Terms & Conditions
Last Updated: January 2026
Welcome to THE COMPERE FINANCIAL & TAX SERVICES, INC. These Terms & Conditions govern your use of our website and services. By accessing or using our website, booking consultations, or engaging our services, you agree to be bound by these terms.
If you do not agree with these terms, please do not use our website or services.
1. Services Provided
THE COMPERE FINANCIAL & TAX SERVICES, INC provides professional services including but not limited to:
Tax preparation and planning
Financial planning and advisory services
Accounting and bookkeeping
Insurance and annuity solutions
Investment planning and portfolio management
All services are provided based on information supplied by the client and in accordance with applicable laws and professional standards.
2. No Guarantee of Results
While we strive to provide the highest level of professional expertise, no guarantees are made regarding financial, tax, investment, or business outcomes. All decisions remain the sole responsibility of the client.
3. Client Responsibilities
You agree to:
Provide accurate, complete, and timely information
Notify us of any changes that may affect your financial or tax situation
Use our services for lawful purposes only
Comply with all applicable laws and regulations
Failure to provide accurate information may impact service quality or results.
4. Appointments & Consultations
Appointments may be scheduled through our website or directly with our team
Missed appointments or late cancellations may result in rescheduling delays
We reserve the right to decline or terminate services at our discretion
5. Fees & Payments
Fees for services will be disclosed prior to engagement. Payment terms must be honored as agreed. Failure to remit payment may result in suspension or termination of services.
6. Confidentiality
We maintain strict confidentiality of all client information in accordance with privacy laws and professional standards. Client information will only be disclosed as required by law or with your written consent.
7. Intellectual Property
All website content, branding, text, graphics, and materials are the property of THE COMPERE FINANCIAL & TAX SERVICES, INC and may not be copied, reproduced, or distributed without written permission.
8. Limitation of Liability
To the fullest extent permitted by law, [Your Company Name] shall not be liable for any direct, indirect, incidental, consequential, or special damages arising from the use of our website or services.
9. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the content, security, or privacy practices of those sites.
10. Termination
We reserve the right to terminate or restrict access to our services at any time, with or without notice, for conduct that violates these Terms & Conditions or applicable laws.
11. Governing Law
These Terms & Conditions are governed by the laws of the jurisdiction in which THE COMPERE FINANCIAL & TAX SERVICES, INC operates.
12. Changes to These Terms
We may update these Terms & Conditions from time to time. Continued use of our website or services after changes constitutes acceptance of the revised terms.
13. Contact Information
For any questions regarding these Terms & Conditions, please contact:
THE COMPERE FINANCIAL & TAX SERVICES, INC.
Email: [email protected]
Phone: +1 516-395-9492
