Terms of Use & Disclaimers
Please read this page carefully. It covers the terms governing your use of our website and services, important disclaimers about the nature of our work, and our required disclosures under IRS Treasury Department Circular 230.
Terms of use
By accessing or using the Balanced Books website (balancedbooks.com), operated by Goodman Accounting PLLC, you agree to be bound by these Terms of Use. If you do not agree, please do not use this website.
These terms apply to all visitors, prospective clients, and current clients who access our website or any content, tools, or communications provided through it.
Use of our professional accounting and tax services is governed by a separate engagement letter or service agreement, which takes precedence in the event of any conflict with these terms.
Scope of services
Goodman Accounting PLLC provides bookkeeping, tax preparation, payroll, and related financial services. The information on this website is intended to describe those services in general terms and does not constitute professional accounting, tax, legal, or financial advice.
Nothing on this website should be interpreted as the establishment of a client-practitioner relationship. That relationship begins only upon execution of a signed engagement letter between you and Goodman Accounting PLLC.
General information published on this site — including blog posts, FAQs, and educational content — is provided for informational purposes only. It may not reflect the most current tax law changes or apply to your specific situation. Always consult a qualified professional before making financial or tax decisions.
No guarantee of results
While we take great care in our work and stand behind our services, we cannot guarantee specific outcomes. Tax laws change, individual circumstances vary, and IRS determinations are ultimately outside our control.
We do not guarantee:
- A specific tax refund amount or tax liability reduction
- IRS acceptance of any particular position, deduction, or credit claimed
- That our services will prevent audits, penalties, or assessments
- That information on this website is free of errors or is current at all times
What we do guarantee: honest, diligent, professional service. We will always act in your best interest, communicate clearly, and meet our obligations under applicable professional standards.
Confidentiality
As a licensed accounting firm, Goodman Accounting PLLC is subject to professional confidentiality obligations under applicable state law and professional standards. Client financial information is held in strict confidence and is not disclosed except as required by law, authorized by you, or necessary to perform the services you have engaged us to provide.
Please note that communications transmitted over the internet — including email — may not be fully secure. While we use encrypted systems and secure portals for client document exchange, we cannot guarantee the security of information sent to us via standard email before a secure channel has been established.
Intellectual property
All content on this website — including text, design, graphics, logos, and page layouts — is the property of Goodman Accounting PLLC and is protected by applicable copyright and intellectual property laws.
You may view, print, and share pages from this site for personal, non-commercial purposes. You may not reproduce, republish, or use our content for commercial purposes without our written permission.
Third-party links
Our website may contain links to third-party websites, including the IRS, state tax agencies, and software tools we recommend. These links are provided as a convenience. We do not control third-party sites and are not responsible for their content, accuracy, or privacy practices.
Linking to a third-party site does not imply endorsement of that site or its contents.
Limitation of liability
To the fullest extent permitted by law, Goodman Accounting PLLC, its owners, employees, and agents shall not be liable for any indirect, incidental, special, or consequential damages arising from your use of this website or reliance on any information published here.
Our liability for professional services provided under a signed engagement agreement is governed by the terms of that agreement. Nothing in these terms limits liability for fraud, willful misconduct, or gross negligence.
Governing law
These terms are governed by and construed in accordance with the laws of the state in which Goodman Accounting PLLC is licensed and operating, without regard to its conflict of law provisions.
Any disputes arising from these terms or use of this website shall be resolved in the appropriate courts of that state, and you consent to personal jurisdiction in those courts.
Circular 230 disclosure
Goodman Accounting PLLC is a practitioner subject to Treasury Department Circular 230 (31 C.F.R. Part 10), which governs practice before the Internal Revenue Service. The following disclosures are required under those regulations.
Written tax advice: Any written advice concerning one or more Federal tax issues provided by Goodman Accounting PLLC is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or tax-related matter addressed herein.
Covered opinions: Unless expressly stated otherwise in writing, any advice provided by Goodman Accounting PLLC — whether in email, correspondence, or other written communications — does not constitute a "covered opinion" as defined under Circular 230, §10.35. Such advice is not intended to be used by taxpayers to avoid federal tax penalties.
Website content: The general information and educational content published on this website do not constitute written tax advice under Circular 230. This content is provided for general informational purposes only and should not be relied upon as a substitute for formal professional advice tailored to your specific circumstances.
Reliance: Formal tax advice subject to Circular 230 standards will be provided only in a signed, written opinion letter specifically designated as such. To obtain such advice, please contact us directly to initiate an engagement.
Practitioner standards
As practitioners before the IRS, we are required to adhere to the standards of practice set forth in Circular 230, including:
- Exercising due diligence in preparing and filing tax returns and other documents
- Providing competent representation and advice
- Not asserting frivolous positions or delaying tax administration
- Disclosing conflicts of interest and obtaining informed consent where required
- Maintaining client confidentiality consistent with applicable law
Enrolled agents, CPAs, and supervised preparers
Tax preparation and representation services at Goodman Accounting PLLC are performed by or under the supervision of qualified practitioners authorized to practice before the IRS. If you have questions about the credentials of the individual handling your account, please ask — we are happy to provide that information.
Questions about Circular 230 or our professional obligations? We're happy to explain what these rules mean in plain language. Just reach out at office@balancedbooks.net.
Changes to these terms
We may update these terms from time to time to reflect changes in our practices, services, or legal requirements. The "last updated" date at the top of this page will reflect the most recent revision.
Continued use of our website following any changes constitutes your acceptance of the revised terms. If changes are material, we will make reasonable efforts to notify active clients.
Contact us
If you have questions about these terms, our disclaimers, or our Circular 230 obligations, please get in touch:
- Email: office@balancedbooks.net
- Business: Goodman Accounting PLLC
We believe legal language should be understandable. If anything here is unclear, just ask — we'll explain it in plain English.
Have questions before working with us?
We're happy to walk you through how we work, what we're responsible for, and what you can expect as a client.
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