Disclosures
Tax and Accounting Disclaimer
Preliminary draft language. Last reviewed: [date to be confirmed]. This content should be reviewed by qualified legal counsel before publication.
Credential status
The practitioner is currently working toward IRS Enrolled Agent status. That designation has not been awarded. No unlimited practice rights or representation rights before the Internal Revenue Service are claimed or implied. Similarly, QuickBooks Online ProAdvisor certification is in progress and is not represented as earned.
Not a CPA or law firm
Peak City Financial is not a CPA firm and does not provide attest services, audits, reviews, or compilations. It is not a law firm and does not provide legal advice.
Scope of engagement
Tax and accounting services depend on the scope of the engagement and on the accuracy and completeness of the information provided by the client. Work is performed based on the documents and representations supplied; the client remains responsible for the accuracy of the underlying information and for the content of any return filed.
No guaranteed results
Nothing on this website promises tax savings, refunds, audit outcomes, or guaranteed results, and nothing here should be interpreted as a guarantee of a particular tax position. Tax law changes, and outcomes depend on individual facts and circumstances.
General information
Content published on this site is general educational information and is not tax, legal, or investment advice for your specific situation.
Engagement
Client relationships are established only through an executed engagement agreement describing the services, scope, fees, and responsibilities of each party.