Terms of Service

1. Acceptance of Terms

By accessing or using the services provided by Wiz Management ("Company," "we," "our," or "us"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, please do not use our services.

2. Description of Services

Wiz Management provides professional accounting, tax planning, audit, and financial advisory services ("Services") to businesses and individuals. Our Services include but are not limited to:

• Corporate accounting and bookkeeping
• Tax preparation and planning
• Audit and assurance services
• Financial consulting and advisory
• CFO services and strategic planning

3. Professional Relationship

3.1 Engagement

A formal professional relationship is established only upon execution of a written engagement letter detailing the scope of services, fees, and terms specific to your engagement. Website usage alone does not create a client relationship.

3.2 Professional Standards

We provide Services in accordance with applicable professional standards, including those established by the American Institute of Certified Public Accountants (AICPA) and relevant state boards of accountancy.

3.3 No Attorney-Client Privilege

Communications with us are not protected by attorney-client privilege. While we maintain client confidentiality, certain circumstances may require disclosure of information as required by law or professional standards.

4. Client Responsibilities

As a client, you agree to:

• Provide accurate, complete, and timely information necessary for us to perform Services
• Maintain adequate records and documentation as required by law
• Respond promptly to our requests for information or clarification
• Review and approve deliverables in a timely manner
• Pay fees according to the agreed-upon terms
• Notify us immediately of any material changes affecting your financial situation

5. Fees and Payment

5.1 Fee Structure

Fees for Services will be specified in your engagement letter and may be based on hourly rates, fixed fees, or value-based pricing depending on the nature of the engagement.

5.2 Payment Terms

Invoices are due upon receipt unless otherwise specified in your engagement letter. Late payments may be subject to interest charges at the rate of 1.5% per month or the maximum rate allowed by law, whichever is less.

5.3 Expenses

You agree to reimburse us for reasonable out-of-pocket expenses incurred in connection with providing Services, including travel, filing fees, and costs of obtaining necessary documents.

6. Confidentiality

6.1 Our Commitment

We maintain strict confidentiality of client information in accordance with professional standards and applicable laws. We will not disclose confidential information except as required by law or with your express consent.

6.2 Exceptions

Confidentiality obligations do not apply to information that:

• Is publicly available through no breach of these Terms
• Must be disclosed pursuant to legal or regulatory requirements
• Is required to be disclosed under professional standards
• Is necessary to defend against legal claims

7. Limitation of Liability

7.1 Scope of Liability

To the fullest extent permitted by law, our liability for any claims arising from or related to Services shall be limited to the fees paid for the specific services giving rise to the claim, or $25,000, whichever is less.

7.2 Exclusions

We shall not be liable for indirect, incidental, consequential, special, or punitive damages, including lost profits or business opportunities, even if advised of the possibility of such damages.

7.3 Third-Party Reliance

Our Services and deliverables are intended solely for your use. Third parties may not rely on our work unless we have explicitly agreed in writing to assume liability to such third parties.

8. Intellectual Property

8.1 Ownership

All materials, methodologies, templates, and tools developed by us remain our intellectual property. You receive a limited, non-exclusive license to use deliverables for their intended purpose.

8.2 Client Information

You retain all rights to information and data you provide to us. We may retain copies as required by professional standards and applicable laws.

9. Termination

9.1 Termination by Either Party

Either party may terminate the engagement upon written notice. You remain responsible for fees for Services rendered through the termination date and any costs associated with transition or closeout activities.

9.2 Our Right to Withdraw

We reserve the right to withdraw from an engagement if:

• You fail to provide necessary information or cooperation
• Fees remain unpaid despite reasonable notice
• A conflict of interest arises
• Continuation would violate professional standards or laws

9.3 Effect of Termination

Upon termination, we will provide you with copies of your records in our possession, subject to payment of all outstanding fees. We may retain copies as required by professional standards.

10. Dispute Resolution

10.1 Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law provisions.

10.2 Arbitration

Any disputes arising from these Terms or our Services shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association. The arbitration shall take place in New York, NY.

10.3 Exceptions

Either party may seek injunctive relief in court to protect intellectual property rights or confidential information.

11. Website Use

11.1 Permitted Use

You may use our website for lawful purposes only. You agree not to:

• Violate any applicable laws or regulations
• Infringe on intellectual property rights
• Transmit harmful code or malicious software
• Attempt unauthorized access to our systems
• Interfere with other users' access to the website

11.2 Content Accuracy

While we strive to provide accurate information, website content is for general informational purposes only and should not be construed as professional advice. Always consult with a qualified professional regarding specific situations.

12. Indemnification

You agree to indemnify and hold harmless Wiz Management, its officers, employees, and agents from any claims, liabilities, damages, or expenses (including attorneys' fees) arising from:

• Your breach of these Terms
• Your violation of any law or regulation
• Your violation of any third-party rights
• Inaccurate or incomplete information you provide

13. Force Majeure

Neither party shall be liable for failure to perform obligations due to circumstances beyond reasonable control, including natural disasters, acts of government, pandemics, strikes, or infrastructure failures.

14. Modifications

We reserve the right to modify these Terms at any time. Material changes will be communicated to active clients. Continued use of Services after changes constitutes acceptance of modified Terms.

15. Severability

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

16. Entire Agreement

These Terms, together with any executed engagement letter, constitute the entire agreement between you and Wiz Management regarding Services and supersede all prior communications and agreements.

17. Contact Information

For questions regarding these Terms, please contact us at:

Wiz Management
123 Financial District
New York, NY 10004
Email: legal@wizmanagement.com
Phone: (555) 012-3456