Terms of Use

By using this website you agree to these terms.

Informational content only

Content on this site, including articles, deadline calendars, and FAQs, is general information. It is not tax, legal, or accounting advice for your situation. Tax rules change and depend on your facts.

No client relationship from using the site

Using this website, submitting the contact form, or booking a call does not make you a client. A client relationship begins only when you sign an engagement letter with us.

Don't send sensitive information through the site

Please send sensitive documents only through our secure client portal, never through the contact form or email.

Outside links

We link to outside services such as Google, the IRS, and our client portal provider. We are not responsible for their content or practices.

Changes

We may update these terms from time to time. The date at the top shows the latest version.