This website is operated by Joseph & Bryant, LLC, a Wyoming limited liability company. Throughout the site, the terms “we,” “us,” and “our” refer to Joseph & Bryant, LLC. 

By visiting our site and/or using our questionnaire and/or purchasing something from us, you engage in our “Service” and agree to be bound by the following terms and conditions (“Terms of Service,” “Terms”), including those additional terms and conditions and policies referenced herein and/or available by hyperlink. These Terms of Service apply to all users of the site and questionnaire, including, without limitation, users who are browsers, vendors, customers, and/or contributors of content. 

Please read these Terms of Service carefully before accessing or using our website. By accessing or using any part of the site, you agree to be bound by these Terms of Service. If you do not agree to all the terms and conditions of this agreement, then you may not access the website or use any services. If these Terms of Service are considered an offer, acceptance is expressly limited to these Terms of Service. 

Any new features or tools which are added to the current website shall also be subject to the Terms of Service. You can review the most current version of the Terms of Service at any time on this page. We reserve the right to update, change or replace any part of these Terms of Service by posting updates and/or changes to our website. It is your responsibility to check this page periodically for changes. Your continued use of or access to the website following the posting of any changes constitutes acceptance of those changes. 

THIS AGREEMENT, IN SECTION 18, CONTAINS A BINDING ARBITRATION PROVISION GOVERNED BY THE FEDERAL ARBITRATION ACT AND A WAIVER OF CLASS ACTIONS. 

​

1 - WEBSITE TERMS 

By agreeing to these Terms of Service, you represent that: 

if you are entering this agreement on behalf of a third party, including any client or customer of your business, you have full power and authority to bind your client to these Terms; 

all registration information you provide on your own or on behalf of others is true and accurate; 

you are at least the age of majority in your state or province of residence, or that you are the age of majority in your state or province of residence, and you have given us your consent to allow any of your minor dependents to use this site. No one under the age of 13 may use this site. 

You may not use our products or services for any illegal or unauthorized purpose, nor may you, in the use of the Service, violate any laws in your jurisdiction (including but not limited to copyright, export, and re-export laws). 

You must not transmit any worms or viruses or any code of a destructive nature. 

A breach or violation of any of the Terms will result in an immediate termination of your Services. 

​

2 - GENERAL CONDITIONS 

We reserve the right to refuse service to anyone for any reason at any time. 

You agree not to reproduce, duplicate, copy, sell, resell or exploit any portion of the Service, use of the Service, or access to the Service or any contact on the website through which the Service is provided without express written permission by us. 

Our Services include a web-based website that provides some general legal and tax information but whose primary purpose is to utilize automated software for document preparation and filing. While the Website includes general information about legal and tax matters, there is no professional relationship created between You, or Your customers, and us. The information is for general knowledge purposes and is not specifically tailored to provide any professional advice to a particular individual. Customers create their own documents using the automated services provided on this Website. Our Services may include a review for completeness, errors, and inconsistencies, but we do not review for legal sufficiency or to provide tax advice. We are not a law firm and do not provide either tax or legal advice. 

​

3 - ACCURACY, COMPLETENESS, AND TIMELINESS OF INFORMATION 

We are not responsible if information made available on this site is not accurate, complete, or current. The material on this site is provided for general information only. It should not be relied upon or used as the sole basis for making decisions without consulting primary, more accurate, more complete, or more timely sources of information or a licensed professional for any legal or tax advice. Any reliance on the material on this site is at your own risk. 

This site may contain certain historical information. Historical information, necessarily, is not current and is provided for your reference only. We reserve the right to modify the contents of this site at any time, but we have no obligation to update any information on our site. You agree that it is your responsibility to monitor changes to our site. 

​

4 - MODIFICATIONS TO THE SERVICE AND PRICES 

Prices for our products and services are subject to change without notice. 

We reserve the right at any time to modify or discontinue the Service (or any part or content thereof) without notice at any time. 

We shall not be liable to you or to any third party for any modification, price change, suspension, or discontinuance of the Service. 

​

5 - PRODUCTS OR SERVICES 

We reserve the right but are not obligated to limit the sales of our products or services to any person, geographic region, or jurisdiction. We may exercise this right on a case-by-case basis. All descriptions of products or product pricing are subject to change at any time without notice, at the sole discretion of us. We reserve the right to discontinue any product at any time. Any offer for any product or service made on this site is void where prohibited. 

