Athena Tax & Advisory
Last Updated: July 1, 2026
By accessing this website or engaging Athena Tax & Advisory ("Athena," "we," "us," or "our") for services, you agree to these Terms and Conditions. If you do not agree, please do not use this website or engage our services.
Athena provides bookkeeping, tax preparation, tax planning, and outsourced accounting services to small business clients. This website provides general information about our services and is not, itself, the delivery of professional services. Actual engagement for services is governed by a separate signed engagement letter between Athena and the client.
(CONFIRM: this is an important distinction. The website's Terms and Conditions should not attempt to substitute for a real engagement letter, which is the actual contract governing scope, fees, and liability for a specific client relationship. If Athena doesn't yet have a standard engagement letter template, that's a separate and more urgent document than this one.)
Information on this website is provided for general informational purposes only and does not constitute tax, legal, accounting, or financial advice. Nothing on this website creates a client relationship between you and Athena. A client relationship is established only through a signed engagement letter.
You should not act, or refrain from acting, based on general information found on this website without first consulting with a qualified professional regarding your specific situation.
References on this website to potential tax savings, including any dollar ranges or examples, are illustrative only and are not a guarantee of results for any specific business. Actual outcomes depend on your specific financial situation, and are determined only after a full review of your individual circumstances.
(CONFIRM: this section exists specifically to protect against the $5,000-$20,000 S-Corp savings range and similar figures being read as a promised or guaranteed outcome. Attorney review should confirm this disclaimer is strong enough given that specific marketing language.)
You are responsible for:
(CONFIRM: Athena's actual pricing structure, whether flat monthly retainer, tiered packages, or another model, needs to be finalized before this section can be written accurately. Do not publish generic fee language that doesn't match the real engagement structure once pricing is confirmed.)
We treat client financial and tax information as confidential, consistent with our obligations under applicable law, including 26 U.S.C. Section 7216 governing tax return information. See our Privacy Policy for more detail on how we handle your information.
All content on this website, including text, graphics, and logos, is the property of Athena Tax & Advisory unless otherwise noted, and may not be copied or reproduced without permission.
(CONFIRM: this section requires attorney drafting specific to California law and to the professional liability considerations of an accounting practice. A generic limitation-of-liability clause is not appropriate here without review, given the financial stakes involved if a client relies on incorrect information.)
These Terms are governed by the laws of the State of California, without regard to its conflict of law provisions.
(CONFIRM: venue/jurisdiction clause and any arbitration provision should be added by counsel if desired.)
We may update these Terms from time to time. The "Last Updated" date at the top of this page reflects the most recent revision. Continued use of this website after changes constitutes acceptance of the updated Terms.
Questions about these Terms can be directed to:
Athena Tax & Advisory, [email protected], (818) 640-6808