Terms of Use

Effective date: July 29, 2026

These Terms of Use govern your access to and use of neatfinances.com. By using this website, you agree to these terms. If you do not agree, please do not use the site.

Informational website

The website provides general information about Neat Financial Services, Inc. and its services. Website content is not accounting, tax, legal, investment, or other professional advice and should not be relied upon as a substitute for advice based on your specific circumstances.

No client relationship

Using this website, submitting a form, downloading a resource, or scheduling a call does not create a client relationship. A client relationship begins only after Neat Finances and the client execute an applicable engagement agreement and any required payment and onboarding conditions are satisfied.

Accuracy and availability

We aim to keep website information useful and current but do not guarantee that all content is complete, accurate, current, or continuously available. Services, scope, pricing, and availability may change.

Permitted use

You may use this website for lawful personal and business purposes. You may not interfere with the site, attempt unauthorized access, introduce malicious code, misuse forms, copy substantial portions of the site for commercial use, or violate applicable law.

Intellectual property

Unless otherwise stated, website content, branding, downloads, and original materials are owned by or licensed to Neat Finances and are protected by applicable intellectual-property laws. Limited personal use does not transfer ownership rights.

Third-party services and links

The site may use or link to third-party services. We do not control and are not responsible for third-party content, availability, security, or practices.

Limitation of liability

To the fullest extent permitted by law, Neat Finances will not be liable for indirect, incidental, special, consequential, or punitive damages arising from use of, or inability to use, this website. Any service-specific responsibilities are governed by the applicable written engagement agreement.

Changes

We may revise these terms periodically. Continued use of the website after an update constitutes acceptance of the revised terms.

Contact

Questions may be directed through our contact page or by phone at 727-238-5019.