Website Terms of Use

Effective Date: September 14, 2026
Last Updated: September 14, 2026

These Terms of Use (“Terms”) govern your access to and use of the Shepard Consultants LLP website, including www.shepardconsultants.com, and any content, materials, resources, or functionality made available through the website (collectively, the “Website”).

The Website is owned and operated by Shepard Consultants LLP (“Shepard Consultants,” “we,” “us,” or “our”).

By accessing or using the Website, you agree to these Terms. If you do not agree to these Terms, you should not use the Website.

1. Website Purpose

The Website provides information about Shepard Consultants, our professional services, perspectives, educational materials, resources, and other business-related content.

Information presented on the Website is provided for general informational and educational purposes unless expressly stated otherwise.

2. No Professional Relationship Created

Your access to or use of the Website, submission of an inquiry, downloading of a resource, subscribing to communications, or communication with Shepard Consultants does not, by itself, establish an accountant-client, consultant-client, adviser-client, fiduciary, or other professional relationship.

A professional engagement is established only when Shepard Consultants and the client mutually agree to an engagement and execute any engagement letter, service agreement, proposal, or other documentation required by Shepard Consultants.

The terms of an executed client agreement will govern the professional services covered by that agreement. In the event of a conflict between these Website Terms and an executed client agreement concerning professional services, the client agreement will control with respect to those services.

3. No Accounting, Tax, Legal, Investment, or Financial Advice

Content appearing on the Website, including articles, insights, downloads, templates, checklists, calculators, videos, social-media content, and other resources, is provided for general informational and educational purposes.

Unless expressly provided pursuant to a professional engagement, Website content does not constitute individualized accounting, tax, legal, investment, financial, valuation, or other professional advice.

Business and financial decisions depend upon individual facts and circumstances. You should obtain appropriate professional advice before acting or refraining from acting based upon information available through the Website.

Shepard Consultants does not provide legal advice.

4. No Guarantee of Results

Examples, case studies, illustrations, testimonials, projections, estimates, or descriptions of potential outcomes do not constitute guarantees of future results.

Business, financial, tax, operational, and other outcomes depend upon numerous factors, including circumstances outside Shepard Consultants' control.

Past performance, client experiences, or illustrative results should not be interpreted as a promise or guarantee that you will achieve similar results.

5. Accuracy and Completeness of Information

We seek to provide useful and accurate information but do not warrant that all Website content will always be complete, current, accurate, or free from errors.

Laws, tax rules, accounting standards, technology, business practices, financial conditions, and other matters may change after Website content is published.

We reserve the right to modify, update, remove, or discontinue Website content at any time without notice.

6. Services and Engagements

Descriptions of services appearing on the Website are general in nature and do not constitute an offer or guarantee that Shepard Consultants will accept a particular engagement.

We reserve the right to determine whether to accept a prospective client or engagement.

The scope, deliverables, responsibilities, fees, payment terms, deadlines, assumptions, limitations, and other conditions applicable to professional services will be established separately through the applicable proposal, engagement letter, service agreement, statement of work, or similar agreement.

7. Pricing and Payments

Any prices displayed on the Website are subject to change unless otherwise governed by an executed agreement.

Additional services, expanded scopes, special projects, third-party costs, or work outside an agreed scope may be subject to additional fees as provided in the applicable client agreement.

Where payments are processed through third-party providers, your transaction may also be subject to the applicable provider's terms.

8. Intellectual Property

Unless otherwise stated, the Website and its original content, including text, graphics, branding, logos, designs, frameworks, methodologies, templates, downloads, educational resources, videos, and other materials, are owned by or licensed to Shepard Consultants and are protected by applicable intellectual-property laws.

You may access Website content for your own lawful personal or internal business use.

Unless we provide written authorization, you may not:

• Reproduce or republish substantial portions of Website content;

• Sell or commercially redistribute our materials;

• Remove copyright, trademark, or proprietary notices;

• Represent Shepard Consultants' materials as your own;

• Modify our proprietary materials for resale or redistribution;

• Use our trademarks or branding in a manner suggesting affiliation, sponsorship, or endorsement; or

• Systematically scrape, harvest, or reproduce Website content.

9. Downloadable Resources and Templates

Shepard Consultants may make checklists, guides, templates, calculators, worksheets, reports, or other resources available through the Website.

Unless different terms accompany a particular resource, such materials are provided for your individual or internal business use and may not be resold, redistributed, republished, sublicensed, or presented as your own original work.

Resources are educational tools and should be adapted to your particular circumstances where appropriate.

