Terms of Service

Terms and conditions governing use of our website and services

Last updated: March 2026

1. Acceptance of Terms

By accessing or using the BookwiseCPA website (bookwisecpa.com) or engaging our professional services, you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use our site or services.

2. Professional Services

BookwiseCPA provides tax preparation, accounting, bookkeeping, payroll, and related financial services. All professional engagements are governed by a separate client engagement letter or service agreement, which takes precedence over these general terms where applicable.

Nothing on this website constitutes legal or financial advice. Information provided is for general informational purposes only. Please consult with a qualified professional regarding your specific situation.

3. Use of This Website

You agree to use this website only for lawful purposes and in a manner that does not infringe the rights of others. You may not:

  • Reproduce, copy, or redistribute any content without our written permission.
  • Attempt to gain unauthorized access to any part of the website or its related systems.
  • Use the site to transmit spam, malware, or other harmful content.
  • Misrepresent your identity or affiliation when contacting us.

4. Intellectual Property

All content on this website — including text, graphics, logos, images, and code — is the property of BookwiseCPA or its content suppliers and is protected by applicable copyright and intellectual property laws. You may not use our materials without prior written consent.

5. Client Responsibilities

Clients engaging BookwiseCPA for professional services agree to:

  • Provide accurate, complete, and timely information required to perform the agreed services.
  • Review all prepared documents before signing or filing.
  • Pay invoices in accordance with the agreed payment terms.
  • Notify us promptly of any material changes to your financial situation.

6. Limitation of Liability

BookwiseCPA's liability to any client for any claim arising out of or related to our services shall be limited to the fees paid by that client for the specific service giving rise to the claim during the preceding 12 months. We are not liable for indirect, incidental, consequential, or punitive damages.

This limitation does not apply in cases of gross negligence or willful misconduct.

7. Payment Terms

Fees for services are set forth in the applicable engagement letter. Invoices are due within 30 days of issuance unless otherwise agreed. We reserve the right to suspend services on accounts with overdue balances.

8. Confidentiality

We maintain strict confidentiality of all client information in accordance with applicable CPA professional standards, including the AICPA Code of Professional Conduct. We do not disclose client information except as required by law or with your express consent.

9. Termination

Either party may terminate a professional engagement by providing written notice. Upon termination, you remain responsible for fees for services rendered through the termination date. We will return or transfer your records in accordance with professional standards.

10. Governing Law

These Terms of Service are governed by the laws of the State of New Jersey. Any disputes arising under these terms shall be resolved in the courts of New Jersey.

11. Changes to These Terms

We reserve the right to update these Terms of Service at any time. Continued use of the website after changes are posted constitutes acceptance of the revised terms.

12. Contact Us

Questions about these Terms of Service? Contact us at: