Terms Of Use

Effective Date: September 21, 2026 · Last Updated: September 21, 2026

These Website Terms of Use (“Terms”) govern your access to and use of the Basta & Company website, including its articles, guides, calculators, educational resources, forms, and other content made available through the site.

Basta & Company, also doing business as BastaCPA (“BastaCPA,” “we,” “us,” or “our”), is a California accounting and advisory firm providing accounting, tax, fractional CFO, and related professional services.

By accessing or using this website, you agree to these Terms. If you do not agree with these Terms, please do not use the website.

These Terms apply only to your use of our website and publicly available resources. They do not govern accounting, tax, fractional CFO, or other professional services provided to clients. Those services are governed by separate engagement agreements or other applicable agreements between BastaCPA and the client.

Nothing on this website, including articles, calculators, guides, newsletters, videos, or other educational content, creates a CPA-client, accountant-client, advisory, or other professional relationship between you and BastaCPA.

1. Informational and Educational Purposes

The information available on this website is provided for general informational and educational purposes only.

Website content may discuss topics involving:

accounting;
bookkeeping;
tax planning;
tax compliance;
business entities;
cash flow;
financial reporting;
fractional CFO services;
payroll;
business operations;
real estate;
construction and related industries; and
other financial and business topics.

This information is not intended to provide accounting, tax, legal, investment, financial, or other professional advice for any particular person or business.

You should not make financial, tax, legal, investment, or business decisions solely based on information found on this website.

Professional advice should be based on your individual circumstances and applicable laws, regulations, and professional guidance.

2. No CPA-Client or Professional Relationship

Accessing or using this website does not create a CPA-client, accountant-client, advisor-client, fiduciary, or other professional relationship between you and BastaCPA.

A professional relationship is established only when BastaCPA agrees to provide services and the applicable engagement agreement or other client agreement has been completed.

The following activities, by themselves, do not create a professional relationship:

visiting the website;
reading an article or guide;
watching a video;
using a calculator or assessment;
downloading a resource;
subscribing to a newsletter;
submitting a contact or inquiry form;
scheduling a consultation;
communicating with us before an engagement is accepted; or
receiving general information from our team.

We may decline an engagement at our discretion, subject to applicable law and professional requirements.

3. No Professional Advice

Website content is general in nature and may not apply to your specific circumstances.

Tax consequences and financial outcomes can vary significantly based on factors such as:

entity structure;
income;
ownership;
location;
industry;
timing;
transactions;
filing status;
elections;
available documentation; and
changes in applicable law.

Nothing on this website should be interpreted as a recommendation that a particular accounting, tax, legal, investment, financial, or business strategy is appropriate for you.

You should consult qualified professionals before acting on information involving your specific circumstances.

4. Accuracy and Timeliness of Information

We make reasonable efforts to provide useful and accurate information, but accounting rules, tax laws, regulations, government guidance, financial thresholds, deadlines, and professional standards change over time.

Accordingly, we do not guarantee that all website content is:

complete;
accurate;
current;
error-free; or
applicable to your particular circumstances.

Content may become outdated after publication.

The date an article or resource was originally published or updated should be considered when evaluating whether the information remains current.

We are not obligated to update every previously published article, guide, video, or resource whenever a law, regulation, threshold, or professional rule changes.

5. Calculators, Assessments, and Interactive Tools

BastaCPA may provide calculators, quizzes, assessments, checklists, estimators, or other interactive tools.

These tools are provided for general educational and informational purposes only.

Results may be based entirely or partly on:

information entered by the user;
simplified assumptions;
generalized formulas;
estimated tax rates;
financial assumptions; or
other inputs that may not reflect your complete circumstances.

Results should not be considered tax advice, accounting advice, financial advice, legal advice, or a guarantee of any particular outcome.

Actual results may differ materially.

You should consult an appropriate professional before relying on the output of a calculator or interactive tool for a financial, tax, accounting, legal, or business decision.

6. Examples, Illustrations, and Case Studies

The website may include examples, hypothetical scenarios, illustrations, estimates, or case studies.

These are provided to explain concepts and are not guarantees of similar results.

Any reference to potential:

tax savings;
profit improvement;
cash flow improvement;
deductions;
financial performance;
business growth; or
other financial results
depends on individual circumstances.

Past results, examples, or hypothetical calculations do not guarantee future results.

7. Permitted Use of the Website

You may use this website for lawful personal or internal business purposes.

You may view, print, or download reasonable portions of website content for your own noncommercial use, provided that you do not remove any copyright, trademark, attribution, or proprietary notices.

You may not use the website:

for unlawful, fraudulent, or abusive purposes;
to interfere with website security or operation;
to attempt unauthorized access to our systems;
to introduce malware, malicious code, or harmful technology;
to impersonate another person or organization;
to collect information about other users without authorization;
to misuse forms or communication systems;
to republish substantial portions of our content without permission; or
in a way that violates applicable law or the rights of BastaCPA or another party.

8. Intellectual Property

Unless otherwise stated, the content on this website is owned by, licensed to, or used with permission by BastaCPA.

This may include:

text;
articles;
guides;
downloadable resources;
videos;
graphics;
images;
logos;
branding;
calculators;
assessments;
website design;
layouts;
downloadable materials; and
other original content.

BastaCPA and related names, logos, and branding may be protected by trademark, copyright, or other intellectual property laws.

You may not reproduce, distribute, modify, republish, sell, license, create derivative works from, or commercially exploit substantial portions of our website content without prior written permission.

