CEOHAVEN

Legal

Terms Of Use

Last updated: July 10, 2026

These Terms of Use ("Terms") govern your access to and use of the CEOHAVEN website at ceohaven.co, related landing pages, forms, content, and digital tools (collectively, the "Site"). By accessing or using the Site, you agree to these Terms and to our Privacy Policy, which is incorporated by reference.

If you do not agree, do not use the Site.

1. About CEOHAVEN

CEOHAVEN provides tax planning, tax preparation, bookkeeping, and related advisory services to entrepreneurs, real estate investors, and high-income professionals. Information on the Site is for general educational and marketing purposes unless you enter into a separate written engagement agreement for professional services.

2. Eligibility

You must be at least 18 years old and able to form a binding contract to use the Site. By using the Site, you represent that you meet these requirements and that the information you provide is accurate and complete.

3. Website Forms, Lead Requests, and Marketing Consent

When you submit information through any Site form, funnel, quiz, calculator, roadmap request, consultation request, or similar tool, you agree that CEOHAVEN may use that information to:

  • Respond to your request and deliver the resource or service you asked for
  • Contact you by email, phone, text message, or other channels about CEOHAVEN services, appointments, educational content, and promotions
  • Store and process your information in CRM, automation, analytics, and advertising systems
  • Measure, optimize, and run marketing campaigns on platforms such as Meta, Google, and other channels
  • Share information with service providers that help us operate our business, as described in our Privacy Policy

Where required by law, your consent to marketing communications is obtained at the time you submit your information. Message and data rates may apply to texts. You can opt out of marketing emails through unsubscribe links and of marketing texts by replying STOP, subject to service-related messages that may still be sent when necessary.

4. No Guaranteed Tax or Financial Results

Tax outcomes depend on your specific facts, documentation, timing, entity structure, and applicable federal, state, and local law. CEOHAVEN does not guarantee specific tax savings, refunds, audit outcomes, investment returns, or financial results. Examples, case studies, testimonials, and calculators on the Site are illustrative only and may not reflect your situation.

Site content is not a substitute for personalized professional advice. You should consult with a qualified tax professional before making decisions based on Site content.

5. Professional Services and Engagement Terms

If you become a CEOHAVEN client, the scope of services, fees, deliverables, deadlines, and responsibilities are governed by your separate engagement letter, proposal, or service agreement. If there is a conflict between these Terms and a signed client agreement, the signed client agreement controls for the services it covers.

6. Client Portal and Document Submissions

Clients may access secure portals and third-party platforms, such as TaxDome, to upload documents and collaborate with our team. You are responsible for maintaining the confidentiality of your portal credentials and for reviewing filings, plans, and deliverables before approval. You agree to provide accurate, complete, and timely information and records needed for us to perform services.

7. Acceptable Use

You agree not to:

  • Use the Site unlawfully or in a way that could harm CEOHAVEN, our users, or third parties
  • Attempt to gain unauthorized access to the Site, accounts, systems, or data
  • Scrape, harvest, or automate access to the Site except as expressly permitted
  • Upload malware, spam, or misleading information
  • Misrepresent your identity, business, or affiliation
  • Infringe intellectual property, privacy, or other rights

8. Intellectual Property

The Site and its content, including text, graphics, logos, branding, videos, downloads, frameworks, and software, are owned by CEOHAVEN or its licensors and are protected by intellectual property laws. You may view and download content for personal, non-commercial use only unless we give written permission.

You may not copy, modify, distribute, sell, reverse engineer, or create derivative works from Site content without our prior written consent.

9. AI, Automation, and Technology Tools

CEOHAVEN uses workflow automation, analytics, CRM systems, and artificial intelligence or machine-learning tools to support marketing, operations, communications, and internal productivity. These tools may assist with drafting, summarizing, routing, scoring, or analyzing information.

Automated or AI-assisted outputs are not a substitute for human professional judgment in tax, legal, or financial matters. CEOHAVEN remains responsible for professional services delivered under an engagement agreement, and you should not rely on generic Site content or automated responses as personalized advice.

10. Third-Party Services and Links

The Site may integrate with or link to third-party services, including Calendly, Go High Level, HubSpot, TaxDome, Beehiiv, social networks, payment processors, and advertising platforms. Those services are governed by their own terms and privacy policies. CEOHAVEN is not responsible for third-party services we do not control.

11. Electronic Communications

By using the Site and providing contact information, you consent to receive communications from us electronically, including email, text, phone, and portal notifications, as permitted by law. You are responsible for keeping your contact information current.

12. Disclaimer of Warranties

THE SITE AND ALL CONTENT ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SITE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS.

13. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, CEOHAVEN AND ITS OWNERS, EMPLOYEES, CONTRACTORS, AND AFFILIATES WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, ARISING OUT OF OR RELATED TO YOUR USE OF THE SITE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TO THE FULLEST EXTENT PERMITTED BY LAW, CEOHAVEN'S TOTAL LIABILITY FOR CLAIMS ARISING OUT OF OR RELATED TO THE SITE WILL NOT EXCEED THE GREATER OF (A) THE AMOUNT YOU PAID CEOHAVEN FOR THE SPECIFIC SERVICE GIVING RISE TO THE CLAIM IN THE TWELVE (12) MONTHS BEFORE THE EVENT OR (B) ONE HUNDRED U.S. DOLLARS ($100).

Some jurisdictions do not allow certain limitations, so some of the above may not apply to you.

14. Indemnification

You agree to defend, indemnify, and hold harmless CEOHAVEN and its owners, employees, contractors, and affiliates from claims, damages, losses, and expenses (including reasonable attorneys' fees) arising out of your misuse of the Site, violation of these Terms, or infringement of any third-party rights.

15. Governing Law and Dispute Resolution

These Terms are governed by the laws of the State of Florida, without regard to conflict-of-law principles, except where mandatory consumer protections in your state apply. Any dispute arising out of or relating to these Terms or the Site will be brought in the state or federal courts located in Florida, and you consent to their jurisdiction, unless applicable law requires otherwise.

16. Changes to These Terms

We may update these Terms from time to time. The "Last updated" date above indicates the latest revision. Continued use of the Site after changes become effective constitutes acceptance of the revised Terms, to the extent permitted by law.

17. Contact

Questions about these Terms may be sent to info@ceohaven.co or submitted through our contact page.

These Terms are provided for transparency and operational use. They do not constitute legal advice. CEOHAVEN recommends review by qualified legal counsel for your specific compliance needs.