Terms of service

Wholisitic Accounting Terms of Service

Last Updated: 03/04/2025

1. Acceptance of Terms

Welcome to wholisticaccounting.com (the "Website"), operated by Wholistic Accounting, Inc. ("we," "us," or "our"). By accessing or using the Website, you ("you" or "user") agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, you may not access or use1 the Website.

2. Description of Services

We provide bookkeeping, corporate formation, consulting and tax services.

3. User Accounts

If you create an account, you are responsible for maintaining the confidentiality of your account and password.
You agree to provide accurate, current, and complete information during the registration process.2
You are responsible for all activities that occur under your account.
We reserve the right to suspend or terminate your account if3 we believe you have violated these Terms.

4. User Content

If you post content on the Website (e.g., comments, reviews), you grant us a non-exclusive, royalty-free, perpetual, irrevocable, and fully sublicensable right to use, reproduce, modify, adapt, publish,4 translate, create derivative works from, distribute, and display such content throughout the world in any media.
You5 represent and warrant that you own or control all rights to the content you post and that the content does not violate the6 rights of any third party.
You are solely responsible for your content.
We have the right, but not the obligation, to monitor and remove content that we deem inappropriate.

5. Prohibited Conduct

You agree not to:

Use the Website for any unlawful purpose.
Post or transmit any content that is infringing, defamatory, obscene, or harmful.
Interfere with the operation of the Website.
Attempt to gain unauthorized access to the Website or our systems.
Collect or store personal information about other users.
Use the Website to send spam or other unsolicited communications.
Violate any applicable laws or regulations, including those concerning data privacy and online conduct.
Violate the California Consumer Privacy Act (CCPA) or California Privacy Rights Act (CPRA), if applicable, through misuse of collected data.
Misrepresent your affiliation with any person or entity.
Use automated systems (bots, spiders, etc.) to access the website without express permission.

6. Intellectual Property

The Website and its content (including text, graphics, logos, and software) are protected by intellectual property laws.
You may not use our intellectual property without our express written consent.7

7. Limitation of Liability

To the maximum extent permitted by law,8 we will not be liable for any indirect, incidental, consequential, or punitive damages arising out of your use of the Website.9
California law will apply to this section.
Our total liability to you for any damages arising out of or related to these Terms or your use of the Website will not exceed the amount you paid to us, if any, for access to the Website.

8. Disclaimer of Warranties

The Website is provided "as is" and "as available" without any warranties of any kind, express or implied.10
We do not warrant that the website will be error free, or11 that it will be uninterrupted.

9. Indemnification

You agree to indemnify and hold us harmless from any claims, damages, or expenses arising out of your use of the Website or your violation of these Terms.12

10. Governing Law and Dispute Resolution

These Terms will be governed by and construed in accordance with the laws of the State13 of California, without regard to its conflict of law principles.
Any dispute arising out of or14 relating to these Terms will be resolved exclusively in the state or federal courts located in15 [County, California].
If you are a California resident, you have the right to file a complaint with the California Department of Consumer Affairs.

11. Changes to These Terms

We may update these Terms from time to time. We will notify you of any changes by posting the new Terms on the16 Website.
Your continued use of the Website after any17 changes constitutes your acceptance of the new Terms.

12. Contact Us

If you have any questions about these Terms, please contact us18 at:

Allen@wholisticaccounting.com
2973 Harbor Blvd, Costa Mesa, CA, 92626
800-961-3299

13. California-Specific Provisions (CCPA/CPRA)

If your business is subject to the CCPA/CPRA, you must include specific provisions regarding users' rights, such as the right to know, the right to delete, and the right to opt-out of the sale or sharing of personal information. Privacy policy, which must comply with California law.
Include information about how California residents can exercise their rights under the CCPA/CPRA.
You must also provide a "Do Not Sell or Share My Personal Information" link, if your business falls under the CCPA/CPRA.

"California residents have certain rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA),19 including the right to know what personal information we collect, the right to delete that information, and the right to opt-out of the sale or sharing of their personal information. For more information, please see our Privacy Policy: Privacy policy. To exercise your rights, please contact us at: 800-961-3299

Important Considerations for California:

Automatic Renewal: If you offer subscription services, comply with California's automatic renewal laws.
Accessibility: Ensure your website is accessible to individuals with disabilities, in compliance with the Americans with Disabilities Act (ADA) and California-specific accessibility laws.
Online Sales: If you sell goods online, comply with California's consumer protection laws regarding warranties, returns, and disclosures.
Data Security: Implement reasonable security measures to protect users' personal information.
Privacy Policy: A privacy policy that is compliant with the CCPA/CPRA is mandatory if you meet the state's thresholds.

Remember to replace the bracketed information with your company's specific details.