Terms & Conditions

“Client,” “you,” and “your” refer to any person or entity that engages FWP. “Services” include CPA, tax planning and filing, bookkeeping, payroll, and Fractional CFO services. “Portal” refers to our client portal at https://fiscalwealthpartners.mytaxportal.online/#/login.

We are a full-service CPA firm. Each engagement’s scope is defined in your engagement letter. Anything not listed there is out of scope unless amended in writing.

• Provide accurate, complete information on time.
• Upload documents 30 days before filing deadlines unless the engagement states otherwise.
• Disclose any foreign financial accounts (FBAR/FinCEN 114) and any virtual currency/crypto activity.
• Review drafts and deliverables promptly and ask questions immediately if anything is unclear.

• Standard bookkeeping rate: $68/hour; we bill in half-hour increments.
• Additional services (tax planning, returns, CFO advisory) are billed per engagement or hourly, as stated in your engagement letter.
• No e-filing until fees are paid in full.
• Late payments may pause work and delay deliverables. You are responsible for any penalties/interest caused by late/withheld information or unpaid invoices.

We’ll use commercially reasonable efforts to meet agreed timelines, which depend on your timely responses and complete documentation. Delays on your side may shift delivery or require an extension filing.

FWP retains workpapers and returns for approximately 4 years. You must keep originals and source documents. We are not a records custodian beyond our retention period.

Use the Portal for secure file exchange and messaging. Keep your credentials confidential. Notify us immediately of suspected unauthorized access.

By providing your phone number, you consent to 1-to-1 service messages (appointment reminders, document requests, filing updates). Message frequency varies. Msg & data rates may apply. Reply STOP to opt out; HELP for help. Phone numbers are not shared with third parties for marketing. See our Privacy Policy for details.

Mobile opt-in data and consent will not be shared with third parties under any circumstances.

Fiscal Wealth Partners uses SMS messaging only for service-related communication such as appointment confirmations, document requests, and tax updates. You may opt out anytime by replying STOP.

We use reputable providers (e.g., client portal, payment processors, scheduling, CRM). Your use of those tools is also subject to their terms and privacy policies.

Our services provide accounting and tax guidance. We do not provide legal or investment advice. Consult your attorney or investment advisor for those matters.

Services are provided “as is” and “as available.” We disclaim all warranties to the fullest extent permitted by law.

To the maximum extent permitted by law, FWP and its personnel are not liable for indirect, incidental, special, consequential, or punitive damages. Our aggregate liability is limited to the fees you paid to FWP for the engagement giving rise to the claim.

You agree to indemnify and hold FWP harmless from claims arising from your breach of these Terms or misuse of the Services.

Either party may terminate an engagement per the engagement letter. You remain responsible for fees incurred and third-party charges up to the termination date.

We may update these Terms at any time. The “Last Updated” date reflects the latest revision. Continued use indicates acceptance.

These Terms are governed by the laws of the Commonwealth of Virginia. Venue lies in competent courts located in Virginia.

Fiscal Wealth Partners (DBA of Insilico Logix LLC)
Address: 3855 Rainier Dr, Fairfax, VA 22033
Email: support@fiscalwealthpartners.com
Phone: 571-412-9116