Terms and Conditions for Xel

Effective Date: December 1, 2024

 

Welcome to Xel! These Terms and Conditions (“Terms”) govern your use of the services provided by Xel, also known as Xel Advisors or Xel Global (“we,” “us,” or “our”), including our website and professional services. By using our services, you agree to these Terms.

1. Scope of Services

Xel provides a range of professional services, including:

• Tax preparation and consulting
• Wealth management
• Business services, including accounting and bookkeeping
• Transaction advisory services
• Audit & assurance services
• Brand & marketing services

The scope of services will be defined in a separate agreement or engagement letter where applicable.

2. User Responsibilities

You agree to:

• Provide accurate and complete information necessary for us to perform our services.
• Use our services in compliance with all applicable laws and regulations.
• Notify us promptly of any changes to the information provided.

3. Confidentiality

We maintain strict confidentiality of all client information in accordance with professional and legal standards. However, you acknowledge that:

• Information shared electronically may be subject to security risks.
• Certain disclosures may be required by law.

4. SMS Terms & Conditions

By submitting your contact information, you agree to be contacted about your request & other information using text messaging. Message frequency may vary. Message & data rates may apply. You can opt out any time by texting STOP to cancel. For assistance, text HELP or visit our website at www.xeladvisors.com. Visit www.xeladvisors.com/privacypolicy for privacy policy and wwww.xeladvisors.com/terms-conditions for Terms and Conditions. No mobile information will be shared or sold to third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Intellectual Property

All content provided by Xel, including but not limited to reports, templates, and methodologies, remains the intellectual property of Xel. You may not reproduce, distribute, or use our intellectual property without explicit permission.

6. Limitation of Liability

To the fullest extent permitted by law:

• Xel is not liable for indirect, incidental, or consequential damages arising from the use of our services.
• Our total liability for any claim is limited to the fees paid for the specific service giving rise to the claim.

7. Termination

Either party may terminate the engagement with reasonable notice. Upon termination:

• All outstanding fees must be paid.
• You will no longer have access to our services.

8. Governing Law

These Terms are governed by the laws of the United States and the state in which our principal office is located.

9. Changes to Terms

We may update these Terms periodically. Changes will be communicated via our website, and your continued use of our services constitutes acceptance of the updated Terms.

10. Contact Us

For questions regarding these Terms, please contact:

 

Xel Advisors

337 N Vineyard Ave, Ste 230, Ontario, CA 91764

Email: [email protected]
Phone: 909-750-0462

By using Xel’s services, you agree to these Terms and Conditions.