Client Portal

Terms of Service

Last Updated: November 9, 2025

Welcome to AE Tax Advisors (“we,” “our,” “us”). These Terms of Service (“Terms”) govern your access to and use of our website https://aetaxadvisors.com and our tax, accounting, and advisory services (collectively, the “Services”).
By using our website or engaging our Services, you agree to be bound by these Terms.
If you do not agree, please do not use our website or Services.

1. About AE Tax Advisors

AE Tax Advisors provides professional tax planning, preparation, and advisory services for individuals and businesses.
All services are delivered by qualified professionals in accordance with applicable U.S. tax laws and professional standards.

2. Eligibility

By using our Services, you confirm that:

  • You are at least 18 years old.

  • You have the legal authority to enter into these Terms.

  • You will provide accurate, complete, and truthful information when requested.

3. Services and Engagement

Engagement with AE Tax Advisors begins only after both parties agree in writing—through an engagement letter or service agreement.
Until such agreement is signed, no professional-client relationship exists.

We reserve the right to:

  • Decline engagements that present conflicts of interest or fall outside our professional scope.

  • Modify, suspend, or discontinue any part of our Services at any time.

4. Client Responsibilities

You agree to:

  • Provide complete, accurate, and timely information required for tax or financial services.

  • Retain copies of all records provided to us.

  • Review documents and filings before submission to ensure correctness.

  • Make payments as agreed in your engagement letter or invoice.

Failure to provide accurate information or timely cooperation may affect the quality of our services and our ability to meet filing deadlines.

5. Fees and Payments

All fees are outlined in your engagement letter or invoice.
Payment terms are typically due upon receipt unless otherwise stated.
Late payments may result in service suspension, interest charges, or additional administrative fees.

All fees are non-refundable once work has commenced.

6. Confidentiality

We treat all client information as strictly confidential and only disclose it:

  • With your written consent;

  • As required by law; or

  • To authorized service providers assisting us in delivering our Services, under confidentiality agreements.

We adhere to professional standards of confidentiality as required by U.S. tax and accounting regulations.

7. Use of the Website

You agree not to:

  • Use our website for unlawful purposes;

  • Attempt to gain unauthorized access to systems or data;

  • Post or transmit malicious code, spam, or harmful content;

  • Copy or reproduce website content without permission.

All content, including text, graphics, and images on our website, is owned by AE Tax Advisors and protected by copyright and trademark laws.

8. Disclaimer

Our website content is for informational purposes only and does not constitute legal, financial, or tax advice.
Consult directly with a qualified advisor before making any financial or tax decisions.
While we strive for accuracy, we do not guarantee that information on this site is complete, current, or error-free.

9. Limitation of Liability

To the maximum extent permitted by law, AE Tax Advisors and its affiliates are not liable for:

  • Any indirect, incidental, or consequential damages;

  • Loss of profits, data, or business;

  • Errors, omissions, or delays in service delivery beyond our control.

Our total liability shall not exceed the fees paid by you for the specific service in question.

10. Indemnification

You agree to indemnify and hold AE Tax Advisors, its directors, and employees harmless from any claims, damages, or expenses arising from your use of our Services or violation of these Terms.

11. Third-Party Links

Our website may contain links to external websites for convenience.
We are not responsible for their content, accuracy, or privacy practices. Accessing third-party websites is at your own risk.

12. Termination

We may terminate or suspend your access to our Services or website at any time, with or without notice, for conduct that violates these Terms or is otherwise deemed harmful.

13. Governing Law

These Terms are governed by and construed in accordance with the laws of the State of [Insert State, e.g., California or Texas], without regard to its conflict of law principles.
Any disputes shall be resolved in the courts of that state.

14. Changes to These Terms

We may update or modify these Terms at any time.
Revised Terms will be posted on this page with a new “Last Updated” date. Continued use of our Services constitutes acceptance of any changes.

15. Contact Us

If you have any questions or concerns about these Terms, please contact us:

AE Tax Advisors
📍 Address: [Insert office address]
📞 Phone: [Insert contact number]
✉️ Email: [Insert business email address]
🌐 Website: https://aetaxadvisors.com