Contract Terms
Global terms and conditions governing our professional services
Last Updated: December 31, 2025
Introduction
These terms and conditions ("Terms") govern the provision of professional accounting, tax, and financial consulting services ("Services") by Jonjic CPA & Co. APC ("we," "us," or "our") to our clients ("you" or "Client"). By engaging our services, you agree to be bound by these Terms.
1. Services and Scope
1.1 Service Description
We provide professional accounting, tax preparation, financial consulting, and related advisory services as agreed upon in writing between the parties. The specific scope of services will be detailed in a separate engagement letter or service agreement.
1.2 Client Responsibilities
- Provide accurate, complete, and timely information necessary for us to perform the Services
- Respond promptly to our requests for information or documentation
- Notify us immediately of any changes in circumstances that may affect the Services
- Maintain appropriate records and documentation as required by law
2. Payment Terms
2.1 Fees and Billing
Our fees are based on the scope and complexity of the Services provided. Fees may be charged on an hourly basis, fixed fee, or as otherwise agreed in writing. We will provide invoices for Services rendered, and payment is due within 30 days of the invoice date, unless otherwise specified.
2.2 Late Payments
Late payments may incur interest charges at a rate of 1.5% per month (18% annually) on the outstanding balance. We reserve the right to suspend or terminate Services in the event of non-payment after providing reasonable notice.
2.3 Expenses
Reasonable out-of-pocket expenses incurred in connection with the Services (such as travel, filing fees, or third-party services) will be billed separately and are the responsibility of the Client.
3. Confidentiality and Privacy
3.1 Confidential Information
We maintain strict confidentiality regarding all Client information obtained in the course of providing Services. We will not disclose any confidential information to third parties without your prior written consent, except as required by law or professional standards.
3.2 Data Protection
We implement appropriate security measures to protect Client data. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security of your information.
4. Professional Standards
4.1 Compliance
We will perform Services in accordance with applicable professional standards, laws, and regulations. Our work will be conducted with due professional care and competence.
4.2 Professional Independence
We maintain professional independence and objectivity in providing Services. We will disclose any potential conflicts of interest that may arise.
5. Limitation of Liability
5.1 General Limitation
Our liability for any claims arising from or related to the Services, whether in contract, tort, or otherwise, shall not exceed the total fees paid by the Client for the specific Services giving rise to the claim in the twelve (12) months preceding the claim.
5.2 Exclusions
We shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to lost profits, lost revenue, or business interruption, regardless of the theory of liability.
5.3 Third-Party Services
We are not responsible for the acts, errors, or omissions of third parties, including government agencies, financial institutions, or other service providers.
6. Termination
6.1 Termination by Client
You may terminate our Services at any time by providing written notice. Upon termination, you will be responsible for payment of all fees and expenses incurred up to the date of termination.
6.2 Termination by Us
We may terminate Services with reasonable notice if: (a) you fail to pay fees when due, (b) you breach these Terms, (c) we determine that continued representation would violate professional standards, or (d) for other good cause.
7. Intellectual Property
All work product, reports, analyses, and other materials prepared by us in connection with the Services ("Work Product") are owned by us. Upon full payment of fees, you are granted a non-exclusive license to use the Work Product for your internal business purposes. We retain the right to use general knowledge, experience, and methodologies gained from providing Services.
8. Dispute Resolution
8.1 Good Faith Negotiation
In the event of any dispute, the parties agree to first attempt to resolve the matter through good faith negotiation.
8.2 Mediation
If negotiation fails, disputes shall be submitted to mediation before a mutually agreed mediator before proceeding to arbitration or litigation.
9. General Provisions
9.1 Entire Agreement
These Terms, together with any written engagement letter or service agreement, constitute the entire agreement between the parties regarding the Services.
9.2 Modifications
These Terms may be modified by us at any time. Material changes will be communicated to Clients, and continued use of Services after such notice constitutes acceptance of the modified Terms.
9.3 Governing Law
These Terms shall be governed by and construed in accordance with the laws of the jurisdiction in which we operate, without regard to conflict of law principles.
9.4 Severability
If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions shall continue in full force and effect.
10. Contact Information
If you have any questions about these Terms, please contact us:
Jonjic CPA & Co. APC
895 Dove St, 3rd FL
Newport Beach, CA 92660
Email: info@cpajonjic.com
Phone: 949-473-7597
Monday to Friday: 8.00 AM – 5.00 PM
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