Effective date: November 5, 2026
1. Agreement to these terms
These Terms of Service (“Terms”) govern your use of nexgentaxcfo.com (the “Site”), operated by NexGen Tax and CFO Advisory, Inc. (“NexGen,” “we,” “us,” or “our”). By using the Site, submitting a form, or contacting us through the Site, you agree to these Terms and to our Privacy Policy. If you do not agree, please do not use the Site.
2. About our services
NexGen provides accounting and bookkeeping, tax preparation and planning, payroll and compliance support, construction accounting, and fractional CFO advisory services. The Site describes these services and lets you request a consultation, download resources, and reach our secure client portal.
Professional services are provided only under a signed engagement letter. The engagement letter sets out the scope, fees, responsibilities, and terms for that work. If anything in these Terms conflicts with your engagement letter, the engagement letter controls.
3. No professional advice through the Site
Content on the Site, including articles, checklists, guides, quizzes, calculators, sample reports, and pricing examples, is for general information only. It is not tax, accounting, legal, or financial advice for your situation, and it may not reflect the most recent changes in tax law.
- Using the Site, submitting a form, or emailing us does not create a CPA-client or advisory relationship.
- A client relationship begins only when both you and NexGen have signed an engagement letter.
- Do not act or refrain from acting based on Site content without first speaking with a qualified professional about your specific facts.
- Prices shown on the Site are starting points only. Your final fee is confirmed in writing before any work begins.
4. Using the Site
You may use the Site for lawful, personal, or internal business purposes. You agree not to:
- Use the Site in a way that breaks any law or regulation.
- Submit false information or impersonate another person or business.
- Try to gain unauthorized access to the Site, our systems, or the client portal.
- Upload viruses, malware, or any code meant to harm the Site or other users.
- Scrape, copy, or collect Site content or user data with automated tools without our written permission.
- Interfere with the normal operation or security of the Site.
5. Forms and communications
When you submit a contact, consultation, or resource request form, you agree that we may contact you by email or phone about your request. You can ask us to stop at any time.
Please do not send Social Security numbers, bank or account numbers, tax returns, or other sensitive documents through Site forms or regular email. Use our secure client portal for anything sensitive. We are not responsible for sensitive information sent through channels we have asked you not to use.
6. Secure client portal
Our client portal is provided by TaxDome, a third-party platform. Your use of the portal is also subject to TaxDome’s own terms and privacy policy. You are responsible for keeping your login details confidential and for all activity under your account. Tell us right away if you believe your account has been accessed without permission.
7. Intellectual property
The Site and its content, including text, graphics, logos, checklists, guides, and design, are owned by NexGen Tax and CFO Advisory, Inc. or its licensors and are protected by copyright and trademark laws. You may view and print Site content and downloadable resources for your own use. You may not copy, sell, republish, or create derivative works from them without our written permission.
8. Third-party links and services
The Site may link to or use third-party websites and services, such as TaxDome, LinkedIn, and Google. We do not control these services and are not responsible for their content, availability, or privacy practices. Your use of them is at your own risk and subject to their terms.
9. Disclaimer of warranties
The Site and its content are provided “as is” and “as available.” To the fullest extent allowed by law, we make no warranties of any kind, express or implied, including warranties of accuracy, completeness, merchantability, fitness for a particular purpose, or non-infringement. We do not promise that the Site will be uninterrupted, error-free, or free of harmful components.
10. Limitation of liability
To the fullest extent allowed by law, NexGen Tax and CFO Advisory, Inc. and its owners, employees, and contractors will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, data, or business, arising from your use of or inability to use the Site or its content. This section does not limit our responsibilities under a signed engagement letter, which are governed by that letter.
11. Indemnification
You agree to defend and hold harmless NexGen Tax and CFO Advisory, Inc. from claims, losses, and expenses, including reasonable attorney fees, that result from your misuse of the Site or your violation of these Terms.
12. Governing law
These Terms are governed by the laws of the State of California, without regard to its conflict of law rules. Any dispute about the Site or these Terms will be handled in the state or federal courts located in Placer County, California, unless your engagement letter says otherwise.
13. Changes to these terms
We may update these Terms from time to time. The effective date at the top of this page shows when they were last changed. Continuing to use the Site after an update means you accept the revised Terms.
14. Contact us
If you have questions about these Terms, contact us:
NexGen Tax and CFO Advisory, Inc.
2999 Douglas Blvd, Suite 180
Roseville, CA 95661
Phone: (916) 504-9572
Email: info@nexgentaxcfo.com