Terms of Use

Use of this website

This website is provided for intake, education, and scheduling. You may use it to request a review, but submitting a form does not create an advisory, legal, tax, brokerage, or investment relationship.

Accuracy of information

You are responsible for the accuracy of the information you submit. Any review depends on the facts, documents, entity structure, tax years, liability, advisor review, and final transaction documents.

No guarantees

We do not guarantee qualification, tax savings, refund timing, credit availability, transaction terms, or acceptance by any tax authority.

Third-party services

The site may connect to scheduling, spreadsheet, CRM, analytics, automation, or partner review tools. Those providers may have their own terms and policies.

Contact

Questions about these terms can be sent to James@utlyze.com.