive Communications in Electronic Form and Marketing Communications

We may use your email address and/or mobile phone number to send you promotional messages, marketing materials, newsletters, or other information that may be of interest to you regarding our services. By engaging with our Siite, you consent to receive such communications via email, text message (SMS/MMS), or other electronic means. Standard messaging and data rates may apply.

You may opt out of receiving marketing communications from us at any time by:

• Clicking the “Unsubscribe” link in any promotional email you receive.
• Replying “STOP” to any promotional text message you receive.
• Changing your account settings if such an option is available.
• Contacting us directly at (contact@aragoncpas.com) or mailing us at:

Customer Support
1100 Olympic Dr, Suite 104
Corona, CA 92881

Please note that even if you opt out of receiving marketing communications, we may still send you non-promotional messages regarding your account or our ongoing business relations.

Links to Other Sites and/or Materials

As part of the Service, we may provide you with convenient links to third-party websites (“Third Party Sites”) as well as content or items belonging to or originating from third parties (“Third Party Applications, Software, or Content”). These links are provided as a courtesy to Service subscribers. We have no control over Third Party Sites or Third Party Applications, Software, or Content or the promotions, materials, information, goods, or services available on these Third Party Sites or Third Party Applications, Software, or Content.

Such Third Party Sites and Third Party Applications, Software, or Content are not investigated, monitored, or checked for accuracy, appropriateness, or completeness, and we are not responsible for any Third Party Sites accessed through the Site or any Third Party Applications, Software, or Content posted on, available through, or installed from the Site. Inclusion of, linking to, or permitting the use or installation of any Third Party Site or any Third Party Applications, Software, or Content does not imply our approval or endorsement. If you decide to leave the Site and access Third Party Sites or to use or install any Third Party Applications, Software, or Content, you do so at your own risk, and you should be aware that our terms and policies no longer govern.

Copyright Complaints and Copyright Agent

(a) Termination of Repeat Infringer Accounts

We respect the intellectual property rights of others and require that users do the same. Pursuant to 17 U.S.C. §512(i) of the United States Copyright Act, we have adopted and implemented a policy that provides for the termination in appropriate circumstances of users of the Service who are repeat infringers.

(b) DMCA Take-Down Notices

If you are a copyright owner or an agent thereof and believe, in good faith, that any materials provided on the Service infringe upon your copyrights, you may submit a notification pursuant to the Digital Millennium Copyright Act (“DMCA”) by sending the following information in writing to our designated copyright agent at 1100 Olympic Dr, Suite 104, Corona, CA 92881:

1. The date of your notification.
2. A physical or electronic signature of a person authorized to act on behalf of the owner of an exclusive right that is allegedly infringed.
3. A description of the copyrighted work claimed to have been infringed.
4. A description of the material that is claimed to be infringing and information sufficient to enable us to locate such work.
5. Information reasonably sufficient to permit us to contact you, such as an address, telephone number, and/or email address.
6. A statement that you have a good faith belief that use of the material in the manner complained of is not authorized by the copyright owner, its agent, or the law.
7. A statement that the information in the notification is accurate, and under penalty of perjury, that you are authorized to act on behalf of the owner of an exclusive right that is allegedly infringed.

(c) Counter-Notices

If you believe that your User Content that has been removed from the Site is not infringing, you may send a counter-notice containing the following information to our copyright agent:

1. Your physical or electronic signature.
2. A description of the content that has been removed and the location at which the content appeared before it was removed.
3. A statement that you have a good faith belief that the content was removed as a result of mistake or misidentification.
4. Your name, address, telephone number, and email address, a statement that you consent to the jurisdiction of the federal court in California, and a statement that you will accept service of process from the person who provided notification of the alleged infringement.

License Grant

By posting any User Content via the Service, you expressly grant, and represent and warrant that you have a right to grant, to the Company a royalty-free, sublicensable, transferable, perpetual, irrevocable, non-exclusive, worldwide license to use, reproduce, modify, publish, list information regarding, edit, translate, distribute, publicly perform, publicly display, and make derivative works of all such User Content and your name as contained in your User Content, in whole or in part, and in any form, media, or technology, whether now known or hereafter developed, for use in connection with the Service.

