Terms and Conditions

I’m a professional and want to make sure we all understand:

  1. Unless you have an engagement letter in hand with my signature prominently displayed, you are not a client.  End of story.  I will be speaking to theoreticals on this website.  Everyone’s individual circumstances are exactly that.  Individual.  And since taxes and tax planning are individual, you can’t infer anything from what I write onto your situation just from a blog article.
  2. And following up on the end of point #1, I cannot give comprehensive tax advice over the internet.  There are just too many variables to consider.  What I am giving you here is direction.  Consult with your CPA or tax person (or my firm) if you need a consultation regarding a specific issue you may be having.
  3. I have a CPA firm.  Said firm is being run by my Nephew and Niece as I transition into my next chapter.  I will still be working for them at their request, but that’s it.  I work for them.  My name is on the firm banner, but this blog is in no way affiliated with that firm. .
  4. I’m not responsible for anything anybody says on this blog except me. Trolls will be dispatched post haste.  Be cool with everyone.  It’s ok to have a difference of opinion, but as soon as it turns personal, you are out of here.
  5. The contents of this blog is meant to help you save money on taxes, make more money from your business, invest safely and give you a general sense of well being (ok, that last one is a hope of mine).  This shit is complicated and confusing and the IRS and many state taxing agencies know this.  I’m here to help bring clarity to a messed up topic and hopefully some whimsy to show that taxes are nothing to fear.
  6. And again, I am writing in generalities.  If you have a tax problem and see something that you think might help you, check with a professional before blindly following what you think I meant.  If I can help steer you to a resolution to your problem I am happy to do it.  But I am not giving you advice on your specific problem within the pages of this blog.