Terms of Service

Last updated: January 2025

 

Welcome to JRM Financial Associates LLC (“we,” “our,” or “us”). These Terms of Service (“Terms”) govern your use of our website, services, resources, and any client portal hosted through TaxDome (collectively, the “Services”). By accessing or using our Services, you agree to be bound by these Terms. If you do not agree, please discontinue use immediately.

1. Purpose of Our Services

JRM Financial Associates LLC provides tax preparation, accounting, advisory, and related financial services. Information on this website is for general guidance only and should not be considered legal, tax, or financial advice. Individual results may vary depending on your circumstances.

2. Use of the Website

You may use this website for lawful purposes only. You agree NOT to:

  • Use the site in any way that violates applicable laws or regulations
  • Attempt to access restricted areas without authorization
  • Interfere with website functionality or security
  • Upload or transmit harmful or malicious code

We reserve the right to suspend or terminate access to anyone who violates these terms.

3. Client Portal Access (TaxDome)

If you become a client, you may be granted access to our secure TaxDome portal. By using the portal, you agree to:

  • Maintain the confidentiality of your login credentials
  • Provide accurate and complete information
  • Notify us immediately if you suspect unauthorized access

Security:
The client portal is hosted and secured by TaxDome, which maintains SOC 2 Type II compliance and follows industry-standard cybersecurity and encryption practices.
You can learn more here:

4. Confidentiality and Data Security

We take your privacy and data protection seriously. Any personal or financial information you share with us will be handled in accordance with our Privacy Policy.

 

We may contact you through email, phone, or via the secure TaxDome portal to deliver documents, requests, updates, or notifications.

5. Professional Engagements

Engaging with us for services requires a signed engagement letter or written agreement specifying:

  • The scope of work

  • Deadlines and deliverables

  • Fees and payment terms

  • Responsibilities of both parties

Work does not begin until the engagement letter is accepted.

6. Fees and Payment Terms

Fees may be based on:

  • Complexity of the work
  • Time required
  • Fixed or pre-quoted service packages

 

Invoices are delivered electronically, typically through the TaxDome portal. Payment is due upon receipt unless otherwise stated. Late payments may result in delayed filing, halted work, or additional charges.

7. Accuracy of Information Provided

To perform services accurately, you agree to:

  • Provide complete and truthful information
  • Respond promptly to requests for documents or clarification
  • Review all prepared documents before submission

We are not responsible for errors resulting from incomplete or inaccurate information provided by you.

8. Third-Party Services & Links

Our website may include links to external websites (including TaxDome). These third parties are responsible for their own privacy, security, and data policies. We are not liable for the content or actions of any third-party websites.

9. Intellectual Property

All website content—including text, graphics, logos, layouts, and digital materials—is owned by JRM Financial Associates LLC or licensed for our use. You may not copy, reproduce, or distribute any content without written permission.

10. Limitation of Liability

To the fullest extent permitted by law:

  • We are not liable for any indirect, incidental, or consequential damages arising from your use of our website or services.
  • We cannot guarantee uninterrupted access to the website or client portal.
  • Professional recommendations are based on the information you provide; missing or inaccurate information may impact results.

11. Disclaimer

While we strive for accuracy, the information on this website is provided “as is” without warranties of any kind. Nothing on this website constitutes tax, legal, or financial advice.

For personalized advice, please contact us directly.

12. Changes to These Terms

We may update these Terms periodically. Changes take effect immediately upon posting. Your continued use of the website or client portal means you accept the updated Terms.

13. Governing Law

These Terms are governed by the laws of the State of New Jersey, without regard to conflict-of-law principles.

14. Contact Us

If you have questions about these Terms or need support, please reach out:

 

JRM Financial Associates LLC
📍 24 Mine Street Suite 3B, Flemington, NJ 08822
📍 3710 North Roosevelt Blvd, Key West, FL 33040
📞 (800) 300-3630
📧 [email protected]