Terms of Use
Effective Date: September 15, 2026
Welcome to the website of RTB Tax Advisors (“RTB Tax Advisors,” “we,” “our,” or “us”). By accessing or using this website, you agree to these Terms of Use. If you do not agree with these terms, please do not use the website.
1. General Information Only
The information provided on this website is for general informational and educational purposes only. Nothing on this website is intended to constitute individualized tax, accounting, financial, investment, or legal advice. Information presented on the website should not be relied upon as a substitute for advice based on your individual circumstances. Tax laws, regulations, financial circumstances, and business conditions change over time. Information that was accurate when published may later become outdated or may not apply to your particular situation. You should consult an appropriately qualified professional regarding your specific circumstances before making significant tax, financial, legal, or business decisions.
2. No Professional Relationship Created
Your use of this website, submission of a contact form, scheduling of a consultation, or communication with RTB Tax Advisors does not by itself create an accountant-client, tax advisor-client, or other professional relationship. A professional relationship is established only after RTB Tax Advisors has agreed to provide services and the applicable engagement documentation has been completed. Until an engagement has been formally accepted, you should not rely upon communications with RTB Tax Advisors as individualized professional advice.
3. Scope of Professional Services
Any professional services provided by RTB Tax Advisors are governed by the applicable engagement letter, service agreement, or other written agreement between RTB Tax Advisors and the client. If there is a conflict between these website Terms of Use and an executed engagement agreement concerning professional services, the applicable engagement agreement will govern those services.
4. No Guarantee of Tax Savings or Financial Results
RTB Tax Advisors may discuss tax planning opportunities, projections, financial strategies, business decisions, and potential outcomes.
However, no particular tax savings, financial result, business result, refund, tax liability, or other outcome is guaranteed. Tax planning recommendations depend upon each client's individual facts and circumstances, applicable law, proper implementation, documentation, timing, and continued eligibility for the strategy involved. Examples, illustrations, case studies, projections, or hypothetical scenarios presented on this website are for educational purposes and should not be interpreted as a promise or guarantee of similar results.
5. Tax and Financial Information
Tax laws and regulations are complex and subject to change. Information presented on this website may not reflect the most recent changes in federal, state, or local law, regulations, administrative guidance, or judicial decisions. RTB Tax Advisors does not represent that every strategy, service, or concept discussed on this website is appropriate or available for every business or taxpayer. Recommendations made during an actual client engagement are based upon the information available to us and the scope of services agreed upon with the client.
6. No Legal or Investment Advice
RTB Tax Advisors does not provide legal advice through this website. References to legal structures, contracts, retirement plans, business transactions, estate considerations, or other legal matters are provided for general informational purposes and may require consultation with an attorney or other appropriately qualified professional. Unless expressly agreed upon through a separate authorized engagement, information on this website should not be interpreted as investment advice, a recommendation to purchase or sell securities, or an offer or solicitation involving any investment product.
7. Guided Implementation and Third-Party Professionals
RTB Tax Advisors may assist clients in understanding and implementing tax or financial strategies and may coordinate with independent professionals or service providers when appropriate. These professionals may include attorneys, financial professionals, actuaries, retirement plan professionals, payroll providers, insurance professionals, third-party administrators, or other specialists. Unless expressly stated otherwise in writing, these professionals and businesses are independent from RTB Tax Advisors. Clients are responsible for evaluating and selecting any independent professional or service provider they choose to engage.
8. Website Forms and Scheduling
Website contact forms and scheduling tools are intended for general inquiries and appointment scheduling. Please do not submit Social Security numbers, taxpayer identification numbers, bank account information, tax returns, financial statements, passwords, or other highly sensitive information through general website forms or scheduling tools. Sensitive client information should be provided through the secure methods designated by RTB Tax Advisors. Submitting information through our website does not guarantee that RTB Tax Advisors will accept or undertake an engagement.
9. Third-Party Platforms and Links
Our website may contain links to or integrations with third-party websites, applications, platforms, or service providers. RTB Tax Advisors does not control independently operated third-party websites and is not responsible for their content, availability, privacy practices, security practices, accuracy, or terms of use. Accessing or using third-party websites or services is subject to the terms and policies established by those providers.
10. Intellectual Property
Unless otherwise indicated, the content of this website—including text, graphics, branding, logos, educational materials, service descriptions, downloadable resources, and original written content—is owned by or licensed to RTB Tax Advisors and is protected by applicable intellectual property laws. You may view and use website content for your personal or internal business informational purposes. You may not reproduce, republish, distribute, modify, sell, commercially exploit, or present our original content as your own without prior written permission from RTB Tax Advisors, except as otherwise permitted by law.
11. Acceptable Use
You agree not to use this website:
- For unlawful or fraudulent purposes
- To attempt to gain unauthorized access to our systems, accounts, or data
- To introduce malicious software, viruses, or harmful code
- To interfere with the operation or security of the website
- To collect information about other users without authorization
- To impersonate another individual or organization
- In a manner that violates applicable law or the rights of others
We reserve the right to restrict access to the website when reasonably necessary to protect our systems, users, or business.
12. Website Availability and Accuracy
We make reasonable efforts to provide useful and accurate information, but we do not guarantee that the website will always be available, uninterrupted, error-free, complete, or current. We may modify, remove, update, or discontinue website content or functionality at any time.
13. Limitation of Liability
To the fullest extent permitted by applicable law, RTB Tax Advisors will not be liable for losses or damages arising solely from reliance on general information provided through this website or from the use or inability to use this website. This limitation does not alter any obligations or responsibilities RTB Tax Advisors may have under an executed professional engagement agreement or applicable law.
14. Privacy
Your use of this website is also subject to our Privacy Policy, which describes how we collect, use, protect, and disclose information.
15. Changes to These Terms
RTB Tax Advisors may update these Terms of Use periodically to reflect changes in our website, services, business practices, or applicable requirements. The current version will be posted on this website with its effective date.
16. Governing Law
These Terms of Use are governed by the laws of the State of Texas, without regard to conflict-of-law principles. Any dispute relating solely to the use of this website will be subject to applicable law and jurisdiction.
17. Contact Us
Questions regarding these Terms of Use may be directed to RTB Tax Advisors using the contact information provided on our website.
RTB Tax Advisors
www.rtbtaxadvisors.com
Website Disclaimer
Information provided by RTB Tax Advisors through this website is for general informational and educational purposes only and does not constitute individualized tax, accounting, financial, investment, or legal advice. Use of this website does not establish a professional relationship with RTB Tax Advisors.
RTB Tax Advisors
Prepare Today.
Create Options for Tomorrow.
RTB Tax Advisors is a boutique accounting and tax advisory firm helping business owners understand where they are today, plan ahead, and make informed tax and financial decisions for what comes next.
Amanda Bar, Enrolled Agent, is enrolled to practice before the Internal Revenue Service.
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Disclaimer: RTB Tax Advisors provides accounting, tax preparation, tax planning, and business advisory services. Information provided on this website is for general informational and educational purposes and should not be considered individualized tax, legal, investment, or financial advice. Services requiring legal, investment, insurance, or other specialized professional advice are provided by appropriately qualified third-party professionals when applicable. Using this website or submitting a contact form does not create a client relationship. A client relationship is established only through a signed engagement agreement.
