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Terms of Services



1. Introduction

Welcome to Katrina Carrington CPA PLLC ("we," "us," or "our"). By accessing our website

www.katrinacarringtoncpa.com or engaging our professional services, you ("client," "you," or "your") agree to comply with and be bound by these Terms of Service ("Terms"). Please read these Terms carefully. If you do not agree with any part of these Terms, please do not use our website or services.

2. Our Services

We offer a range of accounting and financial services tailored to meet your needs, including but not limited to:

Accounting Services Tax Preparation and Planning Audit and Assurance Financial Consulting Payroll Services Business Formation and Advisory. Each service is provided in accordance with professional standards and applicable laws.

3. Engagement Letters

Before we begin any work, we will provide you with an Engagement Letter that outlines:

Scope of Services: Detailed description of the services we will provide. Fees and Payment Terms: Clear explanation of our fees, billing methods, and payment schedules. Responsibilities: Duties and obligations of both parties to ensure a successful engagement. Terms and Conditions: Specific conditions related to the service provided.

Your signed Engagement Letter, together with these Terms, forms the agreement between you and us.

4. Fees and Payment Terms

4.1 Retainer Fees

Purpose: Retainer fees secure your appointment and allow us to allocate resources for your project. Application: The retainer amount will be applied toward your total service fees. Non-Refundable: Retainer fees are non-refundable unless otherwise specified in the Engagement Letter.

4.2 Prepaid Appointments

Scheduling: Prepayment is required to reserve your appointment time. Rescheduling: Please notify us at least 48 hours in advance if you need to reschedule. We will do our best to accommodate you. Cancellation: Prepaid fees for appointments are non-refundable due to the commitment of our professional time.

4.3 Recurring Services and Billing

Contract Term: Certain services may be offered under a 12-month contract with automatic monthly billing.

Payment Method: Payments will be processed automatically using the payment method on file. Cancellation: You may cancel recurring services with 30 days' written notice. Details are provided in your Engagement Letter.

4.4 Payment Methods

Accepted Forms of Payment: Visa, Mastercard, American Express, and Discover. Currency: All fees are quoted and payable in United States Dollars (USD).Secure Processing: Payments are processed securely through Stripe, a PCI DSS-compliant payment processor.

5. Refund Policy

Our Commitment: Your satisfaction is important to us. If you have concerns about our services, please contact us to discuss potential resolutions. Non-Refundable Fees: Fees for services already rendered, including retainer fees and prepaid appointments, are generally non-refundable. Case-by-Case Basis: Refund requests will be considered on an individual basis in accordance with professional standards.

6. Client Responsibilities

To ensure we can provide you with the best service possible, we ask that you:

Provide Accurate Information: Supply all necessary and accurate information in a timely manner. Timely Communication: Respond promptly to our requests and inquiries. Engagement Letter Compliance: Adhere to the terms outlined in the Engagement Letter and these Terms. Legal Compliance: Comply with all applicable laws and regulations.

7. Confidentiality and Privacy

Protection of Information: We are committed to maintaining the confidentiality and security of your personal and financial information. Privacy Policy: Please review our Privacy Policy for details on how we collect, use, and protect your information. Permitted Disclosures: We may disclose information as required by law or with your consent.

8. Intellectual Property Rights

Ownership: All content on our website and materials provided during our services are owned by Katrina Carrington CPA PLLC. Limited License: You are granted a non-exclusive, non-transferable license to use the materials for your personal or internal business purposes. Restrictions: You may not reproduce, distribute, or create derivative works from our materials without our written consent.

9. Limitation of Liability

No Warranty: Our services are provided on an "as is" basis without warranties of any kind, either express or implied. Limitation: To the fullest extent permitted by law, our total liability to you for any claim arising out of or relating to our services is limited to the fees you paid for those services. No Indirect Damages: We are not liable for any indirect, incidental, special, or consequential damages.

10. Indemnification

You agree to indemnify and hold harmless

Katrina Carrington CPA PLLC, its employees, and agents from any claims, liabilities, damages, or expenses arising from:

Your breach of these Terms or the Engagement Letter. Your violation of any applicable laws or regulations. Third-party claims related to your use of our services.

11. Termination

By You: You may terminate our services as outlined in the Engagement Letter, typically requiring 30 days' written notice. By Us: We reserve the right to terminate services if you breach these Terms or the Engagement Letter. Effect of Termination: Upon termination, all outstanding fees become immediately due, and we will cease providing services.

12. Dispute Resolution

12.1 Governing Law

These Terms are governed by the laws of the

State of North Carolina, without regard to its conflict of law principles.

12.2 Mediation and Arbitration

Initial Resolution: We encourage you to contact us directly to resolve any concerns. Mediation: If a dispute cannot be resolved informally, the parties agree to participate in mediation in Onslow County, North Carolina. Arbitration: If mediation is unsuccessful, disputes shall be resolved by binding arbitration in accordance with the rules of the American Arbitration Association.

12.3 Jurisdiction

Any legal action arising out of these Terms shall be filed in the courts located in Onslow County, North Carolina.

13. Changes to These Terms

Updates: We may update these Terms from time to time. The revised Terms will be posted on our website with the updated effective date. Your Acceptance: By continuing to use our services after changes are made, you agree to the revised Terms.

14. Entire Agreement

These Terms, along with the Engagement Letter and our Privacy Policy, constitute the entire agreement between you and

Katrina Carrington CPA PLLC regarding our services.

15. Severability

If any provision of these Terms is found to be unenforceable or invalid, the remaining provisions shall remain in full force and effect.

16. Waiver

Failure to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision.

17. Contact Information

If you have any questions or concerns about these terms, please feel free to contact us:

Email: info@katrinacarringtoncpa.com Phone: 833-359-3582

Mailing Address: Katrina Carrington CPA PLLC 3233 Henderson Drive, Jacksonville, NC 28546


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