Last Updated: August 11, 2026
These Terms & Conditions (“Terms”) govern your use of the Solopreneur Sherpa Tax website at https://solosherpatax.com/, website forms, scheduling and consultation workflows, communications, and related website services. By accessing the website or submitting information through a form, you agree to these Terms to the extent permitted by applicable law.
01. Services
Solopreneur Sherpa Tax provides information and professional service offerings related to incorporation, bookkeeping, tax return preparation, tax planning, financial systems, and related business-finance support. The website allows users to learn about services, submit inquiries, request or schedule consultations, and receive support or service-related communications.
02. SMS Messaging Program
Program Description
When you provide your mobile phone number and actively select an optional SMS consent checkbox, you agree to receive non-marketing text messages from Solopreneur Sherpa Tax. These messages may include inquiry responses, consultation or appointment coordination, confirmations and reminders, requested service updates, and customer-support follow-ups related to a request you submitted.
Consent Is Optional
SMS consent is voluntary and is not a condition of purchasing or receiving services. Entering a phone number alone does not authorize SMS messaging. The business will use SMS only when a valid consent record or another accepted opt-in method exists.
No Marketing Under This Opt-In
The non-marketing SMS program described in these Terms does not include promotional offers, advertising campaigns, mass marketing, newsletter texts, purchased-list outreach, or third-party marketing. Any future marketing SMS should use a separate compliant marketing opt-in and an appropriately registered messaging campaign.
Message Frequency
Message frequency may vary depending on the nature of your inquiry, consultation or appointment, requested service updates, and support needs.
Costs
Message and data rates may apply based on your wireless carrier and mobile plan. Solopreneur Sherpa Tax does not charge a separate fee for the SMS program, but your carrier may charge messaging or data fees.
Opt-Out
You may cancel SMS messages at any time by replying STOP to any message. You may receive one final confirmation message. After that, you will no longer receive messages under that SMS program unless you opt in again.
Help
Reply HELP to any message for assistance, or contact Solopreneur Sherpa Tax at info@solosherpa.com or +1 (657) 238-8466.
No Third-Party Marketing Sharing
No mobile information will be shared with third parties/affiliates for marketing or promotional purposes. Information may be shared with vendors that support business operations or customer service. Text-messaging opt-in data and consent will not be shared with third parties for their own use or marketing.
Carrier Liability
Wireless carriers are not liable for delayed or undelivered messages. Message delivery depends on your carrier, device, network availability, and other factors outside the control of Solopreneur Sherpa Tax.
Age Requirement
You must be at least 18 years old, or otherwise have the legal capacity and required authorization under applicable law, to enroll in the SMS program.
Privacy
For information about how personal information and SMS consent records are handled, review our Privacy Policy.
03. Website Use
By using the website, you agree to:
- Use the website only for lawful purposes.
- Not attempt to gain unauthorized access to website systems, forms, accounts, servers, or related services.
- Not interfere with, overload, damage, disable, or disrupt the website or connected systems.
- Not submit false, fraudulent, misleading, infringing, malicious, or unauthorized information through website forms.
- Not use website content or communications to violate the rights of Solopreneur Sherpa Tax or any third party.
04. Professional Services and Tax / Accounting Disclaimer
Website content is provided for general informational purposes and is not a substitute for individualized tax, accounting, legal, investment, or financial advice. Tax laws and financial circumstances can change and may apply differently depending on a person or business. Do not rely on general website content as a definitive recommendation for your specific circumstances. Obtain appropriate professional advice before making material tax, legal, or financial decisions.
05. No Client Relationship Created by Website Use
Visiting the website, submitting a form, requesting a consultation, or exchanging preliminary communications does not by itself create an accountant-client, tax-preparer-client, fiduciary, legal, or other professional relationship. A professional engagement begins only when the business and client complete the applicable onboarding, engagement agreement, and acceptance process.
06. Intellectual Property
Website text, branding, logos, graphics, design elements, images, and other original materials are owned by or licensed to Solopreneur Sherpa Tax and/or the applicable legal business owner and are protected by applicable intellectual-property laws. You may not reproduce, distribute, modify, republish, sell, or create derivative works from website content except as authorized by law or with written permission.
07. Website Disclaimer
The website and its content are provided on an “as is” and “as available” basis. Although reasonable efforts may be made to keep information useful and current, Solopreneur Sherpa Tax does not warrant that website content will always be complete, error-free, current, uninterrupted, secure, or suitable for every purpose.
08. Limitation of Liability
To the fullest extent permitted by law, Solopreneur Sherpa Tax and the applicable business owner will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from or related to website use, website content, forms, scheduling tools, or communications, even if advised of the possibility of such damages. Nothing in these Terms excludes liability that cannot legally be excluded.
09. Third-Party Links and Tools
The website may link to or use third-party websites, scheduling platforms, payment tools, software providers, social-media platforms, or other resources. Third-party services are governed by their own terms and privacy policies. Solopreneur Sherpa Tax does not control and is not responsible for third-party content, availability, security, privacy practices, or services.
10. Privacy Policy
Your use of the website is also subject to the Privacy Policy, which explains how personal information is collected, used, and protected.
11. Governing Law and Venue
These Terms will be governed by and construed under the laws of the State of Idaho, without regard to conflict-of-law principles, except where applicable law requires otherwise. Any permitted dispute will be brought in the courts located in Kootenai County, Idaho, unless the parties agree otherwise or applicable law requires a different venue.
12. Changes to These Terms
We may update these Terms from time to time. Changes become effective when posted on the website unless a later effective date is stated. The “Last Updated” date will be revised when material changes are published.
13. Contact Us
If you have questions about these Terms or the SMS program, contact:
Solopreneur Sherpa Tax
Email: info@solosherpa.com
Phone: +1 (657) 238-8466
Address: 421 East Coeur D’Alene Ave Suite 4, Coeur D’Alene, ID 83814
Website: https://solosherpatax.com/