Standard Terms and Conditions

1. Client Responsibilities

Client agrees to:

• Provide complete, accurate, and timely information.
• Deliver bank and credit card statements, receipts, invoices, contracts, tax documents, corporate records, and any other information requested by Company.
• Provide access to accounting systems, bank accounts, credit cards, tax portals, or other systems reasonably necessary to complete the engaged services, as applicable.
• Review and respond promptly to requests sent by Company.
• Attend scheduled meetings.
• Notify Company promptly of any material change in the business, income, expenses, payroll, ownership, structure, address, bank accounts, or tax situation.
• Maintain respectful and professional communication with Company and its team.
• Make business decisions on an informed basis and under Client's own responsibility.
• Consult a licensed attorney whenever legal advice is required.

Company will not be liable for delays, errors, penalties, noncompliance, adverse outcomes, lost benefits, lost deductions, fines, interest, audits, or any other consequence caused in whole or in part by information that is incomplete, inaccurate, late, or not provided by Client.

2. Authorization for Recurring Payments

Client authorizes Company to process the payments due under the applicable Engagement, including initial payments, scheduled installments, recurring fees, late charges, approved extensions, and additional services authorized in writing.

Client is responsible for keeping its payment information current. If a payment is rejected, declined, or otherwise not processed, Client must provide a valid payment method immediately.

This authorization will remain in effect until all contractual obligations have been fully satisfied, or until the service has been cancelled in accordance with these Terms, without affecting any previously accepted outstanding balance.

3. Non-Payment and Suspension of Services

If a payment is not made within forty-eight (48) hours of its due date, Company may temporarily suspend services, meetings, deliverables, access to materials, and any pending work until the account is brought current. Company will not be liable for delays, missed deadlines, penalties, charges, noncompliance, or any consequence arising from a suspension due to non-payment.

If an outstanding balance remains unpaid for more than thirty (30) days, Company may cancel the service and/or refer the account to an external collection agency. Client acknowledges that this may result in additional costs and financial consequences, and Client will be responsible for any reasonable costs associated with collection, debt recovery, banking charges, administrative fees, and related professional fees, in accordance with Section 17 of these Terms.

4. Cancellation

Unless otherwise stated in the applicable Engagement, Client may request cancellation in writing within the first seven (7) continuous days counted from the initial onboarding session. Any cancellation request must be sent in writing to: info@menendeztaxes.com.

Once the seven-day period has elapsed, all payments made are final and non-refundable. Cancellation after that period, or at any time thereafter, does not entitle Client to a refund, credit, discount, or partial return of any kind, nor does it eliminate outstanding balances corresponding to services already commenced, preliminary work performed, agreed installments, or previously accepted payment commitments. Cancellation of any service, at any time and under any circumstance, does not eliminate outstanding balances, past-due payments, agreed installments, or previously authorized charges under the applicable Engagement.

5. Refunds and Work Already Performed

The first payment received at the time of signing the applicable Engagement is non-refundable under any circumstance, as it corresponds to the immediate activation of professional and administrative work by Company, including initial case review, internal preparation, resource allocation, secure portal setup, and the request and review of documents.

With respect to any additional payment made within the seven-day period described in Section 4, any partial refund, if granted, will be subject to Company's sole and exclusive evaluation and determination, taking into account professional and administrative work already performed, professional time invested, meetings completed, analysis conducted, and team coordination. Unless otherwise stated in the applicable Engagement, any such refund will not exceed fifty percent (50%) of the additional payment being evaluated.

Any promotional bonus or complimentary training offered as part of an Engagement has no separate monetary value, is not redeemable for cash, does not reduce the fees agreed upon, may not be used as a credit, and will not be separately refunded if Client chooses not to use it, cancels it, or does not complete it.

6. Limitation of Liability

In no event will Company, its partners, employees, contractors, or representatives be liable to Client for any indirect, incidental, special, consequential, or punitive damages, or for lost profits, lost revenue, lost data, or lost business opportunity, even if Company has been advised of the possibility of such damages.

