These terms govern your use of the Astute Advisors, Inc. website. By using the site you agree to them. If you do not agree, please do not use the site.
Not professional advice
Everything on this site, including the articles, guides, and planning tools, is general educational information. It is not tax, accounting, legal, or investment advice, it is not a covered opinion or written advice on which you may rely to avoid penalties, and it does not account for your specific situation. Tax rules change, and outcomes depend on individual facts and circumstances. Do not act on anything here without advice from a qualified professional who knows your situation.
As a CPA firm we are subject to IRS Circular 230, which governs written advice to taxpayers. Advice you can rely on comes from a signed engagement, is based on your actual facts, and is given in writing to you. A public web page is none of those things.
Calculators and planning tools
The calculators and diagnostics on this site are illustrations. They use simplified assumptions, they do not know your full picture, and their output is an estimate rather than a computation of what you owe or would save. A real answer requires your returns, your entity structure, and your actual numbers.
The interactive tools embedded on this site run in your browser. The figures you enter are not transmitted to us and are not stored. Our separate calculator applications, which open on their own subdomains, are governed by the notices shown within them.
No guarantee of results
Nothing on this site is a promise or guarantee of a particular tax outcome, refund, or saving. Figures describing past client results, where shown, reflect those clients' specific circumstances and are not a prediction of what any other taxpayer will achieve. Tax planning depends on individual facts, and the law changes.
AI-assisted content
Some material on this site is drafted with the assistance of AI tools and reviewed by our team before publication. AI can be confidently wrong, so treat anything here as a starting point for a conversation rather than a substitute for one. This does not change the section above: nothing on this site is advice you may act on without a professional who knows your circumstances. How we use AI in client work, and the limits we place on it, is set out in our Privacy Policy.
No client relationship
Using this site, downloading a guide, booking a consultation, or contacting us does not by itself create a client, engagement, or fiduciary relationship with Astute Advisors. We become your accountant or advisor only when both sides sign a written engagement agreement setting out the scope, the fee, and the terms of the work. Until that is signed, we are not responsible for your filings, deadlines, or elections.
Do not send confidential information
Please do not send Social Security numbers, account numbers, tax documents, or other sensitive information through this website's forms or by ordinary email. Those channels are not secure, and information sent before an engagement exists is not protected by the confidentiality rules that apply to client information. If you become a client we will give you a secure portal for documents.
Use of the site
You agree to use the site only for lawful purposes and not to:
- Use it in any way that breaks a law or regulation.
- Try to gain unauthorized access to the site, its systems, or its data.
- Interfere with the site's operation or security.
- Copy, scrape, or reuse the content except as allowed below.
Our content
The text, design, graphics, guides, and other material on this site belong to Astute Advisors, Inc. or are used with permission, and are protected by copyright and other laws. You may view and download the guides for your own use. You may not republish, sell, or use the content commercially without our written permission.
Links and third-party tools
The site links to other services, including our scheduling and form tools. We do not control those services and are not responsible for their content or availability. Your use of them is subject to their own terms.
No warranties
The site is provided as is and as available. We work to keep the information accurate and current, but we do not warrant that it is complete, error-free, or up to date, and we do not warrant that the site will always be available or free of errors. Tax content in particular can be overtaken by changes in the law after it is published.
Limitation of liability
To the fullest extent allowed by law, Astute Advisors, Inc. and its people will not be liable for any indirect, incidental, or consequential losses arising from your use of, or inability to use, this site or anything on it, including any action you take based on a calculator result or an article. Nothing here limits any liability that cannot be limited under law, or any obligation we owe you under a signed engagement agreement.
Indemnification
You agree to hold Astute Advisors, Inc. harmless from claims arising out of your misuse of the site or your breach of these terms.
Governing law
These terms are governed by the laws of the State of California, without regard to its conflict-of-laws rules. Any dispute will be handled in the state or federal courts located in California.
Changes to these terms
We may update these terms from time to time. The date at the top shows when they last changed. Continuing to use the site after a change means you accept the updated terms.
Contact us
Questions about these terms can go to Astute Advisors, Inc., 21515 Hawthorne Blvd. Ste 200, Torrance, CA 90503, karen@astuteadvisors.co, or (424) 226-8028.