Terms of Service

By accessing this website or engaging services with Clear Path Financials, you agree to the following Terms of Service. Please review these terms carefully.

  • This website is provided for informational purposes only. Content on this site does not constitute legal, tax, or financial advice unless a formal client engagement has been established.

  • A professional relationship with Clear Path Financials is established only after:

    • Services are agreed upon

    • Required intake information is submitted

    • Applicable fees are approved and paid

    Submitting an inquiry, completing a form, or scheduling a call does not guarantee acceptance as a client.

  • Services provided by Clear Path Financials are limited to those expressly agreed upon in writing. Services do not include legal advice, investment advice, or representation outside the agreed scope unless separately contracted.

  • Clients are responsible for:

    • Providing complete and accurate information

    • Submitting required documents in a timely manner

    • Reviewing all completed work prior to filing

    Clear Path Financials is not responsible for errors, penalties, or outcomes resulting from incomplete, inaccurate, or omitted information provided by the client.

  • Clear Path Financials is not liable for decisions made or actions taken by users based on information provided on this website without a formal engagement.

    To the fullest extent permitted by law, Clear Path Financials shall not be liable for any indirect, incidental, or consequential damages arising from the use of this website or services.

  • While every effort is made to ensure accuracy and compliance, Clear Path Financials does not guarantee specific tax outcomes, refunds, or results. Tax outcomes depend on individual circumstances and information provided.

  • This website may utilize third-party platforms for scheduling, document upload, communication, or payment processing. Clear Path Financials is not responsible for the content, security, or functionality of third-party services.

  • All content on this website, including text, branding, and materials, is the property of Clear Path Financials and may not be reproduced, distributed, or used without written permission.

  • Use of this website is also governed by our Privacy Policy, which explains how personal information is collected and protected.

  • These Terms of Service shall be governed by and interpreted in accordance with the laws of the applicable jurisdiction.

  • Clear Path Financials reserves the right to update or modify these Terms of Service at any time. Continued use of the website constitutes acceptance of any changes.

If you have questions regarding these Terms of Service, please contact Clear Path Financials through the website inquiry form.

These terms are intended to ensure clarity, professionalism, and a positive experience for all parties.