Terms of Service

What this website is

This site describes what we do and gives you a way to get in touch. Nothing on it is tax, legal or financial advice, and reading it does not make you a client. Useful advice depends on facts we do not have until we ask for them.

An engagement begins when we have agreed scope and fees in writing — not when a form is submitted, and not when we reply to a question.

What we do, and what we do not

We are a tax and accounting practice led by a federally licensed Enrolled Agent. We prepare returns, plan ahead, keep books and run payroll.

We do not perform financial statement audits, reviews or compilations, and we do not issue assurance opinions. Those are attest services reserved for CPAs. If your bank or investor needs one, we will tell you so rather than stretch our scope.

We do not give legal advice or form entities. We will advise on the tax consequences of a structure; the paperwork is your attorney’s work.

Using the client portal

A portal account belongs to the client it was issued to. Do not share credentials, and understand that you are responsible for what happens under your login.

Do not upload anything unlawful, and do not upload records belonging to someone else that you have no right to hold.

We may suspend an account to protect the system or other clients. If we do, we will tell you why.

Liability, changes and governing law

We stand behind our work, but nothing here guarantees a particular tax outcome. Tax law changes, facts turn up late, and the IRS reaches its own conclusions.

Where liability cannot be limited by law, it is not limited. Otherwise our liability arising from an engagement is limited to the fees paid for that engagement.

These terms are governed by the laws of the State of Montana. We may update them; the date at the top of this page will say when. Questions about any of it — email us and ask.