Effective Date: 1 Jan 2025

Welcome to Vincent T. Hicks, CPA Solutions . These Terms of Service govern your use of our website and services. By accessing or using our site or engaging our professional services, you agree to be bound by these Terms.

If you do not agree to these Terms, please do not use our services or website.

1. Services Offered

Vincent T. Hicks, CPA Solutions provides accounting and consulting services, including but not limited to:

• CFO-level financial advisory

• Tax planning and preparation

• Internal control audits

• Financial compliance and reporting

• Regulatory and grant compliance

• Government contract audits

• Small business coaching and technical assistance

Services are tailored based on engagement scope, and all deliverables will be outlined in an engagement letter or service agreement.

2. Client Responsibilities

Clients agree to:

• Provide accurate, timely, and complete information

• Respond to documentation and communication requests

• Comply with legal, financial, and regulatory obligations relevant to their engagement

• Review and sign engagement terms before services begin

Failure to meet these responsibilities may delay services or result in termination of the engagement.

3. Confidentiality

We are committed to maintaining the confidentiality of your information. All non-public, sensitive data you provide will be handled in accordance with applicable laws and professional standards.

We will not disclose your information to third parties without your consent, except as required by law or regulation, or as necessary to provide services through trusted, secure platforms.

4. Payment Terms

Payment terms are outlined in individual engagement letters or invoices. Unless otherwise specified:

• Invoices are due upon receipt

• Late payments may incur interest or service suspension

• Additional charges may apply for expedited or out-of-scope work

5. Intellectual Property

All content provided through our website and services—including templates, tools, reports, training materials, and website content—is the intellectual property of Vincent T. Hicks, CPA Solutions and may not be reproduced, distributed, or reused without written permission.

6. Limitation of Liability

Our services are provided based on the information and representations you provide. We are not liable for:

• Errors or delays caused by incomplete or inaccurate information

• Legal or financial consequences resulting from your actions or omissions

• Indirect, incidental, or consequential damages of any kind

Our maximum liability is limited to the amount paid for the relevant services.

7. Use of Website

You agree not to use our website:

• To engage in illegal activities

• To transmit malware or harmful code

• To access data without authorization

• To impersonate others or misrepresent your identity

We reserve the right to restrict access or take legal action in the event of misuse.

8. Termination

We reserve the right to terminate or refuse services at any time if:

• You breach these Terms

• You fail to comply with engagement requirements

• Circumstances arise that prevent us from delivering services with professional integrity

Upon termination, you are responsible for any unpaid invoices and any services rendered to that point.

9. Governing Law

These Terms shall be governed by and interpreted in accordance with the laws of the Commonwealth of Massachusetts, without regard to its conflict of law principles. Any disputes will be subject to the exclusive jurisdiction of the state or federal courts in Boston, Massachusetts.

10. Changes to Terms

We may update these Terms periodically. Continued use of our website or services constitutes acceptance of any changes. The latest version will always be available on our website.

Contact Information

If you have any questions about these Terms, please contact:

Vincent T. Hicks, CPA Solutions

Phone: +1 859-553-0788

Email: vincent@hickscpasolutions.com