Last updated: September 2, 2026
These terms cover your use of this website. They are not an engagement agreement, and they do not create a client relationship.
AB The Tax Expert provides tax preparation and bookkeeping services, performed by experienced tax professionals. We are not a CPA firm, and we do not provide audit or attest services. Nothing on this site should be read as a claim to the contrary.
Everything on this site is general information about our services. It is not tax, legal, accounting, or financial advice, and you should not act on it as though it were advice about your own situation. Tax outcomes depend on facts we would need to review with you.
Sending the contact form, completing the Get Started questionnaire, or exchanging emails with us does not create a client relationship and does not obligate either of us to proceed. We become your tax or bookkeeping provider only when we have both agreed to a written engagement that sets out the work, the fee, and the terms.
Please give us accurate information — our recommendations are only as good as what we are told. Do not send Social Security numbers, bank or card numbers, or tax documents through this website; we do not ask for them here. How we handle what you do send is described in our Privacy Policy.
Prices shown for bookkeeping plans describe our standard monthly service levels. They are a starting point, not a quote: the right plan and the final fee depend on your entity type, transaction volume, the state of your existing books, and the scope we agree. Tax preparation is quoted based on the returns and situations involved. Your engagement agreement states the fee that actually applies.
Prices shown are base or starting prices where indicated. Final pricing may vary based on scope, complexity, filing requirements, and information provided.
We cannot and do not guarantee any particular refund, tax liability, or result with the IRS or any state authority. Where we describe help with IRS notices, that means helping you understand the notice, identify the deadline, and work out the next step — not a promised outcome.
The text, design, and materials on this site belong to AB The Tax Expert. You are welcome to read and share links to them. Please do not copy or republish them as your own.
Where we link to an outside resource such as the IRS, we do not control it and are not responsible for its content.
We aim to keep the site available and accurate, but we do not promise it will be uninterrupted or error free, and we may change or remove content at any time.
To the extent the law allows, AB The Tax Expert is not liable for losses arising from your use of, or reliance on, this website. This does not limit any responsibility we take on under a signed engagement agreement, which is governed by that agreement.
These Terms are governed by applicable law. Any dispute will be handled in a court or forum with proper jurisdiction.
We may update these terms. The date at the top shows when they last changed, and continuing to use the site means the current version applies.
AB The Tax Expert — [email protected]