Disclosures

SVP Tax Advisory LLC is not a CPA firm and does not provide investment advice.

Engagement. Requesting a consultation or contacting us through this site does not create an engagement. Work begins only after you sign an engagement letter.

Scope of fees. Fees are flat, quoted upfront, and cover the scope in your engagement letter. Work outside that scope is quoted in writing before it starts.

IRS Circular 230 notice. Content on this website is general information and is not tax advice. Tax advice is provided only within a signed engagement.

Privacy (IRC §7216). We never use or share your tax return information for any purpose outside your engagement without your written consent, except as required by law.

Sensitive information. Please do not email, text or submit Social Security numbers, account numbers or tax documents through this website. We will provide a secure method for sharing documents.