Legal
Privacy and terms
Last updated January 6, 2026.
On this page
Privacy
Demo text for a fictional firm. Replace it with your own policies.
This site collects the details you type into its forms, such as your name, email address and the question you send, and uses them only to reply to you. Analytics cookies record which pages are visited so we can keep the site useful.
Terms of use
The articles, calendars and checklists on this site are general information. Reading them, or writing to us through a form, does not create an engagement. An engagement exists only under an engagement letter signed by you and a partner of the firm.
Disclaimer
Nothing on this site is tax, accounting or legal advice for your situation. Tax rules and due dates change; confirm any date or figure with the partner on your file before you act on it.
Questions about these policies
Contact the firm →
CPAs for owner-run businesses and the families behind them.
118 West 27th Street, New York
21 Church Street, Montclair