Terms and Conditions

Last updated: May 2026

1. Use of the Website

The Website is provided for informational purposes and to facilitate inquiries about our services. You agree to use the Website only for lawful purposes and in a manner consistent with these Terms.

You may not:

  • Use the Website in any way that violates applicable law or regulation.
  • Attempt to gain unauthorized access to the Website, its servers, or any related systems.
  • Interfere with or disrupt the integrity or performance of the Website.
  • Use automated systems, including bots or scrapers, to access the Website without our prior written consent.
  • Reproduce, distribute, modify, or create derivative works of Website content without our prior written consent.

2. Informational Content; Not Professional Advice

All content on the Website, including text, articles, case studies, and educational materials, is provided for general informational purposes only. Website content is not intended as, and does not constitute, tax advice, legal advice, accounting advice, financial advice, or investment advice.

Tax and financial situations vary based on individual circumstances. You should not act or refrain from acting based on Website content without consulting a qualified professional regarding your specific situation. Use of the Website does not create a client relationship between you and R&M.

3. Engagement Letters Govern Services

Professional services provided by R&M are governed exclusively by a written engagement letter signed by both you and R&M. Nothing on the Website constitutes an offer to provide services or an acceptance of any engagement. A client relationship is established only when an engagement letter is fully executed and any required deposit is received.

In the event of a conflict between the Website and an engagement letter, the engagement letter governs.

4. Consultations and Bookings

Scheduling a consultation through the Website does not create a client relationship or guarantee acceptance of an engagement. R&M reserves the right to decline any prospective engagement at its sole discretion. Consultation discussions are preliminary in nature and are not a substitute for engaged professional services.

5. Intellectual Property

All content on the Website, including text, graphics, logos, images, frameworks, methodologies, and proprietary processes, is the property of R&M or its licensors and is protected by U.S. and international copyright, trademark, and other intellectual property laws.

"Remis & Merius," the R&M wordmark, and any associated logos and frameworks are trademarks of R&M. No license or right to use any R&M intellectual property is granted by your use of the Website.

You may view and print Website content for personal, non-commercial reference only. Any other use requires our prior written consent.

7. Disclaimers

THE WEBSITE AND ITS CONTENT ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS, WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMITTED BY LAW, R&M DISCLAIMS ALL WARRANTIES, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ACCURACY OR COMPLETENESS OF CONTENT.

We do not warrant that the Website will be uninterrupted, error-free, or free of viruses or other harmful components. We make no representations about the suitability of Website content for any particular purpose.

Any references to potential tax savings, financial outcomes, or client results are illustrative only. Outcomes depend on individual circumstances and are not guaranteed.

8. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, R&M AND ITS PRINCIPALS, EMPLOYEES, AGENTS, AND AFFILIATES SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS OR REVENUES, ARISING OUT OF OR RELATED TO YOUR USE OF THE WEBSITE, WHETHER BASED IN CONTRACT, TORT, STRICT LIABILITY, OR ANY OTHER LEGAL THEORY, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Our total liability arising out of or related to the Website shall not exceed one hundred dollars ($100). Some jurisdictions do not allow the exclusion or limitation of certain damages. In such jurisdictions, our liability is limited to the maximum extent permitted by applicable law.

9. Indemnification

You agree to indemnify, defend, and hold harmless R&M and its principals, employees, agents, and affiliates from and against any claims, liabilities, damages, losses, and expenses, including reasonable attorneys' fees, arising out of or related to your use of the Website, your violation of these Terms, or your violation of any rights of a third party.

10. Privacy

Your use of the Website is also governed by our Privacy Policy, which is incorporated into these Terms by reference. By using the Website, you consent to the collection and use of information as described in the Privacy Policy.

11. Modifications

We may modify these Terms at any time by posting an updated version on the Website. Material changes will be indicated by a revised "Last Updated" date. Your continued use of the Website after changes are posted constitutes your acceptance of the modified Terms.

12. Termination

We reserve the right to suspend or terminate your access to the Website at any time, without notice, for any reason, including violation of these Terms. Provisions of these Terms that by their nature should survive termination shall survive, including intellectual property provisions, disclaimers, limitations of liability, and indemnification.

13. Governing Law and Venue

These Terms are governed by the laws of the State of Arizona, without regard to its conflict of laws principles. Any dispute arising out of or related to these Terms or your use of the Website shall be resolved exclusively in the state or federal courts located in Maricopa County, Arizona. You consent to the personal jurisdiction of such courts.

14. Severability

If any provision of these Terms is found to be unenforceable, the remaining provisions shall remain in full force and effect, and the unenforceable provision shall be modified to the minimum extent necessary to make it enforceable.

15. Entire Agreement

These Terms, together with the Privacy Policy and any engagement letter between you and R&M, constitute the entire agreement between you and R&M regarding the Website.

16. Contact Us

Questions regarding these Terms may be directed to:

Remis & Merius
Scottsdale, Arizona
Email: [insert contact email]
Phone: [insert phone]