Terms of Service

Last updated: January 19, 2026

Welcome to Codexia expert. These Terms of Service govern your use of our website and the accounting services we provide. By accessing or using our website, you agree to be bound by these terms. Please read them carefully before using our services.

Acceptance of Terms

By accessing and using this website, you accept and agree to be bound by the terms and provisions of this agreement. If you do not agree to these Terms of Service, please do not use this website or our services. We reserve the right to modify these terms at any time, and your continued use of the website following any changes indicates your acceptance of the new terms.

Description of Services

Codexia expert provides specialized accounting services including:

• Estate and trust accounting services
• Fiduciary tax preparation and compliance
• Succession planning financial support
• Related financial consulting and advisory services

Our services are provided subject to the specific terms of each engagement agreement. This website serves as an informational resource and a means to initiate contact with our team. The actual provision of accounting services requires a separate written agreement between you and Codexia expert.

Acceptable Use Policy

When using our website and services, you agree to:

• Provide accurate information: All information you provide must be current, complete, and accurate. You are responsible for maintaining and updating this information.
• Use the website lawfully: You will not use our website for any unlawful purpose or in any way that violates these terms or applicable laws and regulations.
• Respect intellectual property: You will not copy, reproduce, distribute, or create derivative works from any content on this website without our express written permission.
• Maintain confidentiality: If we provide you with access credentials or confidential information, you will keep them secure and not share them with unauthorized parties.

You agree not to:

• Attempt to gain unauthorized access to any part of the website or any other systems or networks connected to the website
• Interfere with or disrupt the website or servers or networks connected to the website
• Use any automated system to access the website in a manner that sends more requests to our servers than a human can reasonably produce
• Transmit any viruses, malware, or other malicious code
• Collect or harvest any personally identifiable information from the website
• Use the website to transmit unsolicited commercial communications

User Accounts and Access

While general access to our website does not require an account, certain services or features may require you to create an account or provide authentication credentials. If you create an account:

• Account security: You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account.
• Accurate registration: You must provide accurate and complete information during the registration process and keep your account information up to date.
• Notification of unauthorized use: You must notify us immediately if you become aware of any unauthorized use of your account or any other breach of security.
• Account termination: We reserve the right to suspend or terminate your account if we determine that you have violated these Terms of Service or engaged in fraudulent or illegal activity.

Service Availability and Modifications

We strive to maintain the availability and reliability of our website, but we cannot guarantee uninterrupted access:

• Maintenance and updates: We may perform scheduled maintenance or updates that temporarily affect website availability. We will attempt to provide advance notice when possible.
• Service interruptions: Our website may be unavailable due to technical issues, internet service provider problems, or other factors beyond our control.
• Feature modifications: We reserve the right to modify, suspend, or discontinue any aspect of our website or services at any time without notice.
• Geographic limitations: Our services may not be available in all geographic locations. We reserve the right to limit availability based on legal, regulatory, or business considerations.

Intellectual Property Rights

All content on this website, including text, graphics, logos, images, and software, is the property of Codexia expert or its content suppliers and is protected by United States and international copyright, trademark, and other intellectual property laws.

• Limited license: We grant you a limited, non-exclusive, non-transferable license to access and use the website for personal, non-commercial purposes.
• Prohibited uses: You may not modify, copy, distribute, transmit, display, reproduce, publish, license, create derivative works from, transfer, or sell any content obtained from this website without our express written permission.
• Trademarks: The Codexia expert name, logo, and all related names, logos, product and service names, designs, and slogans are trademarks of Codexia expert. You may not use these marks without our prior written permission.
• User-generated content: Any content you submit to us through contact forms or other means grants us a non-exclusive license to use that content for the purposes of providing our services and operating our business.

Professional Relationship

Important information about the professional relationship:

• No professional relationship by website use: Simply using this website or submitting a contact form does not create a professional accounting relationship between you and Codexia expert.
• Engagement agreement required: A formal written engagement agreement must be executed before we can provide professional accounting services to you.
• Scope of services: The specific services to be provided, fees, timelines, and responsibilities will be detailed in the engagement agreement.
• No advice provided on website: Information on this website is general in nature and should not be construed as professional accounting, legal, or tax advice for your specific situation.

Third-Party Links and Services

Our website may contain links to third-party websites or services that are not owned or controlled by Codexia expert:

• No endorsement: We do not endorse or assume any responsibility for any third-party sites, information, materials, products, or services.
• Your responsibility: If you access third-party websites from our site, you do so at your own risk and subject to the terms and conditions of those third-party websites.
• Review third-party terms: We encourage you to review the privacy policies and terms of service of any third-party sites you visit.

Termination

We reserve the right to terminate or suspend your access to our website and services immediately, without prior notice or liability, for any reason, including if you breach these Terms of Service. Upon termination, your right to use the website will immediately cease. All provisions of these terms that by their nature should survive termination shall survive, including ownership provisions, warranty disclaimers, indemnity, and limitations of liability.

Changes to Terms

We reserve the right to modify or replace these Terms of Service at any time at our sole discretion. We will provide notice of any material changes by updating the "Last updated" date at the top of these terms. Your continued use of the website following the posting of changes constitutes your acceptance of those changes. We encourage you to review these terms periodically to stay informed of any updates.