Clear terms for using the Lynx Tax Advisors website.

Website Purpose

The website provides general educational information about Lynx Tax Advisors, tax representation, tax preparation, IRS collection matters, professional services, and related topics. It is intended primarily for individuals and businesses in the United States.

Website content is not a substitute for advice based on a person’s specific facts and circumstances. Tax laws, procedures, forms, deadlines, agency practices, and professional standards change. Although Lynx Tax Advisors works to publish useful and responsible information, website content may not be complete, current, or applicable to a particular matter.

No Client or Representative Relationship

Accessing the website does not create a client, representative, fiduciary, agency, partnership, employment, contractor, referral, or other professional relationship with Lynx Tax Advisors, Lynx Alliance LLC, or any associated person.

A client relationship begins only when:

• Lynx Tax Advisors determines that it can accept the matter;
• Any required conflict, scope, credential, and intake review is completed;
• The parties sign the applicable Engagement Agreement and other required documents;
• Any required fee, deposit, or payment condition is satisfied; and
• Lynx Tax Advisors formally accepts the engagement.

Submitting a form, sending an email or text, leaving a voicemail, scheduling or attending a consultation, paying a consultation fee, or receiving preliminary information does not by itself create representation.

Lynx Tax Advisors may decline a potential matter for any lawful reason, including conflicts, professional obligations, incomplete information, capacity, scheduling, risk, authorization, location, or a matter outside the firm’s services.

Professional Services and Authorization

Lynx Tax Advisors provides tax representation, tax preparation, advisory, compliance, and related services only within the scope of applicable professional authority and a written engagement.

Taxpayer representation may be provided by Enrolled Agents or other properly authorized practitioners. Enrolled Agents are federally authorized tax practitioners who may represent taxpayers before the Internal Revenue Service within the scope of applicable law and professional standards.

Unless expressly stated in a signed written agreement, Lynx Tax Advisors is not a law firm and does not provide legal services. Website content should not be interpreted as legal advice. A person needing legal advice should consult a licensed attorney.

Representation before a state or local tax agency is provided only when separately agreed and permitted by applicable authorization, licensing, and professional rules.

No Guarantee of Results

Lynx Tax Advisors does not guarantee any result, outcome, timeline, settlement amount, tax reduction, penalty relief, installment agreement, Offer in Compromise, Currently Not Collectible determination, lien action, levy release, audit result, appeal result, refund, or action by a tax agency.

Results depend on facts that may include filing compliance, tax balances, income, expenses, assets, documentation, deadlines, agency records, prior conduct, collection status, applicable law, agency procedure, and agency discretion.

Testimonials, examples, articles, case discussions, calculators, estimates, or descriptions of potential options are illustrative only and do not predict a result in another matter.

Scheduling and Consultations

The website may allow visitors to request or schedule a consultation. Scheduling does not guarantee acceptance of a matter or availability of a particular professional.

Consultation length, purpose, price, cancellation terms, rescheduling terms, and scope will be disclosed through the applicable scheduling page, confirmation, invoice, or written communication. Lynx Tax Advisors may decline, cancel, or reschedule a consultation when reasonably necessary.

A consultation may be limited to understanding the general issue, determining fit, identifying information that may be needed, and discussing possible next steps. Detailed investigation, transcript review, representation, analysis, or recommendations may require a separate paid engagement.

Sensitive Information and the Secure Client Portal

Do not submit Social Security numbers, tax returns, IRS notices, bank statements, identity documents, payroll records, or other highly sensitive information through a general website form or unsecured email unless specifically instructed.

Sensitive documents should be transmitted through the secure client portal or another approved secure method. Portal access does not create a client relationship and may be subject to separate provider terms, privacy policies, and account-security requirements.

You are responsible for protecting portal credentials, using accurate contact information, maintaining control of your devices and accounts, and promptly notifying Lynx Tax Advisors of suspected unauthorized access.

Third-Party Platforms and Links

The website may use or link to third-party services, including website hosting, scheduling, client portals, payment processing, electronic signatures, videoconferencing, email, communications, analytics, professional directories, and government resources.

Current services may include Squarespace, TaxDome, Google services, Microsoft Clarity, Ahrefs, payment providers, and IRS.gov or state tax-agency websites. Providers may change over time.

Lynx Tax Advisors does not control third-party services and is not responsible for their content, availability, security, privacy practices, accessibility, or terms. Your use of a third-party service is governed by that provider’s terms and policies.

Payments, Fees, and Refunds

Payments may be made through a client portal, invoice link, scheduling service, bank-transfer system, card processor, or other approved provider. Payment processing is subject to the provider’s terms.

Payment alone does not create a client relationship. Fees, deposits, retainers, payment schedules, charge authorization, cancellation terms, refund terms, and scope of services are governed by the applicable Engagement Agreement, invoice, scheduling disclosure, or written communication.

If a payment term conflicts with these Terms, the more specific written payment or engagement term controls.

Electronic Communications

When you provide contact information and request communication, you authorize Lynx Tax Advisors to respond through the channel provided, which may include email, telephone, text message, videoconference, or portal notification.

Electronic communications may be delayed, misdirected, intercepted, or accessed by an unauthorized person. Use the secure client portal for sensitive information whenever practical.

If you provide a mobile number and request or consent to text communications, service-related texts may concern appointments, document requests, invoices, portal activity, security, or engagement administration. Message and data rates may apply. Consent to marketing text messages is not a condition of purchasing services.

