Acceptance of Terms

By accessing or using the Site, you acknowledge and agree that you are at least 18 years old (or the age of majority in your jurisdiction) and are capable of forming legally binding agreements. Your use of the Site signifies that you accept all terms and conditions described herein and that you understand that the information provided on the Site is for general informational purposes only. Accessing the Site or reading content does not create a professional-client relationship. A formal engagement with the Firm is required for professional tax, accounting or advisory services.

The content on the Site is intended to provide general guidance and education about tax, accounting and planning strategies and should not be relied upon as personalized professional advice. All users are encouraged to consult with the Firm directly before making any decisions based on the Site’s content.

Eligibility

To use the Site and any related Services, you must be legally competent to enter into binding contracts. Individuals who are minors or otherwise legally restricted, are prohibited from using the Site. By using the Site, you represent and warrant that you meet the eligibility requirements outlined herein. This ensures that the Firm’s services and information are accessed only by individuals legally capable of understanding and acting on the information provided.

Use of the Site

The Site is intended to be used for lawful and legitimate purposes, including learning about our Services, accessing educational resources or requesting consultations. Users may not engage in any activity that compromises the integrity or security of the Site, violates applicable laws or infringes on the rights of others. Specifically, users are prohibited from posting content that is fraudulent, abusive, defamatory, harmful or illegal or from using automated tools, bots or scraping software to extract data from the Site without written consent.

Additionally, users must not attempt to access restricted areas of the Site, including client-only sections, protected resources or administrative controls, unless authorized by the Firm. Such actions may result in immediate suspension or termination of access.

Intellectual Property

The Site is intended to be used for lawful and legitimate purposes, including learning about our Services, accessing educational resources or requesting consultations. Users may not engage in any activity that compromises the integrity or security of the Site, violates applicable laws or infringes on the rights of others. Specifically, users are prohibited from posting content that is fraudulent, abusive, defamatory, harmful or illegal or from using automated tools, bots or scraping software to extract data from the Site without written consent.

Additionally, users must not attempt to access restricted areas of the Site, including client-only sections, protected resources or administrative controls, unless authorized by the Firm. Such actions may result in immediate suspension or termination of access.

Third-Party Links

The Site may contain links to third-party websites for convenience or reference. The Firm does not control these external sites and is not responsible for their content, privacy practices or security. Any interaction with third-party websites is at the user’s own risk and users are encouraged to review the terms of use and privacy policies of any linked sites before providing personal information.

Unsolicited Ideas

The Site does not accept unsolicited proposals, creative ideas, business concepts or marketing suggestions. Any material submitted to the Firm via the Site is considered non-confidential and the Firm is under no obligation to review, respond or provide compensation for such submissions. This policy prevents potential disputes and ensures the Firm only evaluates ideas submitted under formal engagement agreements.

Interactive Features & User-Generated Content

Certain sections of the Site may allow for user interaction, including comments, reviews or other user-generated content (“UGC”). By submitting content, you warrant that it is lawful and does not infringe the rights of any third party. You also grant the Firm a non-exclusive, perpetual, worldwide license to use, display, reproduce and distribute the submitted content in connection with the Site or the Firm’s Services.

The Firm reserves the right to remove, edit or restrict any user-submitted content at its discretion. Users must not post content that is illegal, abusive, defamatory, obscene, harmful or contains malware. Solicitation of business or advertising without express consent is prohibited.

Registration & Account Security

Certain parts of the Site, such as client portals, newsletters, webinars or forms, may require registration. Users are required to provide accurate and current information and maintain the confidentiality of login credentials. Any activity occurring under a user’s account is the responsibility of that user. Users must notify the Firm immediately if they suspect unauthorized access to their account. Maintaining secure access ensures both user and Firm protection.

Disclaimer

The Site and Services are provided on an “as is” and “as available” basis. The Firm makes no representations or warranties regarding the accuracy, completeness or timeliness of information provided on the Site. While every effort is made to ensure content quality, the Firm does not guarantee uninterrupted access or that the Site is free from errors, viruses or harmful components.

The content on the Site is intended for general informational purposes and does not constitute legal, tax, accounting or financial advice. Professional advice can only be provided after a formal engagement with the Firm. Users should not rely solely on the Site for making business, financial or personal decisions.

Limitation of Liability

To the fullest extent permitted by law, the Firm, its officers, employees, affiliates and agents shall not be liable for any direct, indirect, incidental, special or consequential damages arising from:

• The use of or inability to use the Site or Services
• Decisions made based on information obtained from the Site
• Loss of data, revenue or profits

This limitation applies regardless of whether liability arises in contract, tort or otherwise. Certain jurisdictions may not allow limitation of liability, but this clause applies to the maximum extent permitted.

Indemnification

By using the Site, you agree to indemnify, defend and hold harmless GRS Advisory and its affiliates, officers, employees and agents from and against any claims, damages, losses, liabilities, costs or legal fees arising out of your use of the Site, your violation of these Terms or any infringement of rights by your actions. This ensures that the Firm is protected from third-party claims resulting from user activity.

Termination

The Firm may suspend or terminate your access to the Site or any Services at any time, with or without notice, for violations of these Terms, security threats or operational or legal reasons. Certain sections of these Terms, including Intellectual Property, Disclaimers, Limitation of Liability and Indemnification, will continue to apply even after termination.

Privacy & Data Protection

Your use of the Site is also governed by our Privacy Policy, which explains how the Firm collects, uses, stores and protects personal information. Accessing the Site, submitting forms or providing any personal information constitutes consent to our Privacy Policy. The Firm implements reasonable technical and administrative safeguards to protect your information and ensure compliance with U.S. privacy laws, including CalOPPA and CCPA where applicable.

Governing Law & Dispute Resolution

These Terms are governed by the laws of the state where GRS Advisory is registered (e.g., Delaware, California, New York). Any disputes arising from these Terms shall be resolved exclusively in the courts of that state unless arbitration is agreed upon.

Optional: Users may choose binding arbitration for dispute resolution instead of court litigation. Arbitration is final and binding and class actions are waived where permitted by law.

Changes to Terms

The Firm reserves the right to update or modify these Terms at any time. Revised Terms will be posted on this page with an updated “Last Updated” date. Continued use of the Site after changes constitutes acceptance of the revised Terms.