Effective Date: March 18, 2026
These Terms of Service govern your access to and use of the websites, portals, applications, and related services operated by Mizzen Tax and Accounting LLC, including MedTax™ and the Cadence portal and related tools. By accessing or using our website or services, you agree to these Terms.
In these Terms, “we,” “our,” or “us” means Mizzen Tax and Accounting LLC. “You” means the person or entity using our website or services.
1. Scope of Services
Our website and related platforms may provide information, communication tools, client portals, dashboards, document exchange, financial reporting, planning tools, advisory support, and related tax, accounting, bookkeeping, and consulting services.
Any formal professional services we provide may also be governed by a separate engagement letter, service agreement, or proposal. If there is a conflict between these Terms and a signed engagement agreement, the signed engagement agreement will control for those services.
2. Eligibility and Authorized Use
You may use our website and services only for lawful purposes. You agree not to:
- Use the website or services in violation of any law, regulation, or contractual restriction
- Attempt to gain unauthorized access to any account, system, data, or network
- Interfere with the security or operation of the website or services
- Upload malicious code, harmful files, or unlawful content
- Use the website or services in a way that could damage, disable, overburden, or impair functionality
If you use our services on behalf of a business or other entity, you represent that you have authority to bind that entity.
3. Account Information and Security
If you are given access to a portal, login, or other account, you are responsible for maintaining the confidentiality of your credentials and for all activity that occurs under your account.
You agree to provide accurate information and to notify us promptly of any unauthorized use of your account or any suspected security incident.
4. Client Portal and Financial Tools
Our services may include access to client portals, dashboards, reporting tools, and integrations with third-party platforms. Information displayed through these tools may depend on information you provide, third-party data sources, syncing tools, and connected financial institutions.
You are responsible for reviewing information provided through the portal and notifying us of any inaccuracies, omissions, or changes relevant to your services.
5. Financial Account Connections
If you choose to connect financial accounts through Plaid or another third-party provider, you authorize us and our service providers to access and retrieve account and transaction information that you permit through that provider.
Your use of any third-party financial connectivity service is also subject to that provider’s own terms and privacy practices. We are not responsible for the acts, omissions, systems, or availability of third-party providers or financial institutions.
6. No Guarantee of Continuous Availability
We may update, suspend, restrict, or discontinue any part of the website or services at any time, with or without notice. We do not guarantee that the website, portal, or any feature will be uninterrupted, error-free, or available at all times.
7. Intellectual Property
All content, branding, text, graphics, logos, designs, software, workflows, and materials made available through our website or services are owned by or licensed to Mizzen Tax and Accounting LLC unless otherwise stated.
You may not reproduce, distribute, modify, republish, scrape, reverse engineer, or exploit any portion of the website or services except as permitted by law or with our prior written consent.
8. Confidentiality and Sensitive Information
We take reasonable steps to protect client information, but you acknowledge that electronic communications and internet-based systems carry inherent risks. You should use care when submitting sensitive information and follow any instructions we provide regarding secure uploads and communications.
9. Reliance on Information
Information provided on the website or through the portal is for general informational, operational, or service-delivery purposes and may depend on third-party data or user-provided inputs. You are responsible for reviewing outputs, reports, and data for accuracy and completeness.
10. Third-Party Services and Links
Our website or services may include links to or integrations with third-party websites, software, hosting providers, scheduling tools, payment processors, cloud storage providers, and financial data providers. We do not control and are not responsible for third-party services, content, policies, or availability.
11. Payment and Engagement Terms
Fees, billing terms, deliverables, and scope for professional services are governed by the applicable engagement letter, proposal, invoice, or service agreement. Failure to pay amounts due may result in suspension or termination of access to certain services or portal features.
12. Disclaimer of Warranties
The website and related services are provided on an “as is” and “as available” basis. To the fullest extent permitted by law, we disclaim all warranties, express or implied, including warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, and availability.
13. Limitation of Liability
To the fullest extent permitted by law, Mizzen Tax and Accounting LLC shall not be liable for any indirect, incidental, consequential, special, exemplary, or punitive damages, or for any loss of profits, revenue, data, goodwill, or business interruption arising out of or relating to your use of the website or services.
To the fullest extent permitted by law, our total liability arising out of or relating to these Terms or the website or services shall not exceed the amount paid by you to us for the specific services giving rise to the claim during the twelve-month period preceding the event giving rise to the claim.
14. Indemnification
You agree to indemnify, defend, and hold harmless Mizzen Tax and Accounting LLC and its owners, employees, contractors, and service providers from and against claims, liabilities, damages, losses, and expenses arising out of or related to your misuse of the website or services, your violation of these Terms, or your violation of any law or third-party right.
15. Termination
We may suspend or terminate your access to the website, portal, or services at any time if we believe you have violated these Terms, created a security risk, failed to pay for services, or otherwise acted in a manner that may harm us, our systems, or other users.
16. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of New Jersey, without regard to conflict of law principles.
17. Changes to These Terms
We may update these Terms from time to time. Any updated version will be posted on this page with a revised effective date. Your continued use of the website or services after changes are posted constitutes your acceptance of the updated Terms.
18. Contact Information
If you have questions about these Terms, please contact:
Mizzen Tax and Accounting LLC
MedTax™
Email: support@medtaxco.com
Website: https://medtaxco.com