ACCEPTANCE AND SCOPE
These Terms of Use (these “Terms”) govern your access to and use of the website located at https://www. alexonfinancial.com (the “Website”), operated by Alexon Financial, LLC (“Alexon Financial,” “we,” “us,” or “our”).
By accessing or using this Website, you agree to be legally bound by these Terms and our Privacy Policy, incorporated herein by reference. If you do not agree, you must immediately cease using this Website.
If you access this Website on behalf of an organization, you represent and warrant that you have authority to bind that organization to these Terms, and references to “you” apply to both you individually and that organization.
Age Requirement: You must be at least 18 years old and capable of forming legally binding contracts to use this Website. This Website is not intended for minors, and we do not provide services to individuals under age 18.
MODIFICATIONS
We may modify these Terms at any time without prior notice. Modifications are effective immediately upon posting to the Website. Your continued use after modifications constitutes acceptance of the modified Terms. Modifications apply only to disputes or claims arising after the modification date; prior versions govern disputes arising before modification.
We have no obligation to notify you of modifications, and it is your responsibility to review these Terms periodically. If you do not agree to modifications, your sole remedy is to discontinue Website use.
WEBSITE PURPOSE
Alexon Financial is a certified public accounting firm licensed in Illinois providing professional services to clients nationally, subject to applicable state licensing requirements and engagement terms. This Website provides general information about our firm and services, educational content, contact functionality, and client portal access for authorized clients.
This Website serves informational purposes only. No content on this Website constitutes professional advice, recommendations, or opinions applicable to any particular situation.
Multistate Practice: While we serve clients in multiple states, our CPA licenses are issued by Illinois. For engagements in other states, we comply with applicable state licensing and practice requirements, which may include engaging local licensed professionals or operating under applicable exemptions.
NO PROFESSIONAL OR FIDUCIARY RELATIONSHIP
Using this Website does not create, and shall not be construed to create, any professional relationship, client relationship, accountant-client relationship, advisory relationship, fiduciary relationship, or engagement between you and Alexon Financial.
A professional relationship is established solely through execution of a written engagement agreement signed by authorized representatives of both parties, which specifies the scope of services, deliverables, fees, responsibilities, and terms, and only after we complete a conflicts of interest analysis and formally accept the engagement in writing.
Confidentiality and Professional Obligations: While we have professional ethical obligations regarding confidentiality of information you share with us, communications submitted through Website contact forms, email, or other channels prior to executing a written engagement agreement do not create a formal accountant-client relationship, accountant-client privilege, or legal protections that would attach to a formal professional engagement. Exercise caution when transmitting sensitive information prior to establishing a formal engagement with secure communication protocols.
Initial Consultations: Preliminary meetings, consultations, or calls serve solely to assess whether our services may be appropriate for your needs and to evaluate mutual fit. They do not constitute professional services, do not establish a professional relationship, and do not create any ongoing obligation, duty, or responsibility on our part unless we subsequently execute a written engagement agreement.
No Course of Dealing: Use of this Website, even if repeated or regular, does not establish a course of dealing, course of performance, or implied contract.
DISCLAIMER OF WARRANTIES
ALL WEBSITE CONTENT IS PROVIDED “AS-IS” AND “AS-AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED.
We expressly disclaim all warranties, including warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, completeness, reliability, and that the Website will be uninterrupted, secure, or error free.
Website content is for general informational purposes only and is not professional advice tailored to your specific situation. Content may not apply to your circumstances and may be or become outdated, inaccurate, or incomplete.
You use this Website and rely on Website content entirely at your own risk.
Financial Planning
Financial planning information is general. All investments involve risk, including loss of principal. Past performance does not predict future results. We do not provide investment advice, recommendations regarding specific securities, or portfolio management through this Website. Consult a licensed investment adviser before making investment decisions.
Tax Information
Tax laws are complex, fact-specific, and subject to frequent change. Website content may not reflect current federal, state, or local tax law or apply to your situation. Do not rely on Website content for tax compliance, filing, or planning without consulting a qualified tax professional who can analyze your specific facts in light of current law.
IRS Circular 230 Disclosure: To comply with U.S. Treasury regulations, we inform you that any U.S. federal tax advice contained on this Website (unless specifically covered by a written tax opinion engagement) is not intended or written to be used, and cannot be used by you or any taxpayer, for the purpose of (i) avoiding penalties that may be imposed under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.
Accounting Information
Accounting and financial reporting information is for general educational purposes and may not apply to your specific business, industry, entity type, or circumstances.
CLIENT TESTIMONIALS AND REVIEWS
This Website may display client testimonials, reviews, or feedback, including excerpts from third-party review platforms such as Google Reviews. These testimonials represent the individual experiences and opinions of those clients at the time provided.
