Disclaimer - Tailored Tax Solutions, LLC

Professional Disclaimer

Last Updated: December 18, 2024

Important Notice

The information provided on this website and through our services is for educational and informational purposes only. It does not constitute legal, financial, or tax advice for your specific situation.

1. No Professional Relationship

Accessing this website, reading our content, or attending a consultation does not create a professional relationship between you and Tailored Tax Solutions until a formal engagement letter or service agreement has been executed by both parties. General information provided on this website or during initial consultations should not be relied upon as professional advice specific to your situation.

2. Not Tax, Legal, or Financial Advice

The content on this website is general in nature and is not intended to be a substitute for professional tax, legal, or financial advice. Tax laws and regulations are complex, constantly changing, and vary by jurisdiction. What works for one individual or business may not be appropriate for another.

You should not act or refrain from acting based solely on information found on this website without seeking professional advice tailored to your specific circumstances. Always consult with qualified professionals before making financial or tax-related decisions.

3. IRS Circular 230 Disclosure

Pursuant to IRS Circular 230, any tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

4. No Guarantee of Results

While we strive to provide excellent service and effective tax strategies, we make no guarantees, warranties, or representations regarding the results you may achieve. Tax savings and outcomes depend on numerous factors including your specific circumstances, proper implementation of strategies, changes in tax law, IRS interpretation, and other variables beyond our control.

Past results for other clients are not indicative of future results for you. Each client's situation is unique, and outcomes will vary.

5. Accuracy and Completeness

While we make every effort to ensure the accuracy and completeness of information on this website, we make no representations or warranties regarding its accuracy, reliability, or completeness. Information may become outdated, and we are under no obligation to update website content.

Tax laws change frequently, and court decisions, IRS rulings, and regulatory changes can significantly impact tax strategies. Information that was accurate at the time of publication may no longer be current or applicable.

6. Third-Party Links and Resources

Our website may contain links to third-party websites, resources, or tools. These links are provided for your convenience only. We do not endorse, control, or assume responsibility for the content, accuracy, or practices of any third-party sites. Your use of third-party websites is at your own risk.

7. Testimonials and Case Studies

Any testimonials, case studies, or success stories presented on this website represent the experiences of specific clients and should not be viewed as typical results. Individual results will vary based on personal circumstances, compliance with recommendations, and numerous other factors. These examples are not guarantees of what you will achieve.

8. Limitation of Liability

To the fullest extent permitted by law, Tailored Tax Solutions, Kelly B. Hunter, and all affiliated parties shall not be liable for any direct, indirect, incidental, consequential, or punitive damages arising from:

  • Your use of or inability to use this website
  • Reliance on any information contained on this website
  • Errors, omissions, or inaccuracies in website content
  • Unauthorized access to our servers or data
  • Interruption or cessation of website availability
  • Any third-party content or actions

9. Professional Licensure

Our services are provided in accordance with applicable professional standards and state regulations. We may not be licensed to practice in all jurisdictions. If you are located outside our primary service area, we will determine whether we can legally and ethically serve you before entering into a professional relationship.

10. Client Responsibility and Due Diligence

Clients are ultimately responsible for their own tax compliance and financial decisions. While we provide professional guidance and recommendations, you retain the authority and responsibility to:

  • Make final decisions regarding implementation of strategies
  • Ensure accuracy of information provided to us
  • Comply with all tax filing and payment obligations
  • Conduct your own due diligence on recommendations
  • Seek additional professional opinions when appropriate
  • Keep adequate records and documentation

11. Tax Audit and Examination Support

While we develop strategies designed to comply with applicable tax law, the IRS or state tax authorities may examine or challenge positions taken on tax returns. We do not guarantee that strategies will not be questioned or that you will prevail in any audit or examination. Our role in audit situations will be defined in separate engagement agreements.

12. Earnings and Income Disclaimers

Any references to potential tax savings, wealth preservation, or financial benefits are estimates based on typical scenarios and are not guarantees. Actual results depend on your specific situation, proper implementation, current tax law, and other factors. We do not promise or guarantee any specific amount of tax savings or financial outcomes.

13. Changes to This Disclaimer

We reserve the right to modify this disclaimer at any time without prior notice. Changes become effective immediately upon posting to our website. Your continued use of our website after changes are posted constitutes acceptance of the modified disclaimer.

14. Contact for Questions

If you have questions about this disclaimer or need clarification, please contact us:

Tailored Tax Solutions

Kelly B. Hunter, Founder & CEO

[email protected]

+1 888-900-1887

Mon-Fri: 10AM - 7PM

By using this website and our services, you acknowledge that you have read, understood, and agree to be bound by this disclaimer.