About these terms
These terms apply to your use of theledgermax.com (the “website”), operated by The Ledger Max (“we”, “us”). By using the website you agree to them. If you do not agree, please do not use the website.
Information on this website
The content on this website, including articles, the tax calendar, the demo dashboard and the plan finder, is general information. It is not accounting, tax, legal or financial advice for your situation. Figures in demos and samples belong to made-up businesses and are for illustration only. Tax deadlines can change; confirm the dates that apply to you with your CPA or the IRS.
Prices and quotes
Prices on the website are starting prices or ranges. Your fee is set in a written quote after a discovery call, based on your transaction volume, accounts, employees and the services you choose. A quote or price on the website is not a binding offer until we both agree to an engagement.
Our services
When you become a client, our work is governed by a separate engagement letter or agreement that sets out the scope, fees, responsibilities and confidentiality terms. If that agreement conflicts with these terms, the agreement applies.
We prepare books, reports, forecasts and tax-ready information. We do not audit, review or compile financial statements, and we do not sign or file tax returns for businesses; returns are signed and filed by a licensed US CPA or EA. For accounting firms that use our white-label services, the firm remains the preparer of record.
Booking calls
Discovery calls are free and carry no obligation. Our online scheduler is provided by Calendly, and your use of it is also subject to Calendly’s terms. If you cannot attend, please reschedule or let us know.
Acceptable use
Please do not misuse the website: for example, by trying to access it without permission, interfering with its operation, sending spam through its forms, or copying its content for commercial use.
Intellectual property
The website’s text, design, graphics and code belong to The Ledger Max or are used with permission. Certification badges and product names belong to their owners, such as Intuit (QuickBooks), Xero and Expensify, and are shown to describe our certifications.
Links to other websites
The website links to other sites and services, such as Calendly, LinkedIn and the IRS. We are not responsible for their content or practices.
Limitation of liability
The website is provided “as is”. To the extent the law allows, we are not liable for losses arising from your use of the website or reliance on its general information. Nothing in these terms limits liability that cannot be limited by law.
Governing law
These terms are governed by the laws of the State of Florida, United States.
Changes
We may update these terms from time to time. The “last updated” date at the top shows when they last changed.
Contact
Questions about these terms: sales@theledgermax.com or +1 (321) 470-1495. See also our Privacy Policy.