Terms of Service
Effective Date: January 1, 2025
Important: This platform provides R&D tax credit consulting services, not legal or tax advice. All credit determinations must be reviewed by your CPA, tax advisor, or qualified tax professional before filing.
Scope of These Terms
These Terms govern use of the Alexander & Blake website. Actual advisory engagements are governed by a separate engagement letter executed between the parties.
No Client Relationship
Use of this website, submission of a contact form, or use of the credit estimator does not create an advisory or client relationship.
Services
We provide R&D tax credit identification, documentation, and reporting services. Our deliverables are designed to assist your CPA, tax advisor, or qualified tax professional in preparing or amending tax returns.
Estimator Results
Credit estimates provided through the online estimator are preliminary, illustrative, and not a guarantee of any credit amount or tax outcome.
No Guarantee of Credit Amount
Alexander & Blake does not guarantee any specific credit amount, tax outcome, or filing result. All determinations are subject to IRS and state review.
No Tax or Legal Advice
Nothing in our reports, calculations, or communications constitutes tax advice or legal advice. You are responsible for filing decisions. We are not a CPA firm or law firm.
User Responsibility for Accurate Information
Users are responsible for providing accurate and complete information. Alexander & Blake relies on the accuracy of information provided by the client and their representatives.
CPA / Tax Advisor Review
All credit positions, filing decisions, and return integration should be reviewed by the taxpayer's CPA or qualified tax professional.
Confidentiality
We maintain strict confidentiality of all client financial data and engagement details. We will not disclose engagement details without your written consent except as required by law.
Limitation of Liability
Our liability is limited to fees paid for the specific engagement. We are not liable for tax assessments, penalties, or interest resulting from IRS examination of credits we document.
Scope of Examination Support
Examination support includes assistance with IRS or state correspondence, documentation review, and response preparation related to the R&D credit study. It does not include legal representation.
Third-Party Links
This site may contain links to third-party websites. Alexander & Blake is not responsible for the content or privacy practices of external sites.
No Representation Before Taxing Authorities
Nothing on this site should be interpreted as an offer to represent taxpayers before the IRS or any state taxing authority.
Governing Law
These terms are governed by the laws of the State of South Carolina.