Terms of Service
Effective Date: January 11th, 2024

Welcome to ClearPath Tax & Financial Services ("we," "us," "our"). By using our website, software, and services ("Services"), you agree to the following terms and conditions.

1. Acceptance of Terms

By accessing or using our Services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service. If you do not agree, please do not use our Services.

2. Services Provided

ClearPath Tax & Financial Services offers professional tax preparation, financial planning, and related services. We do not provide legal or investment advice. Any reliance on the information provided is at your own discretion.

3. User Responsibilities

You agree to:

  • Provide accurate and complete information when using our Services.

  • Maintain the confidentiality of your account credentials.

  • Use our Services in compliance with all applicable laws and regulations.

  • Refrain from any fraudulent or unauthorized use of our Services.

4. Payment & Fees

Fees for our Services will be disclosed prior to service engagement. Payments must be made as agreed, and failure to pay may result in service suspension or termination.

5. Privacy Policy

Your use of our Services is also governed by our Privacy Policy, which explains how we collect, use, and protect your personal information.

6. Limitation of Liability

To the maximum extent permitted by law, ClearPath Tax & Financial Services shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising from your use of our Services.

7. Termination

We reserve the right to terminate or suspend your access to our Services at any time if you violate these Terms of Service or engage in conduct that we deem harmful.

8. Changes to Terms

We may update these Terms of Service from time to time. The latest version will always be posted on our website. Continued use of our Services constitutes acceptance of any modifications.

9. Governing Law

These Terms of Service are governed by the laws of Palm Beach County in the State of Florida. Any disputes shall be resolved in the appropriate courts of Palm Beach County in the State of Florida.

10. Contact Us

If you have any questions about these Terms of Service, please contact us at:

ClearPath Tax & Financial Services


Mailing Address: 8983 Okeechobee Blvd, STE 202, PMB 112, West Palm Beach FL 33411
Email: sahsan@clearpathtaxfinancialservices.com
Phone : (728) 200-6112 (Text Service Available)