Terms of Use

Welcome to Omicron CPA LLC (“Omicron CPA,” “we,” “us,” or “our”). These Terms of Use (“Terms”) govern your access to and use of our website at omicroncpa.com (the “Website”) and our accounting, tax, and advisory services (collectively, the “Services”). By accessing our Website or using our Services, you agree to be bound by these Terms.

1. Description of Services

Omicron CPA LLC is a virtual accounting firm providing professional accounting, tax preparation, tax planning, bookkeeping, and advisory services delivered remotely through secure digital platforms.

Our Services include:

• Tax preparation and planning for individuals and businesses
• Accounting and bookkeeping services
• Virtual CFO and advisory services
• IRS representation and tax resolution
• Business formation consulting

2. Engagement and Service Agreement

Use of our Website does not create a client relationship. A professional engagement with Omicron CPA begins only when:

• We have mutually agreed upon the scope of services
• You have signed an engagement letter or service agreement
• We have completed required conflict checks
• Payment arrangements have been established

Until a formal engagement is established, information provided through our Website or initial consultations should not be considered professional advice.

3. Professional Standards and Licensing

Omicron CPA LLC is a Wyoming Limited Liability Company. Our licensed professionals adhere to:

• Generally Accepted Accounting Principles (GAAP)
• American Institute of CPAs (AICPA) Code of Professional Conduct
• IRS Circular 230 regulations
• Applicable state board of accountancy requirements

4. Client Responsibilities

When engaging our Services, you agree to:

• Provide accurate, complete, and timely information
• Respond promptly to our requests for documentation
• Review all work products and raise questions promptly
• Make timely payment according to agreed terms
• Maintain confidentiality of any credentials provided
• Notify us immediately of changes affecting our Services

You are responsible for the accuracy of information you provide. We are not responsible for errors resulting from incomplete or inaccurate information.

5. Fees and Payment

Our fees are based on complexity, time required, and expertise involved. Fee arrangements disclosed in your engagement letter may include:

• Flat Fees: Fixed amounts for defined services
• Monthly Retainers: Recurring fees for ongoing services
• Project-Based Fees: Quoted fees for specific projects

Payment is due upon receipt of invoice unless otherwise agreed. Late payments may incur interest at 1.5% per month.

6. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW:

• Our total liability shall not exceed the fees paid for the specific Services giving rise to claims
• We shall not be liable for indirect, incidental, consequential, special, or punitive damages
• We are not responsible for penalties or taxes resulting from information you failed to provide or provided inaccurately
• We are not liable for losses from delays outside our reasonable control

7. Disclaimer of Warranties

THE WEBSITE AND ITS CONTENT ARE PROVIDED “AS IS” WITHOUT WARRANTIES OF ANY KIND. We do not warrant that the Website will be error-free, uninterrupted, or free of viruses. Information on our Website is for general informational purposes only and does not constitute professional advice.

8. Intellectual Property

All content on our Website, including text, graphics, logos, and software, is the property of Omicron CPA LLC and is protected by copyright and trademark laws. You may not reproduce, distribute, or modify any content without written permission.

9. Confidentiality

We maintain the confidentiality of your information in accordance with professional standards and applicable law. We will not disclose confidential information except:

• With your explicit consent
• As required by law or regulation
• As permitted by professional standards
• To service providers bound by confidentiality obligations

10. Client Portal and Third-Party Integrations

Portal Access

We may provide you access to a secure client portal (“Portal”) to facilitate the delivery of our Services. The Portal allows you to upload documents, communicate with our team, track engagement progress, and access completed deliverables.

Google Account Integration

The Portal may offer integration with Google services, including Google Drive. By connecting your Google account, you:

• Authorize us to access and manage files in Portal-designated folders
• Acknowledge that your use of Google services is also subject to Google’s Terms of Service and Privacy Policy
• Agree that you are responsible for the security of your Google account credentials
• Understand you may revoke access at any time through your Google Account settings or by contacting us

User Responsibilities for Portal

When using the Portal, you agree to:

• Keep your login credentials confidential and secure
• Notify us immediately of any unauthorized access or security breach
• Not share access credentials with unauthorized individuals
• Use the Portal only for purposes related to our Services
• Not upload malicious files, viruses, or harmful content

Third-Party Service Terms

Your use of third-party services accessed through the Portal (including Google services) is subject to the terms and privacy policies of those third parties. We are not responsible for the practices, availability, or policies of third-party service providers.

11. Termination

Either party may terminate an engagement at any time with written notice. Upon termination:

• You will pay for all Services rendered through the termination date
• We will return your original documents upon request
• We may retain copies as required by professional standards
• Confidentiality obligations continue after termination

12. Dispute Resolution

Any dispute arising from these Terms or our Services shall first be addressed through good-faith negotiation. If unsuccessful, disputes shall be resolved through binding arbitration in accordance with the American Arbitration Association rules, with arbitration taking place in Wyoming.

13. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Wyoming, without regard to conflict of law principles.

14. Changes to Terms

We reserve the right to modify these Terms at any time. Changes will be effective upon posting with a revised “Last Updated” date. Continued use after changes constitutes acceptance.

15. Contact Information

For questions about these Terms: