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Disclaimer Summary

General terms

This site exists to expose what the tax code really allows—not to serve as legal, financial, investment, or tax advice. The strategies discussed are educational in nature. What you choose to do with them should be based on guidance from a qualified professional who understands your specific circumstances.

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We’re not acting as your CPA, attorney, or investment advisor unless we’ve formalized that relationship. No client relationship is created by using this site or its content.

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We are not registered investment advisors and do not provide investment advice. Any financial references are for educational purposes only.

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As required by the IRS: any U.S. federal tax information presented here is not intended or written to be used, and cannot be used, to avoid tax-related penalties.

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We believe in clarity, not confusion. But just to be clear—use of this site is at your own discretion and risk.

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IRS Circular 230 Notice:  Per IRS regulations: Any U.S. federal tax information provided on this site is not intended or written tobe used—and cannot be used—to avoid penalties under the Internal Revenue Code.

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Privacy Policy

Last Updated: 4 August 2025

We respect your privacy, and we don’t play games with your data. This Privacy Policy explains what we collect, how we use it, and how we keep it secure.

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What We Collect

When you visit our site, schedule a call, or sign up for anything, we may collect:

  • Contact details (name, email, phone number)
  • Business information (if you provide it)
  • Browser/device data (standard stuff)
  • Any forms you fill out or messages you send

We don’t collect sensitive personal data like Social Security numbers or payment information through this site.

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How We Use It

We use your info to:

  • Respond to inquiries
  • Share resources and updates
  • Improve our content and services
  • Deliver what we promised

We don’t sell your data. Ever.

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Third-Party Tools

We may use trusted tools like Google Analytics or email marketing platforms to improve our performance. These tools may use cookies (the digital kind, not the good ones).


Opt-Out Anytime

You can unsubscribe or request data deletion at any time by contacting us directly. No hard feelings.

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Data Security

We use standard safeguards to keep your info secure. Still, no system is foolproof, so use this site at your own discretion.

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Updates

We may update this policy from time to time. The latest version will always be posted here.

Questions? Reach out to us directly: hello@theuntaxables.co

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