The Website provides an educational, self-assessment tool that generates directional scores and general information based solely on the answers you provide. It is an informational resource intended to help you consider whether your current tax approach may benefit from professional planning. It does not review or analyze your actual tax returns, financial statements, or records.
The Website and Services are provided for general educational and informational purposes only and do not constitute tax, legal, accounting, investment, or financial advice, nor a recommendation to pursue any specific strategy. Golden Tree is a tax and accounting services firm; it is not a broker-dealer or registered investment adviser, is not a registered representative, holds no securities licenses or registrations, and does not provide securities, brokerage, or investment-advisory services. You should consult a qualified tax, legal, or financial professional regarding your specific situation before acting on any information presented here.
Using the Website, completing the assessment, receiving your results, or scheduling a consultation does not create a client, advisory, fiduciary, or engagement relationship between you and Golden Tree. Such a relationship is established only through a separate, signed written engagement agreement.
Scores, identified opportunities, and any dollar ranges presented are illustrative and hypothetical, are generated solely from your self-reported answers, and are not a quote, estimate, projection, or guarantee of any outcome or tax savings. They are not additive across strategies. Eligibility for, and the benefit of, any strategy depends on your specific facts and on current tax law, which may change. Individual results vary.
The Website is intended for use by individuals who are at least 18 years of age and located in the United States. By using the Website, you represent that you meet these requirements and that any information you provide is accurate and is your own, or that you are authorized to provide it.
You are responsible for the accuracy of the information you provide. Information you submit through the assessment (such as your name and email address) is handled as described in our Privacy Policy. To deliver your results by email, your information is processed by a third-party email service provider, and any consultation scheduling is handled by a third-party scheduling provider; your use of those features may also be subject to those providers’ terms.
When using the Website, you agree that you will not:
The Website and its contents — including the Tax Strategy Snapshot™ name, the assessment, its scoring methodology, text, design, graphics, and the Golden Tree and Golden Tree Tax & Accounting names and marks — are owned by Golden Tree or its licensors and are protected by applicable intellectual-property laws. You may use the Website for your own personal, non-commercial purposes. You may not reproduce, distribute, modify, publicly display, or create derivative works from any part of the Website without our prior written permission.
If you separately engage Golden Tree to provide tax services, those services are governed by a separate written engagement agreement. For reference, our standard engagement terms generally provide that: we review and prepare federal and state income tax returns based on information you provide and do not audit or independently verify that information; our work is not designed to detect fraud, misappropriation, or other irregularities, though we will inform you of any material issues we discover; review or revision of prior-year returns is available at an additional charge; fees are based on time at our standard hourly rate plus out-of-pocket expenses and are due upon presentation, with an interest charge permitted by state law on balances unpaid after thirty (30) days; we return your original records at the conclusion of the engagement and retain copies of records and work papers for seven (7) years, after which they may be destroyed; and, if you do not e-file with our office, you are responsible for filing your returns with the appropriate taxing authorities. The signed engagement agreement controls in the event of any conflict with this summary.
The Website may use or link to third-party services (such as email-delivery and scheduling tools). We do not control and are not responsible for the content, privacy practices, security, or availability of any third-party service, and your use of them is at your own risk and subject to their respective terms.
The Website and Services are provided “as is” and “as available,” without warranties of any kind, whether express or implied, including any implied warranties of merchantability, fitness for a particular purpose, accuracy, and non-infringement. We do not warrant that the Website will be uninterrupted, timely, secure, or error-free, or that any result or information provided is accurate or complete.
To the fullest extent permitted by law, Golden Tree and its members, employees, contractors, and affiliates will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, data, or goodwill, arising out of or relating to your use of (or inability to use) the Website or Services, even if advised of the possibility of such damages. To the fullest extent permitted by law, our total aggregate liability for any claim relating to the Website or Services will not exceed one hundred U.S. dollars (US$100).
You agree to indemnify and hold harmless Golden Tree and its members, employees, contractors, and affiliates from and against any claims, damages, liabilities, and expenses (including reasonable attorneys’ fees) arising out of your misuse of the Website or your violation of these Terms.
We may update these Terms from time to time. Changes become effective when posted to the Website, and your continued use of the Website after changes are posted constitutes your acceptance of the revised Terms.
These Terms are governed by the laws of the State of Illinois, without regard to its conflict-of-laws principles. You agree that any dispute arising out of or relating to the Website or these Terms will be subject to the exclusive jurisdiction of the state and federal courts located in Illinois.
If you have questions about these Terms, please contact us at: