Terms of Service

This site lets you request a consultation, describe your tax situation and send documents securely. Using it does not by itself create an engagement — a preparer relationship begins once we confirm in writing that we're taking on your return and you accept the scope and fee we quote.

Guides, resources and checklists on this site are general information. Tax outcomes depend on your specific facts, so please don't rely on general content in place of advice about your own situation.

• Provide complete and accurate information and documents.
• Review anything our scanner reads from a document before you confirm it.
• Upload only documents you are authorized to share.
• Keep your secure links private, and revoke any link you no longer want active.

Consultation times are requested through the booking page and confirmed by email. You can reschedule or cancel from your secure appointment page. We may need to move a time occasionally; if so we'll contact you as early as we can.

Our document scanner is an aid, not a substitute for review. Extracted values are presented with confidence levels and the underlying text for you to confirm or correct. We are not responsible for outcomes arising from unreviewed or inaccurate information you confirm.

To the fullest extent permitted by law, our liability arising from your use of this website is limited to the fees paid for the service in question. Nothing here limits liability that cannot lawfully be limited.

We may update these terms as our services change. The date at the top of this page shows when it was last revised.