Terms of Service

Our Services

Green Peak Financial provides tax preparation, credit and financial strategy, business and entrepreneur support, and financial planning services to clients in Florida. Information on this website is for general purposes and does not constitute tax, legal, or financial advice until a formal engagement is established.

Using Our Website

You agree to use this site lawfully and not to misuse it, interfere with its operation, or attempt to access it in an unauthorized way. Information you submit must be accurate and your own to provide.

Text Messaging Terms (SMS)

By providing your phone number and opting in, you agree to receive text messages from Green Peak Financial related to your inquiries, appointments, applications, service updates, and — where you have consented — informational and promotional messages.

• Message frequency varies.
• Message and data rates may apply.
• Reply STOP to any message to unsubscribe at any time. After you send STOP, we will send one confirmation message and then stop sending texts.
• Reply HELP for help, or contact us using the details below.
• Carriers are not liable for delayed or undelivered messages.
• Your consent to receive text messages is not a condition of purchasing any service.

For details on how we handle your mobile information, see our Privacy Policy. No mobile information or opt-in consent is shared with third parties or affiliates for marketing purposes.

Client Responsibilities

You are responsible for providing accurate and complete information and documentation. The accuracy of any tax return, credit action, or financial plan depends on the information you supply.

Intellectual Property

All content on this website, including text, graphics, logos, and images, is owned by or licensed to Green Peak Financial and may not be used without permission.

Third-Party Links

Our site may link to third-party websites or tools. We are not responsible for the content or privacy practices of those sites.

Disclaimers and Limitation of Liability

Our website and services are provided "as is." To the fullest extent permitted by law, Green Peak Financial is not liable for any indirect, incidental, or consequential damages arising from your use of the site or services.

Governing Law

These Terms are governed by the laws of the State of Florida, without regard to its conflict of laws rules.

Changes to These Terms

We may update these Terms from time to time. Continued use of the site after changes means you accept the updated Terms.

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