Terms and Conditions

Effective Date: November 11, 2021
Last Updated: March 12, 2026

Welcome to Solstice Financial Solutions (“Company,” “we,” “our,” or “us”). By accessing or using our website, services, and communications, you agree to these Terms and Conditions (“Terms”).

1) Use of Website and Services
Our website provides information about tax, accounting, bookkeeping, advisory, and related services. You agree to use this website only for lawful purposes and in a way that does not infringe on the rights of others.

2) No Tax, Legal, or Financial Advice Through Website Content
Content on this website is for general informational purposes only and does not create a CPA-client relationship unless and until an engagement is formally executed in writing. You should consult with a qualified professional regarding your specific circumstances.

3) Engagements and Professional Services
Any professional services are governed by a separate engagement letter or agreement. If these Terms conflict with a signed engagement agreement, the engagement agreement controls.

4) Intellectual Property
All website content, branding, logos, text, graphics, and materials are owned by or licensed to Solstice Financial Solutions and may not be copied, reproduced, or distributed without prior written permission.

5) Third-Party Links
Our website may include links to third-party websites. We are not responsible for third-party content, policies, or practices.

6) Limitation of Liability
To the fullest extent permitted by law, Solstice Financial Solutions is not liable for indirect, incidental, special, consequential, or punitive damages arising from your use of this website or related communications.

7) Indemnification
You agree to indemnify and hold harmless Solstice Financial Solutions and its owners, employees, and affiliates from claims, damages, and expenses resulting from your misuse of the website or violation of these Terms.

8) Privacy
Your use of our website and services is also governed by our Privacy Policy: http://solsticefinancialsolutions.com/privacy-policy

9) SMS/Text Messaging Terms
By providing your mobile number and opting in, you agree to receive text messages from Solstice Financial Solutions regarding service-related communications, including (as applicable) appointment reminders, document requests, status updates, account notifications, and related operational messages.

Opt-In: We only text individuals who have provided consent to receive SMS communications.
Message Frequency: Message frequency may vary.
Message and Data Rates: Message and data rates may apply.
HELP: Reply HELP for customer support information, or contact us at:

Email: support@solsticefinancialsolutions.com
Phone: 804-794-4554

Opt-Out: Reply STOP at any time to unsubscribe from SMS messages.

Consent Not Required for Purchase: Consent to receive texts is not a condition of purchasing services.

Privacy: See our Privacy Policy for details on data collection and use: http://solsticefinancialsolutions.com/privacy-policy

10) Changes to Terms
We may update these Terms from time to time. Updates are effective upon posting to this page with a revised “Last Updated” date.

11) Governing Law
These Terms are governed by the laws of the State of [Texas], without regard to conflict of laws principles.

12) Contact Information
Solstice Financial Solutions
2443 Lismore Lane
Irving, TX 75063
Email: summer@solsticefinancialsolutions.com
Phone: 804-794-4554