Terms of Service

1. ACCEPTANCE OF TERMS

By engaging MX SOLV's services, accessing our website, or entering into any service agreement with us, you ("Client," "you," or "your") agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, please do not engage with our services.

MX SOLV reserves the right to modify these Terms at any time. Continued use of our services after modifications constitutes acceptance of the updated Terms.​

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2. SERVICES PROVIDED

MX SOLV provides professional accounting, financial strategy, business advisory, tax preparation, and related strategic consulting services ("Services") to businesses and organizations across various industries.

Our Services may include, but are not limited to:

• Financial statement preparation and analysis

• Tax planning and preparation

• Business strategy consulting

• Financial advisory services

• Bookkeeping and accounting services

• Operational efficiency consulting

• Strategic business planning

• Compliance and regulatory guidance

The specific scope of Services will be outlined in individual engagement letters or service agreements.

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3. ENGAGEMENT AND SCOPE OF WORK

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3.1 Engagement Letter

All client engagements are governed by our standard engagement terms, which outline the overall expectations and responsibilities of both parties. These terms cover:

• Scope of Services – Defines the type of work and level of support provided.

• Deliverables – Identifies what clients can expect upon completion of services.

• Timeline – Establishes the general project schedule and milestones.

• Fees and Payment Terms – Details the structure and timing of payments.

• Additional Terms – Includes any other provisions relevant to the engagement.

These engagement terms apply to all services provided unless otherwise agreed in writing.

 

3.2 Scope Limitations

MX SOLV will perform Services based on information provided by the Client. We are not responsible for the accuracy or completeness of information provided by the Client, and our work is limited to the scope defined in the engagement letter.

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3.3 Changes to Scope

Any changes to the agreed-upon scope of work must be requested in writing and approved by both parties. Additional fees may apply for scope changes.

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4. CLIENT RESPONSIBILITIES

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4.1 Information Provision

Clients agree to:

• Provide accurate, complete, and timely information necessary for Services

• Respond promptly to requests for information or clarification

• Maintain proper records and documentation

• Inform MX SOLV of any changes that may affect the Services

 

4.2 Management Responsibility

Clients retain full responsibility for:

• Business decisions and operations

• Implementation of recommendations

• Compliance with applicable laws and regulations

• Financial statements and records accuracy

 

4.3 Cooperation

Clients agree to cooperate fully with MX SOLV and provide reasonable access to personnel, records, and facilities as necessary.

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5. FEES AND PAYMENT

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5.1 Fee Structure

Fees for Services will be specified in the engagement letter and may be structured as:

• Hourly rates

• Fixed fees

• Retainer arrangements

• Project-based fees

 

5.2 Payment Terms

• Invoices are payable within thirty (30) days of the invoice date unless otherwise specified

• Late payments may incur interest charges at the rate of 1.5% per month or the maximum rate permitted by law, whichever is lower

• MX SOLV reserves the right to suspend Services for accounts with overdue balances exceeding thirty (30) days

 

5.3 Expenses

Clients will reimburse reasonable out-of-pocket expenses incurred at the client's request, especially when in-person meetings or on-site work are necessary for business transactions. This includes travel, lodging, and other pre-approved expenses related to the Services.

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5.4 Retainers

If a retainer is required, it will be specified in the engagement letter. Retainers are non-refundable unless otherwise stated.

 

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6. PROFESSIONAL STANDARDS AND LIMITATIONS

 

6.1 Professional Standards

MX SOLV and its Certified Public Accountants (CPAs) adhere to:

• Generally Accepted Accounting Principles (GAAP)

• Professional standards established by the American Institute of Certified Public Accountants (AICPA)

• Applicable state board of accountancy regulations

• Professional codes of ethics and conduct

 

6.2 Not Legal Advice

MX SOLV provides accounting and business advisory services. We do not provide legal advice. Clients should consult with qualified legal counsel for legal matters.

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6.3 No Guarantee of Results

While MX SOLV strives to provide high-quality Services, we cannot guarantee specific business outcomes, financial results, tax savings, or other results.

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7. CONFIDENTIALITY

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7.1 Client Information

MX SOLV maintains strict confidentiality regarding all client information, documents, and communications in accordance with professional standards and applicable laws.

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7.2 Exceptions

Confidential information may be disclosed:

• With client consent

• As required by law, regulation, or legal process

• To professional advisors bound by confidentiality obligations

• To the extent necessary to defend against legal claims

 

7.3 Client Obligations

Clients agree to maintain confidentiality regarding MX SOLV's proprietary methods, processes, and recommendations.

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8. INTELLECTUAL PROPERTY

 

8.1 Work Product

All work product, methodologies, templates, and materials created by MX SOLV remain the intellectual property of MX SOLV unless otherwise agreed in writing.

