Legal
Terms of Use
Last updated: August 2026
Acceptance of These Terms
By accessing or using the Legacy Tax & Wealth website, you agree to these Terms of Use. If you do not agree with these terms, please do not use the website.
General Information Only
Content on this website is provided for general informational and educational purposes. It should not be treated as individualized tax, legal, investment, accounting, or financial advice.
Your circumstances may differ from examples or general information presented on this site. Professional advice should be based on a review of your specific facts and circumstances.
No Professional Relationship Created by Website Use
Visiting this website, submitting a general inquiry, or receiving general information from Legacy Tax & Wealth does not by itself create a client, accountant-client, tax-preparer-client, advisory, fiduciary, attorney-client, or other professional relationship.
A professional relationship begins only when the scope of services has been agreed upon through appropriate engagement documentation or another written agreement.
Accuracy of Information
We aim to provide useful and accurate information, but tax laws, regulations, deadlines, financial rules, and other requirements can change.
Legacy Tax & Wealth does not guarantee that all website content will always be current, complete, or appropriate for every situation.
User Responsibilities
You are responsible for the accuracy of information you provide through this website and for using the site in a lawful manner.
You agree not to interfere with the website's operation, attempt unauthorized access to systems or accounts, introduce malicious software, or use the site for unlawful activity.
Sensitive Information
Do not submit Social Security numbers, tax returns, banking information, passwords, government identification documents, or other highly sensitive financial information through the general contact form or ordinary email.
Use only an approved secure client portal or another secure method specifically provided by Legacy Tax & Wealth for sensitive client documents.
Third-Party Links and Services
This website may contain links to third-party websites or services. Those third parties operate independently and are responsible for their own content, security, availability, terms, and privacy practices.
A link to a third-party service does not necessarily constitute an endorsement of that service.
Intellectual Property
Unless otherwise indicated, website text, branding, design, graphics, and other original content are owned by or licensed to Legacy Tax & Wealth and may not be reproduced, distributed, or used commercially without permission.
Website Availability
We may modify, suspend, or discontinue any part of the website at any time. We do not guarantee uninterrupted or error-free availability.
Limitation of Liability
To the extent permitted by applicable law, Legacy Tax & Wealth is not responsible for losses or damages resulting from reliance on general website information, website interruptions, third-party services, or unauthorized use of the website.
Changes to These Terms
These Terms of Use may be updated from time to time. Updated terms will be posted on this page with a revised update date.
Contact
Questions regarding these Terms of Use may be sent to: