Terms and Conditions

Last Updated: January 21, 2026

Welcome to Perry CPA. These Terms and Conditions govern your access to and use of our website, including viewing our informational video, submitting the booking form, scheduling a Zoom consultation, and accessing the confirmation page. By using this website, you agree to be bound by these Terms and Conditions. If you do not agree, do not use this website.

  1. Purpose of This Website

This website is provided for informational and scheduling purposes only. It presents a general overview of certain tax deferral strategies and CPA services and allows you to request a consultation by submitting a booking form.

The content on this website, including any video, text, or other materials, is not intended to be and should not be construed as tax, legal, or financial advice. Any strategies discussed may not be appropriate for your individual situation.

  1. No Professional Relationship Formed

Submitting a booking form or scheduling a Zoom consultation does not create a CPA-client relationship. A professional relationship is only formed after:

  • A formal engagement agreement is executed, and

  • Any required fees or retainers are paid.

Until such time, any information exchanged is preliminary and for evaluation purposes only.

  1. Eligibility and Accuracy of Information

By using this website, you represent that:

  • You are at least 18 years old.

  • You have the legal authority to provide the information you submit.

  • All information you provide is accurate, current, and complete.

You agree to promptly update any information if it changes.

  1. Booking and Scheduling

When you submit the booking form, you are requesting a consultation, not guaranteeing one. Perry CPA reserves the right to accept, reschedule, or decline any consultation request at its sole discretion.

Appointment dates and times are subject to availability. You may receive confirmations, reminders, or follow-up messages by email or SMS related to your scheduled consultation.

  1. Communications and Consent

By submitting your contact information, including your email address and phone number, you consent to receive communications from Perry CPA related to your inquiry, appointment scheduling, confirmations, reminders, and service-related updates.

Message frequency may vary.
Standard message and data rates may apply.
You may opt out of SMS messages at any time by replying STOP.
For help, reply HELP or contact us directly.

You agree that electronic communications satisfy any legal requirement that such communications be in writing.

  1. Use of Website Content

All content on this website, including videos, text, graphics, logos, and other materials, is the property of Perry CPA or its licensors and is protected by intellectual property laws.

You may not:

  • Copy, reproduce, modify, distribute, or publicly display any content without prior written consent.

  • Use this website or its content for any unlawful or unauthorized purpose.

  • Attempt to interfere with the website’s operation or security.

  1. No Guarantees or Results Disclaimer

Perry CPA makes no representations or warranties regarding:

  • The accuracy, completeness, or reliability of any information presented.

  • Your eligibility for any tax deferral strategy or financial outcome.

  • Any specific tax savings, deferrals, or financial results.

Results vary based on individual circumstances, applicable laws, and regulatory requirements.

  1. Limitation of Liability

To the maximum extent permitted by law, Perry CPA shall not be liable for any direct, indirect, incidental, consequential, special, or punitive damages arising out of or related to:

  • Your use of or inability to use this website.

  • Your reliance on any information presented on this website or in the video.

  • Any errors, omissions, or delays in communications or scheduling.

Your sole remedy for dissatisfaction with the website or services is to discontinue use.

  1. Third-Party Services and Links

This website may integrate or link to third-party services, including scheduling tools, video platforms, email providers, SMS providers, or Zoom. Perry CPA is not responsible for the availability, security, or practices of any third-party services.

Your use of such services is subject to their respective terms and policies.

  1. Privacy

Your use of this website is also governed by our Privacy Policy, which describes how we collect, use, and protect your personal information. By using this website, you agree to the terms of our Privacy Policy.

  1. Modifications to These Terms

Perry CPA reserves the right to modify or update these Terms and Conditions at any time. Changes will be effective immediately upon posting on this page. Your continued use of the website after any changes constitutes acceptance of the revised terms.

  1. Governing Law and Jurisdiction

These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of Florida, without regard to conflict of law principles. Any disputes arising out of or related to these Terms shall be brought exclusively in the state or federal courts located in Florida.

  1. Contact Information

If you have any questions about these Terms and Conditions, please contact us at:

Perry CPA
900 N Olive Ave
West Palm Beach, FL 33401
561.231.5966
info@perry-cpa.com