Terms

The information on this website is general in nature and is not tax, legal, or financial advice for your specific situation. Profit and cash flow services are provided only under a written engagement with our firm. Results vary by client and are not guaranteed. Visiting this website or contacting us does not by itself create a client relationship.

Some pages offer free downloads or online calculators, and we may ask for your name and email address before you can download or see results. Please give us accurate information. By submitting the form you agree that we may email you the item you asked for and may send you occasional emails about our services, including a private message based on any figures you entered in a calculator. You can unsubscribe at any time using the link in any email or by emailing larry@weinstein-cpa.com. See our Privacy Policy for how we handle your information.

Calculator results and downloads are general estimates and information only. They are not tax, legal, or financial advice for your specific situation, and results depend on the numbers you enter. Please talk with us before making decisions based on them. Downloads are for your own personal or business use and may not be resold or republished without our written permission.

• The portal is for our clients and invited users. You are responsible for keeping your sign-in details private and for activity under your account.
• For your security, we do not allow clients to change their own email address or phone number in the portal. To change contact information, contact our office and we will verify the request with you directly.
• Please upload sensitive documents only through the secure portal, not by regular email.

Program name: Larry M. Weinstein, CPA Client Portal Text Messages

What messages you will receive: account and service messages related to your client portal, such as sign-in verification codes, security alerts about your account, and notices when a change is requested to your contact details. We do not send marketing or promotional text messages through this program.

How you opt in: You agree to receive these text messages when you provide your mobile phone number to our office as a client, or when you register or sign in to the client portal using that number. Consent to receive text messages is not a condition of buying any goods or services, but a text-message option may be needed to sign in to the portal. If you do not want texts, contact our office and we will arrange another sign-in method where one is available.

Message frequency: Message frequency varies depending on your account activity.

Costs: Message and data rates may apply, depending on your mobile plan. We do not charge you for the messages.

How to opt out: Reply STOP to any message at any time to stop receiving texts. You will get one confirmation message, and then no more texts from this program. To start again, contact our office.

Help: Reply HELP to any message for help, or contact us at (713) 726-1603 or larry@weinstein-cpa.com.

Carriers: Mobile carriers are not liable for delayed or undelivered messages. Message delivery is subject to your carrier's coverage and may be affected by factors outside our control.

Privacy: We do not sell, rent, or share your mobile phone number or text-messaging consent with third parties or affiliates for their marketing or promotional purposes. See our Privacy Policy for details.

You agree not to misuse our website or portal, including trying to access another person's information, interfering with security, uploading harmful files, or using the services for unlawful purposes.

The content on this website, including the name Cash Flow Cowboy®, belongs to Larry M. Weinstein, CPA or is used with permission. You may not copy or reuse it for commercial purposes without our written permission.

This website and portal are provided "as is" and "as available." To the fullest extent allowed by law, we are not liable for indirect or consequential damages arising from your use of the website or portal. Nothing in these Terms limits any duties we owe you under our written engagement or under professional standards, or any liability that cannot be limited by law.

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

We may update these Terms from time to time. The "Last updated" date at the top shows when they last changed. Continued use of the website or portal after a change means you accept the updated Terms.