These Terms of Service (“Terms”) govern your access to and use of the website and services of Block Advisory Group (“Block Advisory Group,” “we,” “us,” or “our”). Please read them carefully. By accessing our website or engaging our services, you agree to these Terms.
01Acceptance of terms
By accessing or using blockadvisorygroup.com or any of our services, you agree to be bound by these Terms and our Privacy Policy. If you do not agree, please do not use our website or services. If you are using our services on behalf of an organization, you represent that you have authority to bind that organization to these Terms.
02Our services
Block Advisory Group provides accounting, bookkeeping, tax preparation and planning, family office, and related advisory services. Our website provides general information about our firm and a means to request a consultation. Content on the website is for general informational purposes only and does not constitute accounting, tax, legal, or investment advice.
03Engagement & scope
Submitting a form or contacting us does not create a client relationship. A professional relationship is established only when both parties sign a written engagement letter or services agreement. That engagement letter defines the specific scope of work, deliverables, timelines, and fees, and — together with these Terms — governs the services we provide.
We may decline or withdraw from any engagement in accordance with applicable professional standards and the terms of the relevant engagement letter.
04Client responsibilities
To deliver our services accurately and on time, we rely on you to:
- Provide complete, accurate, and timely information, records, and documentation.
- Maintain your own books and source records as required by law.
- Review deliverables and notify us promptly of any errors or omissions.
- Make all management decisions and accept responsibility for them.
We are not responsible for outcomes resulting from incomplete, inaccurate, or untimely information provided to us.
05Fees & payment
Fees for services are set out in the applicable engagement letter. Unless otherwise stated, invoices are due upon receipt. Late or unpaid amounts may be subject to suspension of services and, where permitted, interest or collection costs. Fees are exclusive of applicable taxes unless stated otherwise.
06Confidentiality
We treat client information as confidential and use it only to provide our services, except as permitted by an engagement letter, required by law or professional standards, or authorized by you. We expect clients to treat our proprietary materials, methods, and pricing as confidential as well. Our handling of personal information is further described in our Privacy Policy.
07Intellectual property
All content on this website — including text, graphics, logos, and the Block Advisory Group name and marks — is owned by or licensed to us and is protected by applicable intellectual property laws. You may not copy, reproduce, distribute, or create derivative works from our content without our prior written consent. Work product we deliver under an engagement is governed by the terms of the applicable engagement letter.
08Disclaimers
Our website and its content are provided “as is” and “as available” without warranties of any kind, whether express or implied, including warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the website will be uninterrupted, error-free, or secure.
Nothing on this website constitutes a guarantee of any particular financial, tax, or business result. Tax laws and regulations change and apply differently to each situation; any general information should not be relied upon without professional advice tailored to your circumstances under a signed engagement.
09Limitation of liability
To the fullest extent permitted by law, Block Advisory Group and its principals, employees, and agents will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, revenue, data, or goodwill, arising out of or related to your use of the website. Any liability arising from a specific engagement is limited as set out in the applicable engagement letter. Nothing in these Terms limits liability that cannot be limited under applicable law.
10Indemnification
You agree to indemnify and hold harmless Block Advisory Group and its principals, employees, and agents from any claims, losses, liabilities, and expenses (including reasonable legal fees) arising out of your breach of these Terms, your misuse of the website, or your provision of inaccurate or incomplete information.
11Termination
We may suspend or terminate your access to the website at any time, with or without notice, for any reason, including a breach of these Terms. Termination of any professional engagement is governed by the applicable engagement letter. Provisions that by their nature should survive termination — including confidentiality, intellectual property, disclaimers, and limitation of liability — will continue to apply.
12Governing law
These Terms are governed by the laws of the jurisdiction in which Block Advisory Group is established, without regard to its conflict-of-laws principles. Any disputes arising from these Terms or your use of the website will be subject to the exclusive jurisdiction of the courts located in that jurisdiction, except where applicable law provides otherwise.
13Changes to terms
We may revise these Terms from time to time. When we do, we will update the “Last updated” date above. Changes are effective when posted. Your continued use of the website after changes are posted constitutes your acceptance of the revised Terms.
14Contact us
Questions about these Terms? Get in touch:
Block Advisory Group · Mailing address available on request.