Why you should not act on anything here without talking to us first.
Everything on this website is general information about taxes and about what our firm does. It is not tax, legal, accounting or financial advice for your situation, and it is not written with your facts in front of us. Tax outcomes turn on details — dates, amounts, filing status, what else is on the return — and a page written for everybody cannot account for yours.
Please do not act, or decide not to act, on the strength of something you read here. Ask us, or ask another qualified professional, about your own circumstances first.
Where we describe a client’s outcome — the property sale on our tax planning page, for instance — that outcome reflects that client’s specific facts. Similar facts do not guarantee a similar result, and nothing here should be read as a promise of any particular saving, refund or resolution.
Reading these pages, sending the contact form, or booking a free consultation does not create a client relationship. That relationship begins only when we have agreed the scope of work and signed an engagement letter. Until then, please do not send us confidential information outside the secure portal.
Tax law changes, sometimes in the middle of a filing season. We update these pages when we can, but there may be periods when a page does not reflect the current rules.
Links to the IRS, to our scheduling and portal providers, and to our resolution practice are provided for convenience. We do not control those sites and are not responsible for their content.
Last updated September 2026.
