Welcome to the website of Brief Financial, LLC (“Brief Financial,” “Brief,” “we,” “us,” or “our”). These Terms & Conditions (“Terms”) govern your access to and use of our website, including www.brieffinancial.com, online forms, scheduling tools, client portals, electronic communications, and related website features.
By accessing or using our website, submitting information through the website, or electronically accepting these Terms, you agree to be bound by these Terms. If you do not agree, you should not use this website.
These Terms govern website use and general communications only. Professional services provided by Brief are governed by a separate written proposal, engagement letter, service agreement, authorization, or other signed agreement between Brief and the client (collectively, an “Engagement Agreement”). If there is a conflict between these Terms and an Engagement Agreement, the Engagement Agreement controls as to the professional services covered by that agreement.
Brief Financial, LLC provides bookkeeping, accounting support, payroll support, tax preparation and tax-related services, business administrative support, financial management support, and related consulting services, as separately agreed with each client.
Our services may include:
- Bookkeeping and monthly financial reporting;
- Accounting clean-up and historical reconciliation;
- Accounts payable and accounts receivable support;
- Payroll processing support and payroll reporting assistance;
- Business administrative and financial management support;
- Tax preparation and tax compliance support;
- Florida notary public services; and
- Other services described in an applicable Engagement Agreement.
The exact scope, price, timing, responsibilities, and limitations of any professional service will be described in the applicable Engagement Agreement.
Brief Financial Is Not a CPA Firm
Brief Financial, LLC is not a certified public accounting firm and does not represent itself as a CPA firm. Brief does not provide audits, reviews, examinations, attest engagements, assurance opinions, or other services that require licensure as a certified public accounting firm.
Any bookkeeping, accounting support, internal reporting, or financial management services provided by Brief are non-attest services and are not intended to provide assurance regarding financial statements or other financial information.
Brief Financial Is Not a Law Firm
Brief Financial is not a law firm and does not provide legal advice, legal representation, immigration legal services, or opinions regarding legal rights, legal documents, contracts, entity structures, disputes, or compliance obligations requiring legal counsel.
Clients should consult a qualified attorney regarding legal matters, including business formation documents, contracts, employment matters, immigration matters, litigation, estate planning, real estate matters, and legal compliance.
Brief Financial Is Not an Investment Adviser
Brief Financial does not provide investment advisory, securities, brokerage, wealth management, or investment recommendation services through this website unless separately disclosed in writing by an appropriately authorized provider.
Any general financial information on this website is educational in nature and should not be relied upon as personalized investment advice.
The content on this website is provided for general informational and educational purposes only. Viewing this website, contacting Brief, submitting an online form, or exchanging preliminary communications does not create a client relationship or professional engagement.
No person should rely on website content as accounting, tax, payroll, legal, investment, or financial advice for a particular situation.
A professional relationship is created only after Brief accepts an engagement in writing and, when required, the client signs an Engagement Agreement and provides the necessary authorizations and information.
Brief may provide tax preparation and tax-related services only pursuant to an Engagement Agreement or other written authorization.
Clients remain responsible for:
- Providing complete, accurate, and timely information;
- Reviewing tax returns and filings before submission;
- Confirming that reported income, deductions, credits, payroll information, ownership information, and other tax data are correct;
- Maintaining supporting documentation and records; and
- Paying all taxes, penalties, interest, assessments, or governmental charges that may be due.
Brief may rely on information supplied by the client or by third parties authorized by the client without independently auditing or verifying that information, unless expressly agreed otherwise in writing.
Brief does not guarantee any particular tax result, refund amount, tax savings, audit outcome, agency determination, credit approval, or acceptance of a filing by any governmental authority.
Tax return information will be used and disclosed only as authorized by applicable law, as necessary to provide authorized tax services, or as permitted by valid client consent.
Brief may offer Florida notary public services through individuals who are duly commissioned under Florida law.
Notary services are limited to authorized notarial acts. A notary public does not determine whether a document is legally sufficient, appropriate, enforceable, or beneficial to the signer, and does not provide legal advice regarding the document or transaction.
I AM NOT AN ATTORNEY LICENSED TO PRACTICE LAW IN THE STATE OF FLORIDA, AND I MAY NOT GIVE LEGAL ADVICE OR ACCEPT FEES FOR LEGAL ADVICE.
Brief does not provide immigration legal advice or immigration representation through its notary services. Brief will not advertise notary services using any designation that falsely implies legal authority or professional immigration-law expertise.
Clients are responsible for cooperating fully and promptly with Brief. Client responsibilities include:
Accurate and Complete Information
Clients must provide complete, accurate, current, and truthful information and supporting documents. Brief may rely on information supplied by the client, the client’s employees, representatives, financial institutions, payroll providers, attorneys, prior accountants, software platforms, or other persons authorized by the client.
Brief is not responsible for errors, omissions, inaccurate reports, missed filings, rejected applications, tax adjustments, penalties, interest, or other consequences resulting from incomplete, inaccurate, fraudulent, misleading, or untimely information provided by or on behalf of the client.
Timely Delivery of Documents and Approvals
Clients must provide documents, responses, approvals, signatures, funds, access credentials, and authorizations sufficiently in advance of applicable deadlines.
Unless Brief expressly agrees in writing to monitor or complete a specific filing or deadline, the client remains solely responsible for compliance with all filing, payment, renewal, licensing, payroll, tax, reporting, and governmental deadlines.
Brief is not responsible for penalties, interest, late charges, loss of rights, filing rejections, or other consequences resulting from a client’s delayed submission of information, delayed approval, failure to provide required funds, or failure to sign or authorize filings.
Review and Approval
Clients must review all reports, payroll information, tax returns, filings, applications, forms, payment requests, and other deliverables provided by Brief before submission, payment, or use.
The client is responsible for notifying Brief promptly of any errors, missing information, discrepancies, unauthorized transactions, or changes affecting the services.
Record Retention
Clients are responsible for maintaining original documents, receipts, invoices, payroll records, bank statements, tax records, corporate records, proof of identity, supporting documentation, and any other records required by law or necessary to support reported information.
Brief is not the client’s permanent record-storage provider unless specifically stated in an Engagement Agreement.
No Sensitive Information by Text Message
Text messaging, social media messaging, and similar informal communication channels are not secure methods for transmitting confidential or sensitive information.
You agree not to transmit sensitive or confidential information by text message, WhatsApp message, social media direct message, or other informal messaging method, including:
- Social Security numbers;
- Individual Taxpayer Identification Numbers;
- Employer Identification Numbers when combined with sensitive records;
- Dates of birth;
- Copies of passports, driver licenses, immigration records, or identity documents;
- Bank account numbers, credit card numbers, passwords, or authentication credentials;
- Tax returns or tax source documents;
- Payroll records containing employee personal information;
- Formal authorizations, legal notices, or signed confidential documents; or
- Other regulated or highly sensitive personal or business information.
Brief may redirect communications to a secure portal, approved document-upload system, secure email process, telephone call, or in-person meeting when appropriate.
Electronic Communications
By providing your email address or telephone number, you authorize Brief to communicate with you regarding inquiries, appointments, requested services, engagement administration, invoices, and client-service matters, subject to applicable law and any communication preferences you communicate to us.
Electronic communications may be delayed, misdirected, intercepted, corrupted, or subject to technical failure. Clients should not rely on electronic communications for urgent deadlines unless receipt and responsibility have been confirmed by Brief in writing.
Brief takes reasonable measures designed to safeguard confidential client information consistent with the nature of the services provided and applicable law.
However, no website, portal, email platform, software system, transmission method, or data-storage process can be guaranteed to be completely secure or free from unauthorized access, interruption, error, malware, or cyber incidents.
Information may be used or disclosed when reasonably necessary to:
- Provide authorized services;
- Prepare, process, transmit, or support authorized tax filings, payroll filings, applications, or financial records;
- Communicate with authorized client representatives;
- Use software, hosting, document management, payment, payroll, tax preparation, e-filing, cloud storage, or other service providers supporting our operations;
- Comply with law, governmental requests, professional obligations, court orders, subpoenas, or regulatory requirements;
- Protect Brief, its clients, or others from fraud, misuse, unauthorized activity, or security threats; or
- Fulfill other purposes expressly authorized by the client.
Additional information regarding collection, use, retention, sharing, cookies, website analytics, and privacy rights should be described in Brief’s separate Privacy Policy.
Brief may use third-party platforms and providers, including accounting software, payroll systems, tax software, e-file providers, client portals, payment processors, document-management systems, cloud hosting providers, scheduling tools, communication platforms, and financial institution integrations.
Third-party services are governed by their own terms, privacy practices, availability, security measures, and service limitations. Brief does not control and is not responsible for the acts, omissions, outages, delays, errors, cybersecurity incidents, policy changes, or service failures of unaffiliated third-party providers, except to the extent responsibility cannot legally be limited.
Clients are responsible for reviewing and approving any third-party accounts or services they separately choose to use.
The fees and billing terms for professional services will be stated in the applicable proposal, Engagement Agreement, invoice, subscription terms, or written fee schedule.
Unless otherwise stated in writing:
- Invoices are due upon receipt.
- Brief may suspend services for unpaid invoices or payment failures.
- Brief may decline to begin, continue, submit, release, or complete work until required fees, deposits, approvals, and client information have been received.
- Fees paid for completed one-time services are non-refundable.
- Monthly or recurring services may be cancelled according to the notice period stated in the applicable Engagement Agreement.
- No partial-month refund or credit will be provided unless expressly agreed in writing.
Any late fee, delinquency charge, collection cost, interest provision, or payment-remedy provision will be governed by the applicable Engagement Agreement and applicable law.
Suspension or termination of services does not relieve the client of responsibility for outstanding invoices, amounts already earned, work already performed, or deadlines and compliance obligations belonging to the client.
Brief will perform agreed services in a commercially reasonable manner consistent with the applicable engagement and information provided by the client.
However, Brief does not guarantee:
- Tax refunds, tax savings, reduced tax liability, or avoidance of penalties;
- Approval of tax filings, ITIN applications, payroll filings, registrations, renewals, financing applications, or governmental submissions;
- Any particular financial, business, compliance, lending, investment, or operational outcome;
- Error-free third-party software or uninterrupted platform availability;
- Detection of fraud, theft, unauthorized activity, misstatements, or internal-control weaknesses; or
- That any governmental authority, financial institution, software provider, auditor, lender, investor, attorney, CPA, or other third party will accept work product prepared by Brief.
All website content, including text, branding, logos, designs, graphics, downloads, service descriptions, photographs, videos, forms, layouts, and other materials made available on this website, is owned by or licensed to Brief Financial, unless otherwise stated.
You may view and use website content only for your personal or internal business evaluation of Brief’s services. You may not copy, reproduce, modify, distribute, republish, sell, license, publicly display, scrape, reverse engineer, or commercially exploit website content without prior written consent from Brief.
You may not use this website to:
- Engage in fraudulent, unlawful, deceptive, threatening, or abusive activity;
- Transmit malicious software or interfere with website operation;
- Obtain unauthorized access to systems, records, accounts, portals, or data;
- Misrepresent your identity or authority;
- Submit false, misleading, infringing, or unlawful material; or
- Violate applicable law or the rights of Brief or any third party.
Brief may restrict, suspend, or terminate website or portal access for suspected misuse, security concerns, nonpayment, or violation of these Terms.
This website and all publicly available website content are provided on an “as is” and “as available” basis.
To the fullest extent permitted by law, Brief disclaims all warranties relating to the website and public website content, whether express, implied, statutory, or otherwise, including implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, completeness, availability, security, or freedom from harmful components.
Brief does not warrant that the website will be uninterrupted, error-free, secure, timely, complete, free from viruses or malware, or compatible with every device, browser, or system.
To the fullest extent permitted by applicable law, Brief Financial, LLC and its owners, officers, employees, contractors, representatives, and agents will not be liable for indirect, incidental, consequential, special, exemplary, or punitive damages arising from or relating to the website, public website content, electronic communications, third-party platforms, or services performed under an applicable Engagement Agreement, including lost profits, lost revenue, lost business opportunities, interruption of operations, loss of data, loss of goodwill, or costs of substitute services.
