Tax and Website Disclaimer

Educational content only

All content on this website is general and educational. It is not individualized tax, legal, accounting, investment or financial advice, and it should not be relied on as a substitute for a review of your specific circumstances by a qualified professional.

No professional relationship

Reading this website, submitting a form, or using the Tax Opportunity Finder does not create a tax-professional–client relationship. That relationship begins only upon a signed engagement letter.

The Tax Opportunity Finder

The Tax Opportunity Finder is an educational screening tool. It does not determine eligibility for any deduction, credit or election, does not calculate a tax return, and does not evaluate your complete facts. Its output is a list of general topics and the source material that governs them, intended to inform a conversation with a tax professional.

No guaranteed outcomes

We do not promise or guarantee any refund amount, tax liability, credit, deduction, savings figure or other outcome. Tax results depend on your complete facts, your documentation and the law in effect for the applicable period.

Currency of information

Tax law changes, and guidance is revised. Articles carry a publication date and, where applicable, a last-reviewed date. Content may become outdated after those dates, and we do not undertake to update every item as law changes.

No government affiliation

T&L Business Group Inc. is an independent firm. It is not affiliated with, sponsored by, endorsed by, or acting on behalf of the Internal Revenue Service, the U.S. Department of the Treasury, or any state or local taxing authority. References to IRS publications, forms or guidance are provided for identification and educational purposes only.

Third-party sources and links

Where we cite or link to government publications or third-party resources, we do so for reference. We do not control that content and are not responsible for its accuracy or availability.

Not a secure channel

This website is not a secure channel for tax documents or sensitive personal information. Use the secure client portal for anything containing a Social Security number, taxpayer identification number, account number or tax form.