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 qualified tax counsel before filing.
Services
We provide R&D tax credit identification, documentation, and reporting services. Our deliverables are designed to assist your tax counsel in preparing or amending tax returns.
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.
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.
Governing Law
These terms are governed by the laws of the State of South Carolina.