True Financials Tax Solutions provides tax preparation and related support based on the information and documents supplied by each client. This page describes important limitations that apply to website content, appointments, and tax services.
No tax, legal, or financial advice from website content
General website information, educational materials, and AI-generated preparation lists are not individualized tax, legal, accounting, investment, or financial advice. Tax rules vary by person, jurisdiction, and tax year and may change after content is published.
AI checklist limitations
The personalized checklist is an organizational tool. It may omit required documents, include items that do not apply, or misinterpret your description. It does not determine eligibility for a filing status, credit, deduction, election, refund, or other tax treatment. A tax professional must review your complete facts and records.
No guaranteed result
True Financials does not guarantee a refund amount, tax outcome, audit result, processing time, agency decision, or acceptance of any position. Refund estimates can change after complete records are reviewed or a taxing authority processes the return.
Client responsibility
Clients must provide accurate, complete, and timely information; disclose all relevant income and circumstances; maintain supporting records; review the completed return; and promptly report errors or notices. The taxpayer remains responsible for the return and any tax, interest, or penalties unless applicable law provides otherwise.
Deadlines and notices
Submitting an inquiry, generating a checklist, or reserving an appointment does not extend a filing, payment, appeal, or response deadline. Bring agency notices to our attention promptly. An appointment reservation alone does not mean we have accepted responsibility for a deadline.
Professional relationship
No professional-client relationship is created by visiting this website, using the AI checklist, sending an inquiry, or reserving an appointment. An engagement begins only when True Financials accepts the work and any required agreement and verification steps are complete.
Secure delivery of records
Do not send sensitive taxpayer information through public website forms or ordinary email unless True Financials has specifically confirmed an appropriate secure method. Call 863-797-6334 for guidance on delivering tax records.
Questions
If you are unsure whether a document or deadline applies to you, contact True Financials before relying on general information.