By using silveroakenterprise.com or submitting our intake form, you agree to these Terms of Service and to our Privacy Policy and, if you opt in to text messages, our SMS Terms & Conditions. If you do not agree, do not use the site or submit the form.
Content on this site is general information, not legal, tax, or financial advice, and should not be relied upon for any specific situation. Submitting the intake form, exchanging emails or texts, or speaking with us in a consultation does not create an agency–client, fiduciary, or confidential relationship. A relationship begins only when both you and Silver Oak Enterprise sign a written engagement letter describing the scope of services. Until then we owe you no duty of care regarding your financial or tax matters and may decline the engagement for any lawful reason, including a conflict with an existing client.
When you submit the form you consent to be contacted at the email address and phone number you provided about the request you made, including by automated means. Consent to marketing texts or emails is separate, optional, never a condition of any service, and revocable at any time — reply STOP to texts, use the unsubscribe link in emails, or write to optout@silveroakenterprise.com. See the SMS Terms for the full text program disclosures.
The upload feature is an unsecured intake channel, not a protected portal. You agree not to upload documents or information that are confidential, privileged, or sensitive, including Social Security or taxpayer identification numbers, financial account or payment card numbers, protected health information, credentials, trade secrets, or anything subject to a confidentiality or non-disclosure obligation owed to you or a third party.
If you upload such material notwithstanding this warning, you do so voluntarily, knowingly, and at your own risk, and you: (a) represent that you have the right to disclose it; (b) agree that Silver Oak Enterprise assumes no duty of confidentiality, custody, or safekeeping with respect to it prior to a signed engagement letter; (c) waive and release Silver Oak Enterprise, its members, employees, contractors and service providers from any and all claims, liabilities, losses and damages arising out of or relating to the transmission, receipt, storage, review, non-review, disclosure, or deletion of that material; and (d) acknowledge that uploading it does not disqualify us from representing any other party and does not create a conflict of interest.
We may delete uploaded materials at any time without notice, and we do not guarantee that any upload has been received, read, or retained. Time-sensitive matters should be confirmed by phone.
You agree not to submit false information or another person's information without authority; not to upload malware or content that is unlawful or infringing; not to use the site to send unsolicited commercial messages; and not to scrape, probe, overload, or attempt to gain unauthorized access to the site. We may refuse, throttle, or delete any submission and may block access for any reason.
Uploads are limited to the file types and sizes stated on the form (currently up to 5 files, 20 MB each). We may change these limits at any time. We are not responsible for submissions that fail because of size, type, network, or browser conditions.
The site, its text, design, and marks are owned by Silver Oak Enterprise or its licensors. You may not copy, republish, or use them commercially without written permission. You retain ownership of materials you submit and grant us a limited license to use them solely to evaluate and respond to your request.
Links to third-party sites and integrations with third-party tools are provided for convenience. We do not control and are not responsible for their content, security, or practices.
The site is provided "as is" and "as available" without warranties of any kind, express or implied, including merchantability, fitness for a particular purpose, non-infringement, accuracy, availability, or uninterrupted or error-free operation.
To the maximum extent permitted by law, Silver Oak Enterprise will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, revenue, data, or goodwill, arising from your use of this site or any submission, even if advised of the possibility. Our total aggregate liability for all claims relating to the site or a pre-engagement submission will not exceed one hundred U.S. dollars ($100). Nothing here limits liability that cannot be limited by law, and nothing here alters our obligations under a signed engagement letter — that letter governs the services performed under it. Some jurisdictions do not allow certain exclusions, so parts of this section may not apply to you.
You agree to indemnify and hold harmless Silver Oak Enterprise and its personnel from claims, damages, and reasonable expenses arising from your breach of these Terms, your submission of material you had no right to disclose, or your violation of law or a third party's rights.
These Terms are governed by the laws of the State of Massachusetts, without regard to conflict-of-laws principles. The parties submit to the exclusive jurisdiction of the state and federal courts located in Middlesex County, Massachusetts.
We may revise these Terms at any time by posting an updated version here. Your continued use after posting constitutes acceptance. The version in effect at the time of your submission governs that submission.
Silver Oak Enterprise LLC · legal@silveroakenterprise.com