Disclosure: Testimonials and reviews are not representative of all client experiences. Individual results vary based on circumstances, facts, engagement scope, and other factors. Testimonials do not guarantee or predict similar results for other clients. We do not provide compensation or other incentives for reviews or testimonials. Reviews are used with permission or are publicly available from third-party platforms.
PERMITTED AND PROHIBITED USES
Permitted Use: You may access the Website for lawful purposes consistent with these Terms, including browsing content, contacting us, accessing the client portal if authorized, and using as intended.
Prohibited Use: You may not use the Website for any unlawful, fraudulent, or unauthorized purpose; attempt to gain unauthorized access to the Website, user accounts, or our systems; interfere with or disrupt the Website; use any automated means to access the Website or extract data; transmit viruses or harmful code; impersonate any person or entity; collect information about other users; violate any third-party rights; bypass security features; or remove proprietary notices.
Client Portal Security: If provided with client portal credentials, you are solely responsible for maintaining their confidentiality and security. You must immediately notify us of any unauthorized use. You are fully responsible for all activities under your account, whether authorized or not. We may suspend or terminate accounts at any time for any reason, including suspected security breaches or Terms violations.
The client portal is provided by a third-party vendor. You may be required to accept the vendor’s terms of use to access the portal. We are not responsible for the third-party vendor’s actions, security failures, or service interruptions, except as required by professional standards.
INTELLECTUAL PROPERTY All
Website content, including text, graphics, logos, images, audio, video, software, code, and design (collectively, “Content”), is owned by Alexon Financial or our licensors and is protected by U.S. and international copyright, trademark, patent, trade secret, and other intellectual property laws.
“Alexon Financial” and our logos are our trademarks. You may not use them without our prior written consent.
Limited License: Subject to your compliance with these Terms, we grant you a limited, non-exclusive, nontransferable, non-sublicensable, revocable license to access and view Content for your personal, non-commercial use only. This license does not include any right to copy, modify, distribute, sell, or create derivative works from Content.
You may print individual pages for personal reference and share links to the Website. You may not frame the Website, systematically download or archive substantial portions of Content, or use Content for any commercial purpose without our express written permission.
Any unauthorized use automatically terminates this limited license.
THIRD-PARTY LINKS AND CONTENT
The Website may contain links to third-party websites for your convenience. We do not control, endorse, sponsor, recommend, or assume responsibility for any third-party website, its content, products, services, privacy practices, terms, or operators.
Your use of third-party websites is at your sole risk and subject to those websites’ terms and policies. We are not liable for any damage, loss, or harm arising from your use of third-party websites.
PAYMENT PROCESSING
We do not accept or process payments through this Website. All payments for professional services are governed by the terms of your written engagement agreement and are processed through third-party payment providers. Payment instructions, methods, and terms are provided separately pursuant to your engagement agreement, not through this Website.
PRIVACY
Our collection, use, and protection of your personal information is governed by our Privacy Policy, which is incorporated into these Terms by reference. By using this Website, you agree to our privacy practices as described in the Privacy Policy.
LIMITATION OF LIABILITY
TO THE MAXIMUM EXTENT PERMITTED BY LAW, ALEXON FINANCIAL, LLC AND ITS OFFICERS, DIRECTORS, MEMBERS, MANAGERS, EMPLOYEES, AGENTS, AFFILIATES, SUCCESSORS, AND ASSIGNS (COLLECTIVELY, “ALEXON FINANCIAL PARTIES”) SHALL NOT BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING DAMAGES FOR LOSS OF PROFITS, REVENUE, DATA, BUSINESS, GOODWILL, OR OTHER INTANGIBLE LOSSES, ARISING OUT OF OR RELATING TO YOUR USE OF, INABILITY TO USE, OR RELIANCE ON THE WEBSITE OR WEBSITE CONTENT, UNAUTHORIZED ACCESS TO YOUR DATA, THIRD-PARTY CONDUCT, ERRORS OR OMISSIONS IN CONTENT, VIRUSES OR HARMFUL CODE, OR ANY OTHER WEBSITE-RELATED MATTER.
THIS LIMITATION APPLIES REGARDLESS OF THE LEGAL THEORY (CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, WARRANTY, STATUTE, OR OTHERWISE) AND APPLIES EVEN IF ALEXON FINANCIAL HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
IN NO EVENT SHALL THE TOTAL AGGREGATE LIABILITY OF ALEXON FINANCIAL PARTIES FOR ALL CLAIMS ARISING FROM THESE TERMS OR YOUR USE OF THE WEBSITE EXCEED ONE HUNDRED DOLLARS ($100.00).
Some jurisdictions do not permit limitation or exclusion of certain liabilities. In such jurisdictions, our liability is limited to the maximum extent permitted by law.
You acknowledge that these limitations are an essential element of the agreement between you and Alexon Financial, and that we would not make the Website available without these limitations.
