Educational purpose

Information provided on this website is for general educational and informational purposes and does not constitute legal, investment, medical, mental-health, tax, accounting, or other regulated professional advice. Strategic, business, financial, tax, accounting, healthcare, coaching, and advisory services are governed by the scope and terms of a written engagement agreement when applicable.

No professional relationship

No website content, assessment submission, email, scheduling request, newsletter subscription, or initial conversation creates a client, fiduciary, attorney-client, accountant-client, therapist-client, or other regulated professional relationship. Results are not guaranteed and depend on the client's circumstances, decisions, participation, implementation, resources, and external conditions.

Not a CPA firm

This firm is not a CPA firm and does not perform attest, audit, review, or compilation services. Financial statements and reports prepared for clients are non-attest work and do not purport to comply with the Statements on Standards for Accounting and Review Services. Where an engagement requires attest work, a tax opinion, a legal opinion, or a clinical determination, a licensed professional is engaged or the client is referred.

Outcomes not guaranteed

Credentialing, payer enrollment, licensing, accreditation, lending, and grant outcomes are determined solely by the applicable payer, agency, lender, licensing board, or accrediting body, and no approval or reimbursement is guaranteed. Information about laws, regulations, payer policies, and state programs changes frequently and must be verified against current requirements before it is relied upon.

Tax preparation

Tax returns are prepared under a Preparer Tax Identification Number issued under Internal Revenue Code section 6109(a)(4), subject to the preparer provisions at sections 6694 and 6695. Tax return information is used solely to prepare your return and is not disclosed or used otherwise without prior written consent in the form required by section 7216. Federal returns are prepared nationwide; state returns are prepared in states where the required preparer registration is held. Representation before the IRS is governed by Circular 230 and limited by credential.

Do not submit sensitive data

Do not submit Social Security numbers, complete financial account numbers, medical records, tax documents, passwords, or other highly sensitive information through this website's forms, email, or scheduling requests. Protected health information and taxpayer information are exchanged only through secured channels established under a written agreement.