Terms of Use
Plain terms, plainly stated.
General information only
Content on this site — including articles, FAQs and the Complexity Check — is general information, not tax, legal or accounting advice for your specific situation. Engagement begins only with a signed agreement.
Estimates
The Complexity Check provides an indicative read, not a binding quote. Final fees are confirmed in writing before work begins.
Accuracy
We work to keep information current, but tax law changes. Where this site and current law differ, the law wins.
Acceptable use
Do not upload or transmit sensitive personal information through general contact forms. Sensitive documents belong in the secure client portal.