Consent and Notice Regarding Electronic Communications

CONSENT AND NOTICE REGARDING ELECTRONIC COMMUNICATIONS

 

1. Electronic Signature Agreement. 

By signing this agreement, you agree that your electronic signature is the legal equivalent of your manual signature. By signing, you consent to be legally bound by the terms and conditions of this Agreement. You further agree that your use of a keypad, mouse, or other device to select an item, button, icon, or similar act/action, or to otherwise provide consent or authorization in accessing or completing any transaction regarding any agreement, acknowledgment, consent terms, disclosures, or conditions constitutes your signature (hereafter referred to as an “E-Signature”), acceptance, and agreement as if actually signed by you in writing.

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You also agree that no certification authority or other third-party verification is necessary to validate your E-Signature and that the lack of such certification or third-party verification will not affect the enforceability of your E-Signature or any resulting contract between you and the Firm. You represent that you are authorized to enter into this Agreement for all persons who own or are authorized to access any of your accounts and that such persons will be bound by the terms of this Agreement. You further agree that each use of your E-Signature obtained by the Firm constitutes your agreement to be bound by the terms and conditions of the Firm’s electronic agreements.

 

2. Scope of Consent. 

By providing your consent, you agree that we may communicate with you electronically regarding all matters related to the preparation of your tax returns, including but not limited to:

• Sending and receiving tax documents and information electronically.

• Sending copies of tax returns and related documents electronically for your review and signature.

• Notifying you of any updates, changes, or additional information required to complete your tax returns.

 

3. Consent to Electronic Delivery. 

You specifically agree to receive and/or obtain any and all Firm-related electronic communications (“Electronic Communications”). Electronic Communications include, but are not limited to, any current and future notices and/or disclosures required by federal and/or state laws or regulations, as well as other documents, statements, data, records, and communications related to the Firm.

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You agree that Electronic Communications provided by the Firm constitute reasonable and proper notice for all applicable laws, rules, and regulations, and that such electronic form fully satisfies any requirement that such communications be provided in writing or in a form you may retain.

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We may use text message, email, or secure electronic portals designated by the Firm for the exchange of information. Email communications will be sent to the email address you provide.

 

4. Paper version of Electronic Communications. 

You may request a paper copy of any Electronic Communication. You acknowledge that the Firm reserves the right to charge a reasonable fee for the production and mailing of paper copies.

 

5. Revocation of electronic delivery. 

You have the right to withdraw your consent to receive Electronic Communications at any time. You acknowledge that the Firm reserves the right to restrict or terminate access to electronic services if you withdraw your consent to receive Electronic Communications.

 

6. Security of electronic delivery. 

We will take reasonable steps to ensure the security and confidentiality of Electronic Communications. However, you acknowledge that electronic communications may not be completely secure, and by consenting to electronic communication, you accept these risks.