Acceptance of these terms
These Terms and Conditions govern your use of this website operated by The CommonWealth Group, LLC, doing business as CommonWealth. By accessing or using this website, you agree to these terms and our Privacy Policy. If you do not agree, do not use the website.
Informational content only
The content on this website is provided for general informational and educational purposes. It does not constitute tax, accounting, legal, investment, or financial advice, and it should not be relied on as a substitute for advice based on your specific facts. Tax rules and their application can change. Consult a qualified professional before taking action.
No professional relationship
Viewing this website, watching a video, submitting an inquiry, or scheduling an introductory call does not create an accountant-client, advisor-client, attorney-client, or other professional relationship. A professional relationship is formed only through a separate written engagement agreement signed by CommonWealth and the client.
Engagement agreements
If you become a client, the scope, fees, responsibilities, and other terms of professional services will be stated in a separate written engagement agreement. If these website terms conflict with a signed engagement agreement regarding professional services, the engagement agreement controls for those services.
Appointments and communications
Appointment availability is not guaranteed until confirmed. You agree that information you submit is accurate and that CommonWealth may contact you about your inquiry, appointment, document request, or service. Where you separately consent to promotional messages, message and data rates may apply and message frequency may vary. You may opt out of marketing texts by replying STOP.
Secure document submission
Do not send Social Security numbers, bank login credentials, complete tax returns, or other sensitive financial records through a general website form or ordinary email. Use only the secure submission method provided by CommonWealth. You are responsible for confirming that documents are submitted through the correct channel.
Permitted use
You may use this website only for lawful purposes. You may not interfere with the operation or security of the website, attempt unauthorized access, submit false information, use automated systems to extract content without permission, or use the website in a way that violates applicable law.
Intellectual property
The website and its content, including text, graphics, logos, videos, and design elements, are owned by or licensed to CommonWealth and are protected by applicable intellectual property laws. You may not reproduce, distribute, modify, or commercially exploit website content without prior written permission.
Third-party links and services
This website may include links to or integrations with third-party video, scheduling, analytics, advertising, communications, and document-transfer services. CommonWealth does not control those services and is not responsible for their content, availability, security, or privacy practices. Your use of a third-party service is subject to that provider's terms and policies.
No guaranteed results
CommonWealth does not guarantee any specific tax savings, tax liability, refund, income, earnings, profit, financial outcome, or business result. Any projection, estimate, illustration, or planning discussion depends on the completeness and accuracy of the information provided, the actions taken, and the law and guidance in effect at the relevant time. Actual results may differ.
Testimonials and case studies
Testimonials and case studies reflect the honest experiences of the individuals identified, but individual experiences are not promises or representations of what every client can expect. Results vary based on each client's facts, records, business, decisions, implementation, and applicable law. Any material relationship with an endorser will be disclosed where required.
Platform non-affiliation
This website is not part of Facebook or YouTube and is not endorsed by Meta Platforms, Inc. or Google LLC. Facebook and YouTube names and marks belong to their respective owners. References to those platforms do not imply sponsorship, approval, or affiliation.
Disclaimer of warranties
This website is provided on an "as is" and "as available" basis. To the fullest extent permitted by law, CommonWealth disclaims warranties of any kind regarding the website, including warranties of accuracy, availability, fitness for a particular purpose, and noninfringement.
Limitation of liability
To the fullest extent permitted by law, CommonWealth will not be liable for indirect, incidental, special, consequential, or punitive damages arising from your use of, or inability to use, this website. Nothing in these terms limits liability that cannot lawfully be limited.
Changes to these terms
We may update these Terms and Conditions from time to time. Updated terms will be posted on this page with a revised effective date. Continued use of the website after an update means you accept the revised terms.
Contact us
Questions about these terms may be sent to [email protected].