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Terms & Conditions

These Terms & Conditions (“Terms”) govern your access to and use of the website operated by Tri-State Tax, Accounting & Bookkeeping Co., PLLC (“Tri-State,” “we,” “us,” or “our”). By using our website, you agree to these Terms. If you do not agree, do not use the website.

Effective date: 1/5/2025 Last updated: 1/5/2025

1) Website purpose; no professional advice

Our website is provided for general informational purposes about our firm and our services.

No tax, accounting, or legal advice. Content on this website is not intended to be, and should not be construed as, professional advice. You should not act upon information on this site without seeking appropriate professional advice tailored to your situation.

No client relationship. Visiting this site, submitting a form, or sending an email does not create a client relationship with Tri-State. A client relationship exists only after we have agreed to provide services and (if applicable) you have signed an engagement letter or similar written agreement.

2) Appointment requests and communications

If our website offers appointment requests or similar scheduling features, submitting a request does not guarantee an appointment time. Appointments are not confirmed until we contact you to confirm the date and time.

Do not send sensitive personal information (e.g., Social Security numbers, full tax documents, or financial account numbers) via unencrypted email or general web forms unless we specifically instruct you to use a secure method.

3) Secure client portal

If we provide access to a secure client portal through our website, you are responsible for maintaining the confidentiality of your login credentials and for all activities that occur under your account. Notify us promptly if you suspect unauthorized access.

4) Intellectual property

Unless otherwise noted, the website and its content (including text, graphics, logos, and design) are owned by or licensed to Tri-State and are protected by intellectual property laws.

You may view and print pages from the website for your personal, non-commercial use. You may not reproduce, distribute, modify, create derivative works, publicly display, or exploit the website content without our prior written permission.

5) Acceptable use

You agree not to:

  • Use the website in any way that violates applicable laws or regulations
  • Attempt to gain unauthorized access to the website, servers, or connected systems
  • Introduce malware, bots, or other harmful code
  • Scrape, harvest, or collect personal information from the website without permission
  • Interfere with or disrupt the website’s operation or security

Our website may include links to third-party websites or services (including portals, scheduling tools, maps, and social media). We do not control those third-party services and are not responsible for their content, security, or practices. Your use of third-party services is at your own risk and subject to their terms and policies.

7) Disclaimers

THE WEBSITE IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. TO THE MAXIMUM EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

We do not warrant that the website will be uninterrupted, error-free, secure, or free of viruses or other harmful components.

8) Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, TRI-STATE WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS OR REVENUES, ARISING OUT OF OR RELATED TO YOUR USE OF (OR INABILITY TO USE) THE WEBSITE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

In no event will Tri-State’s total liability for claims relating to the website exceed US $100 (or the minimum amount permitted by law, if greater).

9) Indemnification

You agree to indemnify and hold harmless Tri-State and its owners, employees, contractors, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys’ fees) arising from your use of the website or your violation of these Terms.

10) Privacy

Your use of the website is also subject to our Privacy Policy. Please review it to understand how we collect and use information.

11) Changes to the website or Terms

We may modify or discontinue the website (in whole or in part) at any time without notice.

We may update these Terms from time to time by posting the updated version on this page and updating the “Last updated” date. Your continued use of the website after changes are posted constitutes acceptance of the updated Terms.

12) Governing law; venue

These Terms are governed by the laws of the State of New York, without regard to conflict-of-law rules. Any dispute arising from these Terms or the website will be brought exclusively in the state or federal courts located in New York, and you consent to the jurisdiction of those courts.

13) Contact

Questions about these Terms? Contact us:

Tri-State Tax, Accounting & Bookkeeping Co., PLLC Contact: