AZ Easy CPA

Terms & Conditions

Last Updated: October 23, 2025

Welcome to AZ Easy CPA. These Terms and Conditions (“Terms”) govern your use of our website located at https://azeasycpa.com and the professional accounting services we provide. By accessing our website or engaging our services, you agree to be bound by these Terms. Please read them carefully.

1. Acceptance of Terms

By accessing and using the AZ Easy CPA website or by engaging our professional services, you acknowledge that you have read, understood, and agree to be bound by these Terms and Conditions, as well as our Privacy Policy. If you do not agree with any part of these Terms, you should not use our website or services.

2. About AZ Easy CPA

AZ Easy CPA is a professional accounting firm owned and operated by Chris Badulescu, a Certified Public Accountant (CPA) licensed in the State of Arizona. We are based in Chandler, Arizona, and provide accounting services to businesses and individuals throughout Arizona and beyond.

Our Services Include:

  • Monthly accounting services
  • QuickBooks Online training and setup
  • Accounting consultation and process consulting
  • Financial record cleanup and management
  • Tax preparation and planning
  • Business advisory services

3. Website Use

Permitted Use

You may use our website for lawful purposes only. You agree not to use the website:

  • In any way that violates any applicable federal, state, local, or international law or regulation
  • To transmit or procure the sending of any advertising or promotional material without our prior written consent
  • To impersonate or attempt to impersonate AZ Easy CPA, an employee, another user, or any other person or entity
  • To engage in any conduct that restricts or inhibits anyone’s use or enjoyment of the website
  • In any manner that could disable, overburden, damage, or impair the site

Intellectual Property

All content on the AZ Easy CPA website, including text, graphics, logos, images, and software, is the property of AZ Easy CPA or its content suppliers and is protected by United States and international copyright laws. You may not reproduce, distribute, modify, create derivative works from, publicly display, publicly perform, republish, download, store, or transmit any of the material on our website without express written permission.

User-Generated Content

If you submit comments, testimonials, or other content to our website, you grant AZ Easy CPA a non-exclusive, royalty-free, perpetual, and worldwide license to use, reproduce, modify, and display such content for business purposes. You represent that you own or have the necessary rights to the content you submit.

4. Communications and SMS Policy

We may communicate with you via text messages (SMS) for appointment reminders, service updates, and other business-related communications. By providing your phone number, you consent to receive conversational messages from AZ Easy CPA, LLC. Message frequency may vary. On average, 1-2 messages per month.

For detailed information about our text messaging practices, frequency, opt-out procedures, and your rights, please review our complete SMS Policy at: https://azeasycpa.com/sms-policy/.

By providing your phone number, you consent to receive SMS messages from AZ Easy CPA, LLC. Message types may include customer care messages, account notification messages, promotional discounts, flash sales, advertisements, two-factor authentication messages, and delivery notification messages. Message frequency may vary. On average, 1-2 messages per month.

To opt out of SMS messages at any time, reply STOP. For help or more information, reply HELP or contact us directly. Standard message and data rates may apply.

For details on how we handle your information, please review our privacy policy at https://azeasycpa.com/privacy-policy/.

5. Professional Services Engagement

Engagement Process

Professional accounting services are provided only after:

  • An initial consultation to determine your needs and our ability to assist
  • Execution of a formal engagement letter outlining the scope of services, fees, and responsibilities
  • Completion of any required client intake procedures

No Professional Relationship Through Website

Merely visiting our website, submitting a contact form, or participating in a free consultation does not create a professional client-accountant relationship. A formal engagement letter must be signed before any professional services are rendered.

Scope of Services

The specific services to be provided will be outlined in your engagement letter. Services not explicitly included in the engagement letter are not covered unless agreed upon in writing. We reserve the right to decline services that fall outside our expertise or capacity.

6. Client Responsibilities

When engaging our services, you agree to:

  • Provide accurate, complete, and timely information necessary for us to perform our services
  • Respond promptly to requests for documentation, clarification, or additional information
  • Maintain proper records and documentation as advised
  • Inform us of any changes to your business or financial situation that may affect our services
  • Review and approve all work products before submission to third parties or tax authorities
  • Make all final decisions regarding your business and financial matters
  • Comply with all applicable laws and regulations

Important: Your failure to provide accurate and complete information may result in errors, delays, or inability to complete the engagement. You are ultimately responsible for the accuracy of information provided to us.

7. Fees and Payment Terms

Fee Structure

Our fees are determined based on the complexity and scope of services required. Fees may be charged as:

  • Hourly rates for consultation and project-based work
  • Fixed monthly fees for ongoing accounting services
  • Project-based fees for specific engagements
  • Combination of the above as outlined in your engagement letter

Payment Terms

Unless otherwise specified in your engagement letter:

  • Invoices are due upon receipt or within the timeframe specified on the invoice
  • Payment methods accepted include check, ACH transfer, credit card, or other methods as agreed
  • Late payments may be subject to interest charges at the rate of 1.5% per month or the maximum rate allowed by law, whichever is less
  • We reserve the right to suspend services if payment is not received within the agreed timeframe
  • You are responsible for any bank fees, transaction costs, or processing fees related to payments

Refund Policy

Fees are generally non-refundable once services have been performed. If you terminate an engagement before completion, you remain responsible for payment of all fees for services rendered up to the termination date. Any advance deposits or retainers will be applied to outstanding balances.

8. Confidentiality

Our Commitment

As a CPA firm, we are bound by strict confidentiality requirements under:

  • American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct
  • State Board of Accountancy regulations
  • Federal and state privacy laws
  • Professional liability insurance requirements

Permitted Disclosures

We may disclose client information only when:

  • You provide explicit written consent
  • Required by law, regulation, court order, or subpoena
  • Necessary to file tax returns or comply with tax authorities on your behalf
  • Required for peer review by professional organizations
  • Necessary to defend ourselves in legal proceedings

For detailed information about how we handle your data, please review our Privacy Policy.

9. Professional Standards and Limitations

Professional Judgment

Our services are provided in accordance with applicable professional standards. However, you acknowledge that:

  • Accounting and tax laws are complex, subject to interpretation, and constantly changing
  • Our advice and recommendations are based on facts as presented to us and current law at the time of service
  • We cannot guarantee specific outcomes or results
  • Final business and financial decisions remain your responsibility

Not an Audit

Unless specifically engaged to perform an audit, our services do not include:

  • Verification or authentication of information provided by you
  • Detection of errors, fraud, or illegal acts
  • Examination of internal controls
  • Guarantees regarding the accuracy of financial statements

Tax Services Disclaimer

If we prepare tax returns or provide tax advice:

  • You are ultimately responsible for the accuracy of your tax returns
  • We rely on information you provide without independent verification
  • We are not responsible for tax penalties or interest resulting from positions taken on returns, unless caused by our negligence or misconduct
  • Tax laws change frequently, and positions taken may be subject to IRS challenge

10. Limitation of Liability

To the fullest extent permitted by law:

  • AZ Easy CPA’s total liability for any claim arising from our services shall be limited to the fees paid for the specific service giving rise to the claim during the 12-month period preceding the claim
  • We shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including loss of profits, revenue, data, or business opportunities
  • We are not responsible for losses resulting from your failure to provide accurate, complete, or timely information
  • We are not liable for any damages arising from circumstances beyond our reasonable control

Exception: This limitation of liability does not apply to cases of gross negligence, willful misconduct, fraud, or violations of professional standards on the part of AZ Easy CPA.

11. Indemnification

You agree to indemnify, defend, and hold harmless AZ Easy CPA, Chris Badulescu, and any employees or contractors from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys’ fees) arising from:

  • Your breach of these Terms
  • Your violation of any law or regulation
  • Your violation of the rights of any third party
  • Inaccurate or incomplete information you provide to us
  • Your use or misuse of our website

12. Third-Party Services and Links

QuickBooks and Other Software

We may recommend or assist with third-party software and services such as QuickBooks Online, payment processors, and other business applications. Your use of these services is subject to their respective terms and conditions. We are not responsible for:

  • The functionality, availability, or performance of third-party services
  • Changes to third-party software that affect our services
  • Data loss or security breaches of third-party platforms
  • Fees charged by third-party service providers

External Links

Our website may contain links to third-party websites. We do not endorse, control, or assume responsibility for the content, privacy policies, or practices of any third-party sites. You acknowledge and agree that we shall not be liable for any damages arising from your use of third-party websites.

13. Termination

Termination by Either Party

Either party may terminate the professional relationship by providing written notice. The notice period and specific termination procedures will be outlined in your engagement letter.

Effect of Termination

Upon termination:

  • You remain responsible for payment of all fees for services rendered up to the termination date
  • We will provide you with any documents or work product completed up to the termination date
  • We may retain copies of your documents and work products for our files as required by professional standards (typically 7 years)
  • Confidentiality obligations continue indefinitely
  • You are responsible for making alternative arrangements for any ongoing or incomplete work

Termination by Us

We reserve the right to terminate services if:

  • Payment is not received within the agreed timeframe
  • You fail to provide necessary information or cooperation
  • A conflict of interest arises
  • Continuing the relationship would violate professional standards or laws
  • You engage in abusive or inappropriate behavior toward our staff

14. Document Retention

We maintain client records and documents in accordance with professional standards and legal requirements:

  • Client files and work papers: Minimum 7 years from the date of service
  • Tax returns and supporting documents: Minimum 7 years from filing date
  • Engagement letters and correspondence: Duration of relationship plus 7 years

After the retention period, we will securely destroy records. It is your responsibility to maintain your own copies of all important documents.

15. Dispute Resolution

Good Faith Negotiation

In the event of any dispute arising from these Terms or our services, the parties agree to first attempt resolution through good faith negotiation.

Mediation

If negotiation is unsuccessful, the parties agree to attempt mediation before pursuing other legal remedies. Mediation shall be conducted by a mutually agreed-upon mediator in Maricopa County, Arizona.

Arbitration

If mediation fails, any remaining disputes shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association. Arbitration shall take place in Maricopa County, Arizona. The decision of the arbitrator shall be final and binding.

Exceptions

Either party may seek injunctive relief in court for matters involving confidentiality breaches, intellectual property disputes, or other circumstances where immediate court intervention is necessary.

16. Governing Law and Jurisdiction

These Terms shall be governed by and construed in accordance with the laws of the State of Arizona, without regard to its conflict of law provisions. Any legal action or proceeding related to these Terms shall be brought exclusively in the state or federal courts located in Maricopa County, Arizona.

17. Professional Licensing

Chris Badulescu is a Certified Public Accountant licensed by the Arizona State Board of Accountancy. You may verify licensing status and file complaints at:

18. Force Majeure

We shall not be liable for any failure or delay in performing our obligations due to circumstances beyond our reasonable control, including but not limited to:

  • Natural disasters, pandemics, or public health emergencies
  • Government actions, regulations, or restrictions
  • Internet or telecommunications failures
  • Power outages or equipment failures
  • Acts of terrorism or civil unrest

19. Independent Contractor

AZ Easy CPA provides services as an independent contractor. Nothing in these Terms creates a partnership, joint venture, employment, or agency relationship between you and AZ Easy CPA.

20. Modifications to Terms

We reserve the right to modify these Terms at any time. Changes will be effective immediately upon posting to our website with an updated “Last Updated” date. Material changes affecting existing engagements will be communicated to active clients via email. Your continued use of our website or services following such changes constitutes acceptance of the modified Terms.

21. Severability

If any provision of these Terms is found to be invalid, illegal, or unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

22. Entire Agreement

These Terms, together with any engagement letter, service agreement, and our Privacy Policy, constitute the entire agreement between you and AZ Easy CPA regarding the use of our website and services, and supersede all prior agreements and understandings, whether written or oral.

23. Waiver

No waiver of any term or condition of these Terms shall be deemed a further or continuing waiver of such term or condition or any other term or condition. Our failure to assert any right or provision under these Terms shall not constitute a waiver of such right or provision.

24. Assignment

You may not assign or transfer your rights or obligations under these Terms without our prior written consent. We may assign our rights and obligations to a successor entity in the event of a sale, merger, or transfer of our business.

25. Survival

Provisions of these Terms that by their nature should survive termination shall survive, including but not limited to: confidentiality, limitation of liability, indemnification, dispute resolution, and governing law provisions.