Terms of Service

HA Strategy LLC
Effective Date: May 6, 2026
Last Updated: May 6, 2026

Please read these Terms of Service (“Terms”) carefully before using the website at https://hastrategy.com (the “Site”) or engaging any services offered by HA Strategy LLC (“HA Strategy,” “we,” “us,” or “our”). By accessing our Site or engaging our Services, you agree to be bound by these Terms. If you do not agree, please do not use our Site or Services.

1. Services Provided

HA Strategy LLC provides professional tax preparation, bookkeeping, accounting, tax planning, and related financial services (collectively, “Services”) to individuals and businesses. Services are provided pursuant to separate engagement agreements, client questionnaires, and/or service proposals communicated to you at the time of engagement.

We are a professional tax firm led by an IRS Enrolled Agent. Nothing in these Terms or on our Site constitutes legal advice, investment advice, or financial planning advice beyond the scope of the specific Services for which you have engaged us.

2. Eligibility

By using our Site or Services, you represent and warrant that:

You are at least 18 years of age
You have the legal authority to enter into a binding agreement with HA Strategy LLC
All information you provide to us is accurate, complete, and current
You are authorized to provide any documents or information submitted on behalf of a third party or business entity

3. Client Responsibilities

You agree to:

Provide accurate, complete, and timely information and documentation as requested by our team
Review all documents, returns, and communications prepared by HA Strategy before signing or submitting them
Notify us promptly of any changes in your tax situation, business structure, or contact information
Comply with all applicable federal, state, and local tax laws and regulations

HA Strategy LLC is not responsible for errors, penalties, or interest resulting from inaccurate, incomplete, or untimely information provided by the client. The client is solely responsible for the accuracy of all information submitted to us.

4. Fees and Payment

All fees for Services are disclosed prior to engagement and are based on the scope and complexity of the work required. Prices listed on our Site are starting rates and may vary based on your individual or business circumstances. A final quote will be provided following your initial consultation.

Payment terms will be communicated at the time of engagement. HA Strategy LLC reserves the right to withhold delivery of completed work, including but not limited to tax returns, until all outstanding fees have been paid in full.

5. Refunds and Cancellations

All fees paid to HA Strategy LLC are non-refundable once work on your engagement has commenced. “Commencement” means any substantive review of documents, preparation of returns, or performance of services, regardless of whether the final work product has been delivered.

If you wish to cancel your engagement prior to commencement, please notify us in writing as soon as possible at contact@hastrategycpa.com. Cancellations received before any work has commenced may be eligible for a full refund at our sole discretion.

HA Strategy LLC reserves the right to terminate an engagement at any time, for any reason, upon written notice to the client. In such event, you will be charged only for work actually performed up to the date of termination.

We make no guarantee as to the outcome of any tax filing, audit response, or financial strategy. Fees are charged for professional services rendered, not for specific outcomes.

6. Confidentiality

We treat all client information as strictly confidential in accordance with applicable professional standards, IRS regulations (including IRC § 7216), and the Gramm-Leach-Bliley Act. We will not disclose your information to third parties except as necessary to perform the Services or as required by law. Please refer to our Privacy Policy for full details.

7. Disclaimer of Warranties

OUR SITE AND SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, HA STRATEGY LLC DISCLAIMS ALL WARRANTIES, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

We do not warrant that our Site will be uninterrupted, error-free, or free of viruses or other harmful components. We do not guarantee any specific tax outcome, refund amount, or financial result from the use of our Services.

8. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY FLORIDA LAW, HA STRATEGY LLC AND ITS OWNERS, EMPLOYEES, AGENTS, AND CONTRACTORS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING OUT OF OR RELATED TO YOUR USE OF OUR SITE OR SERVICES, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR TOTAL LIABILITY TO YOU FOR ANY CLAIM ARISING OUT OF OR RELATED TO THESE TERMS OR OUR SERVICES SHALL NOT EXCEED THE TOTAL FEES YOU PAID TO US IN THE THREE (3) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

Nothing in these Terms limits liability for gross negligence, willful misconduct, or fraud, or where such limitation is not permitted by applicable law.

9. Indemnification

You agree to indemnify, defend, and hold harmless HA Strategy LLC and its owners, officers, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys’ fees) arising out of or related to: (a) your use of our Site or Services; (b) your violation of these Terms; (c) inaccurate or incomplete information you provided to us; or (d) your violation of any applicable law or regulation.

10. Governing Law and Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law principles.

Any dispute, claim, or controversy arising out of or relating to these Terms or our Services that cannot be resolved informally shall be submitted to binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules. Arbitration shall take place in Hillsborough County, Florida. The arbitrator’s award shall be final and binding and may be entered as a judgment in any court of competent jurisdiction.

Notwithstanding the foregoing, either party may seek injunctive or other equitable relief in the courts of Hillsborough County, Florida to prevent irreparable harm pending arbitration.

You waive any right to participate in a class action lawsuit or class-wide arbitration.

11. Intellectual Property

All content on our Site, including text, graphics, logos, and software, is the property of HA Strategy LLC or its content licensors and is protected by applicable copyright and trademark laws. You may not reproduce, distribute, or create derivative works from our Site content without our express written permission.

12. Modifications to These Terms

We reserve the right to modify these Terms at any time. Changes will be posted on our Site with an updated effective date. Your continued use of our Site or Services after such changes constitutes your acceptance of the revised Terms.