Terms of service

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About these terms

These terms govern your use of this website. They do not govern professional services, which are covered by a separate written engagement letter signed by both parties. Where the two conflict, the engagement letter controls.

No professional relationship from this site

Using this site, reading its content, or submitting the contact form does not create an accountant–client relationship. That relationship begins only when both parties have signed an engagement letter describing the work, the fee, and the scope.

Information is general, not advice

Everything on this site is general information. Tax and accounting outcomes depend entirely on individual facts, and the law changes. Nothing here should be relied on as tax, accounting, legal, or investment advice for your situation. Filing dates shown are federal deadlines that may shift for weekends, holidays, or disaster relief; state and local deadlines differ, and Form 990 dates depend on your fiscal year end.

Assurance services and independence

Statements on this site about audits, reviews, and compilations are subject to applicable professional independence requirements. Whether this firm can perform an assurance engagement for a particular organization depends on the other services provided to that organization and is determined before any engagement letter is signed.

Pricing

Fees shown are starting points for typical engagements and are not offers. Actual fees depend on scope and are agreed in writing before work begins.

No guarantee of outcome

No representation is made that any particular tax result, refund, saving, audit opinion, or other outcome will be achieved.

Confidentiality of submissions

Do not send confidential or sensitive information — Social Security numbers, account numbers, or complete returns — through the contact form or by regular email. Use the secure client portal instead.

Third-party links

This site may link to other websites. We do not control them and are not responsible for their content or privacy practices.

Intellectual property

The content, design, and materials on this site are the property of Legacy CPA Group and may not be reproduced without permission.

Limitation of liability

To the fullest extent permitted by law, Legacy CPA Group is not liable for damages arising from your use of, or inability to use, this website.

Governing law

These terms are governed by the laws of the State of Indiana.

Contact

Legacy CPA Group · (317) 960-5588 · erin@legacycpagroup.com