 

8.2 Client Materials

Clients retain all rights to their business information, financial data, and proprietary materials provided to MX SOLV.

 

8.3 License

Upon full payment, clients receive a non-exclusive, non-transferable license to use deliverables created specifically for them for their internal business purposes.

 

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9. LIMITATION OF LIABILITY

 

9.1 Liability Cap

To the maximum extent permitted by law, MX SOLV's total liability for any claims arising from or related to Services shall not exceed the total fees paid by the Client for the specific engagement giving rise to the claim.

 

9.2 Excluded Damages

MX SOLV shall not be liable for:

• Indirect, incidental, consequential, or punitive damages

• Lost profits, revenue, or business opportunities

• Data loss or corruption

• Third-party claims

 

9.3 Exceptions

These limitations do not apply to liability arising from gross negligence, willful misconduct, or fraud.

 

9.4 Timely Notice

Clients must notify MX SOLV of any claims within thirty (30) days of discovering the issue or when they reasonably should have discovered it.

 

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10. INDEMNIFICATION

Client agrees to indemnify and hold harmless MX SOLV, its officers, employees, and agents from any claims, damages, losses, or expenses (including reasonable attorneys' fees) arising from:

• Client's breach of these Terms

• Inaccurate or incomplete information provided by Client

• Client's failure to implement recommendations appropriately

• Third-party claims related to Client's business operations

 

 

11. TERM AND TERMINATION

 

11.1 Term

These Terms remain in effect for the duration of the service relationship between Client and MX SOLV.

 

11.2 Termination by Client

Clients may terminate Services by providing thirty (30) days written notice. Client remains responsible for fees for Services performed up to the termination date.

 

11.3 Termination by MX SOLV

MX SOLV may terminate Services immediately if:

• Client breaches these Terms or the engagement letter

• Client fails to pay undisputed fees

• Continuing the engagement would violate professional standards or law

• Client provides false or misleading information

 

11.4 Effects of Termination

Upon termination:

• Client must pay all outstanding fees and expenses

• MX SOLV will provide work completed to date

• Confidentiality obligations continue

• MX SOLV may retain copies of work product as required by professional standards

 

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12. RECORDS RETENTION

MX SOLV will retain client records in accordance with professional standards and applicable laws. After the retention period, MX SOLV may destroy records. Clients are responsible for maintaining their own records.

 

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13. DISPUTE RESOLUTION

 

13.1 Negotiation

Parties agree to first attempt to resolve disputes through good-faith negotiation.

 

13.2 Mediation

If negotiation fails, parties agree to participate in mediation before pursuing litigation.

 

13.3 Arbitration

Any disputes not resolved through mediation may be submitted to binding arbitration in accordance with the rules of the American Arbitration Association.

 

13.4 Governing Law

These Terms are governed by the laws of [Insert State], without regard to conflict of law principles.

 

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14. COMMUNICATIONS AND ELECTRONIC SIGNATURES

 

14.1 Electronic Communications

Clients consent to receive communications electronically, including via email, client portals, or other digital methods.

 

14.2 Electronic Signatures

Parties agree that electronic signatures have the same legal effect as handwritten signatures.

 

14.3 Data Security

While MX SOLV implements reasonable security measures, clients acknowledge that electronic communications carry inherent security risks. Sensitive information should be transmitted through secure channels when available.

 

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15. GENERAL PROVISIONS

 

15.1 Entire Agreement

These Terms, together with any engagement letter, constitute the entire agreement between the parties and supersede all prior agreements or understandings.

 

15.2 Amendment

These Terms may only be amended in writing signed by both parties, except for updates MX SOLV makes to these general Terms as provided in Section 1.

 

15.3 Severability

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

 

15.4 Waiver

Failure to enforce any provision does not constitute a waiver of that provision or any other provision.

 

15.5 Assignment

Clients may not assign these Terms or any engagement without MX SOLV's written consent. MX SOLV may assign these Terms to a successor entity.

 

15.6 Force Majeure

Neither party is liable for failure to perform due to circumstances beyond reasonable control, including natural disasters, wars, pandemics, or government actions.

 

15.7 Independent Contractor

MX SOLV is an independent contractor, not an employee, agent, or partner of Client.

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16. PRIVACY AND DATA PROTECTION

MX SOLV is committed to protecting client privacy. Our collection, use, and protection of personal and business information is governed by our Privacy Policy, available at [Insert URL or state "available upon request"].

 

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17. CONTACT INFORMATION

For questions about these Terms or our Services, please contact:

MX SOLV
Management and Executive Solutions
[Insert Address]
[Insert Phone Number]
[Insert Email Address]
Website: www.mxsolv.com

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18. ACKNOWLEDGMENT

By engaging MX SOLV's Services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.