Terms of Service | Scott CPA Advisors

Terms of Service

Last Updated: November 30, 2025

These Terms of Service (“Terms”) govern your access to and use of the services provided by Scott CPA Advisors (“Company,” “we,” “us,” or “our”), a brand operated by Thomas E Scott CPA PLLC, doing business as TS Retirement Plan.

Eligibility (18+)

You must be at least 18 years old to use our website, submit forms, book appointments, or otherwise engage with our Services. By using the Services, you represent and warrant that you are 18 years of age or older.

Business Identity

Scott CPA Advisors is a brand operated by Thomas E Scott CPA PLLC, doing business as TS Retirement Plan.

References to “Scott CPA Advisors,” “TS Retirement Plan,” “we,” “us,” or “our” in these Terms refer to Thomas E Scott CPA PLLC and its registered DBA.

Our primary website and services related to these Terms are available at: https://tsretirementplan.com/offer-2026

By accessing our website, submitting forms, booking appointments, or otherwise engaging with our services (collectively, the “Services”), you (“Client,” “you,” or “your”) agree to be bound by these Terms. If you do not agree, please do not use our Services.

1. Services Provided

Scott CPA Advisors provides tax planning, tax preparation, accounting coordination, and retirement-focused education and advisory services tailored primarily for real estate professionals, including REALTORS®.

Specific services, deliverables, timelines, and any applicable guarantees will be outlined in a separate written agreement or engagement letter (“Service Agreement”). In the event of any conflict between these Terms and a Service Agreement, the Service Agreement shall control.

2. Client Responsibilities

  • Provide accurate and complete information
  • Respond promptly to communications
  • Comply with all applicable laws and regulations
  • Attend scheduled appointments or reschedule with reasonable notice

3. Fees & Payment Terms

Fees and payment terms will be outlined in your Service Agreement. Unless otherwise stated, invoices are due upon receipt and are non-refundable except as expressly agreed in writing.

4. No Guarantee of Results

We do not guarantee any specific tax outcome, financial result, or retirement balance. Outcomes depend on multiple factors outside our control.

5. No Legal or Investment Advice

Nothing on our website or through automated communications constitutes legal or investment advice. You should consult appropriate professionals for your specific situation.

6. Communications & Messaging

Scott CPA Advisors / TS Retirement Plan, operated by Thomas E Scott CPA PLLC, may send communications including emails, phone calls, and text messages (SMS) to users who have opted in. SMS messages may include appointment confirmations, appointment reminders, service-related notifications, and account-related updates.

Consent to receive messages is not a condition of purchase. Message and data rates may apply. Message frequency may vary based on your engagement and services requested.

SMS Opt-Out & Support

You may cancel SMS communications at any time by replying STOP to any message. After sending STOP, you will receive a confirmation message and will no longer receive SMS messages unless you re-opt in.

For assistance, reply HELP or contact us at [email protected] or +1 (520) 906-2644.

Carrier Liability

Carriers are not liable for delayed or undelivered messages.

Message Frequency

Message frequency may vary. Message and data rates may apply for any messages sent to you or from you. If you have questions about your text or data plan, please contact your wireless provider.

Privacy Policy

If you have questions regarding privacy, please review our Privacy Policy here: https://tsretirementplan.com/privacy-policy

7. Intellectual Property

All content and materials provided are the intellectual property of the Company and may not be reused or distributed without written permission.

8. Confidentiality

Both parties agree to maintain the confidentiality of non-public information disclosed during the engagement.

9. Third-Party Platforms

We are not responsible for third-party platforms, services, or policy changes.

10. Termination

Either party may terminate the engagement in accordance with the Service Agreement.

11. Limitation of Liability

Our total liability shall not exceed the fees paid in the three (3) months preceding the claim.

12. Governing Law

These Terms are governed by the laws of the State of Arizona.

13. Changes to These Terms

Continued use of our Services after updates constitutes acceptance of revised Terms.

14. Contact Information

Scott CPA Advisors
Thomas E Scott CPA PLLC d/b/a TS Retirement Plan
145 E University Blvd, Ste 203
Tucson, AZ 85705

Phone: +1 (520) 906-2644
Email: [email protected]

Disclaimer: This document is provided for informational purposes only and does not constitute legal advice.