Disclaimer & Terms of Use

Last updated: October 2, 2026

General information only

Content on this website is for general information and is not tax, legal, audit, investment or financial advice. For advice about your situation, consult a licensed professional.

Scope of services

Services are bookkeeping and accounting support. They are not CPA audit, review or attest services, and do not include tax return preparation, IRS representation or legal services unless agreed in writing by a person licensed to provide them. For tax or legal questions, consult a licensed CPA, Enrolled Agent or attorney.

No client relationship until engagement

Sending a message does not create a client relationship. Services begin only after a written engagement agreement defines scope, fees and responsibilities. Please do not send confidential information through the contact form.

No guarantees

I do not guarantee any particular result, such as loan approval, tax outcomes or financial performance. Accuracy of accounting depends on the complete and timely information you provide.

Trademarks

QuickBooks and ProAdvisor are trademarks of Intuit Inc. Super Dispatch, Ramp and other names are trademarks of their respective owners. Their use here is for identification only and does not imply affiliation or endorsement.

Accessibility

I aim to make this website usable for everyone. If you have trouble accessing any content, contact me at [email protected] and I will help.

Limitation of liability

This website is provided "as is." To the extent permitted by law, I am not liable for losses arising from use of the website. Links to other sites are provided for convenience.