Terms & Conditions

Last Updated: June 1, 2025

These Terms & Conditions ("Terms") govern the engagement between Henry Hung CPA PC (“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 PC, 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 hhungcpa.com.

  • "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

6.1 Professional Standard of Care

Henry Hung CPA PC (the “Firm”) will perform its professional services with reasonable care, skill, and diligence consistent with applicable professional standards. However, the Firm does not guarantee any particular tax outcome, financial result, or determination by a governmental authority.

6.2 Limitation of Liability

To the fullest extent permitted by applicable law, the Firm's aggregate liability arising from or relating to professional services provided to a client shall not exceed the total fees paid by that client to the Firm for the specific engagement giving rise to the claim.

This limitation applies to claims arising in contract, tort, negligence, or otherwise, except to the extent such limitation is prohibited by applicable law or professional regulations.

6.3 Exclusion of Certain Damages

To the fullest extent permitted by applicable law, the Firm shall not be liable for indirect, incidental, special, consequential, or punitive damages, including lost profits, lost business opportunities, or business interruption, arising from the use of its services or website.

6.4 Client-Provided Information

The Firm relies on the accuracy, completeness, and timeliness of information and documentation provided by clients and authorized third parties. The Firm shall not be responsible for errors, delays, penalties, or additional costs resulting from inaccurate, incomplete, or untimely information supplied to the Firm, except to the extent caused by the Firm's own failure to comply with applicable professional standards.

6.5 Third-Party Services and Government Actions

The Firm shall not be responsible for interruptions, errors, or delays caused by third-party software providers, financial institutions, government agencies, or other external service providers beyond the Firm's reasonable control, except to the extent resulting from the Firm's own acts or omissions.

6.6 Engagement Letters and Applicable Law

Any limitation of liability contained in a separately executed engagement letter shall govern the applicable engagement to the extent permitted by law. Nothing in these Terms shall waive rights or remedies that cannot lawfully be limited or excluded under applicable law or professional regulations.

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. SMS/Text Messaging Terms

SMS Program Description

Henry Hung CPA P.C. provides SMS text messaging to existing clients for service-related communications, including appointment confirmations and reminders, document requests, tax return status updates, and other tax and accounting service matters. We do not send promotional or marketing text messages.

Consent

By expressly opting in to receive SMS communications from Henry Hung CPA P.C., you agree to receive service-related text messages from our Firm. Consent may be obtained verbally or in writing. Consent is voluntary and is not a condition of purchasing or receiving our services.

Message Frequency and Charges

Message frequency varies depending on client needs. Messages are sent as needed for appointments, document requests, and service-related communications. Message and data rates may apply.

Opt-Out Instructions

You may opt out of receiving SMS messages at any time by replying STOP. After opting out, you will no longer receive SMS communications unless you provide new consent.

Help and Support

For assistance, reply HELP or contact Henry Hung CPA P.C. at (201) 394-0187 or henry@hhungcpa.com.

Privacy and Security

We respect your privacy and protect your personal information in accordance with our Privacy Policy, available at https://www.hhungcpa.com/privacy-policy.

SMS messages may not be secure. Sensitive tax documents, Social Security numbers, and confidential financial information should be exchanged through secure communication channels rather than text messaging.

16. Contact Information

If you have any questions about these Terms and Conditions, you can contact us at:
📧 Email: henry@hhungcpa.com