Terms & Conditions
Last Updated: June 1, 2025
These Terms & Conditions ("Terms") govern the engagement between Henry Hung CPA P.C. (“the Firm” or “the Company”), a Certified Public Accounting firm licensed in the State of New York, and you (“you,” “your,” or “Client”). By engaging our services or using our website, you agree to these Terms.
1. Definitions
For the purposes of these Terms and Conditions:
"Company," "Firm," "we," "us," or "our" refers to Henry Hung CPA P.C., a Certified Public Accounting firm operating in the State of New York.
"Client," "you," or "your" refers to the individual or entity engaging the services of the Firm.
"Engagement Letter" means a written agreement outlining the specific services to be provided by the Firm and the associated terms.
"Services" refers to all professional accounting, tax, consulting, and advisory work performed by the Firm.
"Website" refers to any online platform operated by the Firm, including but not limited to [Insert website URL if applicable].
"Content" means any materials, text, documents, tools, templates, or other information made available by the Firm through its services or website.
"Applicable Law" refers to all relevant laws, rules, and regulations in effect in the State of New York, as well as applicable federal and international laws.
2. Scope of Services
The Firm provides services in accordance with New York State accountancy regulations and generally accepted accounting principles (GAAP), which may include but are not limited to:
Tax preparation and planning
Financial statement preparation
Bookkeeping and payroll
Business consulting and advisory services
Other professional services as agreed in writing
All services are governed by a separate Engagement Letter provided and signed before work begins.
3. Client Responsibilities
You agree to:
Provide accurate, complete, and timely information
Retain your original documents and records
Review any filings or statements prepared by us before submission
Make all business, legal, and financial decisions
The Firm is not responsible for errors caused by inaccurate or delayed information provided by the client.
4. Fees & Payment Terms
Fees will be quoted in writing and are based on the complexity and scope of services.
Payment is due upon invoice receipt unless otherwise agreed.
Late payments may incur 1.5% interest per month (18% annualized).
A deposit or retainer may be required for certain services.
Applicable New York State sales tax may be charged where required.
Services may be paused or discontinued for unpaid balances.
5. Confidentiality & Data Security
Information is treated as confidential and only disclosed as required by law or with your consent.
Electronic communications and document transfers may carry inherent security risks.
You are responsible for maintaining the confidentiality of any passwords or secure links provided.
To provide the Services, you acknowledge and agree that you may need to grant the Firm access to your financial institution accounts. The Firm is not responsible for securing these accounts or for monitoring them for any unauthorized or fraudulent activity. It is your sole responsibility to regularly review your bank and credit card statements and promptly report any suspicious or fraudulent transactions to your financial institution.
6. Limitation of Liability
To the fullest extent permitted under New York law, the Firm’s total liability for any claim arising from or related to the services provided shall not exceed the amount of professional fees actually paid by you for the services in question.
Notwithstanding any damages that you might incur, the entire liability of the Firm and any of its suppliers under any provision of these Terms, and your exclusive remedy for all of the foregoing, shall be limited to the amount actually paid by you through the service or $100 USD, if you have not paid for any services.
To the maximum extent permitted by applicable law, in no event shall the Firm or its suppliers be liable for any special, incidental, indirect, or consequential damages whatsoever, including but not limited to:
Loss of profits, data, or business opportunities
Business interruption
Personal injury
Loss of privacy
Issues related to third-party software or hardware used in connection with the service
even if the Firm or its suppliers have been advised of the possibility of such damages and even if a remedy fails of its essential purpose.
Some jurisdictions, including certain U.S. states, may not allow the exclusion of implied warranties or the limitation of liability for incidental or consequential damages. In such cases, each party’s liability will be limited to the maximum extent permitted by law.
7. Record Retention
Clients are responsible for maintaining their own copies of all original documents and records. We recommend that you retain important records for your personal files as the Firm may not retain copies indefinitely. If you require copies of past work or documents, please contact us promptly.
8. Termination of Services
Either party may terminate the engagement at any time in writing. Upon termination:
All unpaid balances are due immediately
The Firm will return original client documents
The Firm may retain copies of work for compliance and legal purposes
Electronic files may be withheld until full payment is received
9. Use of Website
Our website is provided for general information and convenience only.
By using the site, you agree not to:
Misuse the site or violate applicable laws
Attempt unauthorized access
Reproduce or republish site content without written consent
Nothing on the site should be construed as professional advice.
10. Governing Law
These Terms are governed by the laws of the State of New York, without regard to its conflict of law principles.
11. Dispute Resolution
In the event of a dispute, both parties agree to make a good-faith effort to resolve it informally.
If a resolution cannot be reached, parties may elect to mediate under the rules of the New York State Society of CPAs or pursue legal action in accordance with Section 10.
12. Amendments & Updates
These Terms may be updated periodically.
You will be notified of material changes. Continued use of our services after an update constitutes acceptance of the revised Terms.
13. Intellectual Property
The Service and its original content (excluding content provided by you or other users), including but not limited to the website, logo, written materials, templates, and tools, are and will remain the exclusive property of the Firm and its licensors.
This material is protected by copyright, trademark, and other applicable laws in the United States and abroad.
You may not use, reproduce, or modify any part of our intellectual property without prior written consent.
Unauthorized use of our trademarks or trade dress is strictly prohibited.
14. Third-Party Tools Disclaimer
The Firm may utilize or recommend third-party accounting and financial platforms, including but not limited to QuickBooks, Xero, Gusto, and other software or online portals (“Third-Party Tools”) to facilitate services.
By engaging the Firm’s services, you acknowledge and agree that:
The Firm is not affiliated with or endorsed by any third-party platform.
The Firm does not control or guarantee the accuracy, availability, or security of any Third-Party Tool.
You are solely responsible for complying with the terms of service and privacy policies of any Third-Party Tool you use.
Any issues, data loss, or service interruptions related to third-party software are outside the Firm’s control, and the Firm is not liable for resulting damages.
The Firm may assist in setup, integration, or training at your request, but ultimate responsibility for ongoing maintenance, data integrity, and usage lies with the client.
15. Contact Information
If you have any questions about these Terms and Conditions, you can contact us at:
📧 Email: henry@hhungcpa.com