Intellectual Property

You acknowledge and agree that we and our licensors retain ownership of all intellectual property rights of any kind related to the Service, including applicable copyrights, trademarks, and other proprietary rights. All content, including marketing materials, logos, designs, text, graphics, pictures, information, data, software, and other files (collectively, “Company Materials”), are the proprietary property of Aragon Accounting Corporation or its licensors.

Use of Company Materials

You are granted a limited, non-sublicensable license to access and use the Site and Company Materials for your informational and personal use only.

You agree not to reproduce, distribute, modify, create derivative works of, publicly display, publicly perform, republish, download, store, transmit, or exploit any of the Company Materials without our prior written consent.

Email May Not Be Used to Provide Notice

Communications made through the Service’s email and messaging system will not constitute legal notice to the Site, the Service, or any of its officers, employees, agents, or representatives in any situation where legal notice is required by contract or any law or regulation.

Warranty Disclaimer

THE SERVICE IS PROVIDED “AS IS,” WITHOUT WARRANTY OF ANY KIND. WITHOUT LIMITING THE FOREGOING, WE EXPRESSLY DISCLAIM ALL WARRANTIES, WHETHER EXPRESS, IMPLIED, OR STATUTORY, REGARDING THE SERVICE INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, SECURITY, ACCURACY, AND NON-INFRINGEMENT.

We make no warranty or representation regarding the accuracy, reliability, or completeness of any marketing materials, communications, preliminary analysis, suggestions, or estimates provided via the Site, email, text message, or other means. These are provided for informational purposes only and are not professional advice.

WITHOUT LIMITING THE FOREGOING, WE MAKE NO WARRANTY OR REPRESENTATION THAT ACCESS TO OR OPERATION OF THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE. YOU ASSUME FULL RESPONSIBILITY AND RISK OF LOSS RESULTING FROM YOUR DOWNLOADING AND/OR USE OF FILES, INFORMATION, CONTENT, OR OTHER MATERIAL OBTAINED FROM THE SERVICE.

SOME JURISDICTIONS LIMIT OR DO NOT PERMIT DISCLAIMERS OF WARRANTY, SO THIS PROVISION MAY NOT APPLY TO YOU.

Limitation of Damages; Release

TO THE EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL THE SITE, THE SERVICE, ITS AFFILIATES, DIRECTORS, EMPLOYEES, OR ITS LICENSORS OR PARTNERS, BE LIABLE TO YOU FOR ANY LOSS OF PROFITS, USE, OR DATA, OR FOR ANY INCIDENTAL, INDIRECT, SPECIAL, CONSEQUENTIAL, OR EXEMPLARY DAMAGES, HOWEVER ARISING, THAT RESULT FROM:

• (a) THE USE, DISCLOSURE, OR DISPLAY OF YOUR USER CONTENT;
• (b) YOUR USE OR INABILITY TO USE THE SERVICE;
• (c) THE SERVICE GENERALLY OR THE SOFTWARE OR SYSTEMS THAT MAKE THE SERVICE AVAILABLE;
• (d) ANY OTHER INTERACTIONS WITH US OR WITH ANY OTHER USER OF THE SERVICE;
• (e) YOUR RELIANCE ON PRELIMINARY ANALYSIS, SUGGESTIONS, OR ESTIMATES PROVIDED PRIOR TO FORMAL ENGAGEMENT; OR
• (f) YOUR RELIANCE ON INFORMATION OBTAINED THROUGH MARKETING MATERIALS OR COMMUNICATIONS.

UNDER NO CIRCUMSTANCES SHALL WE BE LIABLE FOR ANY LOSS OR DAMAGE CAUSED BY YOUR RELIANCE ON INFORMATION OBTAINED THROUGH MARKETING MATERIALS OR COMMUNICATIONS. IT IS YOUR RESPONSIBILITY TO EVALUATE THE ACCURACY, COMPLETENESS, OR USEFULNESS OF ANY MARKETING CONTENT AVAILABLE THROUGH THE SERVICE.

