Professional Disclaimer

1. No Professional Relationship Created

Website Use Does Not Create CPA-Client Relationship:

• Visiting this website does NOT establish a professional relationship
• Using our interactive tools does NOT create a CPA-client relationship
• Submitting a contact form does NOT engage our services
• Reading our blog or content does NOT make you our client

To Engage Our Services: A professional CPA-client relationship is established ONLY when:

• We mutually agree to the engagement in writing
• You sign an Engagement Letter
• We confirm acceptance of your engagement
• We provide you with written confirmation of our services

2. Interactive Tools Disclaimer

2.1 Tax Scenario Calculator

EDUCATIONAL USE ONLY: Our tax scenario calculator is provided for demonstration and educational purposes only. This tool:

• ❌ Does NOT provide actual tax advice or recommendations
• ❌ Does NOT calculate your actual tax liability
• ❌ Does NOT consider your specific financial situation
• ❌ Should NOT be used for tax planning decisions
• ✅ Demonstrates general tax concepts only
• ✅ Shows how DynaTax AI platform features work

Always consult with a licensed CPA for actual tax advice specific to your situation.

2.2 AI Chat Assistant

NOT A SUBSTITUTE FOR PROFESSIONAL ADVICE: The AI chat assistant on this website:

• Provides general tax information only
• Answers are based on general tax knowledge, not your specific circumstances
• May not reflect the most current tax law changes
• Cannot provide personalized tax advice or strategies
• Should not be relied upon for tax filing or planning decisions

Important: AI responses are for informational purposes only and may contain errors or omissions. Always verify information with a licensed CPA before taking action.

2.3 Platform Demonstrations

The DynaTax AI platform demonstrations shown on this website:

• Are simulated examples for illustration purposes
• Do not process your actual tax information
• Show general platform capabilities, not personalized results
• Are not connected to IRS systems or databases

3. Information Accuracy and Currency

3.1 Tax Law Changes

Tax laws change frequently. Information on this website:

• Reflects our understanding of tax law at the time of publication
• May not reflect the most recent tax law changes
• May not apply to your specific tax year or situation
• Should be verified with current IRS publications or a licensed CPA

We make no warranties regarding the accuracy, completeness, or timeliness of any information provided on this website.

3.2 No Guarantee of Results

We cannot and do not guarantee:

• Specific tax savings or refund amounts
• Acceptance by the IRS or state tax authorities
• Audit protection or representation outcomes
• Any particular results from using our services

4. Professional Standards and Limitations

4.1 Scope of Practice

As a licensed CPA in Texas, Chau Tran is authorized to:

• Prepare federal and state tax returns
• Provide tax planning and consulting services
• Represent clients before the IRS
• Provide accounting and financial services

We do NOT provide:

• Legal advice (consult an attorney)
• Investment advice (consult a financial advisor)
• Insurance recommendations (consult an insurance professional)
• Estate planning legal services (consult an estate attorney)

4.2 Geographic Limitations

Texas CPA License: Chau Tran is licensed to practice as a Certified Public Accountant in the State of Texas. License #[LICENSE NUMBER]

Services Available:

• ✅ Federal tax returns for clients in all 50 states
• ✅ State tax returns (where qualified and permitted)
• ✅ IRS representation for all US taxpayers
• ❌ International tax matters (may require specialist referral)
• ❌ Services to non-US residents (with limited exceptions)

5. Third-Party Services and Platforms

5.1 DynaTax AI Platform

Independent Third-Party Software: We use DynaTax AI, a third-party software platform, to deliver our tax preparation services. Important notes:

• DynaTax AI is an independent company with its own terms and policies
• We are not responsible for DynaTax AI's software, uptime, or technical issues
• DynaTax AI may update features, terms, or pricing without our control
• Platform availability is subject to DynaTax AI's service terms

Our Responsibility: While we use DynaTax AI's platform, Chau Tran CPA remains fully responsible for:

• The professional services we provide
• The accuracy of your tax return
• Our professional judgment and recommendations
• Client confidentiality and data protection

5.2 External Links

This website may contain links to external websites (IRS, state tax authorities, DynaTax AI, etc.). We are not responsible for:

• The content, accuracy, or availability of external sites
• Privacy practices of third-party websites
• Products or services offered by external sites

6. Limitation of Liability

Use at Your Own Risk: To the fullest extent permitted by law:

• This website and all content are provided "AS IS" without warranties of any kind
• We are not liable for any decisions you make based on website content
• We are not liable for any errors or omissions in website information
• We are not liable for any technical issues, interruptions, or data loss

Professional Services: For engaged clients with signed Engagement Letters, our liability is governed by the terms of that agreement and applicable professional standards.

7. Confidentiality Notice

Do NOT Send Confidential Information:

• ❌ Do NOT send tax returns via website contact forms
• ❌ Do NOT include Social Security Numbers in emails
• ❌ Do NOT upload sensitive documents through the website
• ❌ Do NOT share financial details through the AI chat

Secure Communication: Once you become an engaged client, we will provide:

• ✅ Secure client portal access through DynaTax AI
• ✅ Encrypted communication channels
• ✅ Two-factor authentication for document sharing
• ✅ Protected methods for sensitive information exchange

8. IRS Circular 230 Disclosure

Required IRS Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of:

• (i) avoiding penalties under the Internal Revenue Code, or
• (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

9. Testimonials and Results

Client testimonials and case studies on this website:

• Represent individual client experiences only
• Do not guarantee similar results for your situation
• May not reflect typical results
• Are shared with written client consent

Every tax situation is unique. Your results will depend on your specific circumstances, documentation, and applicable tax laws.

10. Changes to This Disclaimer

We reserve the right to update this Professional Disclaimer at any time to reflect:

• Changes in professional standards or regulations
• Updates to our services or technology
• Changes in applicable laws
• Clarifications or additional disclosures

Please review this disclaimer periodically. Continued use of this website after changes constitutes your acceptance of the updated disclaimer.

11. Questions or Concerns

If you have questions about this disclaimer or our professional services, please contact us: