Terms of Use

These terms govern your use of davistaxes.com, our Business Advisory portal, and the calculators, forms and free reports on them (together, the "Site"), provided by Davis Schuler & Associates, LLC ("we," "us"). By using the Site you agree to these terms. If you are a client, your engagement letter governs our professional services, and it controls if it conflicts with these terms.

No client relationship from using the Site

Using the Site, sending a form, running a calculator or requesting a free report does not make you our client. A client relationship begins only when we both sign an engagement letter.

Calculators, reports and general information

Calculator results, free financial reports, articles and other content on the Site are general information and estimates based on what you enter or upload. They are not tax, legal or accounting advice for your specific situation, and they are not tax returns or audited financial statements. Tax law changes, and results depend on facts the Site does not have. Talk with an advisor before acting on them.

Uploads and your information

You confirm that you have the right to upload the documents you send us and to share the information in them. We handle your information as described in our Privacy Policy.

Client portals

Access to client portals is by invitation. Keep your sign-in details private and tell us promptly if you believe your account has been misused. We may suspend access to protect the security of the portal or other clients. If you connect QuickBooks Online, you confirm you have authority to grant that access, and you can disconnect at any time. Intuit and QuickBooks are trademarks of Intuit Inc. Our portal is not made or endorsed by Intuit.

Acceptable use

Do not misuse the Site: no attempts to gain unauthorized access, interfere with its operation, upload harmful files, or copy its content for resale.

Disclaimer and limitation of liability

Except as stated in an engagement letter, the Site is provided "as is" without warranties. To the extent permitted by law, we are not liable for indirect, incidental or consequential damages arising from use of the Site, its calculators or free reports.

Governing law

These terms are governed by the laws of the State of Utah.

Changes

We may update these terms and will post changes on this page with a new date.

Contact us

Davis Schuler & Associates, LLC
4640 S 3500 W, Suite 2, West Haven, UT 84401
(801) 620-0586 · support@davistaxes.com