The terms of using this site.
A plain-English summary of the ground rules for using this website: what it is, what it isn’t, and the limits that apply. No jargon, no surprises.
These terms are a starter template written in plain language. Before launch they should be reviewed and finalized by the firm’s legal counsel, including the governing jurisdiction and any limits required or restricted by applicable law.
What these terms cover.
These terms apply to your use of this website. By browsing the site or submitting the contact form, you agree to them. If you don’t agree, please don’t use the site.
We may update these terms from time to time as the firm and the site evolve. The “last updated” date above shows when they last changed, and continuing to use the site means you accept the current version.
General information — not professional advice.
Everything on this site is general and educational. It is not tax, legal, accounting, or financial advice, and it can’t account for your specific facts. Tax rules change and turn on details, so don’t act on anything here without advice for your own situation.
Using this site, reading it, or contacting us through it does not create a client relationship. We only begin work once we’ve both signed a written engagement agreement. Until then, please don’t send confidential or sensitive information (see our privacy notice).
We also can’t guarantee any particular outcome, refund, saving, or result — and you should be wary of anyone who does. What we can do is take well-supported positions and file things correctly.
The site is provided “as is.”
We work to keep this site accurate and available, but we provide it “as is,” without warranties of any kind. To the fullest extent permitted by law, the firm isn’t liable for any loss or damage arising from your use of, or reliance on, this website or its content.
Any professional services we provide are governed by their own written engagement agreement, not by these site terms.
Who owns what’s here.
The text, design, logo, and other content on this site belong to the firm (or are used with permission) and are protected by intellectual-property laws. You’re welcome to read and share links to it; please don’t copy, republish, or reuse it commercially without our permission.
Services we rely on.
The site uses a few third-party services — for example Calendly for scheduling and Resend for email — and may link to outside websites. We don’t control those services or sites and aren’t responsible for their content or practices; their own terms and privacy policies apply.
Which law applies.
These terms are governed by the laws of the firm’s home jurisdiction, without regard to conflict-of-law rules. The governing state and venue are a placeholder pending the firm’s counsel review.
How to reach us about these terms.
If you have any questions about these terms, contact Potomac Tax & Advisory, LLC at info@potomactaxadvisory.com. We’ll reply within one business day.
