UPDATED: November 26, 2025

Welcome to MaryLee Vaughan Professional Corporation!

By using our website or enrolling in a program, you agree to the following Terms of Service. Please read them carefully.

1. Introduction

These Terms of Service (“Terms”) govern the provision of accounting, bookkeeping, tax preparation, consulting, and related services (“Services”) offered by MaryLee Vaughan Professional Corporation (“we,” “us,” or “our”) to the client (“you” or “your”). By engaging our Services, you agree to be bound by these Terms.

2. Scope of Services

We will provide the Services as agreed in the signed engagement letter, proposal, or service agreement. The specific tasks, deliverables, timelines, and responsibilities will be outlined in that document. Services may include, but are not limited to:

Bookkeeping and financial record maintenance

Tax preparation and tax filing

Payroll and compliance assistance

Financial reporting and analysis

Business consulting and advisory services

Audit support (not including formal audit or assurance work unless clearly stated)

Any work outside the defined scope will require a separate agreement or additional fees.

3. Client Responsibilities

To enable us to provide accurate and timely Services, you agree to:

Provide complete, accurate, and timely financial information

Respond to our requests for documentation or clarification

Maintain internal controls and compliance with applicable laws

Review reports, filings, and deliverables submitted to you for accuracy

Obtain any required approvals from regulatory or governing authorities

We are not responsible for errors or delays caused by incomplete or inaccurate information you provide.

4. Fees & Payment Terms

Fees will be outlined in the engagement letter or invoice.

Billing may be hourly, fixed-rate, retainer-based, or subscription-based depending on the engagement.

Payments are due within the days of the invoice date unless otherwise agreed.

Late payments may incur interest or service suspension.

Additional work or urgent requests may be billed at premium rates.

We reserve the right to revise pricing with advance written notice.

5. Confidentiality

We will maintain the confidentiality of all non-public information received from you and will not disclose it to third parties except:

As required by law, court order, or regulatory authority

To internal staff or subcontractors required to perform the Services

If you provide written authorization

We use commercially reasonable measures to protect sensitive client data.

7. Compliance and Legal Limitations

We are not responsible for identifying fraud, errors, or illegal acts unless specifically contracted to do so.
We do not provide legal advice. Any legal decisions or interpretations should be discussed with an attorney.

8. Intellectual Property

Work products such as templates, methodologies, software, or proprietary tools remain our intellectual property. You are granted a non-exclusive license to use deliverables for your internal business purposes.

9. Limitation of Liability

To the fullest extent permitted by law:

Our liability for any claim arising out of the Services is limited to the total fees paid for the relevant engagement.

We are not liable for indirect, incidental, or consequential damages, including loss of profits, data, or business.

You accept responsibility for decisions made based on our deliverables.

10. Termination

Either party may terminate the engagement with written notice. Upon termination:

You must pay for all Services rendered up to the termination date

We may retain copies of files required for legal or regulatory compliance

We are not obligated to complete unfinished filings or deliverables unless mutually agreed

11. Record Retention

We will retain working papers and relevant documents for years as required by law. You are responsible for maintaining your original financial records.

12. Third-Party Services

If Services involve third-party software, platforms, or integrations (e.g., QuickBooks, Xero, Dext):

You agree to the third party’s terms of use

We are not responsible for outages, errors, or issues caused by third-party providers

Additional subscription fees may apply

13. Governing Law

These Terms are governed by the laws of Alberta, CA, without regard to conflict-of-law principles.

14. Amendments

We may update these Terms at any time. The revised version becomes effective upon posting or upon written notice to you.

15. Acceptance

By signing an engagement letter, submitting documents, paying for Services, or otherwise continuing to use our Services, you acknowledge that you have read, understood, and agree to these Terms.

You can cancel the SMS service at any time. Simply text "STOP" to the shortcode. Upon sending "STOP," we will confirm your unsubscribe status via SMS. Following this confirmation, you will no longer receive SMS messages from us. To rejoin, sign up as you did initially, and we will resume sending SMS messages to you.

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