10. Acceptable Use

You agree not to use the Website:

• For unlawful, fraudulent, or malicious purposes;

• To attempt unauthorized access to systems, accounts, data, or networks;

• To introduce malware, viruses, harmful code, or disruptive technologies;

• To interfere with the Website's operation or security;

• To impersonate another person or organization;

• To collect information about other users without authorization;

• To infringe intellectual-property or privacy rights; or

• In any manner that could damage Shepard Consultants, our systems, clients, service providers, or other users.

We may restrict or terminate access to the Website where we reasonably believe these Terms have been violated.

11. Artificial Intelligence and Automated Content

Certain content, analyses, tools, workflows, or services associated with Shepard Consultants may incorporate artificial intelligence, automation, machine learning, or other technology-assisted processes.

Outputs generated or assisted by automated systems may contain inaccuracies or require professional judgment and review. Users should not rely exclusively upon automated output when making significant business, financial, tax, legal, employment, or investment decisions.

Where artificial intelligence is incorporated into a professional client engagement, additional terms may apply under the applicable engagement agreement.

12. Third-Party Links and Services

The Website may contain links to third-party websites, software, payment processors, scheduling platforms, social-media platforms, or other services.

Links are provided for convenience and do not necessarily constitute an endorsement.

Shepard Consultants does not control and is not responsible for third-party content, availability, privacy practices, security, products, services, or terms.

Your interaction with third parties is governed by the applicable third party's terms and policies.

13. Testimonials and Reviews

Testimonials, reviews, endorsements, and client experiences displayed on the Website represent the experiences or opinions of the individuals providing them.

They do not guarantee that other clients or users will achieve identical or similar results.

Where Shepard Consultants provides an incentive in connection with obtaining feedback or reviews, we seek to comply with applicable disclosure and advertising requirements.

14. Disclaimer of Warranties

TO THE FULLEST EXTENT PERMITTED BY LAW, THE WEBSITE AND ITS CONTENT ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS.

SHEPARD CONSULTANTS DISCLAIMS WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT, TO THE EXTENT PERMITTED BY LAW.

WE DO NOT WARRANT THAT THE WEBSITE WILL BE UNINTERRUPTED, ERROR-FREE, COMPLETELY SECURE, OR FREE FROM HARMFUL COMPONENTS.

15. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, SHEPARD CONSULTANTS LLP AND ITS OWNERS, PARTNERS, EMPLOYEES, CONTRACTORS, REPRESENTATIVES, AND AFFILIATES WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES ARISING FROM OR RELATED TO YOUR USE OF, OR INABILITY TO USE, THE WEBSITE OR RELIANCE UPON WEBSITE CONTENT.

THIS INCLUDES, TO THE EXTENT PERMITTED BY LAW, LOSS OF PROFITS, REVENUE, DATA, BUSINESS OPPORTUNITIES, OR GOODWILL.

Nothing in these Terms excludes or limits liability where such exclusion or limitation is prohibited by applicable law.

16. Indemnification

To the extent permitted by applicable law, you agree to indemnify and hold harmless Shepard Consultants LLP and its owners, partners, employees, representatives, contractors, and affiliates from claims, damages, liabilities, costs, and expenses arising from your unlawful use of the Website, your violation of these Terms, or your infringement of another party's rights.

17. Privacy

Your use of the Website is also subject to our Privacy Policy, which explains how we collect, use, and protect information.

18. Website Availability

We may modify, suspend, restrict, or discontinue all or part of the Website at any time.

We are not responsible for losses resulting from temporary Website outages, maintenance, technical problems, third-party service interruptions, or circumstances outside our reasonable control.

19. Governing Law

These Terms are governed by the laws of the State of Georgia, without regard to conflict-of-law principles.

To the extent permitted by applicable law, disputes arising solely from use of the Website will be subject to the jurisdiction of the appropriate state or federal courts located in Georgia.

Any dispute arising from an actual professional engagement may instead be governed by the dispute-resolution provisions contained in the applicable engagement letter or service agreement.

20. Severability

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

21. No Waiver

Our failure to enforce a provision of these Terms does not constitute a waiver of that provision or our right to enforce it later.

22. Changes to These Terms

We may revise these Terms periodically.

Changes become effective when the revised Terms are posted to the Website unless otherwise stated. The “Last Updated” date above identifies the most recent revision.

Your continued use of the Website following the effective date of revised Terms constitutes acceptance of those Terms to the extent permitted by law.

23. Contact

Questions concerning these Terms may be submitted through the contact information provided on our Website.

Shepard Consultants LLP
Atlanta, Georgia, United States
Website: www.shepardconsultants.com