Terms & Conditions
DRAFT FOR OWNER AND LEGAL REVIEW — NOT APPROVED FOR PUBLICATION
Effective date: [CONFIRM]. Legal business name: [CONFIRM FULL REGISTERED ENTITY NAME]. Address: [CONFIRM MAILING ADDRESS].
1. WEBSITE PURPOSE AND ACCEPTANCE
These Terms govern access to the public Wise Above Consulting website and its publicly available inquiry, scheduling, and information features. They do not replace a signed engagement letter, tax authorization, or other client agreement. By using the website, you agree to these Terms.
2. ELIGIBILITY AND ACCEPTABLE USE
This site is intended for adults and authorized business representatives. Do not attempt unauthorized access, misuse forms, interfere with website security, impersonate others, or submit unlawful or malicious content. A parent or guardian should handle inquiries for a minor.
3. NO PROFESSIONAL ENGAGEMENT CREATED
Viewing the site, using resources, sending a message, or booking a consultation does not establish a tax-preparer, accountant, financial adviser, attorney-client, insurance adviser, fiduciary, or other professional relationship. Any engagement begins only after applicable onboarding and execution of written engagement terms. [CONFIRM WISE ABOVE'S ACTUAL ONBOARDING PROCEDURE.]
4. GENERAL INFORMATION IS NOT INDIVIDUALIZED ADVICE
Website explanations, deadlines, calculations, tax links, and other resources are provided for general educational use. They are not individualized tax, legal, investment, insurance, or other professional advice. Applicable rules vary by jurisdiction, tax year, entity type, and personal circumstances. Confirm important actions and deadlines with official agencies or qualified advisers. Results cannot be guaranteed.
5. DIRECT SERVICES AND TRUSTED PARTNERS
Wise Above offers bookkeeping directly and may coordinate, introduce, or collaborate with appropriately qualified independent professionals for other financial, payroll, retirement-benefit, entity/legal, or CFO-related needs. The relevant service provider, scope, responsibilities, fees, professional qualifications, and referral relationship will be explained when applicable. Wise Above is not presenting itself as a law firm through this website. [OWNER: VERIFY ACTUAL SERVICE SCOPE, LICENSING, PARTNER TERMS, REFERRAL COMPENSATION, AND REQUIRED DISCLOSURES.]
6. CONSULTATIONS AND COMMUNICATIONS
Appointments depend on the availability and terms shown by the scheduling tool. A booking or inquiry does not guarantee acceptance as a client or any specific response time. Written confirmations, reminders, or other communications depend on the systems and contact preferences you authorize. [CONFIRM DURATION, CANCELLATION RULES, FEES, AND ACTUAL MESSAGING SETTINGS.]
7. SENSITIVE DOCUMENTS AND SECURITY
Do not use the public contact form or ordinary email to submit Social Security numbers, tax identifiers, bank credentials, identification documents, complete tax returns, or other confidential financial records. If documents are required, Wise Above will identify an approved secure exchange method. The proposed client portal is still being developed and is not presently an available website feature. [IT/OWNER: APPROVE SECURE FILE-SHARING PRACTICES AND IMPLEMENTED CONTROLS.]
8. ACCURATE INFORMATION AND THIRD-PARTY DATA
Please provide accurate contact details and share another person's information only when authorized. Wise Above may decline communications that are deceptive, unlawful, harmful, or constitute a security risk.
9. THIRD-PARTY LINKS AND TOOLS
The site links to the IRS, California tax agencies, financial education resources, service providers, and other independent websites. Those providers control their own content, availability, privacy, and security. Links are offered for convenience, not as a guarantee or endorsement of a particular result.
10. INTELLECTUAL PROPERTY
Unless identified otherwise, the text, artwork, photography, layout, brand, and original materials are owned or licensed by Wise Above. You may view and print reasonable portions for personal reference. Do not commercially republish, falsely attribute, or redistribute copyrighted material without authorization. Third-party trademarks and credential logos remain their owners' property.
11. TESTIMONIALS AND CREDENTIALS
Reviews reflect the experience of individual clients and do not promise the same outcome for others. A credential or registration must be interpreted only within the scope actually granted by its issuer. [OWNER: VERIFY TESTIMONIAL PERMISSIONS, CURRENT CERTIFICATIONS, AWARDS, AND RELATED CLAIMS.]
12. WEBSITE AVAILABILITY AND DISCLAIMERS
The website is supplied on an as-available basis; although we endeavor to maintain its accuracy and security, availability and external-resource currency cannot be guaranteed. Any warranty exclusion applies only to the extent allowed by law and does not diminish non-waivable rights. [COUNSEL: APPROVE ENFORCEABLE DISCLAIMER LANGUAGE.]
13. LIABILITY AND PROFESSIONAL AGREEMENTS
To the extent permitted by law, Wise Above is not responsible for losses caused solely by reliance on general website material or website unavailability beyond its reasonable control. Nothing here excludes liability or remedies that applicable law forbids excluding. Any paid professional engagement will be governed by its written agreement. [COUNSEL: REVIEW WHETHER ADDITIONAL LIMITATION, DISPUTE, OR INDEMNITY TERMS ARE APPROPRIATE.]
14. UPDATES AND GOVERNING LAW
We may revise these Terms and change the displayed effective date. These website changes do not retroactively change signed client agreements. [COUNSEL: CONFIRM CALIFORNIA OR OTHER GOVERNING LAW, VENUE, AND MANDATORY CONSUMER RIGHTS.]
15. CONTACT
Wise Above Consulting [CONFIRM LEGAL ENTITY]
Costa Mesa, California
Mailing address: [ADD ADDRESS]
Email: info@wiseaboveconsulting.com [CONFIRM]
Phone: +1 (949) 817-7788 [CONFIRM]
Website: https://wiseaboveconsulting.com
REQUIRED BEFORE PUBLICATION: Approve all bracketed items; verify professional licenses, referrals, privacy policy, actual security practices, and legal wording with counsel.