Disclaimer – Tailored Tax and Wealth

Effective Date: 4/25/2025
Last Updated: 4/25/2025

1. General Information

All content on this website is provided for informational purposes only and should not be considered legal, financial, or tax advice.

2. No Professional Relationship

Using this website or contacting Tailored Tax and Wealth does not establish a client-accountant relationship. A signed engagement agreement is required before services begin.

3. No Guarantees on Financial Outcomes

Tailored Tax and Wealth provides expert financial advice but does not guarantee specific financial outcomes, tax savings, or regulatory compliance if client-provided information is incorrect.

4. External Links

Our website may contain links to third-party websites. We do not endorse or take responsibility for their content or policies.

5. Contact for Clarifications

If you have any questions about this disclaimer, contact us at:

📧 Email: Terry.Lambert@TailoredTaxandWealth.com
📞 Phone: 720-767-2141