Terms of Service and Conditions for Solstice Financial Services

Effective Date: March 27, 2026

Welcome to Solstice Financial Services (“Company,” “we,” “us,” or “our”). By accessing our website located at https://www.solsticefs.com (the “Site”) or by using any of our tax and financial services, you agree to be bound by these Terms of Service (“Terms”). Please read them carefully.

1. Description of Services

Solstice Financial Services provides tax preparation, tax strategy, business support, and general financial education. Our services are designed to assist individuals, entrepreneurs, and small business owners in identifying missed deductions, reducing tax burdens, and understanding the tax impact of financial decisions.

2. No Professional Advice Disclaimer

Solstice Financial Services provides tax preparation and financial guidance only.

• No Legal or Investment Advice: We do not provide legal, investment, or securities advice. Any information provided on the Site or during the course of our services is for informational and educational purposes and should not be construed as legal or investment counsel.

• Independent Verification: You should consult with a licensed legal or investment professional before making significant legal or investment decisions. When appropriate, we may refer clients to licensed professionals.

3. Client Responsibilities

To provide accurate tax preparation and strategy, you agree to:

• Provide complete, accurate, and timely information and documentation.

• Review all tax returns and financial documents before submission.

• Notify us immediately of any changes in your financial or business status.

• The Company is not responsible for any penalties, interest, or additional taxes resulting from the provision of inaccurate, incomplete, or late information by the client.

4. Fees and Payments

Fees for our services are disclosed during the intake or booking process. By engaging our services, you agree to pay the specified fees in accordance with the payment terms provided at the time of purchase or engagement. All promotional offers, such as the "10% OFF Services" period, are subject to the specific dates and conditions advertised.

5. Intellectual Property

All content on the Site, including text, graphics, logos, and educational materials, is the property of Solstice Financial Services and is protected by copyright and intellectual property laws. You may not reproduce, distribute, or create derivative works from our content without express written permission.

6. Limitation of Liability

To the maximum extent permitted by law, Solstice Financial Services and its employees shall not be liable for any indirect, incidental, special, or consequential damages resulting from the use of our services or the Site. Our total liability for any claim arising out of our services shall not exceed the amount paid by you for those specific services.

7. Privacy

Your use of our Site and services is also governed by our Privacy Policy. By agreeing to these Terms, you consent to the collection and use of your information as outlined in that policy.

8. Third-Party Links

Our Site may contain links to third-party websites (such as scheduling tools or social media). We do not control and are not responsible for the content or practices of these third-party sites.

9. Termination of Services

We reserve the right to refuse service, terminate accounts, or cancel engagements at our sole discretion if we believe a client has violated these Terms or provided fraudulent information.

10. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State in which Solstice Financial Services is registered, without regard to its conflict of law provisions.

11. Changes to Terms

We may update these Terms from time to time. Any changes will be posted on this page with an updated "Effective Date." Your continued use of the Site or our services after such changes constitutes your acceptance of the new Terms.

12. Contact Information

If you have any questions regarding these Terms, please contact us at:

Solstice Financial Services
Email: info@solsticefs.com
Phone: (972) 920-4966
Website: https://www.solsticefs.com