Last Updated: July 27, 2026
These Terms and Conditions govern your access to and use of the website, communications, forms, scheduling tools, content, and services provided by Carlos D Quintana Inc dba Quint Tax Planning (“Quint Tax Planning,” “Company,” “we,” “us,” or “our”).
By accessing our website, submitting information, scheduling an appointment, opting in to communications, or otherwise interacting with us, you acknowledge that you have read and agree to these Terms and Conditions.
1. Business Information
Legal Business Name: Carlos D Quintana Inc
DBA: Quint Tax Planning
Address: 15303 Ventura Blvd., 9th Floor, Sherman Oaks, CA 91403
Phone: (310) 428-6674
Email: [email protected]
Website: quinttaxplanning.com
These contact details match the information currently displayed by Quint Tax Planning.
2. Eligibility
You must be at least 18 years old to use our website, submit an inquiry, schedule an appointment, engage our services, or participate in our SMS messaging program.
By using our website or services, you represent that you are legally able to enter into a binding agreement.
3. Website Information
The content available through our website is provided for general informational and educational purposes.
Website content is not intended to constitute individualized tax, accounting, financial, investment, legal, or other professional advice. Information presented on the website should not be relied upon as a substitute for advice based on your specific circumstances.
No professional or client relationship is created merely because you:
Visit our website
Submit a form
Download educational materials
Receive an email or text message
Schedule an introductory appointment
Participate in an initial consultation
A formal professional relationship begins only after the parties enter into a separate written engagement agreement, where applicable.
4. Services
Carlos D Quintana Inc dba Quint Tax Planning may provide services relating to:
Individual and business tax preparation
Tax planning and advisory services
Accounting and financial reporting
Business entity and tax-structure considerations
Real estate tax strategies
Retirement and investment-related tax planning
Other related professional services
The specific scope, pricing, responsibilities, limitations, and deliverables associated with paid services will be described in a separate proposal, engagement letter, agreement, invoice, or other written documentation.
If these Terms conflict with a separately signed engagement agreement, the signed engagement agreement will control regarding the professional services covered by that agreement.
5. No Guarantee of Results
Tax, accounting, and financial outcomes depend on numerous factors, including your individual circumstances, the accuracy and completeness of information provided, changes in law, actions taken by government agencies, and implementation of any strategy.
We do not guarantee:
A particular tax result
A specific amount of tax savings
A refund
Approval by any governmental authority
Audit avoidance
Investment performance
Future financial results
Any examples, projections, estimates, case studies, or illustrations are provided for informational purposes and are not guarantees of future results.
6. Accuracy of Information You Provide
You agree to provide complete, accurate, and current information when submitting forms, scheduling appointments, communicating with us, or engaging our services.
You are responsible for reviewing information and documents for accuracy and notifying us promptly of errors, omissions, or changes.
We are not responsible for consequences resulting from inaccurate, incomplete, misleading, or untimely information provided by you or another person acting on your behalf.
7. Electronic Communications
By contacting us electronically, you consent to receive communications relating to your inquiry, appointment, account, or services through email, telephone, voicemail, or other reasonable communication methods.
Marketing email and SMS communications are sent only where permitted and may be discontinued using the unsubscribe or opt-out instructions included in those communications.
You are responsible for keeping your email address and telephone number current.
8. Quint Tax Planning SMS Messaging Program
Program Name
The SMS messaging program is operated by Carlos D Quintana Inc dba Quint Tax Planning.
Program Description
Individuals who voluntarily opt in may receive recurring informational and promotional text messages from Quint Tax Planning.
Messages may include:
Appointment confirmations
Appointment reminders
Scheduling and rescheduling communications
Follow-up messages
Responses to inquiries
Service-related information
Educational tax-planning information
Business updates
Marketing or promotional messages
Special offers or service announcements
Consent to receive promotional or marketing text messages is not a condition of purchasing goods or services.
Message Frequency
Message frequency varies depending on your relationship and interactions with Quint Tax Planning.
Message and Data Rates
Message and data rates may apply to messages sent to you from us and messages sent by you to us.
Your wireless carrier’s standard messaging and data rates may apply. Contact your wireless provider with questions regarding your text or data plan.
Opting Out
You may cancel SMS communications at any time by replying STOP to a message from Quint Tax Planning.
After you send STOP, you may receive a final text message confirming that you have been unsubscribed. Following that confirmation, you will no longer receive SMS messages from that messaging program unless you opt in again.
Other recognized opt-out requests may also be honored where technically supported.
Rejoining the Program
After opting out, you may rejoin the SMS messaging program by completing the applicable opt-in process again and providing new consent.
Help and Customer Support
For assistance with the SMS messaging program, reply HELP to any message.
You may also contact us at:
Email: [email protected]
Phone: (310) 428-6674
Carrier Disclaimer
Wireless carriers are not liable for delayed or undelivered messages.
Message delivery is subject to effective transmission by your wireless carrier and is outside our complete control.
Supported Carriers and Devices
SMS availability may depend on your wireless carrier, device, mobile plan, geographic location, and network availability.
Not all carriers, devices, or service plans support every message or feature.
Privacy
Information collected through the SMS messaging program will be handled in accordance with our Privacy Policy.
For more information regarding how we collect, use, and protect information, please review our
Privacy Policy: https://www.go.quinttaxplanning.com/privacy-policy-
Compliance
Our SMS messaging program is intended to operate in accordance with applicable federal and state laws, carrier requirements, industry standards, and messaging-platform policies.
Abusive, unlawful, deceptive, fraudulent, threatening, or otherwise prohibited use of the messaging program is not permitted.
9. Appointment Scheduling and Cancellation
Appointment availability is not guaranteed until confirmed.
You agree to provide accurate scheduling information and to notify us promptly when you need to cancel or reschedule.
We reserve the right to cancel, reschedule, or decline appointments when reasonably necessary.
Submitting an appointment request does not guarantee that Quint Tax Planning will accept an engagement or provide services.
10. Payments and Fees
Fees for professional services will be disclosed through a proposal, engagement agreement, invoice, checkout page, or other written communication.
You agree to pay all amounts authorized or agreed upon in accordance with the applicable payment terms.
Unless otherwise stated in writing:
Payments are due according to the invoice or engagement terms
Fees may be nonrefundable once work has begun
Past-due amounts may result in paused or terminated services
You are responsible for authorized charges and applicable taxes
Refund eligibility, if any, will be determined by the applicable written service agreement or refund policy.
11. Intellectual Property
The website and its content are owned by or licensed to Carlos D Quintana Inc dba Quint Tax Planning and are protected by applicable intellectual-property laws.
This may include:
Text
Graphics
Logos
Branding
Videos
Documents
Tax guides
Worksheets
Calculators
Downloads
Website design
Educational materials
You may access and use website content for personal, noncommercial purposes only unless we provide written permission otherwise.
You may not copy, reproduce, modify, distribute, publish, sell, license, exploit, or create derivative works from our content without prior written authorization.
12. Acceptable Use
You agree not to:
Use the website for an unlawful or fraudulent purpose
Submit false or misleading information
Attempt to gain unauthorized access to systems or accounts
Introduce malicious code, viruses, or harmful software
Scrape, harvest, or automatically collect website information
Interfere with website functionality or security
Impersonate another person or business
Violate another person’s privacy or intellectual-property rights
Use our communications to harass, threaten, or abuse others
We may restrict or terminate access when we reasonably believe these Terms have been violated.
13. Third-Party Platforms and Links
Our website may link to or integrate with third-party websites and platforms, including:
Scheduling services
Payment processors
Client portals
Document-management systems
Communication providers
Analytics services
Social-media platforms
Third-party platforms operate under their own terms and privacy practices.
We are not responsible for the availability, accuracy, security, content, or conduct of third-party services.
14. Website Availability
We aim to keep the website available and functioning properly, but we do not guarantee uninterrupted or error-free access.
We may modify, suspend, restrict, or discontinue all or part of the website at any time for maintenance, security, operational, legal, or business reasons.
15. Disclaimer of Warranties
To the fullest extent permitted by law, the website, website content, and general communications are provided on an “as is” and “as available” basis.
We disclaim warranties of any kind, whether express or implied, including warranties concerning:
Accuracy
Completeness
Availability
Merchantability
Fitness for a particular purpose
Noninfringement
Security
Error-free operation
Nothing in this section limits obligations expressly stated in a signed professional engagement agreement.
16. Limitation of Liability
To the fullest extent permitted by applicable law, Carlos D Quintana Inc dba Quint Tax Planning and its owners, employees, contractors, representatives, and service providers will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from your use of the website or reliance on general website content.
This limitation does not exclude liability that cannot legally be limited or excluded.
Professional-service liability, if applicable, will be governed by the applicable signed engagement agreement and controlling law.
17. Indemnification
To the extent permitted by law, you agree to indemnify and hold harmless Carlos D Quintana Inc dba Quint Tax Planning and its owners, employees, contractors, and representatives from claims, damages, liabilities, losses, or expenses arising from:
Your misuse of the website
Your violation of these Terms
Information you submit
Your infringement of another person’s rights
Your unlawful conduct
18. Governing Law
These Terms are governed by the laws of the State of California, without regard to conflict-of-law principles.
Any dispute relating to these Terms or use of the website will be brought in a court of competent jurisdiction located in Los Angeles County, California, unless another venue is required by applicable law or a separate written agreement.
19. Severability
If any provision of these Terms is found to be invalid, unlawful, or unenforceable, the remaining provisions will remain in effect.
The invalid provision will be enforced to the greatest extent permitted by law or replaced with a valid provision that most closely reflects its original purpose.
20. No Waiver
Our failure to enforce a provision of these Terms does not waive our right to enforce that provision later.
21. Changes to These Terms
We may revise these Terms periodically to reflect changes in our services, website, communications, business practices, or legal obligations.
Updated Terms will be posted on the website with a revised “Last Updated” date.
Your continued use of the website after revised Terms are posted constitutes acceptance of those changes to the extent permitted by law.
22. Contact Us
Questions regarding these Terms and Conditions may be directed to:
Carlos D Quintana Inc dba Quint Tax Planning
15303 Ventura Blvd., 9th Floor
Sherman Oaks, CA 91403
Phone: (310) 428-6674
Email: [email protected]
Website: quinttaxplanning.com