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Application Use, Security, and Legal Disclaimer
This application is provided solely to facilitate scheduling, document submission, communication, and tax-related services with 1776 Tax, LLC. Use of this application does not create a preparer-client relationship until a Tax Preparation Engagement Letter has been fully executed.
For your protection, do not transmit personal, financial, or tax information (including Social Security numbers, dates of birth, banking details, tax documents, or identification) via email, text message, phone, or any other unsecured communication method. All sensitive information must be submitted only through the secure client portal or approved secure upload links provided within this application. Information sent outside secure systems may be deleted without review, and no responsibility is assumed for its security or misuse.
Any guidance, responses, or tools within this application—including automated or AI-assisted features—are provided for general informational purposes only and do not constitute legal, tax, or financial advice. Final tax positions, filings, and recommendations are based solely on information submitted through secure channels and confirmed during scheduled appointments.
By using this application, you acknowledge and accept that:
• You are responsible for the accuracy and completeness of all information provided
• Unsecured submissions are made at your own risk
• Services are limited to the scope defined in the executed engagement letter
• No guarantees are made regarding tax outcomes, refunds, or filing timelines
If you have questions about proper use of this application or secure submission procedures, contact me before sharing any sensitive information.