Last updated 1 January 2026. These sample terms cover your use of this website. Replace them with terms reviewed by your own counsel before you publish.
Not tax advice
Guides and articles on this site are general information, not advice for your situation. A client relationship starts only when we both sign an engagement letter.
Engagement letters
All of our work is covered by a signed engagement letter that sets the scope, fees and deadlines. If this site and an engagement letter differ, the engagement letter applies.
Prices
Prices on this site are starting points. Your fixed monthly fee is agreed in writing before work begins.
Using this site
You are welcome to read, share and link to our pages. Please do not copy our content for commercial use or try to disrupt the site.
Accuracy
We work to keep this site accurate, but tax rules change often. We are not liable for decisions made from website content alone.
Governing law
These terms are governed by the laws of the State of New York.
Contact
Questions about these terms? Call (212) 555-0148 or use the contact form.
Clients