Please read these terms carefully before using our website or services.
Last Updated: August 21, 2022
Welcome to the website of Belmoore Financial Solutions ("Company," "we," "us," or "our"). These Terms of Service ("Terms") govern your access to and use of our website located at [Insert Website URL] (the "Site"), including our online contact form and automated AI chatbot assistant.
PLEASE READ THESE TERMS CAREFULLY BEFORE USING OUR SITE. BY ACCESSING, BROWSING, OR INTERACTING WITH THIS SITE OR ITS FEATURES, YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND AGREE TO BE BOUND BY THESE TERMS. IF YOU DO NOT AGREE TO THESE TERMS, YOU MUST NOT ACCESS OR USE THE SITE.
1.1 Informational Purpose Only
This Site is maintained primarily for informational and business presentation purposes. It provides general information regarding our professional services, firm background, and business contact options.
1.2 No Web Accounts or Client Logins
The Site does not offer user accounts, registration features, or client logins. You cannot view, process, or store confidential account information or financial transactions directly through this Site.
1.3 Contact Us Form Protocol
When you submit an inquiry through our website's "Contact Us" form, we require basic contact information (including your phone number and email address) so we can respond to your request.
1.4 No Tax or Sensitive Financial Records on Site
This Site is not designed for transmitting confidential records. Please do not submit Social Security Numbers, tax returns, bank details, or sensitive financial documents through our basic web contact form or general email. All sensitive tax and accounting records must be submitted via our secure portal (see Section 4.1).
Our Site features an automated Artificial Intelligence (AI) Chatbot designed to answer general inquiries about our firm, services, and operating hours.
2.2 Technical Data Logging
To maintain security, perform system diagnostics, and improve chatbot performance, the AI Chatbot logs interaction technical data. When you interact with the Chatbot, the following data is captured and retained in our security database:
2.3 Acceptable Use & Conduct Monitoring
The AI Chatbot actively monitors all incoming text and prompts for abusive language, profanity, hate speech, threats of violence, security breach attempts, or illegal activity ("Security Violations").
2.4 Automated Three-Strike Deactivation Policy
To maintain system integrity and a safe digital environment:
3.1 Scope of Services
Belmoore Financial Solutions provides professional tax preparation, bookkeeping and accounting support, payroll administrative coordination, and general business advisory services to individuals and small-to-medium businesses.
3.2 Non-CPA Status Disclaimer
Belmoore Financial Solutions is an independent business financial services firm and is NOT a Certified Public Accountant (CPA) firm. We do not perform audited financial statements, reviewed financial statements, or formal attestation engagements governed by the American Institute of Certified Public Accountants (AICPA) standards.
3.3 Independent Engagement
Visiting this Site or interacting with our AI Chatbot does not create a professional-client relationship. Official professional services (including tax return preparation, monthly bookkeeping, business advisory, or payroll management) are provided strictly under a separate, executed written Engagement Agreement signed by both you and Belmoore Financial Solutions.
4.1 Secure Client Portal (Verifyle)
All document transmission, tax intake forms, sensitive financial statements, and confidential client communications containing Personally Identifiable Information (PII) must be conducted exclusively through our secure third-party portal partner, Verifyle (verifyle.com).
4.2 Payroll Processing Partner (Gusto)
For clients utilizing our payroll management and administrative advisory services, payroll processing, tax withholdings, direct deposits, and tax filings are executed in partnership with Gusto (gusto.com).
5.1 Client Record Accuracy
For all tax preparation, bookkeeping, and advisory engagements, our work relies entirely on the accuracy, completeness, and timeliness of the information, records, and documentation provided by you.
5.2 No Verification Obligation
We do not independently audit, verify, or authenticate client-provided documents or figures. You retain ultimate responsibility for the truthfulness and accuracy of all financial data, tax documentation, employee records, and business figures submitted to us.
6.1 General Information Disclaimer
Articles, FAQs, chatbot responses, or tax notes published on this Site are provided solely for general educational context and do not constitute formal tax, legal, or accounting advice for your individual or business situation.
6.2 IRS Circular 230 Notice
In accordance with IRS regulations, any tax advice contained on this Site, within chatbot responses, or in general communications is not intended or written to be used, and cannot be used, for the purpose of avoiding tax-related penalties under the Internal Revenue Code or promoting, marketing, or recommending any tax-related strategy.
All content on this Site—including text, AI Chatbot scripts, graphics, branding, logos, icons, designs, and software—is the property of Belmoore Financial Solutions or its content suppliers and is protected by applicable United States copyright, trademark, and intellectual property laws.
When accessing this Site or using our AI Chatbot, you agree not to:
TO THE FULLEST EXTENT PERMITTED BY LAW, THIS SITE, THE AI CHATBOT, AND ALL INFORMATION CONTAINED HEREIN ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED.TO THE FULLEST EXTENT PERMITTED BY LAW, THIS SITE, THE AI CHATBOT, AND ALL INFORMATION CONTAINED HEREIN ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED.
BELMOORE FINANCIAL SOLUTIONS DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SITE OR AI CHATBOT WILL BE UNINTERRUPTED, SECURE, ACCURATE, OR ERROR-FREE.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, BELMOORE FINANCIAL SOLUTIONS, ITS OWNERS, OFFICERS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES ARISING FROM OR RELATED TO:r
IN NO EVENT SHALL THE TOTAL AGGREGATE LIABILITY OF BELMOORE FINANCIAL SOLUTIONS FOR CLAIMS ARISING OUT OF THIS SITE EXCEED $100.00 USD.
You agree to defend, indemnify, and hold harmless Belmoore Financial Solutions, its owners, officers, employees, and representatives from and against any claims, liabilities, losses, damages, or costs (including reasonable legal fees) arising from your violation of these Terms, your misuse of the Site or AI Chatbot, or your submission of inaccurate financial or tax documentation.
12.1 Governing Law
These Terms shall be governed by, construed, and enforced in accordance with the laws of the Commonwealth of Pennsylvania, without regard to its conflict of law principles.
12.2 Venue
Any legal suit, action, or proceeding arising out of or related to these Terms or this Site shall be instituted exclusively in the state or federal courts located in Lancaster County, Pennsylvania. You irrevocably submit to the personal jurisdiction and venue of such courts.
If any provision of these Terms is found to be invalid or unenforceable by a court of competent jurisdiction, that provision shall be enforced to the maximum extent permissible, and the remaining provisions shall remain in full force and effect. These Terms constitute the entire agreement between you and Belmoore Financial Solutions regarding your use of the Site.
If you have any questions regarding these Terms of Service, please contact us at:
Belmoore Financial Solutions
Attn: Legal & Compliance
2173 Embassy Drive
Lancaster, PA 17603
Email: [email protected]
Phone: 717-406-3249