Terms & Conditions

Updated: December 4, 2025

We appreciate your decision to engage the professional services of Integrated CPA ("ICPA", "we", "us", "our"). We are committed to upholding the highest standards of accuracy, confidentiality, and ethical conduct in all aspects of our work. These Terms and Conditions govern the scope of our engagement, delineate the responsibilities of both parties, and establish the legal framework under which our services are rendered.

By proceeding with our services, you acknowledge that you have read, understood, and agreed to be bound by the provisions set forth herein. Should you require clarification on any aspect of these terms, we encourage you to contact us directly prior to the commencement of services.

Payment Terms

Clients may remit payment using a valid credit card (Visa, MasterCard, or American Express) or via ACH from a checking or savings account. A 3% discount is applied to invoices paid by ACH.

Invoices are due upon receipt. Any invoice not paid within 30 days will incur a finance charge of 1.5% per month, accruing from the invoice date. Returned ACH payments are subject to a $25 fee.

Our fees are based on anticipated timely cooperation from you and your personnel and the absence of unforeseen circumstances. Should additional time be required, we will notify you and agree on revised fees before proceeding.

You understand and agree that our billings to you become delinquent if not paid within 30 days of the invoice date. You further understand and agree that we may withdraw from the present engagement at any time for any reason at our sole discretion. In particular, you agree that if you fail to pay for the services rendered or expenses incurred for the engagement, we may either discontinue performing services for you until all outstanding balances are paid and/or may withdraw from the engagement ten days after emailing a notice to you at the same address to which correspondence is transacted. You recognize that any discontinuation of work by us could seriously harm your interests, but nevertheless specifically give your consent to us to do so, regardless of any filing or other deadlines you face.

Delinquency and Right to Withdraw

Unpaid invoices after 30 days are considered delinquent. We reserve the right to suspend services or withdraw from the engagement entirely, at our sole discretion, after providing 10 days' notice via email. You acknowledge that such withdrawal may impact your interests, including deadlines, and consent to this policy.

Use of Client Portals and Third-Party Websites 

To maintain the integrity, security, and confidentiality of client information, our firm does not retrieve or download documents directly from third-party websites (e.g., financial institutions, payroll providers, or government agencies). Clients are responsible for obtaining and submitting all necessary documentation through our secure client portal or other approved methods. This policy helps mitigate cybersecurity risks and ensure proper documentation handling in the preparation of your returns or other services.

Links to Third-Party Sites and Integrations

 Our website may contain links to external websites and third-party integrations that offer additional functionality or services. We do not control or endorse their content, services, or privacy practices. Users are encouraged to review the terms and privacy policies of any linked sites before providing personal information 

Disclaimers and Limitation of Liability

All website content is provided for informational purposes only and does not constitute legal, financial, or professional advice. We make no guarantees regarding the accuracy, completeness, or timeliness of the information presented. Users should consult appropriate professionals or primary sources before making decisions based on this content.

Our liability relating to the performance of the services rendered under this letter is limited solely to direct damage sustained by you. In no event shall we be liable for the consequential, special, incidental, or punitive loss, damage or expense caused to you or to any third party (including without limitation, lost profits, opportunity costs, etc.). Notwithstanding the foregoing, our maximum liability to services rendered under this letter (regardless of form of action, whether in contract, negligence, or otherwise) shall be limited to fees[MT1] received by us for this engagement. The provisions set forth in this paragraph shall survive the completion of the engagement.

Dispute Resolution

Any dispute or claim relating in any way to these Terms or your use of your membership will be adjudicated in the state or Federal courts in Hamilton County, Indiana, and you consent to exclusive jurisdiction and venue in these courts. We each waive any right to a jury trial. 

Changes to Terms 

We may, in our discretion, change these Terms, Integrated CPA Group's Conditions of Use and Privacy Notice, or any aspect of your membership, without giving notice to you. If any change to these terms is found invalid, void, or for any reason unenforceable, that change is severable and does not affect the validity and enforceability of any remaining changes or conditions. YOUR CONTINUED MEMBERSHIP AFTER WE CHANGE THESE TERMS CONSTITUTES YOUR ACCEPTANCE OF THE CHANGES. IF YOU DO NOT AGREE TO ANY CHANGES, YOU MUST CANCEL YOUR MEMBERSHIP.