Terms and Conditions

Athena Tax & Advisory

‍Last Updated: July 1, 2026

1. Acceptance of Terms

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.

2. Description of 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.

3. Not Tax or Legal Advice

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.

4. No Guarantee of Results

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.

5. Client Responsibilities

You are responsible for:

• Providing accurate, complete, and timely information and documentation
• Reviewing all returns, reports, and filings prepared on your behalf before they are submitted or relied upon
• Retaining copies of your own financial records as required by law
• Notifying us promptly of any changes to your business or financial situation that may affect our work

6. Fees and Payment

Athena's services are offered on a monthly retainer basis, with the specific package and fee determined by the size and complexity of your business. Current retainer ranges are as follows:

• Small Business: $300–$750 per month, for solo owners or businesses with a small team, a single entity, and straightforward bookkeeping and tax needs.
• Growing Businesses With Staff: $750–$1,500 per month, for businesses with payroll, higher transaction volume, and more active tax reduction planning, including S-Corp strategy.
• Scaling & Larger Small Businesses: $1,500–$3,500 per month, for businesses with multiple entities, more complex payroll or asset structures, and CFO-level advisory needs.

Your specific fee is confirmed in writing as part of your engagement letter before services begin. Fees are billed monthly and are due according to the payment terms set out in that engagement letter. Fee ranges shown here and elsewhere on this website are for general reference only and do not constitute a quote; your actual fee depends on a review of your specific business.

7. Confidentiality

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.

8. Intellectual Property

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.

9. Limitation of Liability

To the fullest extent permitted by applicable law, the total cumulative liability of Athena Tax & Advisory arising out of or related to the services rendered under this Agreement shall be limited to the total fees actually paid by Client to Athena Tax & Advisory for the specific engagement giving rise to the claim. In no event shall Athena Tax & Advisory be liable for any indirect, consequential, special, or punitive damages.

10. Governing Law

These Terms are governed by the laws of the State of California, without regard to its conflict of law provisions.

11. Changes to These Terms

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.

12. Contact Us

Questions about these Terms can be directed to:
Athena Tax & Advisory, [email protected], (818) 640-6808

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