These Terms & Conditions ("Terms") apply to your use of the JBH Financial Services website, client portal, electronic communications, and services. By accessing our website or engaging JBH Financial Services for services, you agree to these Terms as applicable to your interaction with us.
1. About JBH Financial Services
JBH Financial Services provides financial and business-related services that may include tax preparation and support, tax planning, tax resolution, bookkeeping, payroll, business services, financial education, credit-related services, and other financial wellness solutions.
The availability, scope, pricing, eligibility requirements, and terms of individual services may vary. Additional agreements, disclosures, engagement letters, or authorizations may apply to specific services.
2. Website Use
The information available on this website is provided for general informational purposes. You agree not to misuse the website, attempt unauthorized access to systems or accounts, interfere with website functionality, or use the website for unlawful purposes.
3. Client Responsibilities
When requesting services from JBH Financial Services, you are responsible for providing accurate, complete, and timely information and documentation necessary for us to perform the requested services.
You are also responsible for reviewing documents, notices, filings, calculations, or other materials provided to you and promptly notifying us of errors, omissions, or changes that may affect the services being provided.
4. Electronic Communications
By providing an email address, telephone number, or client portal account, you acknowledge that JBH Financial Services may communicate with you electronically regarding your inquiries, account, requested services, appointments, documents, and other service-related matters, subject to your communication preferences and applicable law.
5. SMS/Text Messaging Terms
JBH Financial Services Text Messaging Program
When you voluntarily opt in to receive SMS messages from JBH Financial Services, you agree to receive service-related text messages at the mobile number you provide.
Messages may include document and information requests, appointment reminders, account or client portal notifications, service status updates, deadline reminders, and customer service communications.
Message frequency varies. Message and data rates may apply depending on your mobile carrier and service plan.
You may opt out at any time by replying STOP. After submitting an opt-out request, you may receive a final confirmation message confirming that you have been unsubscribed.
For assistance with SMS communications, reply HELP or contact JBH Financial Services at [email protected] .
Consent to receive text messages is not a condition of purchasing or receiving services from JBH Financial Services.
Wireless carriers are not liable for delayed or undelivered messages. Delivery of text messages is subject to the availability and operation of your wireless carrier's network and other systems outside the control of JBH Financial Services.
Your use of our SMS communications is also subject to our Privacy Policy .
6. Client Portal & Account Security
Certain services may include access to a secure client portal. You are responsible for maintaining the confidentiality of your login credentials and for activity conducted through your account.
You should notify JBH Financial Services promptly if you believe your account or login credentials have been accessed or used without authorization.
7. Payments, Fees & Service Agreements
Fees, payment schedules, refund terms, and other financial terms may vary by service and will be communicated through the applicable engagement agreement, invoice, service agreement, or other written disclosure.
If a separate service agreement conflicts with these general Terms regarding a specific service, the terms of the applicable service agreement will control for that service.
8. Educational Information
Articles, calculators, guides, resources, workshops, portal tools, social media content, and other educational materials provided by JBH Financial Services are intended for general informational and educational purposes unless expressly provided as part of an individual professional engagement.
General educational information should not be treated as individualized tax, legal, credit, investment, or financial advice for your particular circumstances.
9. Third-Party Services
JBH Financial Services may use or provide access to third-party platforms, software, financial products, service providers, or external websites. Third-party products and services may be governed by separate terms, eligibility requirements, fees, privacy policies, and service agreements.
JBH Financial Services does not control the availability, security, policies, or performance of independent third-party platforms or providers.
10. No Guarantee of Results
Outcomes may depend on individual circumstances, information provided by the client, third-party decisions, government agencies, financial institutions, credit bureaus, applicable law, and other factors outside the control of JBH Financial Services.
Unless expressly stated in a written agreement, JBH Financial Services does not guarantee a particular tax result, refund amount, credit outcome, funding approval, financial result, or other specific outcome.
11. Intellectual Property
Unless otherwise stated, website content, original educational materials, graphics, branding, tools, and other materials created by JBH Financial Services are owned by or licensed to JBH Financial Services and may not be reproduced, distributed, sold, or commercially exploited without authorization.
12. Limitation of Liability
To the extent permitted by applicable law, JBH Financial Services will not be responsible for indirect, incidental, special, or consequential losses resulting from the use of our website or general informational resources.
Any liability related to a specific professional service may also be governed by the applicable engagement agreement or service contract.
13. Changes to These Terms
JBH Financial Services may update these Terms periodically to reflect changes in our services, technology, business practices, or legal requirements. Updated Terms will be posted on this page with the revised "Last Updated" date.
14. Governing Law
These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law principles, except where applicable federal law provides otherwise.
Questions About These Terms?
For questions regarding these Terms & Conditions, contact:
JBH Financial Services
Email: [email protected]
Website: jbhfinancialservices.com