Terms of service

1. General information

The content on this website is provided for general informational and educational purposes only and does not constitute personalized tax, accounting, financial, or legal advice.

Although we make reasonable efforts to provide accurate and up-to-date information, tax laws and regulations are subject to change, and their application depends on individual circumstances.

You should not make financial or tax-related decisions based solely on information presented on this website without consulting a qualified professional.

2. No professional client relationship

Using this website, submitting an inquiry or qualification form, scheduling a consultation, or communicating with Westcross does not, by itself, establish a professional client relationship.

A professional client relationship is established only after Westcross and the prospective client have entered into a mutually accepted engagement agreement.

All professional services, including tax planning, tax preparation, bookkeeping, accounting, and related services, are governed by the applicable engagement letter or other written agreement between Westcross and the client.

If any provision of these website Terms conflicts with an executed engagement agreement, the engagement agreement controls with respect to the professional services covered by that agreement.

3. Services, tax savings, and guarantees

Westcross provides tax preparation, tax planning, accounting, and related professional services.

Any examples of tax savings, financial benefits, or client outcomes presented on this website are illustrative and should not be interpreted as a guarantee that every client will achieve similar results.

Actual results depend on each client's financial circumstances, applicable tax laws, eligibility for specific tax strategies, and other relevant factors.

Certain offerings, including the Tax Plan Playbook, may require prospective clients to complete a qualification process before purchasing.

Submission of a qualification form does not guarantee acceptance or eligibility for any particular service or program.

Any specific guarantees, refund policies, or additional conditions associated with an offering, including the Tax Plan Playbook money-back guarantee, are governed by the separate written terms applicable to that offering.

4. Acceptable website use

You agree to use our website only for lawful purposes and in a manner that does not interfere with its operation or the ability of others to use it.

You may not:

• Attempt to gain unauthorized access to our website, servers, or systems.
• Introduce malicious software or otherwise interfere with website security or functionality.
• Use website content for unlawful, fraudulent, or misleading purposes.
• Copy, reproduce, or commercially exploit website materials without authorization.

We reserve the right to restrict access to our website when necessary to protect its security, integrity, or lawful operation.

5. Intellectual property

Unless otherwise indicated, all content on this website, including text, graphics, logos, branding, designs, and other materials, is owned by Westcross or used with permission and is protected by applicable intellectual property laws.

You may view and use website content for personal, noncommercial informational purposes.

You may not reproduce, distribute, modify, republish, or commercially exploit our content without prior written permission.

6. Third-party websites and services

Our website may contain links to third-party websites, applications, or services for your convenience.

Westcross does not control these third parties and is not responsible for their content, availability, accuracy, security, or privacy practices.

Your use of third-party websites and services is subject to their respective terms and policies.

7. Privacy and information submission

Information collected through our website is handled in accordance with our Privacy Policy.

Please do not submit Social Security numbers, tax returns, financial account information, or other sensitive documents through general website contact forms unless we specifically provide an approved secure method for doing so.

For additional information about how we collect, use, disclose, and protect personal information, please review our Privacy Policy: https://gowestcross.com/privacy-policy

8. SMS messaging terms and conditions

8.1 Business identity and messaging program

Westcross, LLC may send SMS text messages to individuals who have provided their consent to receive communications from us.

Depending on the type of messages you have agreed to receive, these communications may include:

• Appointment confirmations and reminders.
• Responses to inquiries and consultation requests.
• Tax preparation, tax planning, and accounting-related notifications.
• Client service updates and follow-up communications.
• Information regarding the Tax Plan Playbook and other Westcross services.
• Promotional offers, educational content, and marketing communications from Westcross, when you have consented to receive them.

Consent to receive marketing text messages is not a condition of purchasing any goods or services.

8.2 Message frequency and charges

Message frequency varies depending on your interactions with Westcross, the services you request, and your communication preferences.

As always, message and data rates may apply for any messages sent to you from us and to us from you.

If you have questions about your text messaging or data plan, please contact your wireless service provider.

8.3 Opt-out instructions

You can cancel the SMS service at any time.

Simply reply STOP to any text message you receive from Westcross or text STOP to the Westcross phone number from which you receive messages.

After you send STOP, we will send you an SMS message confirming that you have been unsubscribed.

After this confirmation, you will no longer receive SMS messages from the applicable messaging program unless you opt in again.

If you wish to resume receiving messages, you may sign up again using the same process you originally used to subscribe.

8.4 Support instructions

If you experience issues with our SMS messaging program, you can reply with the keyword HELP for more assistance.

You may also contact us directly:
Email: hello@gowestcross.com
Phone: (888) 502-5162

8.5 Carrier liability

Carriers are not liable for delayed or undelivered messages.

8.6 Privacy policy

Your privacy is important to us. Information collected through our SMS messaging program is handled in accordance with our Privacy Policy.

If you have any questions regarding privacy, please read our Privacy Policy: https://gowestcross.com/privacy-policy

9. Website availability and limitation of liability

We make reasonable efforts to maintain the accuracy, security, and availability of our website. However, we do not guarantee that the website will be uninterrupted, error-free, or free from technical issues.

To the extent permitted by applicable law, Westcross is not liable for losses or damages arising from reliance on general website information, website interruptions, technical errors, or unauthorized third-party interference.

Nothing in these Terms excludes liability that cannot legally be excluded or modifies the rights and obligations established under an applicable professional engagement agreement.

10. Changes to these terms

Westcross may update these Terms of Service periodically to reflect changes in our website, business practices, legal requirements, or services.

Any revisions will be posted on this page with an updated effective date.

Your continued use of the website after revised Terms are posted constitutes acceptance of the updated Terms to the extent permitted by applicable law.

11. Contact information

If you have questions about these Terms of Service, our website, or our services, please contact us: