Effective Date: January 1, 2024

Welcome to Xeva Ventures LLC ("we," "us," "our"). These Terms and Conditions ("Terms") govern your access to and use of our services, including but not limited to tax strategy consulting, tax filing, bookkeeping, and year-round financial planning (collectively, the "Services"). By using our Services, you acknowledge that you have read, understood, and agree to be bound by these Terms, as well as any additional agreements or policies referenced herein.

If you do not agree to these Terms, you may not use our Services.

1. Acceptance of Terms

By accessing, using, or engaging in any of the Services provided by Xeva Ventures LLC, you signify your acceptance of these Terms. This acceptance creates a legally binding agreement between you and Xeva Ventures LLC.

You also agree to any terms specified in a service agreement, engagement letter, or any other written documentation related to the specific Services you receive. Failure to comply with any part of these Terms may result in termination of Services or additional liabilities, as outlined in Section 9.

2. Services Provided

Xeva Ventures LLC provides professional services designed to assist clients with tax optimization, financial planning, and compliance. These Services include, but are not limited to:

Tax Strategy Consulting: Customized strategies to minimize tax liabilities while adhering to applicable laws and regulations.

Tax Filing and Compliance: Preparation, review, and filing of personal and business tax returns.

Bookkeeping: Recording, organizing, and maintaining financial records to ensure accuracy and compliance.

Year-Round Tax Planning: Proactive planning to maximize tax efficiency across all financial activities.

Net Worth Optimization: Strategies to enhance overall financial well-being and wealth accumulation.

We reserve the right to update, modify, or discontinue any Service without notice, and we do not guarantee availability of all Services at all times. Services are provided subject to your compliance with applicable laws and these Terms.

3. Eligibility

To use our Services, you must meet the following criteria:

Be at least 18 years old and legally capable of entering into binding agreements.

Provide accurate, complete, and up-to-date personal and financial information necessary for the performance of our Services.

Comply with all applicable federal, state, and local laws and regulations.

Xeva Ventures LLC reserves the right to refuse or discontinue Services if we suspect fraudulent, illegal, or unethical activity or if you fail to meet the eligibility criteria outlined above.

4. Client Responsibilities

As a client of Xeva Ventures LLC, you are responsible for:

Providing accurate, complete, and timely information regarding your financial and tax-related matters.

Promptly responding to our requests for documentation, clarification, or additional information.

Reviewing all materials, filings, and documents prepared by us for accuracy before submission to any government agency or third party.

Maintaining proper records and documents required for tax and financial reporting purposes.

You acknowledge that failure to provide accurate and timely information may result in errors, delays, or additional liabilities for which Xeva Ventures LLC is not responsible. Any additional work required due to inaccuracies or omissions in the information you provide may incur additional fees.

5. Fees and Payments

Fee Structure:

The fees for our Services will be clearly outlined in a separate engagement letter or agreement. Fees may vary depending on the complexity, scope, and nature of the Services provided.

Payment Terms:

Payments are due according to the schedule outlined in your engagement agreement.

Late payments may incur interest at the rate of 1.5% per month or the maximum amount allowed by law, whichever is less.

Payments may be made via, ACH, credit card, or check.

Refunds:

Fees paid for completed Services are non-refundable unless otherwise stated in your engagement agreement. If you terminate the Services prematurely, you may still be responsible for payment of work completed up to the date of termination.

Service Suspension:

We reserve the right to suspend or terminate Services if payment is not received within the specified terms.

6. Confidentiality

At Xeva Ventures LLC, we take confidentiality seriously. All personal, financial, and business-related information shared with us will be kept secure and confidential in accordance with applicable laws and industry standards.

How We Protect Your Information:

We use secure systems to store and transmit client data.

Access to your information is restricted to authorized personnel who require it to perform Services.

We will not disclose your information to third parties without your consent, except as required by law or to fulfill the terms of these Services.

However, you acknowledge that no data transmission over the internet or electronic storage method is entirely secure, and we cannot guarantee absolute security.

7. Disclaimer of Warranties

Xeva Ventures LLC provides Services on an "as-is" and "as-available" basis. While we strive to deliver accurate and high-quality work, we do not guarantee:

That the results of our Services will meet your expectations or achieve specific outcomes.

That the Services will be error-free, uninterrupted, or free from external factors beyond our control.

You agree that the use of our Services is at your own risk and that any reliance on the information provided by Xeva Ventures LLC is your sole responsibility.

8. Limitation of Liability

To the maximum extent permitted by law, Xeva Ventures LLC shall not be liable for:

Any indirect, incidental, punitive, or consequential damages arising from your use of the Services.

Losses resulting from errors or omissions caused by your failure to provide accurate or timely information.

Our total liability in any claim or dispute arising from these Terms or the Services provided shall not exceed the total fees paid by you for the specific Service in question.

9. Termination

Termination by Xeva Ventures LLC:

We reserve the right to terminate or suspend access to our Services at any time without prior notice if:

You breach any of these Terms.

You fail to pay outstanding fees.

We suspect fraudulent or unlawful activity.

Termination by Client:

You may terminate your engagement with us at any time by providing written notice. However, you remain responsible for all fees associated with work completed up to the date of termination.

Upon termination, you will no longer have access to any materials or documentation provided as part of the Services.

10. Intellectual Property

All materials, tools, and resources provided during the course of our Services are the exclusive intellectual property of Xeva Ventures LLC. This includes, but is not limited to, proprietary tax strategies, templates, guides, and reports.

You agree not to reproduce, distribute, sell, or otherwise use any of our intellectual property without prior written consent.

11. Governing Law

These Terms are governed by and construed in accordance with the laws of the State of [Insert State]. Any disputes arising from these Terms or our Services shall be resolved exclusively in the courts located in Davis County, Utah.

12. Amendments

Xeva Ventures LLC reserves the right to update or modify these Terms at any time. Changes will be effective immediately upon posting to our website or notifying you in writing. Your continued use of our Services after such changes constitutes your acceptance of the updated Terms.

13. Contact Information

For any questions or concerns, please contact us:

Xeva Ventures LLC

info@xevaventures.com