TERMS OF SERVICE - CM FINANCIAL SERVICES

Last Updated: 11/18/2025

Welcome to CM Financial Services. By using our website and services, you agree to these Terms of Service.

SERVICES PROVIDED

CM Financial Services provides tax preparation, IRS problem resolution, business formation advisory, and year-round tax planning services. Services are provided by Alexis Carson, Enrolled Agent.

CONSULTATION TERMS

- Free consultations are 30 minutes and informational only

- No tax advice is provided until you become a client

- Consultations do not create an attorney-client or formal EA-client relationship

CLIENT ENGAGEMENT

- Services are provided pursuant to a signed engagement letter

- Fees are disclosed before work begins

- Payment is required before final deliverables are provided

DISCLAIMER

- We provide tax and business advisory services, not legal advice

- You are responsible for the accuracy of information you provide

- We are not responsible for IRS penalties resulting from information you withheld or provided incorrectly

LIMITATION OF LIABILITY

To the maximum extent permitted by law, CM Financial Services shall not be liable for any indirect, incidental, or consequential damages arising from use of our services.

CONFIDENTIALITY

We maintain client confidentiality in accordance with IRS Circular 230 and professional standards. However, we may disclose information as required by law or with your consent.

INTELLECTUAL PROPERTY

All content on this website (text, images, logos) is owned by CM Financial Services and protected by copyright law.

TERMINATION

Either party may terminate the client relationship with written notice. You remain responsible for payment for services rendered prior to termination.

GOVERNING LAW

These Terms are governed by the laws of [Your State]. Any disputes shall be resolved in the courts of [Your State/County].

CHANGES TO TERMS

We reserve the right to modify these Terms at any time. Continued use of our services after changes constitutes acceptance.

CONTACT

For questions about these Terms, contact us at:

Email: info@cmfinancialservices.com

Website: www.cmfinancialsvc.com

Black tax professional shaking hands with client in collaborative tax consultation illustrating terms of service

DISCLAIMER

The information on this website is for general informational purposes only and does not constitute tax, legal, or financial advice.

- No EA-Client Relationship: Visiting this website or contacting us does not create an Enrolled Agent-client relationship.

- Not a Substitute for Professional Advice: Do not rely on information on this website as a substitute for professional tax advice tailored to your situation.

- No Guarantee of Results: Past results do not guarantee future outcomes. Tax savings and IRS resolution outcomes vary by individual circumstances.

- Accuracy: While we strive for accuracy, tax laws change frequently. Information on this website may not reflect the most current regulations.

For personalized tax advice, schedule a consultation.