We do not warrant that the quality of any products, services, information, or other material purchased or obtained by you will meet your expectations or that any errors in the Service will be corrected. 

We grant you a limited, personal, non-exclusive, non-transferable license to use our Services, which may include the use of certain forms that are created by you based on information provided to you and the use of our automated systems (the “Forms”) for your own personal, internal business use, or if you are an attorney or professional, for your client. Except as otherwise provided, you acknowledge and agree that you have no right to modify, edit, copy, reproduce, create derivative works of, reverse engineer, alter, enhance or in any way exploit any of the Forms in any manner, except for modifications in filing out the Forms for your authorized use. 

​

6 - ACCURACY OF BILLING AND ACCOUNT INFORMATION 

We reserve the right to refuse any order you place with us. In the event that we make a change to or cancel an order, we may attempt to notify you by contacting the email and/or billing address/phone number provided at the time the order was made. 

You agree to provide current, complete, and accurate purchase and account information for all purchases made on our website. You agree to promptly update your account and other information, including your email address, credit card numbers, and expiration dates, so that we can complete your transactions and contact you as needed. If we determine that you have not provided accurate information to us, we reserve the right but are not obligated to cancel the services to you or take whatever commercially reasonable and necessary steps to remedy any harm or wrongdoing caused by such inaccurate information. 

​

7 - OPTIONAL TOOLS 

We may provide you with access to third-party tools over which we neither monitor nor have any control nor input. 

You acknowledge and agree that we provide access to such tools “as is” and “as available” without any warranties, representations, or conditions of any kind and without any endorsement. We shall have no liability whatsoever arising from or relating to your use of optional third-party tools. 

Any use by you of optional tools offered through the site is entirely at your own risk and discretion. You should ensure that you are familiar with and approve of the terms on which tools are provided by the relevant third-party provider(s). 

We may also, in the future, offer new services and/or features through the website (including the release of new tools and resources). Such new features and/or services shall also be subject to these Terms of Service. 

​

8 - THIRD-PARTY LINKS 

Certain content, products, and services available via our Service may include materials from third parties. 

Third-party links on this site may direct you to third-party websites that are separate from us. We are not responsible for examining or evaluating the content or accuracy, and we do not warrant and will not have any liability or responsibility for any third-party materials or websites or for any other materials, products, or services of third parties. 

We are not liable for any harm or damages related to the purchase or use of goods, services, resources, content, or any other transactions made in connection with any third-party websites. Please review carefully the third-party’s policies and practices and make sure you understand them before you engage in any transaction. Complaints, claims, concerns, or questions regarding third-party products should be directed to the third party. 

Please note that we may receive compensation when you click on our partner links and make purchases. 

​

9 - USER COMMENTS, FEEDBACK, AND OTHER SUBMISSIONS 

If, at our request, you send certain specific submissions (for example, contest entries) or without a request from us, you send creative ideas, suggestions, proposals, plans, or other materials, whether online, by email, by postal mail, or otherwise (collectively, ‘comments’), you agree that we may, at any time, without restriction, edit, copy, publish, distribute, translate and otherwise use in any medium any comments that you forward to us. We are and shall be under no obligation (1) to maintain any comments in confidence; (2) to pay compensation for any comments; or (3) to respond to any comments. 

We may, but have no obligation to, monitor, edit or remove content that we determine in our sole discretion is unlawful, offensive, threatening, libelous, defamatory, pornographic, obscene, or otherwise objectionable or violates any party’s intellectual property or these Terms of Service. 

You agree that your comments will not violate any rights of any third party, including copyright, trademark, privacy, personality, or other personal or proprietary right. You further agree that your comments will not contain libelous or otherwise unlawful, abusive, or obscene material or contain any computer virus or other malware that could in any way affect the operation of the Service or any related website. You may not use a false email address, pretend to be someone other than yourself, or otherwise mislead us or third parties as to the origin of any comments. You are solely responsible for any comments you make and their accuracy. We take no responsibility and assume no liability for any comments posted by you or any third party. 

​

10 - PERSONAL INFORMATION 

Your submission of personal information through the website is governed by our Privacy Policy. To view our Privacy Policy, click here. 

​

11 - ERRORS, INACCURACIES, AND OMISSIONS 

Occasionally there may be information on our site or in the Service that contains typographical errors, inaccuracies, or omissions that may relate to product descriptions, pricing, promotions, offers, product shipping charges, transit times, and availability. We reserve the right to correct any errors, inaccuracies, or omissions and to change or update information or cancel orders if any information in the Service or on any related website is inaccurate at any time without prior notice (including after you have submitted your order). 

We undertake no obligation to update, amend or clarify information in the Service or on any related website, including, without limitation, pricing information, except as required by law. No specified update or refresh date applied in the Service or on any related website should be taken to indicate that all information in the Service or on any related website has been modified or updated. 

​

12 - PROHIBITED USES 

In addition to other prohibitions as set forth in the Terms of Service, you are prohibited from using the site or its content: (a) for any unlawful purpose; (b) to solicit others to perform or participate in any unlawful acts; (c) to violate any international, federal, provincial or state regulations, rules, laws, or local ordinances; (d) to infringe upon or violate our intellectual property rights or the intellectual property rights of others; (e) to harass, abuse, insult, harm, defame, slander, disparage, intimidate, or discriminate based on gender, sexual orientation, religion, ethnicity, race, age, national origin, or disability; (f) to submit false or misleading information; (g) to upload or transmit viruses or any other type of malicious code that will or may be used in any way that will affect the functionality or operation of the Service or of any related website, other websites, or the Internet; (h) to collect or track the personal information of others; (i) to spam, phish, pharm, pretext, spider, crawl, or scrape; (j) for any obscene or immoral purpose; or (k) to interfere with or circumvent the security features of the Service or any related website, other websites, or the Internet. We reserve the right to terminate your use of the Service or any related website for violating any of the prohibited uses. 

​

13 - DISCLAIMER OF WARRANTIES; LIMITATION OF LIABILITY 

We do not guarantee, represent or warrant that your use of our Service will be uninterrupted, timely, secure, or error-free. 

We do not warrant that the results that may be obtained from the use of the Service will be accurate or reliable. 

You agree that from time to time, we may remove the Service for indefinite periods of time or cancel the Service at any time without notice to you. 

You expressly agree that your use of, or inability to use, the Service is at your sole risk. The Service and all products and services delivered to you through the Service are (except as expressly stated by us) provided ‘as is’ and ‘as available’ for your use, without any representation, warranties, or conditions of any kind, either express or implied, including all implied warranties or conditions of merchantability, merchantable quality, fitness for a particular purpose, durability, title, and non-infringement. 

In no case shall Joseph & Bryant, LLC, our directors, officers, employees, affiliates, agents, contractors, interns, suppliers, service providers, or licensors be liable for any injury, loss, claim, or any direct, indirect, incidental, punitive, special, or consequential damages of any kind, including, without limitation lost profits, lost revenue, lost savings, loss of data, replacement costs, or any similar damages, whether based in contract, tort (including negligence), strict liability or otherwise, arising from your use of any of the services or any products procured using the Service, or for any other claim related in any way to your use of the Service or any product, including, but not limited to, any errors or omissions in any content, or any loss or damage of any kind incurred as a result of the use of the Service or any content (or product) posted, transmitted, or otherwise made available via the Service, even if advised of their possibility. Because some states or jurisdictions do not allow the exclusion or the limitation of liability for consequential or incidental damages, in such states or jurisdictions, our liability shall be limited to the maximum extent permitted by law. 

​

14 - INDEMNIFICATION 

You agree to indemnify, defend and hold harmless Joseph & Bryant, LLC and our parent, subsidiaries, affiliates, partners, members, officers, directors, agents, contractors, licensors, service providers, subcontractors, suppliers, interns, and employees harmless from any claim or demand, including reasonable attorneys’ fees, made by any third party due to or arising out of your breach of these Terms of Service or the documents they incorporate by reference or your violation of any law or the rights of a third party. 

​

15 - SEVERABILITY 

In the event that any provision of these Terms of Service is determined to be unlawful, void, or unenforceable, such provision shall nonetheless be enforceable to the fullest extent permitted by applicable law. The unenforceable portion shall be deemed to be severed from these Terms of Service; such determination shall not affect the validity and enforceability of any other remaining provisions. 

​

16 - TERMINATION 

The obligations and liabilities of the parties incurred prior to the termination date shall survive the termination of this agreement for all purposes. 

These Terms of Service are effective unless and until terminated by either you or us. You may terminate these Terms of Service at any time by notifying us that you no longer wish to use our Services or when you cease using our site. 

If, in our sole judgment, you fail, or we suspect that you have failed, to comply with any term or provision of these Terms of Service, we also may terminate this agreement at any time without notice, and you will remain liable for all amounts due up to and including the date of termination; and/or accordingly may deny you access to our Services (or any part thereof). 

Certain provisions herein intended to survive the termination of this Agreement shall remain enforceable notwithstanding any termination. These provisions include but are not limited to, Sections 8, 9, 13, and 18. 

​

17 - ENTIRE AGREEMENT 

The failure of us to exercise or enforce any right or provision of these Terms of Service shall not constitute a waiver of such right or provision. 

These Terms of Service and any policies or operating rules posted by us on this site or in respect to The Service constitutes the entire agreement and understanding between you and us and govern your use of the Service, superseding any prior or contemporaneous agreements, communications and proposals, whether oral or written, between you and us (including, but not limited to, any prior versions of the Terms of Service). 

Any ambiguities in the interpretation of these Terms of Service shall not be construed against the drafting party. 

​

18 - GOVERNING LAW AND DISPUTE RESOLUTION 

For the purposes of this Section, references to “Joseph & Bryant,” “you,” and “us” include our respective subsidiaries, affiliates, agents, employees, business partners, predecessors in interest, successors, and assigns, as well as all authorized or unauthorized users or beneficiaries of services or products under these Terms or any prior agreements between us. 

The arbitrability of any Disputes (as defined below) is governed by the Federal Arbitration Act and not any state laws applicable to arbitrations. Regarding the substantive law of any Disputes, to the maximum extent authorized by law, the laws of the State of Wyoming govern the non-arbitration-related interpretation of this Agreement and the substantive law of any Dispute, regardless of conflict of laws principles. 

Arbitration. Any Dispute shall be FINALLY and EXCLUSIVELY resolved by binding individual arbitration conducted by the American Arbitration Association (“AAA”) under its Consumer Arbitration Rules. This arbitration agreement is made pursuant to a transaction involving interstate commerce and shall be governed by the Federal Arbitration Act (9 U.S.C. 1-16). 

ARBITRATION OF YOUR CLAIM IS MANDATORY AND BINDING. NEITHER PARTY WILL HAVE THE RIGHT TO LITIGATE THAT CLAIM THROUGH A COURT. IN ARBITRATION, NEITHER PARTY WILL HAVE THE RIGHT TO A JURY TRIAL OR TO ENGAGE IN DISCOVERY, EXCEPT AS PROVIDED FOR IN THE AAA CODE OF PROCEDURE. 

All determinations as to the scope, interpretation, enforceability, and validity of this Agreement shall be made final exclusively by the arbitrator, which award shall be binding and final. Judgment on the arbitration award may be entered in any court having jurisdiction. This arbitration provision shall survive: i) the termination of the Agreement; or ii) the bankruptcy of any party. If any portion of this arbitration provision is deemed invalid or unenforceable, the remaining portions shall remain in force. 

NO CLASS ACTION, OR OTHER REPRESENTATIVE ACTION OR PRIVATE ATTORNEY GENERAL ACTION, OR JOINDER OR CONSOLIDATION OF ANY CLAIM WITH A CLAIM OF ANOTHER PERSON OR CLASS OF CLAIMANTS SHALL BE ALLOWABLE. 

RIGHT TO OPT OUT OF BINDING ARBITRATION AND CLASS ACTION WAIVER WITHIN 30 DAYS. IF YOU DO NOT WISH TO BE BOUND BY THE BINDING ARBITRATION AND CLASS ACTION WAIVER IN THIS SECTION, YOU MUST NOTIFY US IN WRITING WITHIN 30 DAYS OF THE DATE THAT YOU ACCEPT THIS AGREEMENT. YOUR WRITTEN NOTIFICATION MUST BE MAILED TO JOSEPH & BRYANT, LLC, 7400 EAST ARAPAHOE ROAD, SUITE 120, CENTENNIAL, COLORADO 80112, ATTN: LEGAL OPT-OUT, AND MUST INCLUDE: (1) YOUR NAME, (2) YOUR ADDRESS, AND (4) A CLEAR STATEMENT THAT YOU DO NOT WISH TO RESOLVE DISPUTES WITH US THROUGH ARBITRATION. 

Any arbitration will be conducted by the AAA under its Commercial Arbitration Rules. If the value of the dispute is $75,000 or less, its Supplementary Procedures for Consumer-Related Disputes will also apply. On disputes involving $75,000 or less, we will promptly reimburse your filing fees and pay the AAA’s and arbitrator’s fees and expenses. You agree to commence arbitration only in your county of residence or in Cheyenne, Wyoming, US. We agree to commence arbitration only in your county of residence. You may request a telephonic or in-person hearing by following the AAA rules. In a dispute involving $10,000 or less, any hearing will be telephonic unless the arbitrator finds good cause to hold an in-person hearing instead. The arbitrator may award the same damages to you individually as a court could. The arbitrator may award declaratory or injunctive relief only to you individually and only to the extent required to satisfy your individual claim. Nothing herein prohibits Joseph & Bryant, LLC from asking the arbitrator to award Joseph & Bryant all costs of the arbitration, including any Administrative Fees paid on your behalf. 

If the Dispute is not arbitrated by the choice of the parties or a court does not compel arbitration if either party elects to arbitrate for whatever reason, the Dispute will be decided by a court without any right by either party to a trial by jury. Any such court proceeding, including any efforts to compel arbitration or initially filed lawsuits that arise out of or relate to this Agreement or use of the Sites, shall be decided exclusively by a court of competent jurisdiction located in Cheyenne, Laramie County, Wyoming. 

Dispute is defined as “Any dispute, claim or controversy between you and Joseph & Bryant, its members, officers, directors, agents, parent companies and affiliated companies that arises out of or relates to this Agreement or use of the Site or Service, or otherwise regarding any aspect of your relationship with Joseph & Bryant that has accrued or may thereafter accrue, whether based in contract, statute (including, but not limited to, any consumer protection statutes, regulation or ordinance), tort (including, but not limited to, fraud, misrepresentation, fraudulent inducement, negligence or any other intentional tort), or any other legal or equitable theory.

 

19 - EXPORT CONTROL 

You may not access, download, use or export the Services in violation of United States export laws or regulations or in violation of any other applicable laws or regulations. You agree to comply with all export laws and restrictions, and regulations of any United States or foreign agency or authority and to assume sole responsibility for obtaining licenses to export or re-export as may be required. 

​

20 - STATE FEES 

State filing fees include all fees (state, county, courier, etc.) incurred by Joseph & Bryant in the processing of your order. Such fees are not revenues of Joseph & Bryant, and you acknowledge that we are paying those fees to the proper agencies on your behalf. Payments we make on your behalf to any state agencies are not refundable. 

​

21 - AUTHORIZATION 

You acknowledge that by submitting an order to Joseph & Bryant, either via web or phone, that you are allowing us to sign paperwork, electronically or otherwise, on your behalf as an authorized representative. 

​

22 - REFUND POLICY 

We want you to be 100% satisfied with our service. If you feel there was a problem with the service you received, please contact us at boireport@joseph-bryant.com or 1-303-877-5415. A customer service representative will be happy to get the issue resolved for you. If there was a filing error made by Joseph & Bryant, we will correct it for you as quickly as possible at no additional cost. If you decide that you want a refund, all such requests must be submitted within 60 days of purchase. Refunds are not available for services rendered Accurately, Timely, and Complete. If we are unable to file your order for any reason, outside of any error or mistake on our part, we reserve the right to keep a processing fee. 

Your refund will be issued in the same form that it was received. For example, if the payment to Joseph & Bryant was made by credit card, then the refund will be issued to the same credit card used to make the payment. However, if you choose, you may request to receive a credit for future Joseph & Bryant purchases/payments instead of a refund. Please note that all state fees, third-party fees, and all shipping costs are non-refundable. All payments made to Joseph & Bryant regardless of their ultimate use are payments belonging to us and orders will expire 120 days from order date if we are not in active engagement with you at that time and you will lose any rights to refunds or additional services at that time. 

​

23 – Joseph & Bryant LLC LEGAL CONTRACT 

This legal plan contract (the “Agreement”) is by and between you (the “Principal Member”) and Joseph & Bryant, LLC. for the Beneficial Ownership Information (“BOI”) Compliance Filing services described below. The terms of this Agreement become effective on the date you purchase BOI Filing services or accept a free trial of such services (the “Effective Date”). Throughout the Agreement, the terms “we,” “us,” and “our” refer to Joseph & Bryant, LLC. 

When you enroll in Beneficial Ownership Information (“BOI”) Filing services, you agree to the terms and conditions of this Agreement. If you enroll in a promotional free trial, the Effective Date will take effect at the beginning of the free trial, and you will accept terms regarding payment upon confirmation and enrollment in a full membership plan. The Joseph & Bryant, LLC. Legal Terms of Service and Privacy Policy are fully incorporated into this Agreement as set forth fully herein. 

WE ARE NOT LAWYERS, A LAW FIRM, OR A LAWYER REFERRAL SERVICE. WE DO NOT PROVIDE LEGAL ADVICE. SIGNING UP FOR BENEFICIAL OWNERSHIP INFORMATION (“BOI”) FILING SERVICES IS NOT A SUBSTITUTION FOR PROFESSIONAL INDEPENDENT LEGAL ADVICE MADE AVAILABLE BY BAR CERTIFIED LEGAL PROFESSIONALS. 

1. Definitions. 

• Eligible Filing Participant. Any of the following are an “Eligible Filing Participant”: 

• A business designated by the Principal Member; 

• The Principal Member’s spouse or domestic partner, if they have received permission from the Principal Member to use the Filing Service; 

• Dependents of the Principal Member aged 26 or below, if they have received permission from the Principal Member to use the Filing Service; and 

• BOI Filing services. A “BOI Filing service” is a subscription service that gives Filing Service Members access to Beneficial Ownership filing software on a yearly basis. 

• Filing Member. A “Filing Member” is the Principal Member or an Eligible Filing Participant. 

 

2.  Eligibility. In our sole discretion, we reserve the right to refuse or accept your membership in our BOI Filing services. Your BOI Filing services are not assignable to any other persons or entities other than BOI Filling Service Participants. 

 

3. BOI Filing Service Benefits. Your BOI Filing Service Benefits include the following benefits (herein incorporated to the use of BOI Filing Service hereinafter): 

• Telephone consultations not to exceed thirty minutes in the aggregate for each new inquiry. 

• Access to a curated form, providing personal/business information related to Business Ownership Information. Thus, allowing Joseph & Bryant, LLC. To file a Beneficial Ownership Report with FinCEN.  

• Notification of a completed Beneficial ownership report with FinCEN, Via Email or Mail. 

• Quarterly reminders via email or mail, reminding participants of compliance requirements. 

• Annual Updated to Beneficial Ownership Information, if new information is provided by the participating business’s Principal Member. 

 

4. Your Authority to Enter this Binding Agreement. You represent and acknowledge that you have the legal authority and capacity to enter into this Agreement regardless of whether you are entering into this Agreement on behalf of yourself individually or on behalf of a legal or business entity. Otherwise, you may not sign up for a BOI Filing Service. You acknowledge that we are reasonably relying upon your representation and any other action that indicates that you have the necessary authority to enter into this Agreement. 

5. Payment Terms. You agree to pay the charges as set forth at checkout at the time of checkout for your initial purchase, which may include subscriptions and varying costs depending on the length of the initial purchase. Even if you paid for a longer period than the initial period, you agree to be liable for each renewal due immediately and in full for the next renewal period. Your account will be renewed pursuant to the terms of your initial purchase, unless changed, regardless of whether you access the site or avail yourself of the benefits of the BOI Filing Services during your initial subscription period. We may, but are not obligated to provide you notice by email or otherwise of a renewal of your subscription. YOUR MEMBERSHIP WILL BE RENEWED UNLESS CANCELED BY YOU OR OTHERWISE TERMINATED PRIOR TO THE RENEWAL DATE. 

You agree to let us charge the credit card you provide us with the initial purchase for any applicable renewal charges. If you do not cancel, your credit card will be charged on the billing date applicable to your account. If your purchase date is on a day of the month longer than days in the current billed month, you will be billed on the last day of the shorter month. The renewal charge will be the same as the initial purchase price of the BOI Filing Service unless otherwise modified by us. 

6. Adjustment of Payment Terms. We reserve the right to change the price of any renewal terms. You will be provided at least thirty (30) days notice of any changes to subscription terms. If you do not cancel your service during the advance notice period, you shall be deemed to have accepted the adjusted payment terms on any subsequent subscription terms. You acknowledge and understand that any such notice will be provided to the email you provide us when you set up your account and that notice by email of any adjustments is reasonable and adequate. 

7. Termination by Us. We can terminate or cancel your account for any of the following reasons: 

• Missed payments due on the billing date that is not corrected within 31 days. 

• Any chargebacks, rejection of payment by your credit card, or any other reason that payment is not cleared by the credit card company. Notwithstanding any termination or cancellation, we reserve the right to make up to five attempts to make up for any past due amounts through the credit card provided or any updates thereto automatically provided by the credit card company. 

• Any unauthorized use of the BOI Filing service or abuse of the BOI Filing Service, our employees or partners. 

 

8. Cancellation. You can cancel your account for any of the following reasons: 

• If you cancel before the use of any of the services, this Agreement will be void from the beginning as if we never entered into any agreement, and we will refund any amounts you have paid. 

 

9. Post-Termination. After termination of your BOI Filing Service by you or us, you and your Filing Participants will not have access to your BOI Filing Service benefits. 

 

10. Reactivation. You can reactivate an account by making the initial payment thus entering back into the contractual agreement with Joseph & Bryant, LLC. 

11. Implementation and Use of the BOI Filing Service. We reserve, and you acknowledge, we have the right to establish the general practices and limits regarding the use and implementation of the BOI Filing Service, including, but not limited to, the number of Filing submissions for Filing Members. 

12. IRS Circular 230 Tax Advice Disclosure. In compliance with IRS Circular 230, please note that any U.S. federal tax advice contained in any communication from us (including information provided by a Firm or an attorney offering a free consultation) is and was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed therein. 

13. Translations. Any translations from English of these terms are provided for convenience only. If there is any conflict between the translation and this English version, this English version controls. 

14. Governing Law and Dispute Resolution. For the purposes of this Section, references to “you,” “your,” “we,” “us,” or “our” include our respective subsidiaries, affiliates, agents, employees, business partners, predecessors in interest, successors, and assigns, as well as all authorized or unauthorized users or beneficiaries of services or products under this Agreement or any prior agreements between us. 

25. Entire Agreement. This Agreement and any agreements referenced herein constitutes the entire agreement and understanding between you and us and govern your use of the BOI Filing Service, superseding any prior or contemporaneous agreements, communications, and proposals, whether oral or written, between you and us (including, but not limited to, any prior versions of the BOI Filing Service Contract). 

​

24 - CHANGES TO TERMS OF SERVICE 

You can review the most current version of the Terms of Service at any time at this page. 

We reserve the right, at our sole discretion, to update, change or replace any part of these Terms of Service by posting updates and changes to our website. It is your responsibility to check our website periodically for changes. Your continued use of or access to our website or the Service following the posting of any changes to these Terms of Service constitutes acceptance of those changes. 

​

25 - CONTACT INFORMATION 

Questions about the Terms of Service should be sent to us at boireport@joseph-bryant.com 

 

26 - BOI REPORTING & COMPLIANCE DISCLAIMER  

Our BOI Reporting & Compliance Package is designed as a tool to assist clients in the preparation and submission of Beneficial Ownership Information (BOI) reports. It includes features such as filing the initial report and sending quarterly reminders to revise and update your BOI information if necessary. However, it is imperative to clarify that Joseph & Bryant, LLC, and its services do not assume any responsibility for ensuring ongoing compliance with FinCEN's rules and regulations. By utilizing our BOI Reporting & Compliance Package, clients expressly acknowledge and agree to the following legally binding terms:  

a) The tools and assistance provided by our BOI Reporting & Compliance Package are intended strictly for facilitating the preparation and submission of BOI reports. They do not constitute a warranty, guarantee, or assurance of continuous compliance with FinCEN's regulatory requirements.  

b) Clients bear exclusive responsibility to diligently verify and ensure the accuracy, completeness, and timeliness of their BOI information, ensuring strict adherence to FinCEN regulations.  

c) Clients are obliged to stay informed about any modifications to FinCEN's rules and regulations that may affect their reporting obligations. This obligation exists independently of the tools and guidance provided by Joseph & Bryant, LLC.  

d) Joseph & Bryant, LLC, explicitly disclaims any liability for consequences, penalties, or legal implications resulting from the client's failure to maintain accurate, up-to-date, and compliant BOI information.  

e) While our BOI Reporting & Compliance Package includes quarterly reminders for clients to review and update their BOI information, it is the client's sole responsibility to initiate any necessary revisions to stay in compliance.  

f) Our services are provided for general informational purposes only and should not be construed as a guarantee of ongoing compliance. We do not ensure the accuracy, completeness, or timeliness of BOI information. 

Clients are strongly advised to periodically review FinCEN's guidelines and seek professional legal advice to ensure ongoing compliance with all relevant legal requirements. This disclaimer is an integral component of our Terms of Service and must be interpreted in harmony with the entire document.