By accessing or using the website and services of Legacy Tax Advisors ("Legacy Tax Advisors," "we," "our," or "us"), you acknowledge that you have read, understood, and agree to these Terms of Service. If you do not agree with these terms, please do not use our website or services.
Use of Our Website
You may use this website only for lawful purposes and in a manner that does not damage, disable, overburden, or interfere with the website, its operation, or another person's use of it.
- No misuse of the website, its content, or its functionality.
- No attempts to gain unauthorized access to systems or information.
- No use of the website for unlawful, fraudulent, deceptive, or abusive purposes.
- No copying, scraping, reproducing, or exploiting website content without permission.
Services Disclaimer
Information published on this website is provided for general informational and educational purposes. Website content is not intended to constitute individualized tax, legal, accounting, investment, or financial advice.
Tax rules and filing obligations can vary based on individual facts, jurisdiction, timing, and other circumstances. Information on this website should not be treated as a substitute for professional advice relating to your particular situation.
Client Relationship
Contacting Legacy Tax Advisors, submitting a form, requesting a consultation, or communicating with us through this website does not, by itself, establish a client, tax advisory, accounting, legal, or other professional relationship.
A professional relationship is established only when Legacy Tax Advisors agrees to provide services and the applicable engagement terms or agreement have been accepted by the appropriate parties.
No Guarantee of Results
Tax outcomes depend on individual circumstances and applicable laws and regulations. Legacy Tax Advisors does not guarantee a particular refund, tax savings, tax position, filing outcome, or other financial result.
Client Responsibilities
When you engage our services, you are responsible for providing information and documents that are accurate, complete, and timely.
- Provide accurate and complete information relevant to the engagement.
- Provide requested documents within the required timeframe.
- Promptly notify us of material changes or corrections.
- Review documents and filings provided to you before submission where applicable.
- Remain responsible for the accuracy of information you provide to us.
Fees and Payments
Fees for services will be communicated and agreed upon before or during the applicable engagement. The scope of services, pricing, payment requirements, and other engagement terms may be documented separately.
Failure to make required payments may result in a delay, suspension, or termination of services, subject to the terms of the applicable engagement.
Communications
When you provide contact information through our website or during an engagement, you authorize us to communicate with you regarding your inquiry, requested services, appointments, documents, account, or engagement, subject to applicable law and our Privacy Policy.
Electronic communications may be subject to risks associated with internet transmission. You should avoid sending highly sensitive information through an unsecured communication method unless that method has been specifically provided or approved for that purpose.
Third-Party Links and Services
Our website may contain links to websites, platforms, applications, payment providers, scheduling tools, or other services operated by third parties.
Third-party services are governed by their own terms and policies. Legacy Tax Advisors does not control and is not responsible for the availability, content, security, privacy practices, or operation of third-party websites and services.
Intellectual Property
Unless otherwise stated, the content and materials on this website, including text, branding, logos, graphics, design elements, layouts, and other original materials, are owned by or licensed to Legacy Tax Advisors and are protected by applicable intellectual property laws.
You may not reproduce, distribute, modify, publish, sell, or otherwise exploit our website content without prior written permission, except where applicable law expressly permits such use.
Privacy
Your use of this website is also subject to our Privacy Policy, which explains how information submitted through the website may be collected, used, stored, and handled.
Where there is a separate engagement agreement or service-specific privacy notice, those documents may contain additional provisions applicable to the relationship.
Limitation of Liability
To the fullest extent permitted by applicable law, Legacy Tax Advisors shall not be liable for indirect, incidental, special, consequential, or punitive damages arising from or relating to your use of the website or services.
Nothing in these Terms is intended to exclude or limit liability where doing so is prohibited by applicable law.
Indemnification
To the extent permitted by applicable law, you agree to be responsible for losses, claims, liabilities, costs, or expenses arising from your unlawful use of the website, violation of these Terms, or infringement of another person's rights.
Suspension and Termination
We may restrict, suspend, or terminate access to the website or discontinue services where permitted by applicable law and the terms of the applicable engagement.
Provisions that by their nature should continue after termination, including provisions relating to intellectual property, disclaimers, limitations of liability, and applicable legal obligations, may continue to apply.
Changes to These Terms
We may revise these Terms of Service from time to time. Updated terms will be posted on this page with a revised effective date where appropriate.
Your continued use of the website after updated terms are posted constitutes acceptance of the revised terms to the extent permitted by applicable law.
Governing Law
These Terms are governed by applicable law, subject to any separate written engagement agreement between you and Legacy Tax Advisors. Any dispute relating to these Terms or use of the website will be handled by a court or other forum with proper jurisdiction, subject to applicable law. Nothing in this section limits rights or remedies that cannot lawfully be waived.
Contact Information
If you have questions about these Terms of Service, please contact Legacy Tax Advisors using the information below.