Nothing in these Terms transfers ownership of our intellectual property to you.

9. Automated Access, Scraping, and Content Extraction

You may not use bots, crawlers, scrapers, automated software, artificial intelligence agents, or similar technologies to systematically extract, copy, reproduce, download, monitor, or republish substantial portions of this website without our prior written permission.

This restriction does not prohibit ordinary indexing by legitimate search engines consistent with our publicly available technical instructions, such as robots.txt settings.

We reserve the right to restrict or block automated access that we reasonably believe is abusive, disruptive, excessive, or inconsistent with these Terms.

10. User Submissions and Communications

If you submit information through a contact form, consultation request, intake form, email, or other website feature, you are responsible for ensuring that the information you provide is accurate and that you are authorized to provide it.

Do not submit confidential, sensitive, or time-sensitive information through general website forms unless the form or communication method is specifically intended for that purpose.

Submitting information through the website does not guarantee:

that we will accept an engagement;
that we will respond within a particular timeframe;
that a professional relationship has been created; or
that a deadline or filing obligation has been communicated to or accepted by BastaCPA.

Existing clients should use the communication methods specified in their engagement arrangements for confidential or time-sensitive matters.

11. Third-Party Links and Services

Our website may contain links to third-party websites, platforms, tools, resources, applications, or services.

These may include:

scheduling services;
video platforms;
social media websites;
payment providers;
client portals;
accounting software;
government websites;
educational resources; or
other third-party services.

Third-party websites and services are operated independently from BastaCPA.

We do not control and are not responsible for their:

content;
accuracy;
availability;
security;
privacy practices; or
terms of use.

The inclusion of a link does not necessarily constitute an endorsement.

Your use of third-party websites or services is subject to the terms and privacy practices of those providers.

12. Privacy

Your use of the website is also subject to our Privacy Policy.

Our Privacy Policy describes how we collect, use, disclose, and protect information associated with your use of the website and our services.

Where these Terms address website use and the Privacy Policy addresses personal information, both documents should be read together.

13. Website Availability

We may change, update, suspend, discontinue, remove, or restrict access to any part of the website at any time.

We do not guarantee that:

the website will always be available;
access will be uninterrupted;
all features will operate without error;
defects will always be corrected immediately; or
the website will always be free from harmful components.

We may perform maintenance, updates, security work, or other changes without prior notice.

14. Disclaimer of Warranties

o the extent permitted by applicable law, the website and its content are provided on an “as is” and “as available” basis.

BastaCPA makes no representation or warranty that the website or its content will:

meet your specific needs;
produce any particular result;
remain continuously available;
be completely accurate or current; or
be free from errors, interruptions, or security risks.

Nothing in these Terms limits any warranty or obligation that cannot legally be excluded.

15. Limitation of Liability

To the extent permitted by applicable law, BastaCPA will not be responsible for losses arising solely from:

reliance on general website information;
use of calculators, examples, estimates, or educational materials;
inability to access the website;
interruptions or technical errors;
third-party websites or services;
outdated website information; or
unauthorized use of the website by another person.

Nothing in this section is intended to limit liability that cannot legally be limited or excluded.

These limitations relate to use of the public website and do not replace or modify any liability provisions contained in a separate professional engagement agreement between BastaCPA and a client.

16. No Guarantee of Results

BastaCPA does not guarantee any specific tax, accounting, financial, profitability, cash flow, or business outcome from using information on this website or from contacting the firm.

Financial and tax outcomes depend on individual facts and circumstances.

Any examples of savings, deductions, financial improvements, or other results are illustrative unless expressly stated otherwise.

17. Professional Services Are Governed Separately

If you become a client of BastaCPA, the terms of your professional relationship will be governed by the applicable engagement agreement and related documents.

Those agreements may contain provisions addressing matters such as:

scope of services;
client responsibilities;
fees;
payment terms;
confidentiality;
document retention;
professional responsibilities;
limitations of services; and
dispute procedures.

If there is a conflict between these Website Terms of Use and an executed client engagement agreement concerning professional services, the engagement agreement will govern the professional relationship.

18. Governing Law

These Terms and your use of the website are governed by the laws of the State of California, without regard to conflict-of-law principles.

To the extent a dispute relating solely to use of the website is properly brought in court, the applicable state or federal courts located in California will have jurisdiction, subject to applicable law.

Nothing in this section changes any dispute-resolution provision that may appear in a separate client engagement agreement.

19. Changes to These Terms

We may update these Terms from time to time to reflect changes in:

the website;
our services;
technology;
business practices;
applicable law; or
our policies.

When we update these Terms, we will revise the “Last Updated” date at the top of this page.

Your continued use of the website after revised Terms are posted constitutes acceptance of the updated Terms to the extent permitted by law.

We encourage you to review these Terms periodically.

20. Severability

If any provision of these Terms is determined to be invalid, unlawful, or unenforceable, the remaining provisions will continue in effect to the extent permitted by law.

21. Enforcement of These Terms

If we choose not to enforce a part of these Terms in a particular situation, that does not mean we have given up the right to enforce that provision later.

It also does not prevent us from enforcing these Terms in a different situation or with another user

22. Contact Us

If you have questions about these Website Terms of Use, please contact:

Basta & Company / BastaCPA
100 Pine Street, Suite 1250
San Francisco, CA 94111

Email: iSupport@bastacpa.com
Phone: 415-333-6262
Website: BastaCPA.com