Terms of Service
Last updated: December 3, 2025
Welcome to The Millennial CPA. These Terms of Service (“Terms”) govern your use of this website and any materials, resources, tools, or information we make available here (collectively, the “Site”). By accessing or using the Site, you agree to be bound by these Terms.
Please read them carefully. If you do not agree, you may not use the Site.
1. About The Millennial CPA
The Millennial CPA provides general information about tax preparation, advisory services, and related topics. Information on this Site is for educational and informational purposes only and should not be considered tax, legal, or financial advice.
You must engage us through a signed Engagement Letter before any client-relationship is formed.
2. No Professional Relationship Formed
Accessing or using the Site does not:
create a CPA–client relationship
establish a fiduciary duty
constitute formal tax or legal advice
guarantee that we will accept you as a client
A professional relationship is created only after both sides sign an Engagement Letter.
3. Not Tax, Legal, or Financial Advice
All content on the Site—including articles, guides, examples, checklists, FAQs, calculators, or downloadable resources—is provided for general informational purposes only.
It should not be relied upon as:
tax advice
legal advice
financial or investment advice
a substitute for working with a qualified professional
Your tax situation is unique, and your outcomes may differ based on your facts and circumstances.
4. Accuracy and Timeliness
We aim to keep information current and accurate, but tax laws and regulations change frequently.
We make no guarantees that the information on the Site is:
up-to-date
complete
error-free
Use this Site at your own risk.
5. Permitted Use
You may use the Site only for lawful purposes and in accordance with these Terms.
You agree not to:
attempt to gain unauthorized access to the Site or its systems
use bots, scrapers, or automated tools to extract data
interfere with the Site’s operation or security
misuse any forms, contact methods, or tools (“Quote Builder,” etc.)
We may restrict access or take action if we believe misuse has occurred.
6. Intellectual Property
All Site content—including text, graphics, branding, logos, layouts, and downloadable materials—is the property of The Millennial CPA and protected by applicable intellectual property laws.
You may not:
reproduce
modify
distribute
publish
or create derivative works
without our prior written permission.
7. Third-Party Links & Tools
The Site may include links to third-party tools or services (e.g., scheduling apps, client portal, secure upload tools).
These are provided for convenience.
We are not responsible or liable for the content, privacy practices, or security of any third-party sites or systems.
8. No Guarantee of Results
Any examples, scenarios, or outcomes referenced on the Site are illustrative only.
They do not guarantee:
a particular tax result
eligibility for credits or deductions
lower tax liability
IRS outcomes
financial results
Your results depend on your individual facts and tax posture.
9. Limitation of Liability
To the fullest extent permitted by law:
The Millennial CPA will not be liable for any damages arising out of or connected to your use of the Site, including but not limited to:
reliance on information
errors or omissions
delays
interruptions
data loss
or any indirect, incidental, or consequential damages
Use this Site at your own risk.
10. No Warranties
The Site is provided “as-is” and “as available.”
We make no warranties—express or implied—regarding:
accuracy
completeness
reliability
availability
suitability
or fitness for any purpose
11. Changes to These Terms
We may update or modify these Terms at any time.
When we do, we will update the “Last updated” date at the top of this page.
Continued use of the Site after changes means you accept the updated Terms.
12. Governing Law
These Terms are governed by the laws of the Commonwealth of Virginia, without regard to conflict-of-law rules.
Any disputes must be resolved in state or federal courts located in Virginia.
13. Contact
If you have questions about these Terms, you can reach us at:
The Millennial CPA
hello@millennialcpa.tax