Engage Advisors Terms and Conditions

Welcome to Engage Advisors! These Terms and Conditions outline the rules and responsibilities that apply when you use our website, engage our services, or communicate with us, including via text message (SMS). By using our website or services, you agree to be bound by these terms. If you do not agree, please discontinue use of our site or services.

1. Use of Website

Engage Advisors provides this website for informational and service-related purposes. You agree to use this website in accordance with all applicable laws. Unauthorized use—such as attempting to gain unauthorized access or disrupt site functionality—is strictly prohibited.

2. Services Offered

Engage Advisors offers tax, accounting, financial planning, and advisory services for dental professionals and small business owners. The content on our site is for general informational purposes only and does not constitute a binding agreement unless specified in writing.

3. Pricing and Engagements

The specific services included in your engagement with Engage Advisors are outlined in your Client Service Agreement (“CSA”). Fees stated in a CSA are based on the scope of services described in that agreement. Changes in the scope, complexity, frequency, or nature of the services requested may result in additional fees. Services not specifically included in your CSA are considered outside the scope of your engagement and may be billed separately as described below.

4. Services Outside the Scope of Your Engagement

From time to time, you may request assistance with matters that are not included in your Client Service Agreement. Unless otherwise agreed to in writing, services not specifically included in your CSA will be billed separately at Engage Advisors’ then-current hourly rates. Examples of services that are generally outside the scope of an engagement unless specifically included in your CSA include, but are not limited to:

Payroll and Employee Administration

Adding new employees to payroll
Updating employee payroll information, including compensation rates, direct deposit information, addresses, deductions, or other payroll settings
Completing 401(k), retirement plan, or employee census reporting
Correcting or amending payroll information or filings due to inaccurate, incomplete, or untimely information provided to Engage Advisors

Tax Services

Responding to notices or correspondence from the IRS, state or local taxing authorities, or other governmental agencies
Assistance with tax examinations, reviews, or audits
Preparing amended tax returns
Preparing tax returns for periods prior to the effective date of your CSA
Preparing returns or filings not specifically identified in your CSA, including gift tax returns, estate or trust returns, or other nonrecurring or atypical tax filings
Tax research, planning, calculations, or consulting related to transactions or matters outside the services included in your CSA

Accounting and Financial Information

Accounting cleanup, corrections, or reconstruction relating to periods prior to the effective date of your CSA
Preparing financial information, schedules, questionnaires, verifications, or other information requested by banks, lenders, financing companies, landlords, insurers, or other third parties
Special accounting projects, research, analysis, or reporting outside your recurring accounting services

Business and Entity Matters

Business or entity formations, registrations, conversions, reorganizations, or dissolutions
Assistance with ownership changes, acquisitions, sales, or other significant business transactions
Tax, accounting, payroll, advisory, or other services for businesses or entities not specifically identified in your CSA

Individuals and Related Parties

Individual income tax returns not specifically identified in your CSA
Services for owners, family members, related entities, or other parties not specifically covered by your CSA

Additional or Corrective Work

Rework or corrections resulting from inaccurate, incomplete, changed, or untimely information provided to Engage Advisors
Special projects, research, consulting, or other assistance outside the recurring services specifically identified in your CSA

Engage Advisors may require a separate engagement agreement, fee estimate, retainer, or other authorization before beginning certain additional services. For routine out-of-scope requests, your request that Engage Advisors perform the service will constitute authorization for us to perform and bill for the additional work at our then-current hourly rates. If you are unsure whether a requested service is included in your engagement, please contact your Engage Advisor before requesting the work.

5. Intellectual Property

All content—including text, branding, graphics, documents, and images—is the property of Engage Advisors unless otherwise stated. You may not reuse or republish our content for commercial purposes without written permission.

6. User Responsibilities

By using this site or our services, you agree to:

Submit accurate and truthful information.
Not interfere with our systems or website functionality.
Use our content and communications lawfully and respectfully.

7. Third-Party Links

This site may contain links to external websites for additional resources. Engage Advisors is not responsible for the content or privacy practices of those third-party sites.

8. Limitation of Liability

While we strive to maintain accurate and updated content, Engage Advisors makes no guarantees regarding accuracy, timeliness, or completeness. We are not liable for any damages resulting from your use of our website or reliance on its content.

9. Privacy Policy

Your use of our website is subject to our Privacy Policy, which explains how we collect, use, and protect your personal information.

10. SMS Communication & Consent

A. SMS Consent Communication
Phone Numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

B. Types of SMS Communications
If you have consented to receive text messages from Engage Advisors, you may receive messages related to:

Appointment reminders
Follow-up messages regarding requested services
Billing inquiries and account updates
Updates regarding compliance deadlines

C. Message Frequency
Message frequency may vary depending on the type of communication.

D. Potential Fees for SMS Messaging
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

E. Opt-In Method
You may opt in to receive SMS messages from Engage Advisors by:

Submitting an online form with SMS consent selected

F. Opt-Out Method
You can opt out of receiving SMS messages at any time by replying "STOP" to any message you receive. You may also contact us directly to request removal from our SMS list.

G. Help
If you are experiencing any issues, reply with the keyword "HELP" or contact us directly:
📞 (913) 681-1350
📧 support@engageadvisors.com
🔗 Privacy Policy | Terms and Conditions

H. Standard Messaging Disclosures

Message and data rates may apply.
You can opt out at any time by texting "STOP".
For assistance, text "HELP" or visit our Privacy Policy and Terms and Conditions pages.
Message frequency may vary.

11. Governing Law

These Terms and Conditions are governed by the laws of the State of Kansas. Disputes arising from these terms shall be resolved according to local and federal regulations.

12. Changes to Terms

Engage Advisors reserves the right to revise these Terms and Conditions at any time. Updates will be posted to this page, and continued use of our website or services implies acceptance of those changes.

13. Contact Information

If you have questions about these Terms and Conditions or any aspect of our communications or services, please contact:

Engage Advisors, LLC
📍 7400 W 130th St, Suite 320
Overland Park, KS 66213
📞 (913) 681-1350
✉️ support@engageadvisors.com