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The terms and conditions set forth herein constitute the full and complete agreement between you and The Copp Law Firm, PC (hereinafter “CLF”) which owns and operates this website (hereinafter, the “Website”). Your agreement to be bound by these terms and conditions is accepted and acknowledged by your use of the Website OR the submission of any order for any service. Please read carefully as it describes the terms and conditions under which CLF and its attorneys will undertake to represent you. Our firm policy requires that you acknowledge and agree to the terms and conditions set forth below (the “Terms and Conditions”), before CLF can engage in any representation. Should you wish to hire CLF, please click the box indicating that you have read and agree to these Terms and Conditions.
You and CLF agree that upon your submission of this form, CLF shall prepare standard Annual Meeting documentation for the current year. Unless otherwise agreed in writing, CLF is under no obligation to prepare Annual Meeting documentation for past or future years.
The scope of the engagement between you/the client and Zachary Copp/CLF is limited in nature. The flat fee project contemplated by this questionnaire is not an indefinite project. Rather, our engagement automatically terminates upon the completion of the requested services. While we may answer questions after the engagement terminates, such communications do not reopen a previously concluded representation.
CLF has agreed to provide the requested services for the flat fee of $50 payable in advance of services being performed. By submitting your credit card or debit card information, you authorize CLF to charge the credit/debit card in an amount equal to the total price for the services requested.
In the event that you and I agree in writing that I am to provide services in addition to the services described above, you agree to pay my standard hourly rate billed in 1/10 of an hour increments. My current standard hourly rate is $250/hour.
CLF will not be responsible for independently verifying the truth or accuracy of information supplied to CLF by you or on your behalf. Your delivery of such information to CLF constitutes a warranty of its accuracy and completeness. In addition, you understand that CLF will be relying on you to review for accuracy all documents that CLF drafts. You also represent that you are not creating any of the documents requested for any illegal, improper or fraudulent purpose.
Communication via email, text or other electronic means may not be secure, and could be intercepted by third parties. Additionally, any communications made to or from a device not owned by you may be subject to monitoring by the device’s owner (for example, your employer). As such, you should not divulge confidential information on any device owned by a third party. You recognize that technology is ever-evolving and that electronic communications cannot be fully protected from unauthorized interception. In addition, human error may at times result in electronic communications being missent. Unless otherwise limited in writing, you authorize CLF to transmit information, including information of a confidential nature, to you by e-mail to the e-mail including, but not limited to the e-mail address provided via one of CLF’s websites.
You may terminate our representation, by providing CLF written notice of termination, at any time. CLF will refund all unearned fees at this time. For purposes of these Terms and Conditions, CLF’s fee shall be considered earned upon the initial drafting of the applicable document(s). Fees charged by third parties and advanced by CLF are non-refundable.
CLF has the same right to terminate the engagement and may discontinue providing legal or registered agent services if you fail to pay our bills promptly or if you misrepresent or fail to disclose any material facts in the course of the representation, or if anything else occurs that, in our judgment, impairs our attorney-client relationship. In the event of any such termination, CLF will account to you as to any unearned fee that it holds.
CLF, in its sole discretion, reserves the right to decline to provide services to you. You agree that CLF shall not be liable to you for loss or damages that may result from our refusal to provide services. If you submit an order and we later determine in our sole discretion that your order is not appropriate for our online program, we will notify you via email and refund your order.
In the event that a chargeback is placed or threatened on a purchase, we also reserve the right to report the incident for inclusion in chargeback abuser database(s) of our choosing and in our sole discretion. The information reported will include name, email address, order date, order amount, IP address, full address and phone number. Being listed on such databases may make it more difficult or even impossible for you to use (any of) your credit card(s) on future purchases with us or other merchants. Chargeback abusers wishing to be removed from the database shall make payment to us for any outstanding amount owed to us + $50 for processing and handling.
At the conclusion of this matter, it will be your obligation to advise CLF which, if any, of the documents in our files are to be returned to you. CLF shall deliver files to you in the same format in which the file is maintained in our office. If you desire paper copies of files or data which we have solely maintained in digital format, we will either provide you the digital copies as well as making you the paper copies at an additional expense, or cooperate in delivering your digital file to a copy printing service of your choice so that your selected copies may be made at your expense. CLF may keep copies for its records to the extent CLF deems advisable. CLF will retain any remaining documents in its files for a limited period of time and ultimately will destroy them in accordance with its retention program then in effect. Please note that all work product is CLF property.
You are aware of and consent to the retention, maintenance, and storage of your information and records relating to this matter in the following forms and locations: Paper (in office and/or storage files); electronic (e.g., computer, handheld devices for email, fax, and via the Internet using cloud storage); or other like mediums. CLF will endeavor to take all steps necessary to preserve and maintain the confidentiality of all of your information and records, however, you recognize and agree that such information and records may be subject to unauthorized access outside the control of CLF, and agree to hold CLF and its attorneys and employees harmless from any non-CLF caused breaches of confidentiality of your information and records.
