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TAX & FINANCIAL DISCLAIMER

Effective Date: July 24, 2025
Last Updated: September 9, 2026

Tax Control Group is operated by DreamChild International Incorporated.

This Tax & Financial Disclaimer applies to information made available through the Tax Control Group website, Tax Control Library™, newsletters, educational programs, digital resources, memberships, subscriptions, presentations, videos, social media, calculators, templates and similar general materials.

Individualized professional services are governed additionally by the scope and terms of the applicable engagement.

1. GENERAL EDUCATIONAL INFORMATION

Unless expressly stated otherwise, information provided through Tax Control Group's public website and general educational resources is provided for informational and educational purposes.

General information is not intended to substitute for an individualized review of a taxpayer's particular facts and circumstances.

Tax rules may depend on factors including:

  • income;
  • filing status;
  • business activity;
  • entity classification;
  • elections;
  • documentation;
  • tax year;
  • jurisdiction;
  • prior filings;
  • transactions;
  • timing;
  • applicable law;
  • other individual circumstances.

A concept discussed generally may therefore apply differently—or not at all—to a particular taxpayer.

2. WEBSITE USE DOES NOT CREATE A PROFESSIONAL ENGAGEMENT

Visiting the website, reading educational content, downloading a resource, joining an email list, submitting a general contact form or viewing Tax Control Group content does not by itself create an individualized tax, accounting, bookkeeping, legal or financial advisory engagement.

An individualized professional service begins only when the applicable service has been accepted and the required engagement process has been completed.

3. TAX EDUCATION IS NOT INDIVIDUALIZED TAX ADVICE

Educational information may discuss subjects such as:

  • deductions;
  • estimated taxes;
  • bookkeeping;
  • business expenses;
  • tax preparation;
  • entity taxation;
  • S corporations;
  • tax planning;
  • filing requirements;
  • tax notices;
  • recordkeeping;
  • year-end planning;
  • other tax-related topics.

Such discussions should not be interpreted as a recommendation that a particular taxpayer take a particular position or action without considering the taxpayer's individual circumstances.

4. NO GUARANTEED TAX SAVINGS

Tax Control Group does not guarantee that use of any educational resource, strategy, planning concept, service or recommendation will result in a specific amount of tax savings.

Statements discussing possible tax efficiencies, planning opportunities, deductions or strategies should not be interpreted as promises of a particular result.

A taxpayer's actual liability depends on the facts, records and law applicable to that taxpayer.

5. DEDUCTIONS AND BUSINESS EXPENSES

The fact that an expense is discussed in Tax Control Group educational material does not mean the expense is deductible for every taxpayer.

Deductibility may depend on:

  • the nature of the expense;
  • the taxpayer's business;
  • business purpose;
  • substantiation;
  • allocation between business and personal use;
  • applicable limitations;
  • tax year;
  • other requirements.

Taxpayers are responsible for maintaining appropriate records and substantiation.

6. ESTIMATES, CALCULATORS AND PROJECTIONS

Tax calculators, worksheets, projections, illustrations and estimates are inherently dependent on the assumptions and information used.

They may not reflect:

  • all federal taxes;
  • all state or local taxes;
  • penalties or interest;
  • future changes in law;
  • every credit or deduction;
  • every business or personal circumstance;
  • subsequent changes in income or expenses;
  • final tax-return calculations.

Results produced by educational calculators or estimates should therefore be treated as informational estimates unless incorporated into a defined individualized professional engagement.

7. TAX PLANNING

Tax planning involves evaluating facts and potential actions before relevant decisions or deadlines.

Planning does not guarantee that:

  • projected income will remain unchanged;
  • tax law will remain unchanged;
  • a particular election will be available;
  • a particular deduction will be allowed;
  • a taxing authority will agree with every position;
  • estimated payments will exactly equal final tax liability;
  • a particular tax result will occur.

Planning recommendations may need to change as facts, law or business circumstances change.

8. ENTITY INFORMATION

Tax Control Group educational materials may discuss:

  • sole proprietorships;
  • LLCs;
  • partnerships;
  • S corporations;
  • C corporations;
  • other business structures or tax classifications.

General discussion of an entity or tax classification is not a recommendation that a particular business adopt that structure.

Entity decisions may involve tax, legal, operational, payroll, liability, state-law and other considerations.

Where appropriate, taxpayers should obtain advice from professionals qualified for the specific issues involved.

9. TAX PREPARATION

Tax preparation is based substantially on information and documentation provided by the taxpayer and other available information relevant to the agreed preparation engagement.

