Terms of Service – Secure Accounting Miami
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Terms of Service

Welcome to Secure Accounting Miami. By using our website and services, you agree to comply with and be bound by the following Terms and Conditions.

📅 Last Updated: August 24, 2025
Please review these terms carefully before engaging in our services. If you do not agree with any part of these terms, please refrain from using our services.
1

Acceptance of Terms

By accessing or using our website and services, you agree to be bound by these Terms and Conditions, as well as any additional terms and policies that may apply. Secure Accounting Miami reserves the right to modify or update these terms at any time without prior notice. It is your responsibility to check this page periodically for changes.

2

Services

Secure Accounting Miami provides professional tax preparation, filing, advisory, bookkeeping, IRS representation, and related financial services for individuals and businesses. We also offer Audit Shield™, an optional subscription-based tax audit support and monitoring service.

Our goal is to deliver accurate, high-quality service and support clients in making informed financial decisions. While we use reasonable care and professional judgment, clients remain responsible for providing complete, accurate, and timely information.

⚠️ Final responsibility for the accuracy of information submitted to tax authorities rests with the client. Audit Shield™ coverage, benefits, limitations, exclusions, eligibility requirements, and response times are subject to separate program terms.
3

Client Responsibilities

As a client of Secure Accounting Miami, you are responsible for providing accurate and complete information. This includes, but is not limited to:

  • Personal identification details
  • Tax-related documents and financial records
  • Complete and truthful information at all times

We are not liable for any penalties or damages that may arise from incomplete, inaccurate, or fraudulent information provided by the client.

4

Confidentiality

We take the confidentiality of your personal and financial information seriously. All information shared with us is subject to our Privacy Policy, which details how we handle, store, and protect your data.

5

Audit Shield™ Terms

Audit Shield™ is a subscription-based support program offered by Secure Accounting Miami.

Important: Audit Shield™ is not insurance, legal representation, or a guarantee against audits, penalties, tax assessments, collections activity, or enforcement actions.

5.1 — 90-Day Activation Waiting Period

Audit Shield™ benefits become active ninety (90) calendar days after enrollment and successful payment processing.

  • Any tax matter initiated before the 90-day period is considered pre-existing and excluded from coverage
  • A matter may be considered pre-existing regardless of whether the client was aware of it at enrollment

5.2 — Exclusions

Audit Shield™ does not include:

  • Tax Court litigation
  • Criminal tax matters
  • Fraud investigations
  • Payroll tax disputes
  • Previously existing audits or notices
  • Matters resulting from false, incomplete, or omitted information
  • State or federal matters initiated before activation
  • Business restructuring or transactional legal work

5.3 — Lapsed or Reinstated Accounts

If a subscription lapses, is canceled, suspended, declined, refunded, disputed, or otherwise terminated, Secure Accounting Miami may require a new activation waiting period before benefits resume.

6

Payment Terms

Clients are responsible for paying all fees for the services rendered by Secure Accounting Miami. Our pricing is communicated upfront before services begin. Payments must be made in full according to the agreed terms. We reserve the right to suspend or terminate services for non-payment.

7

Intellectual Property

All content, materials, and services provided on this website are owned by Secure Accounting Miami and are protected by copyright, trademark, and other intellectual property laws. You may not reproduce, distribute, or use any of our content for commercial purposes without prior written permission.

8

Limitation of Liability

Secure Accounting Miami shall not be held liable for any indirect, incidental, special, or consequential damages arising out of the use or inability to use our services. While we strive for accuracy in our work, we do not guarantee the completeness, timeliness, or results of the services provided. Any tax filing errors or omissions are the sole responsibility of the client.

9

Age Restriction

You must be 18 years or older to participate in our SMS program.

10

Termination of Services

Secure Accounting Miami reserves the right to terminate or suspend services if a client violates these Terms and Conditions or engages in activities that are illegal or harmful. Upon termination, the client is still responsible for any outstanding payments owed for services provided up to the termination date.

11

Governing Law

These Terms and Conditions are governed by and construed in accordance with the laws of the state of Florida. Any disputes arising from or relating to these terms will be subject to the exclusive jurisdiction of the courts in Miami, Florida.

📋 We may update these Terms of Service from time to time. The latest version will always be available on our website with the effective date.
12

SMS Messaging Terms & Compliance

By providing your phone number to Secure Accounting, you consent to receive SMS messages related to your account, appointment reminders, service updates, billing notifications, and promotional offers where permitted by law.

📨 Message Frequency

Message frequency will vary depending on your interactions with our business. Standard message and data rates may apply according to your mobile carrier.

✅ Opt-In Consent

By submitting your phone number through any of our web forms, you are expressly opting in to receive text messages from Secure Accounting. Your consent to receive marketing or promotional texts is not a condition of purchase or service.

🚫 Opt-Out Instructions

You can opt out at any time by replying STOP to any message. After opting out, you may still receive important non-marketing communications such as account notifications.

🔒 Data Privacy

Any information collected through SMS will be handled in accordance with our Privacy Policy and applicable laws, including the TCPA, CAN-SPAM Act, and other state and federal regulations.

📡 Supported Carriers & Liability

Message delivery may be delayed or unavailable due to carrier issues. Wireless carriers are not liable for delayed or undelivered messages.

❓ Support

For help, reply HELP to any message or contact us at [email protected]


13

Contact Information

For any questions or concerns regarding these Terms and Conditions, please contact us:

Secure Accounting Miami

📞 (954) 507-9354

✉️ [email protected]

📍 2222 Ponce de Leon, Coral Gables, FL 33134

🌐 secureaccounting.io

By continuing to use our services, you acknowledge that you have read, understood, and agree to these Terms of Service. We comply with all applicable laws including the TCPA and CTIA guidelines regarding SMS communications.

Expert tax, bookkeeping, and financial services for individuals and businesses. Trusted by clients across Miami and the United States.

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