In no event will Company's total and cumulative liability under an Engagement, whether arising from breach of contract, negligence, or any other legal theory, exceed the fees actually paid by Client to Company during the three (3) months immediately preceding the event giving rise to the claim.

The limitations set forth in this Section will not apply in cases of gross negligence, fraud, or intentional willful misconduct proven against Company, to the extent permitted by applicable law.

7. No Guarantee of Results

Company will provide its services in a professional manner and based on the information provided by Client. However, Company does not guarantee:

• Specific tax savings or a specific reduction in taxes.
• The elimination of penalties or the prevention of audits.
• A specific outcome before the IRS or any state agency.
• Approval of any tax or business structure, or approval of financing.
• Any specific financial outcome, or any increase in income or profitability.
• That any recommendation will remain applicable if the information provided by Client is incomplete, inaccurate, or subsequently changes.
• That third parties, government agencies, banks, insurers, or financial institutions will accept a given recommendation.

All tax and accounting recommendations will depend on the documents, financial information, records, access, and data provided by Client.

8. Nature of Services

Company provides tax, accounting, and business advisory services within the scope described in the applicable Engagement. Company does not provide legal, investment, insurance, or regulated financing services, nor legal advice. Any legal matter must be referred to a licensed attorney.

Company may make recommendations related to business structure, tax compliance, or planning, but final implementation may require additional services, specific forms, state filings, or separate legal advice, which are not necessarily included within the scope of the applicable Engagement.

9. Employee and Contractor Classification

As part of its services, Company may provide general recommendations related to contractors, payroll, and potential worker classification risks. Client acknowledges that the correct classification of workers may depend on federal, state, and labor laws, as well as the specific facts of each working relationship.

Company does not guarantee that any particular classification will be accepted by the IRS, the Department of Labor, any state agency, or any other authority. Any detailed legal or labor review must be performed by a qualified attorney or specialist.

10. Confidentiality

Both parties agree to keep confidential all financial, tax, business, personal, and strategic information shared during the professional relationship. Company may share information internally with members of its team, professional contractors, or system providers, solely as necessary to perform the services covered by the applicable Engagement.

The confidentiality obligation will continue even after the professional relationship has ended.

11. Intellectual Property

All materials, methodology, templates, processes, documents, training content, reports, strategies, recordings, guides, and resources provided by Company are the intellectual property of Company. Client receives a limited license for internal use within its own business.

Reproduction, distribution, sale, publication, copying, modification, or the creation of derivative works without Company's prior written authorization is prohibited.

Company claims common-law rights in its names, marks and branding, including Veterinary Business Foundation™, based on use. Nothing in these Terms asserts that any mark is a federally registered trademark or that any material is registered with the U.S. Copyright Office. The Intellectual Property & Copyright Terms published on Company's website describe ownership, permitted use, prohibited use and how to report an infringement concern, and are incorporated into these Terms by reference.

12. Recording of Meetings

Meetings may be recorded for documentation, training, quality assurance, or preparation of meeting summaries when permitted by applicable law and after any required notice or consent has been provided. Where the meeting platform used by Company (including Zoom or similar tools) displays a recording notice or requests consent, Client's continued participation in the meeting, or an affirmative response to that notice, will constitute Client's consent to the recording to the extent permitted by applicable law.

Any recording provided to Client is for Client's exclusive use and may not be shared, published, sold, or distributed without Company's prior written authorization. Client is responsible for notifying any third party who participates in its sessions of this recording policy, in accordance with applicable consent laws for recorded communications, which vary by state.

13. Communications and Response Times

Primary communication will take place through Company's secure client portal, email, or any other channel approved by Company. The team will endeavor to respond within one to three business days. Messages sent outside business hours, on weekends, or on holidays may be addressed on the next available business day.

Company does not guarantee an immediate response to messages sent by text message, WhatsApp, social media, or any other channel not designated as an official communication channel.

14. Meetings, Rescheduling, and No-Shows

Scheduled meetings are subject to calendar availability and to Client having provided the information necessary for the meeting to have value. Client should provide reasonable advance notice, whenever possible at least twenty-four (24) hours, to reschedule a meeting.

