Terms & Conditions

The website is operated by Congruent Advisory Services LLC, a Texas limited liability company.

Congruent Advisory Services LLC (“Congruent Advisory” or “Congruent”) provides information on its website subject to the following terms and conditions (“Terms of Use”). The terms “we,” “our,” “us,” “Congruent” and “Congruent Advisory” refer to Congruent Advisory Services LLC; all of their owner/s, principal/s, member/s, director/s, staff and agents, and in all cases any successor or assignee. The term “you” refers to each individual user of this site and/or the user’s employer, if applicable. By visiting or using this website, you are acknowledging that you have read, understand, and agree, without limitation or qualification, to be bound by these Terms of Use and Privacy Policy. If you do not agree to the conditions stated in the Terms of Use or Privacy Policy, you must immediately stop all use of the Congruent Advisory website.


Please review our Privacy Policy, which also governs your visit to the website, and is made a part of and included in these Terms of Use.

Limitation of Liability

Congruent Advisory Services LLC is owned and operated by professional/s who hold Certified Public Accountant (“CPA”) license/s. Depending on the nature of the services Congruent Advisory provides, non-CPA professionals may be involved in the provision of services. Although Congruent Advisory employs CPAs, it is not a licensed CPA firm in any state and does not perform audit or attestation services.

Congruent Advisory Services LLC makes no representations or warranties, express or implied, about the accuracy, adequacy, completeness, timeliness, suitability, or any other aspect of this website or any content on or accessed through this website for any purpose, all of which is provided “AS IS” and “AS AVAILABLE” without any warranty of any kind. Congruent Advisory hereby disclaims all warranties and obligations with regard to the website or any content on or accessed through this website, including but not limited to all implied warranties and obligations of merchantability, fitness for a particular purpose, title and non-infringement, unless and to the extent such representations and warranties are not legally excludable. In no event shall Congruent Advisory be liable for any direct, indirect, incidental, special, exemplary, consequential, or other damages whatsoever (including but not limited to liability for interruption of business, loss of use, data, or profits) without regard to the form of any action, including but not limited to contract negligence or other actions, arising out of or in connection with this site, any content on or accessed through this site, or any copying, display, or other use thereof.

In no event shall Congruent Advisory, their respective owner/s, director/s, employee/s, agents, successors and assigns, be liable for any consequential, special, indirect, incidental, punitive or exemplary loss or damage relating to the use of this website. These provisions shall apply to the fullest extent of the law, whether in contract, statute, tort (such as negligence), or otherwise.

No Tax, Accounting or Other Advice

All information and content on this website is provided for general informational purposes only, and may not reflect current legal, tax, or accounting developments. Any information on this website should not be construed as legal, tax, or accounting advice and is not intended to be a replacement for any advice on any matter. No visitor to this website should act or refrain from acting on the basis of any content included in, or accessible through, this website without seeking the appropriate legal, accounting, tax, or other professional advice on the particular facts and circumstances at issue.

No Confidential Information

This information does not create, and receipt of it does not constitute, an advisor-client or accountant-client privilege or relationship. Congruent Advisory does allow website users to e-mail employees directly. Accordingly, do not use any of the supplied e-mail interfaces to send any confidential information until you speak with one of our employees and receive our authorization to send the information.

Other Website Links

From time to time, this website may contain links that lead to websites maintained by individuals or organizations other than Congruent Advisory. These links are for visitors’ convenience only and are not an endorsement by us, our affiliates, our strategic partners, or managing directors of the referenced content, product, service, or website. Congruent Advisory is not responsible for such websites or their content, and Congruent Advisory makes no representation or warranty regarding the accuracy, timeliness, suitability or any other aspect of the content located on such websites and does not monitor nor endorse such websites or content. If you visit another website through a link on our website, Congruent Advisory’s Terms of Use and Privacy Policy will no longer apply. Congruent Advisory encourages visitors to review each website’s privacy policy and Terms of Use before disclosing any information.

No use of Congruent Advisory Services LLC's logo or other artwork will be allowed for linking absent a trademark license agreement.


Without prior approval and written permission, you may not create frames around our Webpages that alter in any way the visual presentation or appearance of our Website.

Content Liability

We shall not be hold responsible for any content that appears on your Website. You agree to protect and defend us against all claims that is rising on your Website. No link(s) should appear on any Website that may be interpreted as libelous, obscene or criminal, or which infringes, otherwise violates, or advocates the infringement or other violation of, any third party rights.


Congruent Advisory reserves the right, in its sole discretion, to change the Terms of Use or Privacy Policy at any time by posting the changes on the website. Any changes are effective immediately upon posting to the website. Visitors’ continued use of the website constitutes agreement to all such terms and conditions.


With respect to any dispute regarding the site, visitors’ rights and obligations and all actions contemplated by these Terms of Use shall be governed by the laws of the State of Texas, as if the Terms of Use were a contract wholly entered into and wholly performed within Texas. Any dispute relating in any way to your visit to the website shall be submitted to confidential arbitration before a single arbitrator in Houston, Texas, except that, to the extent you have in any manner violated or threatened to violate our intellectual property rights, we may seek injunctive or other appropriate relief in Texas, and you consent to exclusive jurisdiction and venue in such courts. The choice of arbitrator shall be at the sole discretion of Congruent Advisory. The arbitrator’s award shall be binding and may be entered as a judgment in any court of competent jurisdiction. To the fullest extent permitted by applicable law, no arbitration under these terms shall be joined to an arbitration involving any other party subject to these terms, whether through class arbitration proceedings or otherwise.


These terms shall be governed by, and construed in accordance with, the laws of the State of Texas (without giving effect to the choice of law principles thereof). If any provision of these terms of use (or any portion thereof) is found by a court of competent jurisdiction to violate any statute, regulation, rule, order or decree of any governmental authority, court, agency or exchange, or is determined to be invalid or unenforceable, such invalidity shall not be deemed to affect any other provision hereof or the validity of the remainder of these Terms of Use or Privacy Policy, and such invalid provision shall be deemed deleted herefrom to the minimum extent necessary to cure such violation. The remaining provisions of the Terms of Use and Privacy Policy shall not be affected by such determination and shall be binding upon the parties and shall be enforceable as though said invalid or unenforceable provision (or portion thereof) were not contained herein.


If you have any questions or concerns regarding the Terms of Use, please e-mail us at