Disclaimer
Submitting this form does not create an attorney-client, CPA-client, or advisory relationship. Taxtics provides no advice through this diagnostic. Engagement is established only by a signed agreement.
No advice
The content of this website, the Tax Defense™ diagnostic, its outcome, and any pre-call worksheet are provided for general information and to help us decide whether a consultation is appropriate. None of it is tax, legal, accounting, financial or investment advice, and none of it takes your full circumstances into account. Do not act or refrain from acting on the basis of anything on this website. Consult a qualified professional about your situation.
No professional relationship
Using this website, completing the diagnostic or worksheet, booking a call, or speaking with us does not create an attorney-client, CPA-client, enrolled-agent, fiduciary or other advisory relationship. A professional relationship begins only when you and Taxtics sign a written engagement agreement, and only on its terms. We may decline any engagement for any reason, including conflicts of interest.
Confidentiality before engagement
Please do not send confidential documents or sensitive identifiers through this website. Information you submit before an engagement is handled under our privacy policy, but it may not be protected by attorney-client privilege, the federally authorized tax practitioner privilege, or any other legal privilege.
The diagnostic outcome
The diagnostic uses a limited set of answers and automated rules to suggest a next step. Its outcome is not an assessment of your tax position, your compliance, or your exposure. A recommendation to book a call is not a finding that you have a problem, and an indication that our services are not a fit is not a finding that you do not.
No guarantee of results
Every situation is different. Descriptions of our services are not a promise or guarantee of any outcome, including any tax saving, penalty relief, or result in an examination or dispute with a tax authority.
Tax penalties
Nothing on this website is intended or written to be used, and it cannot be used, to avoid penalties under the Internal Revenue Code or any other law, or to promote, market or recommend any transaction or matter to another party.
Accuracy and availability
Tax law changes frequently. We aim to keep this website accurate, but we make no warranty that its content is complete, current or error-free, and the website is provided “as is” and “as available.”
Third-party services
This website uses third-party services, such as a scheduling provider, that are governed by their own terms and privacy policies. We are not responsible for their content or practices.
Limitation of liability
To the fullest extent permitted by law, Taxtics is not liable for any loss or damage arising from your use of, or reliance on, this website or the diagnostic. Nothing in this disclaimer limits liability that cannot be limited by law.
Trademarks
Tax Defense™ and the Taxtics name and logo are trademarks of Taxtics.
Contact
Questions about this disclaimer: support@taxticsinc.com.