Welcome to CharlesTheisen.com (“Website”), operated by Charles Theisen and The Charles Theisen Group (“Company,” “we,” “us,” or “our”). By accessing or using this Website, you agree to comply with these Terms of Service (“Terms”). If you do not agree, please do not use this Website.

1. Use of the Website

You must be at least 18 years old to use this Website. The content provided is for informational and educational purposes only and does not constitute financial, tax, legal, or investment advice. Unauthorized use of the Website, including attempting to access restricted areas or transmitting harmful material, is strictly prohibited.

2. No Professional Advice or Client Relationship

Charles Theisen is a Certified Tax Business Advisor (CTBA) and Certified Estate Strategist (CES) but is not a CPA, attorney, or licensed financial advisor. Any information on this Website is general in nature and should not be relied upon as a substitute for professional advice. Using this Website does not create a client, fiduciary, or advisory relationship between you and Charles Theisen, The Charles Theisen Group, or any affiliated professionals.

3. Services Provided

While Charles Theisen does not personally provide tax preparation, audit representation, or legal services, his team includes licensed financial professionals, CPAs, and tax experts who may offer such services. Any services provided by third-party professionals will be governed by separate agreements between you and those providers.

4. Third-Party Links & Endorsements

This Website may contain links to third-party websites for convenience. We do not endorse or assume responsibility for the content or accuracy of third-party sites. business relationships formed through external links are solely between the user and the third party.

5. Intellectual Property

All Website content, including text, graphics, logos, and materials, is owned by or licensed to us and is protected by intellectual property laws. You may not copy, distribute, modify, or use any content without prior written permission.

6. Limitation of Liability

We make no guarantees about the accuracy, reliability, or completeness of Website content. To the fullest extent permitted by law, Charles Theisen, The Charles Theisen Group, and affiliates shall not be liable for any direct, indirect, incidental, consequential, or special damages resulting from your use of the Website or reliance on its content.

7. Privacy Policy

Your use of this Website is also governed by our Privacy Policy, which explains how we collect, use, and protect your information.

8. Changes to These Terms

We reserve the right to modify these Terms at any time. Any updates will be posted on this page, and continued use of the Website after changes signifies acceptance of the new Terms.

9. Governing Law & Dispute Resolution

These Terms shall be governed by the laws of Florida, without regard to conflicts of law principles. Any disputes shall be resolved through binding arbitration in Florida, except where prohibited by law.

10. Contact Information

For questions regarding these Terms, please contact us at:

Charles Theisen
charles@charlestheisen.com

954-865-2286