Terms of Use

By accessing, browsing, or using this website, you acknowledge that you have read, understood, and agree to be bound by these Terms of Use. If you do not agree, please stop using this website.

These Terms of Use apply to this website and to the general information, pages, forms, scheduling tools, and other online content made available through it. Certain services may be governed by separate written agreements or disclosures.

This website is primarily used to describe the firm, its service areas, team background, educational content, contact information, and scheduling access. The website content is provided for general information and educational purposes only.

Tax, legal, investment advisory, or other professional services are formed only after required diligence, client identification, suitability review, document execution, and acceptance by the firm. Any formal advice is governed by the signed engagement letter, client agreement, or written deliverable.

You agree to use this website in a lawful, honest, and reasonable manner. You are responsible for the information you submit, upload, or transmit through the website.

• Provide accurate, complete, timely, and non-misleading information.
• Do not impersonate another person, misstate your authority, or submit materials you are not authorized to provide.
• Do not upload, transmit, or introduce viruses, malicious code, spam, scraping tools, or other content that may impair website security or operation.
• Do not use this website in a way that violates applicable law, regulatory requirements, or third-party rights.

The text, graphics, page design, layout, marks, trade names, service names, images, videos, downloadable materials, and other content on this website are owned by the firm or used with permission unless otherwise stated.

You may view, print, or save reasonable copies of website content for personal, non-commercial, informational use. You may not remove rights notices or copy, modify, republish, sell, distribute, publicly display, train systems on, scrape, or compile database content for commercial purposes without prior written permission.

This website may include links to third-party websites, tools, services, regulatory materials, or external resources. These links are provided for convenience only.

The firm does not control third-party content, privacy practices, security measures, accuracy, or availability. Providing a link does not mean that the firm endorses, guarantees, or sponsors any third-party content, product, or service. You are responsible for reviewing and following third-party terms.

Website content does not constitute tax advice, legal advice, accounting advice, investment advice, securities recommendations, insurance advice, or any other professional opinion. You should not make tax, legal, investment, financial, or business decisions based only on this website.

This website is provided on an as-is and as-available basis. Although the firm seeks to keep information accurate and current, it does not guarantee that the website content is complete, accurate, continuously available, error-free, uninterrupted, or suitable for any particular purpose.

To the maximum extent permitted by applicable law, the firm and its affiliates, officers, employees, advisers, agents, and service providers are not liable for indirect, incidental, special, punitive, consequential, or similar damages arising from your access to, use of, or inability to use this website.

This limitation applies to claims based on contract, tort, negligence, strict liability, or any other legal theory, even if the firm has been advised that such damages may occur.

To the extent permitted by law, you agree to indemnify, defend, and hold harmless the firm and related persons from claims, losses, liabilities, costs, and expenses arising from your violation of these Terms of Use, misuse of the website, submission of inaccurate or unauthorized information, infringement of third-party rights, or violation of applicable law.

This section does not limit any other rights or remedies available to the firm under law, contract, or equity.

These Terms of Use and your use of this website are governed by the laws of the State of California, without regard to conflict-of-law rules.

If mandatory consumer protection, regulatory, or professional responsibility rules apply, those rules will control within their required scope.

The parties will first attempt in good faith to resolve any dispute arising out of or relating to these Terms of Use or website use through written communication.

If a dispute cannot be resolved through negotiation, then to the extent permitted by applicable law, the dispute will be resolved by binding arbitration in California under the then-current Commercial Arbitration Rules of the American Arbitration Association. The arbitrator may determine the venue, procedural language, and allocation of costs under the applicable rules and law.

The firm may update, modify, or replace these Terms of Use at any time. The updated version will be posted on this page and identified by the last updated date shown above.

Your continued access to or use of this website after an update means that you accept the updated Terms of Use. You should review this page periodically.

If you have questions about these Terms of Use or the rules for using this website, please contact the firm using the email address or mailing address in the contact block on this page.