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Fidara Financial Services

Compliance Language

A plain-English guide for keeping website claims careful.

Use this internal page to review regulated language before launch. It is not legal advice, but it flags the areas that should be checked carefully.

CPA / License Language

Only state that Fidara is a CPA firm or offers CPA services if licensing and registration are complete and accurate. Until then, use broader language such as accounting, tax-readiness, advisory, and financial operations support.

Tax Advice Language

Educational tax content should clearly state that it is general information and not tax advice for a specific person or business.

Managed IT Language

Avoid guaranteeing security outcomes. Use language around cybersecurity basics, access controls, backup planning, workflows, and support coordination.

Wealth Language

Avoid investment management or financial planning claims unless the proper licenses, registrations, and engagement terms are in place.

Testimonials and Claims

Use real testimonials only with permission. If using anonymous scenarios, label them as scenarios or examples.