Terms
Last updated: May 30, 2026
These Terms describe the basic conditions for using the Golden Years Tax Strategy website. By using the website, you agree to use it only for lawful purposes and in a way that does not interfere with the website or its visitors.
Informational Website Content
Website content is provided for general informational purposes only. It is not tax, legal, accounting, investment, or financial advice and should not be relied on as a substitute for advice based on your specific facts.
No Client Relationship
Visiting the website, reading website content, booking a consultation, or sending an inquiry does not create a CPA-client relationship. A client relationship begins only after Golden Years Tax Strategy agrees to provide services and any required engagement terms are completed.
No Confidential Submissions Through Public Forms
Do not submit sensitive tax documents, Social Security numbers, bank information, or confidential financial records through public website forms or public calendar notes. If you become a client, Golden Years Tax Strategy will provide the appropriate client communication or document process for confidential materials.
Consultations And Services
Consultation availability, pricing, scope, and service terms may change. Any tax planning or tax preparation work depends on the facts, records, timing, and engagement scope for the specific client.
Third-Party Links
The website may link to third-party websites, scheduling tools, video platforms, social platforms, or other services. Golden Years Tax Strategy is not responsible for third-party content, availability, terms, or privacy practices.
No Guaranteed Results
Tax outcomes depend on individual facts, law, documentation, timing, and implementation. Past examples, testimonials, or general planning discussions do not guarantee the same result for another client.
Changes To These Terms
These Terms may be updated as the website, service process, booking workflow, or business practices change.
These terms are practical baseline website copy and should be reviewed by the practice before final public launch or material changes to services or data collection.