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Terms & Conditions

Scope of Services

Our services are limited to providing cost segregation and Section 179D consulting and advisory support. We assist clients in understanding and documenting positions related to depreciation and energy-efficient building deductions. Our services do not include the preparation or filing of tax returns, legal representation, or the provision of legal advice. Clients should consult their tax or legal professionals before making any decisions based on our findings or recommendations.

Reliance on Information Provided

Our analysis and recommendations are based on information and documentation provided by the client. We are not responsible for errors, omissions, or inaccuracies in data or records supplied by the client or third parties.

Use of Our Work

Our reports, correspondence, and opinions are intended solely for the client’s internal use and may not be used as legal proof or substantiation for a claimed deduction on any income tax return without independent review by the client’s qualified tax advisor. Any reliance on our work beyond its stated purpose is at the client’s own risk.

Limitation of Liability

To the fullest extent permitted by law, our total liability arising from or in connection with any engagement shall be limited to the total fees paid to us for that specific engagement. We shall not be liable for any consequential, indirect, or incidental damages, including loss of profits or penalties assessed by taxing authorities.

Client Responsibilities

The client is responsible for ensuring compliance with all applicable tax laws, regulations, and filing requirements. Our role is advisory only, and final decisions remain with the client.

Confidentiality

We respect the confidentiality of client information and will not disclose any nonpublic information without consent, except as required by law.

Engagement and Payment Terms

All consulting work is performed under a written engagement agreement that specifies the scope, estimated fees, and payment terms. Work will commence upon acceptance of the engagement and receipt of any agreed-upon deposit.

Governing Law

These Terms and Conditions shall be governed by and construed in accordance with the laws of the state in which the engagement is performed, without regard to its conflict of law provisions.

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