WHETHER BASED ON WARRANTY, CONTRACT, TORT (INCLUDING NEGLIGENCE), OR ANY OTHER LEGAL THEORY, AND WHETHER OR NOT WE HAVE BEEN INFORMED OF THE POSSIBILITY OF SUCH DAMAGE, AND EVEN IF A REMEDY SET FORTH HEREIN IS FOUND TO HAVE FAILED OF ITS ESSENTIAL PURPOSE.

SOME JURISDICTIONS LIMIT OR DO NOT PERMIT DISCLAIMERS OF LIABILITY, SO THIS PROVISION MAY NOT APPLY TO YOU.

If you have a dispute with one or more users or any third party, you release us (and our officers, directors, agents, subsidiaries, joint ventures, and employees) from claims, demands, and damages (actual and consequential) of every kind and nature arising out of or in any way connected with such disputes.

If you are a California resident, you may specifically waive California Civil Code §1542, which says: “A general release does not extend to claims which the creditor does not know or suspect to exist in their favor at the time of executing the release, which if known by them must have materially affected their settlement with the debtor.”

Modification of Terms of Use

We can amend these Terms of Use at any time and will update these Terms of Use in the event of any such amendments. It is your sole responsibility to check the Site from time to time to view any such changes in this agreement. Your continued use of the Site or the Service, including the submission of Preliminary Documents, signifies your agreement to our revisions to these Terms of Use.

We will endeavor to notify you of material changes to the Terms by posting a notice on our homepage and/or sending an email to the email address you provided upon registration. For this additional reason, you should keep your contact and profile information current. Any changes to these Terms or waiver of our rights hereunder shall not be valid or effective except in a written agreement bearing the physical signature of one of our officers.

General Terms

If any part of this Terms of Use agreement is held or found to be invalid or unenforceable, that portion of the agreement will be construed to be consistent with applicable law while the remaining portions of the agreement will remain in full force and effect.

Any failure on our part to enforce any provision of this agreement will not be considered a waiver of our right to enforce such provision.

Our rights under this agreement survive any transfer or termination of this agreement.

You agree that any cause of action related to or arising out of your relationship with the Company must commence within one year after the cause of action accrues. Otherwise, such cause of action is permanently barred.

These Terms of Use and your use of the Site are governed by the federal laws of the United States of America and the laws of the State of California, without regard to conflict of law provisions.

We may assign or delegate these Terms of Use and/or our Privacy Policy, in whole or in part, to any person or entity at any time with or without your consent.

You may not assign or delegate any rights or obligations under the Terms of Use or Privacy Policy without our prior written consent, and any unauthorized assignment or delegation by you is void.

No Professional Relationship Established

Your use of the Site or Service, including the submission of Preliminary Documents and receipt of any preliminary analysis, does not create an accountant-client relationship or any fiduciary relationship between you and the Company. An accountant-client relationship will only be established upon the mutual signing of a written engagement letter outlining the scope and terms of our professional services.

User Acknowledgment

By submitting Preliminary Documents and using the Service, you acknowledge and agree that:

• Any preliminary analysis provided is for informational purposes only.
• You will not act or refrain from acting based on the preliminary analysis without entering into a formal engagement with the Company.
• You understand that tax laws and regulations are complex and subject to change, and preliminary estimates may not reflect the final outcome after comprehensive review.
• You release the Company from any liability arising from your use of the preliminary analysis provided.

YOU ACKNOWLEDGE THAT YOU HAVE READ THESE TERMS OF USE, UNDERSTAND THE TERMS OF USE, AND AGREE TO BE BOUND BY THESE TERMS AND CONDITIONS. YOU FURTHER ACKNOWLEDGE THAT THESE TERMS OF USE, TOGETHER WITH THE PRIVACY POLICY AT https://www.aragoncpas.com/privacy/, REPRESENT THE COMPLETE AND EXCLUSIVE STATEMENT OF THE AGREEMENT BETWEEN US, AND THAT IT SUPERSEDES ANY PROPOSAL OR PRIOR AGREEMENT, ORAL OR WRITTEN, AND ANY OTHER COMMUNICATIONS BETWEEN US RELATING TO THE SUBJECT MATTER OF THIS AGREEMENT.