To the fullest extent permitted by law, Brief’s total aggregate liability arising from website use or public website content will not exceed five hundred dollars ($500).
For professional services, any limitation of liability will be governed by the applicable Engagement Agreement. Unless a different limitation is agreed in writing, and to the fullest extent permitted by law, Brief’s total aggregate liability arising from professional services will not exceed the amount of fees actually paid to Brief for the specific service giving rise to the claim during the twelve (12) months preceding the event giving rise to the claim.
These limitations do not apply to liability that cannot legally be waived or limited under applicable law. Nothing in these Terms limits obligations imposed by applicable law regarding tax return information, notary duties, fraudulent conduct, willful misconduct, or other non-waivable responsibilities.
To the fullest extent permitted by law, you agree to defend, indemnify, and hold harmless Brief Financial, LLC and its owners, officers, employees, contractors, and representatives from claims, damages, penalties, costs, liabilities, and reasonable professional fees arising from or related to:
- Information, records, instructions, or documents provided by you or on your behalf that are inaccurate, incomplete, fraudulent, misleading, unauthorized, or untimely;
- Your failure to review or approve documents, filings, reports, payroll information, applications, or payments;
- Your failure to comply with applicable laws, filing requirements, payment obligations, record-retention requirements, or governmental deadlines;
- Your misuse of the website, client portal, deliverables, or third-party systems; or
- Your breach of these Terms or an applicable Engagement Agreement.
This indemnification does not apply to the extent a claim is finally determined to have resulted from Brief’s conduct for which indemnification may not legally be required.
Brief may suspend or terminate access to the website, client portal, communications, or professional services when:
- Required information, approval, authorization, or payment is not received;
- A client fails to cooperate or respond within a reasonable period;
- Brief identifies a conflict of interest, regulatory concern, security concern, suspected fraud, abusive conduct, or unlawful request;
- A client requests work outside Brief’s authorized or agreed scope of services;
- Continuing the engagement would violate law, professional obligations, or Brief’s internal policies; or
- Termination is otherwise permitted by an Engagement Agreement.
Upon suspension or termination, the client remains responsible for all filing deadlines, tax payments, payroll obligations, renewals, notices, governmental submissions, and other matters unless Brief expressly agrees otherwise in writing.
These Terms are governed by the laws of the State of Florida, without regard to conflict-of-law principles.
Before initiating formal proceedings regarding a dispute arising from these Terms, the parties agree to attempt in good faith to resolve the dispute through written notice and informal negotiation.
Arbitration Notice
PLEASE READ THIS SECTION CAREFULLY. IT AFFECTS LEGAL RIGHTS, INCLUDING THE RIGHT TO HAVE CERTAIN DISPUTES DECIDED IN COURT OR BY A JURY.
Except for claims eligible for small claims court, claims seeking temporary injunctive relief relating to misuse of intellectual property or confidential information, or matters that cannot legally be subject to arbitration, any dispute arising from or relating to these Terms or website use shall be resolved by binding arbitration administered by the American Arbitration Association under its applicable rules.
Unless otherwise required by applicable law or agreed in writing:
- Arbitration shall take place in Miami-Dade County, Florida;
- The proceeding shall be conducted before one arbitrator;
- Each party shall bring claims only in its individual capacity and not as a plaintiff or class member in any purported class, consolidated, or representative proceeding; and
- Judgment on an arbitration award may be entered in any court having jurisdiction.
Disputes relating to professional services may also be subject to additional or different dispute-resolution terms contained in the applicable Engagement Agreement. Where an Engagement Agreement applies, its dispute-resolution terms control for disputes relating to those services.
Brief may revise these Terms from time to time. Updated Terms will be posted on this website with a revised “Last Updated” date.
Changes apply prospectively unless otherwise stated or required by law. Continued use of the website after revised Terms are posted constitutes acceptance of the updated Terms as to future website use.
Changes to professional-service obligations will be governed by the applicable Engagement Agreement or other written agreement with the client.
For any questions or concerns regarding these Terms, contact us at:
📧 Email: info@brieffinancial.com