CLF maintains a privacy policy as to social security numbers (SSNs). SSNs are only used to obtain federal tax identification numbers (aka EINs). If you do not want to disclose your SSN to us, DO NOT hire us to obtain an EIN as the IRS requires a full SSN of the responsible party (principal officer or owner of the business). Attorney Zachary Copp is the only person authorized to view all of the SSN digits. We capture the last 4 digits of your SSN via the secure/encrypted order form and will ask you for the first five digits at a later date. We recommend that you call with these digits and speak directly with Attorney Zachary Copp. We typically enter the SSN in the IRS' online EIN application, but we may be required to fax file the EIN Application with the IRS. If we must fax file the EIN Application we will email it to you without the SSN and request that you sign, add your SSN, and return to us via the mail. SSNs will remain confidential and are not released from CLF except as described above or unless authorized by the client. Every step is taken to protect the privacy of our clients' SSNs. Full SSNs are not kept in one place or in one file to protect against unauthorized disclosures. Client information will eventually be shredded or securely deleted per CLF’s file disposition policies.
During our representation of you, CLF will be sending you copies of important documents or other material that we believe you should review. CLF strives to maintain these documents in digital (paperless) format, so more often these copies shall be in digital format, for ease of retention and portability. You should have a secure place to keep these documents. If you need additional paper copies at any time, we can make those at your expense or cooperate in sending the data to the secure copy service of your choice. You may control such costs by keeping digital copies. Should you believe your particular file requires encryption, you should advise us of the form of such encryption. If our office is required to secure encryption software specifically for your case, the cost of that software shall be included in your bill.
Upon receipt of your responses to our online questionnaires, CLF will conduct a search of our other client relationships in order to determine whether the representation of you would create a conflict of interest in connection with our existing attorney-client relationships. If we do not discover a conflict of interest, we will proceed as usual with the formation of your business.
If a conflict of interest is discovered, CLF will let you know immediately (before beginning work) and will refund any payments CLF has received. Accordingly, an attorney-client relationship does NOT exist until after a successful conflict check is performed.
You are advised to obtain independent and competent tax advice regarding these legal matters since legal transactions can give rise to tax consequences.
CLF and its attorneys have not agreed to render any tax advice and are not responsible for any advice regarding tax matters or preparation of tax returns, or other filings, including, but not limited to, state and federal inheritance, sales, franchise and income tax returns.
IN NO EVENT SHALL CLF, OUR OFFICERS, DIRECTORS, EMPLOYEES OR AGENTS BE LIABLE FOR ANY INDIRECT, PUNITIVE, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGE (INCLUDING BUT NOT LIMITED TO LOSS OF BUSINESS, REVENUE, PROFITS, USE, DATA OR OTHER ECONOMIC ADVANTAGE), HOWEVER IT ARISES, WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE OR OTHER TORTIOUS ACTION, OR ARISING OUT OF OR IN CONNECTION WITH THE USE OR INABILITY TO USE THIS SITE OR MATERIALS AVAILABLE FROM THIS SITE, EVEN IF CLF HAS BEEN PREVIOUSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. IF YOUR USE OF MATERIALS FROM THIS SITE RESULTS IN THE NEED FOR SERVICING, REPAIR OR CORRECTION OF EQUIPMENT OR DATA, YOU ASSUME ANY COSTS THEREOF.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, YOU AGREE TO LIMIT THE LIABILITY OF CLF, OUR OFFICERS, DIRECTORS, EMPLOYEES OR AGENTS FOR ANY AND ALL OF YOUR CLAIMS, LOSSES, COSTS, DAMAGES OF ANY NATURE WHATSOEVER TO THE SUM OF $5,000 OR THE CLF’S FEE, WHICHEVER IS GREATER. THIS LIMITATION SHALL APPLY REGARDLESS OF THE CAUSE OF ACTION OR LEGAL THEORY PLED OR ASSERTED.
All lawyers in Texas have an obligation to maintain a high standard of ethical conduct toward their client and others. To enforce this standard, the State Bar investigates and prosecutes professional misconduct committed by Texas attorneys. Although not every complaint against or dispute with a lawyer involves professional misconduct, the State Bar Office of General Counsel will provide you with information about how to file a complaint. For more information, you may call 1-800-932-1900. This is a toll-free call.
These Terms and Conditions, and the relationship between you and CLF (including any dispute), shall be governed by the laws of the State of Texas. The obligations of the parties are performable in Dallas County, Texas.
These Terms and Conditions may only be changed by mutual consent. Such consent shall be in writing and it is agreed that e-mail shall be considered writing for purposes of these Terms and Conditions.
Please contact CLF via email at info@copplaw.com if you have any questions regarding these Terms and Conditions.