Terms of Use (scaffold)

By using this site, you accept these terms

By accessing or using microtax.com or any service offered through MicroTax, you agree to be bound by these Terms of Use. If you do not agree, please discontinue use of the site.

What MicroTax does and doesn't do

MicroTax provides proactive tax advisory and Virtual Family Office coordination services. MicroTax does not prepare tax returns, manage investment assets under assets-under-management arrangements, or provide legal advice. We coordinate with your existing CPA, investment advisor, and attorney, or with network specialists, to deliver an integrated plan.

The information on this site is for educational and informational purposes only. It is not personalized tax, legal, investment, or financial advice and should not be relied upon as such. Personalized advice requires an engaged client relationship and review of your specific situation.

What's ours, what's yours

The content on this site, including text, graphics, logos, methodology descriptions, the F.A.S.T. Steps™ methodology, the VFO Opportunity Engine™ framework, and related materials, is the intellectual property of MicroTax or its licensors. You may view and share this content for personal, non-commercial purposes. Republishing, redistributing, or creating derivative works without written permission is not permitted.

What this site does not promise

The site is provided "as is" without warranty of any kind. Specifically: (a) information on the site may not be current, accurate, or applicable to your situation; (b) calculators on this site produce illustrative estimates, not personalized projections; (c) testimonials reflect individual experiences and are not guarantees of similar outcomes; (d) tax laws and regulations change, and information that is accurate at the time of publication may not be accurate later.

The boundaries of our liability

To the maximum extent permitted by applicable law, MicroTax and its officers, employees, contractors, and network specialists shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of your use of the site or any information accessed through it.

[Counsel: this section should be revised to the appropriate liability framework for the firm's specific risk profile and applicable jurisdictions, and may need integration with engagement-letter terms for engaged clients.]

The jurisdiction that applies

These terms are governed by the laws of the State of California, without regard to its conflict-of-law principles. Any dispute arising under these terms shall be resolved in the state or federal courts located in [county/jurisdiction to be specified by counsel].

When and how these terms change

We may revise these terms from time to time. Material changes will be communicated by an updated "last revised" date at the top of this page. Continued use of the site after changes are posted constitutes acceptance of the revised terms.

Questions about these terms

For questions about these Terms of Use, contact legal@microtax.com.