Terms and Conditions

Welcome to Grant & Associates, LLC. These Terms and Conditions (“Terms”) govern your access to and use of our services, including but not limited to accounting, bookkeeping, tax preparation, financial planning, payroll services, and related professional services (collectively, the “Services”). By accessing or using our Services, whether through our website, in person, by email, or through any communication, you agree to be bound by these Terms. If you do not agree, do not use or access our Services.

1. Who We Are

Grant & Associates, LLC (“we,” “us,” “our”) is a limited liability company providing professional accounting, tax, and financial services to businesses and individuals since 1994.

2. Acceptance of Terms

By engaging our Services, you acknowledge that you have read, understood, and agree to these Terms. Your use of any services, software, platforms, or tools provided by us constitutes acceptance of these Terms and any modifications made by us from time to time.

3. Scope of Services

We agree to provide professional accounting and related services as set out in the engagement letter or agreement between you and Grant & Associates, LLC. Any additional services not included in the engagement letter or separate agreement may require a new or amended engagement agreement.

Services may include, but are not limited to:

Accounting Services
Bookkeeping Services
Financial Statements Preparation
Payroll Services
Tax Preparation and Planning
Business Tax Returns
Financial Planning

We reserve the right to refuse or discontinue services at any time for any reason, including non‑payment, failure to provide required documentation, or any conduct that, in our sole discretion, impairs our ability to deliver services effectively.

4. Client Responsibilities

You agree to provide accurate, complete, and timely information and documentation required for us to perform the Services. You acknowledge that delays or errors in providing information may affect the quality, timing, or accuracy of services provided.

You are responsible for compliance with all laws, regulations, and tax filing requirements related to your personal or business affairs unless otherwise agreed in writing.

5. Fees and Payment

Fees for services will be set forth in the engagement letter or fee schedule provided to you. Fees may be based on hourly rates, flat fees, or project pricing as mutually agreed. Payment terms and due dates will be specified in the engagement letter.

Unless otherwise agreed, invoices are due upon receipt. Accounts not paid within thirty (30) days may incur interest charges and collection activities. You agree to reimburse us for any costs incurred to collect overdue payments, including legal fees.

6. Confidentiality

We will maintain the confidentiality of all client information in accordance with professional standards and applicable law. However, you agree that we may disclose your information (a) to our employees, agents, or subcontractors as needed to perform services; (b) as required by law, subpoena, or government inquiry; and (c) to enforce our rights under these Terms.

7. Intellectual Property

All intellectual property, content, and materials created by us in the course of providing services (reports, templates, software, methodologies, etc.) remain our property. You may use such materials only for your internal purposes and not distribute or resell them without written consent.

8. Limitation of Liability

To the maximum extent permitted by law, Grant & Associates, LLC and its affiliates, officers, employees, and agents shall not be liable for any indirect, incidental, consequential, punitive, or special damages arising out of or in connection with your use of services, even if advised of the possibility of such damages. Our total liability shall not exceed the fees paid by you for the specific services giving rise to the claim.

9. Indemnification

You agree to indemnify, defend, and hold us harmless from any losses, claims, liabilities, damages, or expenses (including legal fees) arising from your use of services, breach of these Terms, or violation of law.

10. Termination

We may suspend or terminate services at any time with notice, for cause or convenience. Upon termination, all outstanding fees and expenses become due immediately.

11. Governing Law

These Terms will be governed by and construed in accordance with the laws of the state in which Grant & Associates, LLC is registered, without regard to conflict of law principles. Any disputes shall be resolved in the appropriate courts of that state.

12. Changes to Terms

We may revise these Terms at any time by posting updated Terms on our website or by written notice. Continued use of services after such changes constitutes acceptance of the new Terms.

13. Contact Information

For questions regarding these Terms and Conditions, please contact us at regrantinc@verizon.net

Grant & Associates, LLC is an accounting firm in Maryland that has delivered trusted, high-quality accounting services to businesses and individuals since 1994.