Preparation of a return does not guarantee:

  • a refund;
  • acceptance of every tax position;
  • absence of examination;
  • absence of adjustment;
  • absence of additional tax;
  • a particular future tax outcome.

Taxpayers remain responsible for reviewing their returns and providing complete and accurate information.

10. TAX NOTICES AND GOVERNMENT COMMUNICATIONS

General information about IRS or state tax notices is educational.

A notice may contain:

  • specific response requirements;
  • payment requirements;
  • appeal rights;
  • documentation requests;
  • deadlines;
  • other taxpayer-specific issues.

General educational content should not be relied upon as a substitute for reviewing the complete notice and the taxpayer's particular circumstances.

Submitting information to Tax Control Group does not automatically suspend, extend or satisfy a government deadline.

11. REPRESENTATION BEFORE TAXING AUTHORITIES

Not every Tax Control Group service includes representation before the Internal Revenue Service, state taxing authorities or another governmental body.

Certain representation matters may require an appropriately authorized professional.

Where a matter requires representation or professional authority outside the scope of the applicable Tax Control Group engagement, a referral, collaboration or separate engagement with an appropriately credentialed professional may be necessary.

12. PROFESSIONAL TITLES AND CREDENTIALS

Nothing on the Tax Control Group website should be interpreted as representing that an individual holds a professional license or credential that the individual does not actually hold.

Professional titles such as:

  • Certified Public Accountant (CPA);
  • Enrolled Agent (EA);
  • attorney;
  • other regulated professional designations

apply only when expressly and accurately identified.

Tax Control Group is not affiliated with, endorsed by or approved by the Internal Revenue Service merely because it provides tax-related services.

13. FINANCIAL INFORMATION

Tax Control Group may discuss financial information as it relates to business records, tax planning, bookkeeping, cash-flow considerations or other tax-related matters.

Unless expressly included in a separately defined engagement, such information should not be interpreted as:

  • investment advice;
  • securities advice;
  • wealth-management advice;
  • insurance advice;
  • lending advice;
  • individualized financial-planning advice.

Tax Control Group does not guarantee investment, business or financial performance.

14. LEGAL INFORMATION

Tax-related discussions sometimes intersect with legal concepts, contracts, entity formation, liability, ownership or other legal matters.

General Tax Control Group content is not a substitute for legal advice from a licensed attorney.

When a matter requires legal analysis or legal representation, appropriate legal counsel should be consulted.

15. THIRD-PARTY INFORMATION

Tax Control Group may reference information, software, services, websites or resources provided by third parties.

Tax Control Group does not guarantee the accuracy, availability or continued operation of independent third-party resources.

Users should evaluate applicable third-party terms, policies and information independently.

16. CHANGES IN TAX LAW

Tax law changes.

Educational materials may become outdated because of:

  • legislation;
  • regulations;
  • court decisions;
  • IRS guidance;
  • state-law changes;
  • administrative changes;
  • expiration of temporary provisions;
  • other developments.

The publication date and tax year discussed should therefore be considered when using educational material.

Tax Control Group is not obligated to continuously revise every previously published educational resource unless expressly stated.

17. INDIVIDUAL RESULTS VARY

Examples, scenarios and illustrations are provided to explain concepts.

They are not promises that another taxpayer will receive the same result.

Two businesses with similar revenue may have substantially different tax outcomes because of differences in:

  • expenses;
  • entity treatment;
  • compensation;
  • deductions;
  • credits;
  • filing status;
  • state taxes;
  • estimated payments;
  • business activity;
  • other circumstances.

18. YOUR RESPONSIBILITY

You are responsible for decisions you make based solely on general educational information.

When a tax, financial or legal issue is material to your situation, consider obtaining individualized assistance appropriate to the issue before acting.

19. RELATIONSHIP TO PROFESSIONAL ENGAGEMENTS

This Disclaimer governs general Tax Control Group information and resources.

When Tax Control Group accepts an individualized professional engagement, the applicable:

  • engagement agreement;
  • scope of work;
  • service terms;
  • checkout terms;
  • written communications;
  • other engagement-specific documentation

may establish additional responsibilities and terms.

In the event of a genuine conflict concerning a specific engagement, the more specific engagement documentation may control where legally permitted.

20. CONTACT

Questions regarding this Disclaimer may be directed to:

Tax Control Group
Operated by DreamChild International Incorporated

[email protected]

TaxControlGroup.com