TERMS & CONDITIONS

Effective Date: 10/05/2025
Website: https://www.crandallco.net

These Terms & Conditions (“Terms”) govern your use of the website operated by Crandall & Company (“Firm,” “we,” “us,” or “our”).

By accessing or using this website, you agree to these Terms. If you do not agree, do not use this website.

1. No Professional Relationship Created

Use of this website, including contacting us through forms, email, chat, scheduling tools, or downloads, does not create a CPA-client, accountant-client, tax preparer-client, legal, fiduciary, or advisory relationship.

A professional relationship is only established after:

We determine there is no conflict of interest,
An engagement agreement is accepted, and
Required fees or retainers are paid, if applicable.

2. No Professional Advice

The information provided on this website is for general informational and educational purposes only.

Nothing on this website constitutes:

Tax advice,
Legal advice,
Financial advice,
Investment advice, or
Accounting advice specific to your situation.

You should consult directly with a qualified professional before making tax, accounting, legal, or financial decisions.

3. Accuracy of Information

We strive to maintain accurate and current information; however, tax laws and regulations frequently change.

We make no representations or warranties regarding:

Accuracy,
Completeness,
Reliability,
Timeliness, or
Applicability

of website content.

4. Electronic Communications

By communicating with us electronically, including by email, website forms, portals, or text messaging, you acknowledge and agree that:

Electronic communications may not always be secure,
Delays or interruptions may occur,
Third-party providers may process or store information,
You consent to electronic communications unless you revoke consent in writing.

Clients should avoid sending sensitive information through unsecured email whenever possible.

5. Appointment Reservation & Consultation Fees

Certain consultations or appointments may require payment of a consultation fee or appointment reservation fee.

Unless otherwise agreed in writing:

Payment is required to reserve the appointment time,
Reservation fees may be credited toward future services if you engage the Firm,
Failure to appear for a scheduled appointment may result in forfeiture of the fee,
Cancellations made less than 24 hours before the scheduled appointment may also result in forfeiture of the fee.

6. Client Responsibilities

You agree to provide complete, accurate, and timely information necessary for us to perform requested services.

The Firm is not responsible for errors, penalties, interest, or adverse outcomes resulting from:

Incomplete information,
Incorrect information,
Failure to provide requested documents,
Failure to review completed work,
Failure to respond to requests in a timely manner.

7. Intellectual Property

All website content, including but not limited to:

Logos,
Branding,
Text,
Graphics,
Downloads,
Guides,
Templates,
Checklists,
Educational materials, and
Website design

is owned by the Firm unless otherwise stated.

You may not reproduce, distribute, modify, or commercially use website materials without prior written consent.

8. Third-Party Services

This website may contain links to or integrations with third-party providers, including:

Scheduling platforms,
Payment processors,
Client portals,
Cloud storage providers,
Accounting software vendors,
Analytics services.

We are not responsible for the availability, policies, security, or practices of third-party services.

Use of third-party systems is at your own risk.

9. Limitation of Liability

To the fullest extent permitted by law, Crandall & Company shall not be liable for any indirect, incidental, consequential, special, or punitive damages arising from:

Use of this website,
Reliance on website information,
Technical interruptions,
Data breaches caused by third parties,
Malware or viruses,
Electronic communications, or
Service interruptions.

Your sole remedy for dissatisfaction with the website is to discontinue use.

10. Indemnification

You agree to indemnify and hold harmless the Firm and its owners, employees, contractors, and affiliates from any claims, damages, liabilities, or expenses arising from: