1. Introduction
These Terms & Conditions govern the services provided by Keeley Accounting (“the Firm,” “we,” “our,” or “us”). By engaging our services, accessing our website, or communicating with us through any channel—including email, phone, SMS, or client portal—you agree to these Terms & Conditions.
2. Scope of Services
Keeley Accounting provides tax preparation, tax planning, bookkeeping, payroll, advisory, and related professional services. The specific services included in your engagement are defined in your signed engagement letter. Any services not explicitly listed in your engagement letter require a separate agreement.
3. Client Responsibilities
Clients agree to:
Failure to provide required information may delay service delivery or impact the accuracy of work performed.
4. Confidentiality
We maintain strict confidentiality of all client information in accordance with federal and state laws, IRS regulations, and professional standards. Information is shared only with authorized parties or as required by law.
5. Fees and Payment Terms
Fees for services are outlined in your engagement letter. Payment is due as specified in that agreement. Additional services requested outside the scope of the engagement letter may incur additional fees.
6. Limitation of Liability
Our services are performed based on the information provided by the client. Keeley Accounting is not responsible for errors or omissions resulting from incomplete, inaccurate, or delayed information. Liability is limited to the amount paid for the specific service giving rise to the claim.
7. Communication Policy
Clients agree to use the client portal for secure document exchange. Documents sent via email may be rejected and redirected to the portal for security reasons. The Firm may communicate with clients via email, phone, SMS, or portal messaging as appropriate.
8. SMS Communication
By providing your mobile number to Keeley Accounting, you consent to receive SMS messages related to:
Message frequency varies. Standard message and data rates may apply.
You may reply STOP at any time to opt out or HELP for assistance.
SMS is used solely for client service communication and not for marketing or promotional content.
9. Data Security
We use secure systems and industry-standard safeguards to protect client information. Clients are responsible for maintaining the security of their own devices, email accounts, and portal login credentials.
10. Website Use
All content on our website—including text, graphics, and downloadable materials—is the property of Keeley Accounting and may not be reproduced without permission. Website content is provided for informational purposes only and does not constitute professional advice.
11. Changes to These Terms
We may update these Terms & Conditions periodically. The most current version will always be available on this page. Continued use of our services constitutes acceptance of any updated terms.
12. Contact Information
Keeley Accounting
875 N Michigan Ave 31st Floor
Chicago, IL 60611
(312) 989-2886