Legal

Terms of Use

The ground rules for using this website.

Owner: have this reviewed before launch. This is a plain-language starting draft, not legal advice. Confirm every highlighted item and consider an attorney review.

Last updated: October 11, 2026

Using this site

By using this website, you agree to these terms. If you don’t agree, please don’t use the site.

General information only

Content on this site is for general educational purposes. It isn’t tax, legal, or financial advice for your specific situation, and tax rules change. Please don’t act on it without talking to a qualified professional about your circumstances.

No client relationship until we both agree

Contacting us, submitting the inquiry form, or reading this site doesn’t create a preparer-client relationship. That relationship begins only when we both sign an engagement letter describing the services and how fees are set.

Your responsibilities

Please don’t submit sensitive personal or financial information through website forms or email. Use the secure client portal provided during onboarding. Don’t misuse the site, attempt to access systems you aren’t authorized to use, or submit false information.

Third-party links

This site links to services we don’t operate, including our client portal provider and email newsletter provider. Their own terms and privacy policies apply.

Intellectual property

The text, design, and branding on this site belong to Burr Necessities Tax. Please don’t copy them without permission.

Limitation of liability

This site is provided “as is.” To the extent allowed by law, Burr Necessities Tax isn’t liable for damages arising from your use of the website or reliance on its general content. Services you engage us for are governed by your engagement letter.

Governing law

These terms are governed by the laws of the State of Florida.

Changes

We may update these terms. The date at the top shows the latest version.