By accessing or using this website, you agree to these Terms of Use. If you do not agree, please do not use the website.
1. General information only
The information on this website is provided for general informational purposes. It is not individualized tax, accounting, legal, investment, insurance, or financial advice and should not be relied upon as a substitute for advice based on your particular circumstances.
Tax laws and financial circumstances change. You should consult an appropriate professional before taking action based on information found on this website.
2. No professional relationship
Visiting the website, sending a message, or requesting an appointment does not create an accountant-customer, tax preparer-customer, adviser-customer, fiduciary, or other professional relationship. A professional relationship begins only after the appropriate parties accept and sign a written engagement agreement.
We may decline an inquiry or engagement for any lawful reason, including capacity, scope, independence, or conflicts of interest.
3. Electronic communications
Messages sent through the public contact form or ordinary email may not be appropriate for sensitive information. Do not send Social Security numbers, tax documents, financial account numbers, passwords, or other confidential records through those methods. Use the secure client portal or another secure method provided by our team.
Sending a message does not guarantee receipt, a response, or that any filing deadline or other obligation will be monitored or satisfied.
4. Tax, financial, and insurance services
ProWealth Tax Advisors provides tax and accounting services separately from the securities and advisory services offered through LPL Financial. Wealth management, financial planning, and insurance services are provided through the appropriately licensed professionals and entities identified in the applicable engagement or disclosure materials.
Coordination and information sharing occur only when appropriate and with required authorization. Services, agreements, and billing remain separate, and people may choose either firm independently.
5. Client portal and third-party links
This website may link to third-party websites and services, including TaxDome and ProWealth Financial. Those services are governed by their own terms and privacy policies. Links are provided for convenience and do not make us responsible for third-party content, availability, security, or practices.
6. Intellectual property
The website, including its text, design, graphics, logos, and other content, is owned by ProWealth Tax Advisors or used with permission and is protected by applicable intellectual-property laws. You may view and print reasonable portions for personal, noncommercial use. You may not reproduce, distribute, modify, or commercially use website content without written permission.
7. Acceptable use
You may not use the website to violate the law, interfere with its operation or security, attempt unauthorized access, introduce harmful code, impersonate another person, or submit false, misleading, or unlawful information.
8. Website availability and disclaimers
We work to keep the website accurate and available, but we do not promise that it will always be complete, current, uninterrupted, or error-free. To the fullest extent permitted by law, the website is provided “as is” and “as available” without warranties of any kind, whether express or implied.
9. Limitation of liability
To the fullest extent permitted by law, ProWealth Tax Advisors and its owners, employees, contractors, and service providers will not be liable for indirect, incidental, special, consequential, or punitive damages arising from use of, or inability to use, this website. Nothing in these terms limits liability that cannot legally be limited.
10. Governing law
These Terms of Use are governed by the laws of the State of Minnesota, without regard to conflict-of-law principles. Any dispute relating to the website will be brought in a court of competent jurisdiction in Minnesota, unless applicable law requires otherwise.
11. Changes to these terms
We may update these Terms of Use from time to time. The effective date above will be revised when changes are made. Continued use of the website after an update means you accept the revised terms.
12. Contact us
Questions about these Terms of Use may be sent to tax@prowealthtax.com or directed to (651) 455-4621.