INDEMNIFICATION
You agree to indemnify, defend, and hold harmless Alexon Financial Parties from and against any and all thirdparty claims, liabilities, damages, losses, costs, expenses, and fees (including reasonable attorneys’ fees and court costs) arising out of or relating to your use or misuse of the Website, your breach of these Terms, your violation of any law or third-party rights, content or information you submit through the Website, or your negligence, willful misconduct, or fraudulent acts.
This obligation survives termination of these Terms. We reserve the right, at our expense, to assume exclusive defense and control of any matter subject to your indemnification, in which case you will cooperate fully with our defense.
DISPUTE RESOLUTION
Informal Dispute Resolution
Before initiating any formal proceeding, you agree to first contact us in writing at the address below with a detailed description of the dispute and proposed resolution. We will attempt to resolve the dispute informally within sixty (60) days.
Mediation and Arbitration
If informal resolution fails, the parties agree to participate in mediation administered by the American Arbitration Association (“AAA”) under its Accounting and Related Services Mediation Procedures. If mediation does not resolve the dispute within sixty (60) days, the dispute shall be resolved exclusively through final and binding arbitration administered by AAA under its Accounting and Related Services Arbitration Rules in Chicago, Illinois.
Class Action Waiver
YOU AND ALEXON FINANCIAL AGREE THAT DISPUTES MUST BE BROUGHT IN AN INDIVIDUAL CAPACITY ONLY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, CONSOLIDATED, OR REPRESENTATIVE PROCEEDING.
Opt-Out Right
You may opt out of arbitration and the class action waiver by sending written notice via U.S. Mail within thirty (30) days after your first use of the Website to: Alexon Financial, LLC, 2300 Lehigh Ave Suite 245, Glenview, IL 60026. The notice must include your full name, address, phone number, a clear statement that you wish to opt out, and your personal signature.
Governing Law
These Terms are governed by Illinois law without regard to conflicts of law principles. If arbitration does not apply, you consent to the exclusive jurisdiction and venue of the state and federal courts located in Cook County, Illinois. These Terms shall be deemed entered into in Cook County, Illinois.
Jury Trial Waiver
IF ARBITRATION DOES NOT APPLY, YOU AND ALEXON FINANCIAL WAIVE ANY RIGHT TO JURY TRIAL FOR ANY DISPUTE ARISING FROM THESE TERMS.
STATUTE OF LIMITATIONS
Regardless of any statute or law to the contrary, any claim or cause of action arising from these Terms or your use of the Website must be filed within one (1) year after the claim arose, or it is permanently barred.
PROFESSIONAL LIABILITY INSURANCE
We maintain professional liability insurance (Errors and Omissions insurance). Information regarding coverage is available upon written request for legitimate purposes.
TERMINATION
We may suspend, restrict, or terminate your access to the Website at any time, with or without cause or notice, including for Terms violations, suspected fraud or illegal activity, or security concerns. Upon termination, all rights granted to you under these Terms immediately cease, and you must discontinue all Website use.
The following provisions survive termination: Sections (No Professional Relationship), (Disclaimer of Warranties), (Intellectual Property), (Privacy), (Limitation of Liability), (Indemnification), (Dispute Resolution), (Statute of Limitations), and (Miscellaneous).
Website termination does not affect any separate written engagement agreement, which is governed by its own terms.
MISCELLANEOUS
Entire Agreement: These Terms and our Privacy Policy constitute the entire agreement between you and Alexon Financial regarding Website use and supersede all prior understandings or representations.
Severability: If any provision is held invalid, the remaining provisions remain in full effect, and the invalid provision shall be modified to the minimum extent necessary to make it enforceable.
Waiver: Our failure to enforce any right does not constitute waiver. Any waiver must be in writing signed by our authorized representative.
Assignment: You may not assign these Terms. We may freely assign these Terms without notice. These Terms bind and benefit the parties and their permitted successors and assigns.
Force Majeure: We are not liable for failure or delay in performance due to causes beyond our reasonable control, including acts of God, natural disasters, war, terrorism, riots, pandemics, government actions, labor disputes, internet or telecommunications failures, power outages, cyberattacks, or third-party service provider failures.
No Third-Party Beneficiaries: These Terms are solely for your and our benefit and do not create rights for any third party.
Independent Contractor: No agency, partnership, joint venture, employment, or fiduciary relationship is created by these Terms or Website use.
Electronic Communications: You consent to electronic communications, contracts, and records, which have the same legal effect as paper documents.
ACCESSIBILITY
We are committed to making our Website accessible. If you experience difficulty accessing any portion of the Website due to a disability, please contact us and we will work to provide access through alternative means to the extent reasonably possible.
CONTACT INFORMATION
For questions about these Terms:
Alexon Financial, LLC
2300 Lehigh Ave Suite 245 Glenview, IL 60026
Phone: (773) 798-0153
Website: https://www.alexonfinancial.com
BY USING THIS WEBSITE, YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND AGREE TO BE BOUND BY THESE TERMS.
