Website Terms & Conditions

1. About these website termsThis website is operated by Anchor Point CPA, P.C. (“Anchor Point,” “we,” “us,” or “our”).These Website Terms & Conditions describe the permitted use of our public website, the informational nature of its content, and the distinction between visiting the website and engaging the firm for professional services.These terms do not replace a professional engagement agreement, authorize membership charges, or change the services and responsibilities established in an accepted engagement. Our Privacy Policy separately explains how we handle personal information associated with website use and general inquiries.2. General information—not individualized adviceThe public information on this website is provided for general educational and informational purposes. It is not individualized accounting, tax, legal, investment, or other professional advice.Website content does not account for every visitor’s financial circumstances, objectives, documents, deadlines, or applicable jurisdiction. Do not make a tax election, distribution, transfer, filing, investment, or other significant decision solely on the basis of this website.Tax rules and other requirements can change, and public content may not reflect the most recent developments. Obtain advice appropriate to your circumstances before acting.Any examples or illustrations are explanatory only. They do not establish the outcome you should expect or the services included in an engagement.3. Establishing a professional relationshipVisiting this website, submitting an inquiry, receiving an automated response, or creating a client-portal account does not, by itself, establish a client relationship.Professional services begin only after the firm accepts an engagement and the applicable acceptance requirements are completed. The engagement identifies the client, services, responsibilities, fees, and other relevant terms.Submitting an inquiry or mentioning a deadline does not mean that the firm has agreed to prepare a return, make a filing, request an extension, monitor a deadline, or take another action. An automated acknowledgment confirms receipt of a submission, not acceptance of professional responsibility.4. Our professional roleAnchor Point provides accounting and tax-related services within the scope of accepted engagements. Website descriptions of retirement planning, estate readiness, estate administration support, trust matters, and survivor support describe potential areas of assistance—not a promise that every service is included for every client.We do not provide legal advice or legal representation and do not draft wills, trusts, powers of attorney, or other legal instruments. We coordinate accounting and tax matters with clients’ attorneys and other professionals as appropriate.References to retirement accounts, investments, or financial strategies on this public website are not recommendations to buy, sell, or hold a particular security. We do not take custody of investment assets or provide discretionary portfolio management.The Retirement & Legacy Blueprint is an accounting and tax-informed planning deliverable within the agreed scope. It does not replace legal advice or documents prepared by an attorney.5. Membership and separately scoped servicesThe Retirement & Legacy Advisory Program is offered through a separate engagement. Its services, deliverables, payment arrangements, commitment, renewal provisions, cancellation process, and any applicable refund provisions are addressed in the engagement and related enrollment disclosures.Review the applicable service and billing information before enrolling. A website button labeled “Start Membership” directs visitors to the enrollment process; clicking that button alone does not complete enrollment or authorize payment.Tax-return preparation, estate administration support, trust accounting, and other specialized work are not automatically included in the advisory program. Such work must be expressly included in the accepted scope or addressed through a separate engagement.These website terms do not independently create or change membership charges, cancellation obligations, or refund rights. For membership-management assistance, visit our Manage or Cancel Membership page and review the applicable engagement.6. General inquiries and sensitive informationThe public Contact form is intended for general contact information, service interest, and a brief description of the support you are seeking.Do not submit Social Security numbers, account numbers, passwords, payment information, tax returns, financial statements, estate documents, or other sensitive records through the public Contact form.When records are needed, we will provide instructions for using My Anchor Point, our client portal powered by TaxDome. Existing clients should use the communication methods designated for their engagement.Please provide accurate contact information and submit information about another person only when you have authority to do so. Our Privacy Policy explains how website inquiry information is handled.7. Permitted website useUse this website for lawful purposes, including learning about the firm, reviewing publicly available information, and making appropriate inquiries.Do not use the website or its forms to impersonate another person, submit fraudulent information, distribute spam or malicious software, attempt unauthorized access, bypass security controls, or interfere with the website’s operation.We may take reasonable measures to protect the public website from misuse, including restricting abusive traffic or submissions. Such measures do not eliminate obligations we have under an accepted engagement or applicable law.8. Website content and intellectual propertyUnless otherwise identified, website text, graphics, branding, and other materials are owned by Anchor Point or used with permission. Third-party names and marks remain the property of their respective owners.You may view and print publicly available content for personal, noncommercial reference. You may also share links to our public pages with family members and professional advisers.Except as permitted by law or by the applicable rights holder, do not republish, sell, commercially distribute, or present our original website content as your own. Do not use the firm’s name or branding to imply an affiliation or endorsement that does not exist.Nothing in this section restricts uses permitted by applicable copyright law. Client deliverables may have separate use provisions in the applicable engagement.9. Third-party services and linksThis website may link to outside resources and services, including My Anchor Point, which is powered by TaxDome.Third-party services may have their own terms and privacy practices. Review the information applicable to the service you are using. A link to an outside resource does not, by itself, mean that Anchor Point endorses all of its content or guarantees its availability.The use of a technology provider does not replace our responsibilities under an accepted engagement, applicable law, or professional obligations.10. Website availability and outcomesWe do not guarantee uninterrupted or error-free access to the public website. Website content or functionality may be unavailable because of maintenance, technical issues, or circumstances outside our control.Public information may contain errors or become outdated. Please contact us about a suspected error or a question concerning the services described.No statement on this website guarantees a particular tax saving, investment return, inheritance outcome, government determination, or other financial result. Outcomes depend on the relevant facts, decisions, and applicable requirements.These statements concern the public website and do not excuse performance of an accepted engagement or eliminate applicable professional duties.11. Your rights and changes to these termsNothing in these terms excludes responsibility that cannot lawfully be excluded, waives rights that cannot lawfully be waived, or removes our confidentiality and professional obligations. These terms do not prevent you from reporting concerns to an appropriate regulator or exercising rights available under applicable law.We may update this page to reflect changes in the website, our practices, or applicable requirements. The “Last updated” date identifies the latest revision.Posting revised website terms does not, by itself, amend an existing professional engagement. Any change requiring separate notice, agreement, or authorization will be handled through the applicable process.12. Questions about these termsFor questions about these Website Terms & Conditions or a problem using the website, contact Anchor Point CPA, P.C. through our Contact page.Existing clients may use My Anchor Point for matters related to their engagement.Please do not include sensitive documents, passwords, or account information in an initial public inquiry. We will provide appropriate instructions when additional information is needed.