Last Updated: October 23, 2025

Welcome to the Corey G. Patterson, CPA & Consulting Firm (“we,” “us,” or “our”). By accessing or using our website, services, or materials (collectively, the “Services”), you agree to comply with and be bound by the following Terms of Service. Please read them carefully before using our website

or engaging our firm.

If you do not agree with these terms,

please do not use our Services.

1. Scope of Services

We provide professional accounting, tax, consulting, and real estate advisory services. Any information on this website is intended for general informational purposes and does not constitute

legal, financial, or tax advice.

Engagement for professional services begins only after a formal agreement, signed engagement letter,

or payment confirmation is received.

2. Professional Relationship

Use of this website or communication through email, contact forms, or scheduling tools does not establish a client–CPA relationship. A client relationship begins only after you receive a written engagement agreement from our firm and it has been

signed by both parties.

3. User Responsibilities

By using our website or Services, you agree to:

Provide accurate, current, and complete information when requested. Use our Services only for lawful purposes and in accordance with applicable laws.

Not misuse or interfere with our

website, systems, or data.

You are responsible for maintaining the confidentiality of any login credentials or sensitive data shared through our secure systems.

4. Payment and Billing

All fees for services are due as outlined in your engagement agreement or invoice. Late payments may incur interest, collection costs,

or suspension of services.

Payments processed online through secure

third-party systems (e.g., Stripe, QuickBooks, or client portals) are protected using encryption and verified payment gateways.

5. Confidentiality and Data Protection

We uphold strict confidentiality regarding client information in accordance with professional standards and applicable laws. Personal and financial data shared with our firm will only be used for the purpose of delivering contracted services.

For more details on data handling,

please review our Privacy Policy.

6. Intellectual Property

All website content, including text, graphics, logos, guides, and downloadable materials,

is the property of the Corey G. Patterson, CPA & Consulting Firm and is protected by copyright and intellectual property laws.

You may not reproduce, modify, distribute,

or use any materials for commercial purposes without prior written consent.

7. No Guarantee of Results

While our firm provides professional expertise and strategic guidance, we do not guarantee specific outcomes or financial results. Each client’s situation is unique, and results depend on various factors beyond our control.

8. Limitation of Liability

To the fullest extent permitted by law, the Corey G. Patterson, CPA & Consulting Firm and its affiliates shall not be liable for any direct, indirect, incidental, or consequential damages arising from your use of our website or Services.

This includes, but is not limited to, loss of profits, data, or goodwill, even if we have been advised of the possibility of such damages.

9. Third-Party Links and Tools

Our website may include links to third-party platforms, software, or partner resources.

We are not responsible for the content, accuracy, or practices of any third-party websites. Use of these sites is at your own risk.

10. Real Estate and Investment Disclosures

Our firm may provide consulting and advisory services related to real estate transactions, investments, or financing options. These services are for informational and strategic purposes only and do not constitute brokerage, investment, or legal advice unless otherwise stated in writing.

We encourage all clients to consult appropriate licensed professionals for specific real estate,

legal, or financial transactions when required by law.

11. Termination of Services

Either party may terminate the engagement at any time by providing written notice. You remain responsible for payment of all fees and expenses incurred prior to termination.

We reserve the right to suspend or terminate access to our Services or website at our discretion for violations of these Terms.

12. Governing Law

These Terms are governed by and interpreted in accordance with the laws of the State of Florida,

without regard to conflict of law principles.

Any disputes arising under these Terms shall be resolved exclusively in the state or federal courts located in Broward County, Florida.

13. Updates to These Terms

We may update or revise these Terms periodically to reflect changes in our practices or applicable regulations. Updates will be posted on this page with a revised effective date.

Continued use of our website or Services

after such updates constitutes your acceptance

of the new Terms.