Terms of Service
Website Use
- This site provides general information for educational purposes only and is not tax, legal, or financial advice.
- Do not submit sensitive identifiers (e.g., SSNs) through regular email or contact forms.
- We may update content at any time without notice.
Engagements & Professional Services
- Services begin only after both parties sign an engagement letter and required onboarding is completed.
- Deliverables, timelines, fees, and responsibilities are defined in the engagement letter.
- You are responsible for the completeness and accuracy of information you provide.
Intellectual Property
All content on this site (text, graphics, logos, tools, PDFs, and templates) is owned by Everwise Tax & Finance or its licensors and protected by applicable laws. You may not reproduce, republish, or resell content without written permission.
Tools, Calculators & Downloads
On‑site tools (e.g., estimators, checklists) provide directional guidance only and are not a substitute for professional advice. Results are not guaranteed. Use is at your own risk.
Third‑Party Links & Embeds
Our site may link to or embed third‑party services (e.g., Google Calendar). We are not responsible for their content or practices. Review their terms and privacy policies.
Disclaimer of Warranties
This site is provided “as is” without warranties of any kind, express or implied.
Limitation of Liability
To the maximum extent permitted by law, Everwise Tax & Finance is not liable for indirect, incidental, or consequential damages arising from your use of this site or tools.
Governing Law
These Terms are governed by the laws of the State of California, without regard to conflict‑of‑law principles.
Changes
We may update these Terms from time to time. Continued use of the site means you accept the updated Terms.
Contact
Questions? Email info@everwisetaxandfinance.com or call (626) 217‑2272.