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Terms and Conditions
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Privacy Policy

Terms and Conditions

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Welcome to Insight CPA, PLLC. By accessing or using our website (insightcpafl.com), you agree to be bound by these Terms and Conditions.

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Use of Website
You agree to use this website for lawful purposes only. You may not attempt to disrupt, damage, or misuse any part of the site.

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Services
Information provided on this site is for general informational purposes only and does not constitute accounting, tax, or legal advice. No CPA–client relationship is created by using this site or contacting us through it. Professional services are only provided once both parties have signed a written engagement agreement.

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Promotions and Free Offers
When Insight CPA, PLLC offers free consultations, discounted services, or other promotional offers: all such offers are subject to eligibility and our determination of whether a prospective client is a good fit for our services. We reserve the right to decline or discontinue any promotional offer at our sole discretion.

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Fees and Payment
Fees for our services will be agreed upon in advance and outlined in a written engagement letter before work begins.

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Limitation of Liability
Insight CPA, PLLC is not liable for any damages resulting from the use of this website or reliance on its information.

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Intellectual Property
All content, trademarks, and materials on this site are the property of Insight CPA, PLLC and may not be copied, modified, or distributed without our permission.

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Third-Party Links
Our site may link to third-party platforms (e.g., QuickBooks, ServiceTitan). We are not responsible for the content or practices of these external sites.

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Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of Florida.

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Changes
We may update these Terms at any time. Continued use of the site after changes are posted means you accept the updated Terms.

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Privacy Policy​

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At Insight CPA, PLLC, we respect your privacy and are committed to protecting your personal information.

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Information We Collect
When you contact us, we may collect your name, email, phone number, and any details you choose to share. If you become a client, we may collect business and financial information as needed to provide accounting, tax, and advisory services.

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How We Use Your Information
We use this information to respond to inquiries, deliver our services, and communicate with you about your account, and send you newsletters or updates.

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Sharing of Information
We do not sell your information. We may share data only with trusted providers (such as accounting software platforms) as required to deliver our services.

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Data Security
We use secure systems and limit access to authorized staff to protect your information.

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Your Rights
You may request to access, update, or delete your personal information at any time. You may unsubscribe from our marketing emails at any time.

 

Contact Us
If you have questions about this policy, please contact us at partners@insightcpafl.com or (239) 259-9295.

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