If Client fails to attend a scheduled meeting, cancels late, or fails to reschedule in a timely manner, the meeting may be treated as used. A missed meeting or Client's failure to attend does not suspend or reduce any fees due under the applicable Engagement. If Company is unable to complete a scheduled review due to Client's failure to provide documents, access, or information, the applicable fees will remain due, as the team's availability, follow-up, and reserved time remain committed regardless.

15. Termination, Pause, and Reactivation

Client may request cancellation of an ongoing recurring service by written notice at least thirty (30) days in advance. Cancellation does not eliminate outstanding balances, past-due payments, agreed installments, or previously authorized charges.

Company may terminate the applicable Engagement if Client breaches its responsibilities, fails to provide necessary information, maintains outstanding balances, engages in disrespectful conduct, misuses Company's materials, initiates improper chargebacks, or breaches any material term of these Terms or the applicable Engagement.

If Client requests to pause services, Company may approve or deny the request at its discretion. Any approved pause must be documented in writing and may be subject to reactivation fees or changes in availability.

16. Chargebacks

Client agrees not to request, initiate, or pursue a chargeback with its bank, financial institution, or card issuer for payments made under an Engagement without first contacting Company directly and allowing a reasonable internal review process.

If Client initiates a chargeback related to payments validly authorized under an Engagement, Company may immediately suspend all services, meetings, deliverables, access to materials, bonuses, and pending work.

If the chargeback is determined to be improper, or if Company must incur costs to defend, dispute, or recover such funds, Client will be responsible for the amount owed, administrative fees, banking costs, reasonable attorneys' fees, collection costs, and any expense associated with recovering the payment. In addition, Client will pay an administrative fee of $75.00 USD for each chargeback determined to be improper, without prejudice to any other right or remedy available to Company.

17. Collection Costs and Legal Fees

If Company must initiate or participate in collection efforts, claims, mediation, arbitration, litigation, chargeback defense, banking disputes, legal proceedings, or any procedure related to Client's breach of an Engagement, Client will be responsible for all reasonable costs incurred by Company.

Such costs may include, without limitation, attorneys' fees (including fees on appeal), paralegal fees, mediation costs, arbitration costs, court costs, administrative expenses, collection agency charges, debt recovery costs, processing fees, investigation expenses, appearance-related costs, and any other reasonable expense associated with protecting or enforcing Company's rights under an Engagement.

This obligation applies to the extent permitted by law and survives the cancellation, termination, or expiration of the applicable Engagement.

18. Force Majeure

Company will not be liable for delays or failures to perform caused by circumstances reasonably beyond its control, including, without limitation, natural disasters, hurricanes, power or internet outages, failures of third-party systems (including the IRS or government agencies), pandemics, acts of government, or any other force majeure event.

19. Assignment

Client may not assign or transfer an Engagement, or the obligations contained therein, without Company's prior written consent. Company may assign an Engagement to an affiliated entity, successor, or acquirer of its business, with notice to Client.

20. Waiver

Company's failure to exercise, or delay in exercising, any right under these Terms or an Engagement will not constitute a waiver of that right or of any other right. No waiver will be valid unless it is in writing and signed by an authorized representative of Company.

21. Severability

If any provision of these Terms or an Engagement is held invalid, illegal, or unenforceable by a court of competent jurisdiction, that provision will be limited or eliminated to the minimum extent necessary, and the remainder of these Terms and the applicable Engagement will remain in full force and effect.

22. Governing Law, Jurisdiction, and Disputes

These Terms and any Engagement will be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict-of-laws principles.

Before initiating any formal claim, the parties will attempt to resolve any dispute in good faith. If no resolution is reached, the parties agree that the courts of the State of Florida or federal courts located in Duval County, Florida, will have exclusive and mandatory jurisdiction and venue over any dispute arising out of or related to an Engagement, and both parties irrevocably submit to such jurisdiction and waive any objection based on forum non conveniens.

To the extent permitted by law, the parties waive any right to a jury trial and to bring or participate in a class or representative action.

23. Notices

Any formal notice required under these Terms, including notices of cancellation, breach, or termination, must be sent in writing to each party's designated email address (info@menendeztaxes.com for Company, and the email address provided by Client in the applicable Engagement), and will be deemed delivered on the date sent, absent proof of delivery failure.

24. Language

These Terms may be provided in English, Spanish, or both, for Client's convenience. Unless the applicable Engagement expressly states otherwise, the English version will be the controlling and binding version between the parties.

25. Entire Agreement

These Terms, together with the applicable Engagement, represent the entire agreement between the parties regarding the services described. Any modification, additional service, discount, extension, change in scope, or additional promise must be in writing and accepted by both parties. Client acknowledges that it has not signed the applicable Engagement based on any promise, guarantee, savings estimate, or representation not expressly included in these Terms or the applicable Engagement.

26. Electronic Communications

When an individual provides contact information in connection with a requested appointment, purchase, inquiry, account, resource, or professional service, Company may send communications reasonably necessary to administer that request or relationship. These may include appointment confirmations; reminders; scheduling updates; order updates; shipping information; digital-access information; account notices; requested follow-up; customer-service communications; and communications relating to an existing professional-services engagement.

Promotional marketing communications are governed separately. Promotional email communications may be sent in accordance with the recipient's marketing preferences and applicable law. Promotional SMS/text communications require any applicable consent collected separately by Company. Acceptance of these Terms and Conditions alone does not constitute consent to receive promotional SMS marketing. Individuals may withdraw marketing consent using the applicable unsubscribe or opt-out mechanism included in the message or by contacting Company.

For additional details regarding communication preferences and personal information, see the Privacy Policy.

27. Veterinary Business Launch Bundle Purchases

This Section applies to any person or entity that purchases the Veterinary Business Launch Bundle (the "Bundle") through the Company's website or checkout (a "Purchaser"). It is additive: it does not modify, limit, or replace any other provision of these Terms, and it does not apply to services provided under an Engagement.

The Bundle is an educational product. Purchasing it does not, by itself, create a tax professional-client, accounting-client, advisory, business-formation, payroll, bookkeeping, or other professional service relationship with Company. Professional services require a separate engagement, a separate service agreement, completion of Company's onboarding process, and acceptance of the engagement by Company.

The Bundle may include physical educational materials and digital educational resources. Physical materials are shipped; digital resources are delivered through access credentials, download links, or a hosted resource area.

Digital resources included in the Bundle are licensed, not sold. Purchaser receives a limited, non-exclusive, non-transferable license to use them for Purchaser's own personal and internal business educational use. Purchase does not transfer ownership of any intellectual property.

• Bundle materials, worksheets, booklets, guides, frameworks, videos, tools, calculators, prompts, GPT or AI resources, graphics, templates, diagrams, spreadsheets and any other proprietary material may not be copied, reproduced, resold, redistributed, published, shared publicly, commercially exploited, or used to create competing or derivative products or services without Company's prior written permission.
• Access credentials, login information, private links and private digital resources may not be shared with, transferred to, or used by any third party.
• Company may update, replace, improve, reorganize, or discontinue individual supplemental digital resources when reasonably necessary, including for accuracy, licensing, security, or platform reasons. Company will not remove access to the core purchased materials without providing a reasonably equivalent replacement where practicable.
• Misuse of Bundle materials, unauthorized sharing of access, or breach of this Section may result in suspension or termination of digital access, without refund, in addition to any other remedy available to Company.

The intellectual-property protections in Section 11 remain in full force and apply to the Bundle in addition to this Section. Nothing in this Section limits Section 6 (Limitation of Liability) or Section 7 (No Guarantee of Results).

The Refund & Return Policy, the Educational & Tax Disclaimer, and any Shipping & Delivery Policy, Digital Access Terms, Intellectual Property & Copyright Terms and Privacy Policy published on the Company's website are incorporated into these Terms by reference as they apply to Bundle purchases.

Questions regarding a Bundle purchase, access, shipment or return should be sent in writing to info@menendeztaxes.com.