Disclaimer

The information on this website is for general educational purposes. It is not tax, legal, accounting, or financial advice, and you should not rely on it as such. Effective date: [EFFECTIVE DATE].

No client relationship

Visiting this site, reading its content, submitting a form, booking a free consultation, or sending us a message does not create a client relationship with [BUSINESS NAME].

A client relationship begins only when you and we both sign a written engagement agreement or accept a written engagement as described on our Payment, Refund and Engagement Terms page.

A free consultation is an introduction to our services and a chance to see whether we are a good fit.

Tax rules change

Tax laws, rates, deadlines, and IRS and state guidance change often and depend on your facts. Information here may be out of date or may not apply to you. Please confirm your situation with us or another qualified professional before making decisions.

Results vary

We do not promise or guarantee any refund amount, tax savings, balance due, or outcome with the IRS or any state agency. Any examples are illustrative only.

Your result depends on your income, deductions, credits, filing status, and the information and documents you provide.

Credentials

[CREDENTIALS, for example: "Our preparers hold active IRS Preparer Tax Identification Numbers (PTINs)." Add EA, CPA, or CTEC details only if true, and include license numbers where your state requires them. Delete this section if not needed.]

The IRS does not endorse any particular individual tax return preparer. You can check a preparer's credentials in the IRS Directory of Federal Tax Return Preparers with Credentials and Select Qualifications at irs.gov .

Services we do and do not provide

We prepare and file personal and business income tax returns and help you organize your income and expenses and understand your refund or balance due.

Unless we agree in writing, we do not provide legal advice, investment advice, audit or collections representation before the IRS, or estate and trust planning.

Third-party links

Links to other websites are provided for convenience. We do not endorse them or control their content.

Testimonials

Any client testimonials on this site reflect individual experiences, are used with permission, and are not a guarantee of similar results.

Contact us

Questions about this disclaimer: [EMAIL] or [PHONE].