Acceptable Website Use

You may use the website only for lawful, personal, and legitimate informational purposes. You agree not to:

• Submit false, misleading, fraudulent, or unlawful information
• Impersonate another person or misrepresent your authority
• Attempt unauthorized access to a website, account, portal, device, system, or data
• Interfere with website availability, performance, or security
• Introduce malware, harmful code, automated abuse, spam, or excessive requests
• Circumvent access controls, security measures, rate limits, or consent mechanisms
• Scrape, harvest, copy, or extract website content or data through unauthorized automated means
• Use website content to create a competing commercial product, dataset, or artificial-intelligence training resource without written permission
• Infringe intellectual-property, privacy, publicity, confidentiality, or other rights
• Use the website in violation of any law or regulation

Lynx Tax Advisors may restrict or block access when it reasonably believes the website is being misused or security is at risk.

Intellectual Property

Unless otherwise indicated, the website and its original content—including text, graphics, logos, layouts, articles, guides, service descriptions, videos, checklists, forms, photographs, illustrations, and downloadable materials—are owned by or licensed to Lynx Alliance LLC.

You may view and use public website content for your own personal, non-commercial informational purposes. You may not reproduce, republish, distribute, sell, modify, create derivative commercial works from, or commercially exploit website content without prior written permission.

The Lynx Tax Advisors name, logo, slogans, and other brand elements are trademarks, service marks, or protected brand assets of Lynx Alliance LLC. No license or ownership right is granted by use of the website.

Third-party names, marks, photographs, and materials remain the property of their respective owners and may be used under license, permission, attribution, or applicable law.

Editorial Content and Technology-Assisted Drafting

Lynx Tax Advisors may use research, editing, transcription, analytics, or drafting technologies—including artificial-intelligence-assisted tools—in developing or maintaining public website content. Published content is reviewed by Lynx Tax Advisors before publication.

Technology-assisted drafting does not convert general website content into individualized advice, does not guarantee accuracy, and does not replace professional judgment or a written engagement based on specific facts.

Website Changes and Availability

Lynx Tax Advisors may add, revise, suspend, restrict, or remove website content, features, links, and services at any time. The website may be unavailable because of maintenance, provider outages, security events, technical problems, or circumstances beyond the firm’s control.

We do not guarantee that every page, link, form, portal, or feature will be continuously available, error-free, secure, or compatible with every device or browser.

Disclaimer of Warranties

To the fullest extent permitted by law, the website is provided on an “as is” and “as available” basis without express or implied warranties. Lynx Tax Advisors disclaims warranties of accuracy, completeness, timeliness, merchantability, fitness for a particular purpose, title, non-infringement, availability, and security to the extent those warranties may lawfully be disclaimed.

We do not warrant that the website will be uninterrupted, free of errors or harmful components, or suitable for making a tax, legal, financial, business, or personal decision.

Some jurisdictions do not allow certain warranty exclusions, so part of this section may not apply to you.

Limitation of Liability

To the fullest extent permitted by law, Lynx Tax Advisors, Lynx Alliance LLC, and their owners, managers, personnel, contractors, representatives, and affiliates will not be liable for indirect, incidental, consequential, special, exemplary, or punitive damages arising from or related to website use, inability to use the website, third-party services, transmission of information, or reliance on public website content.

This includes alleged loss of data, business, revenue, opportunity, tax benefits, professional fees, or other economic loss. Nothing in these Terms excludes liability that cannot lawfully be excluded or limited.

Indemnification for Unlawful Misuse

To the fullest extent permitted by law, you agree to defend, indemnify, and hold harmless Lynx Tax Advisors, Lynx Alliance LLC, and their owners, managers, personnel, contractors, representatives, and affiliates from third-party claims, liabilities, damages, and reasonable costs arising from your unlawful misuse of the website, infringement of another person’s rights, malicious conduct, or material violation of these Terms.

This section does not apply to the extent a claim results from conduct for which indemnification cannot lawfully be required.

Privacy

Use of the website is also subject to the Lynx Tax Advisors Privacy Policy, which explains website and business information practices, cookies, analytics, disclosures, security, retention, and applicable privacy choices.

Governing Law and Website Disputes

These Terms are governed by the laws of the State of California, without regard to conflict-of-law principles, except where federal law or mandatory law in another jurisdiction applies.

Before filing a claim arising solely from public website use, the parties should attempt in good faith to resolve the matter through written notice and reasonable informal discussion.

Subject to applicable law and jurisdiction, a dispute arising solely from the public website or these Terms may be brought in an appropriate state or federal court in California. Nothing in this section prevents a party from seeking urgent injunctive or equitable relief where legally available.

For a client or former client, the governing-law, venue, mediation, arbitration, fee, or dispute provisions in the applicable signed Engagement Agreement control over this section to the extent of any inconsistency.

Severability and No Waiver

If a provision of these Terms is found unenforceable, it will be enforced to the maximum extent permitted or modified as necessary, and the remaining provisions will continue in effect.

A failure to enforce a provision does not waive the right to enforce it later. Headings are provided for readability and do not limit the meaning of a section.

Changes to These Terms

Lynx Tax Advisors may update these Terms as the website, services, technology, or law changes. Revised Terms will be posted on this page with a new “Last Updated” date. Continued website use after revised Terms become effective constitutes acceptance to the extent permitted by law.