Terms of Use

1) Professional Disclaimer

The information on this Site is general in nature and is not legal, tax, accounting, investment, or financial advice. Viewing the Site or contacting us does not create a client relationship. We begin providing professional services only after both parties sign an engagement agreement and you complete onboarding. Past results do not guarantee future outcomes. Do not send sensitive documents via email or this Site’s contact form; we will request them through our secure portal.

Synergy Wealthcare Solutions, LLC provides services as an Enrolled Agent and Certified Tax Coach. We do not hold out as a CPA firm and do not provide attest services.

 

2) Acceptance of terms

By accessing synergywealthcaresolutions.com (the “Site”), you agree to these Terms. If you do not agree, do not use the Site.

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3) Informational content—not advice

Content on the Site is for general information only and is not legal, tax, accounting, investment, or financial advice. Viewing the Site or contacting us does not create a client relationship. We become your representative only after both parties sign an engagement agreement.

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4) Services & CAA notes

Outcomes and timelines vary by matter and agency workload. CAA verification does not guarantee an ITIN or IRS determination. We comply with all applicable laws and professional standards.

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5) Your responsibilities

Do not upload sensitive or confidential information through general contact forms. Use only the secure portal we provide. You will not misuse the Site, attempt to access non-public areas, or introduce malware.

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6) Intellectual property

The Site and its content are owned by SWS or its licensors and protected by law. You may not copy, modify, distribute, or create derivative works without prior written consent. You may link to public pages for fair, non-misleading purposes.

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7) Third-party links/tools

We are not responsible for third-party sites or services linked from the Site.

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8) Disclaimers; limitation of liability

The Site is provided “as is” and “as available.” We disclaim all warranties to the fullest extent permitted by law. To the maximum extent permitted, SWS is not liable for any indirect, consequential, special, or punitive damages, or lost profits, arising from your use of the Site.

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9) Indemnity

You agree to indemnify and hold SWS harmless from claims arising out of your misuse of the Site or violation of these Terms.

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10) Changes to the Site or Terms

We may update or discontinue any part of the Site and revise these Terms. Continued use means you accept the updated Terms.

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11) Governing law; venue

These Terms are governed by the laws of the State of Florida, without regard to conflict-of-laws rules. Exclusive venue lies in the state or federal courts located in Polk County, Florida.

Contact: hayden@synergywealthcaresolutions.com