Disclaimer Policy

General Information

The information provided by Harbor Point Tax Advisors, LLC (“we,” “us,” or “our”) on our
website, in written communications, and during consultations is for general informational
purposes only. All content is provided in good faith; however, we make no warranties regarding
the accuracy, completeness, or timeliness of the information.

Tax Advisory Services

Harbor Point Tax Advisors, LLC provides tax advisory and preparation services by a federally
licensed Enrolled Agent (EA). An Enrolled Agent is authorized by the U.S. Department of the
Treasury to advise, represent, and prepare tax returns for individuals and businesses before the
Internal Revenue Service (IRS) in all 50 states.

Not Legal or Investment Advice

Although we are licensed and qualified to provide tax guidance and representation, our services
do not include legal or investment advisory services.

 

• Nothing in our communications should be interpreted as legal advice.

• Clients should seek legal counsel for contracts, litigation, or matters involving state or

federal tax court (unless separately agreed upon and permitted under EA practice standards).

• Clients should consult a licensed financial planner or investment advisor for investment-

related decisions.

Professional Relationship

Receiving information from our website, emails, phone consultations, or marketing
materials does not create a client relationship. A client relationship is established only after
execution of a signed engagement letter or service agreement. Until that time, no tax filings,
representation, or services will be performed.

IRS Circular 230 Disclosure

In accordance with IRS regulations, any U.S. federal tax advice contained in our
communications, documents, or website content is not intended or written to be used, and
cannot be used, for the purpose of:

1. Avoiding penalties under the Internal Revenue Code, or
2. Promoting, marketing, or recommending any transaction to another taxpayer.

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Accuracy and Law Changes

Tax laws change frequently. While we strive to provide current and accurate guidance, Harbor
Point Tax Advisors, LLC assumes no responsibility for errors, omissions, or
consequences resulting from reliance on information without personalized consultation with a
qualified professional from Harbor Point Tax Advisors, LLC.

Third-Party Links and Resources

Our website or publications may include references or links to third-party resources. These are
provided solely for informational convenience. We do not endorse, warrant, or guarantee the
information or services provided by any linked entity.

Limitation of Liability

Harbor Point Tax Advisors, LLC, including its owners and staff, shall not be liable for any
losses, damages, or claims arising from the use - or inability to use - This website. our website is
offered “as is” and “as available” basis. We and our suppliers disclaim all warranties.

Updates to this Policy

We reserve the right to modify, update, or revise this Disclaimer Policy without prior notice. Any
changes will be posted with an updated effective date.