Client Disclaimer & Engagement Information

1. Professional Disclaimer

We are Enrolled Agents (EAs) authorized to practice before the IRS.

Unless explicitly stated in writing, our services do not constitute legal, tax, or accounting advice.

You are encouraged to consult a licensed CPA, EA, or attorney for advice specific to your situation.

No client relationship is created by visiting this website or contacting us.

We provide services such as tax preparation, filing, and IRS representation.

Any services beyond what is explicitly described on this site require a separate agreement.
You are responsible for providing complete and accurate information.
We are not responsible for delays, penalties, or other consequences arising from missing or inaccurate client information.

All fees are outlined in our service descriptions.
Payment is expected prior to the start of work unless otherwise agreed.
Refunds are generally not provided once work has begun, except at our discretion.
Late payments may delay service delivery.

We treat all client information as confidential and take reasonable measures to protect it.

While we use secure portals and encrypted communication, electronic communication is not 100% secure.

We are not liable for indirect, incidental, or consequential damages arising from the use of our services or this website.

Use of our services constitutes acceptance of this limitation.

By using this website or engaging our services, you acknowledge that you have read and understood this information.