Terms of Service
Effective October 1, 2026
Website use and professional engagement
These terms address use of the AE Tax Advisors website. Browsing, submitting an inquiry, booking a consultation or using a calculator does not by itself establish an advisor-client relationship or an obligation to perform work. Professional services begin only after the firm accepts the engagement and the required agreement is completed. Your signed engagement controls service scope, fees, payment, cancellation, responsibilities and any engagement-specific dispute terms.
Scope, deadlines and client responsibilities
Tax planning, preparation, filing, amended returns, bookkeeping, representation, legal work and implementation are distinct services. Only expressly agreed deliverables are included. A consultation or upload does not confirm that a return, election, extension, appeal or payment has been completed. Confirm responsibility and acceptance in writing before a deadline. Clients remain responsible for complete and accurate information, supporting records, review of filings and timely payments, subject to the agreed scope and applicable law.
Educational material and tools
Articles, downloads, videos, examples and calculators provide general educational information. They are not individualized tax, legal, investment or accounting advice. Estimates depend on assumptions, tax year, jurisdiction, eligibility, documentation and interactions with other rules. Consult the responsible professional before acting. No website example promises savings, a refund, penalty relief or acceptance by a taxing authority.
Professional capacity and external providers
The credentials, jurisdiction and scope of the assigned professional determine the services available. Website references to attorneys, CPAs, enrolled agents, studies or other providers do not mean every service is supplied by the same person or entity. Confirm the provider, qualifications, deliverables, responsibilities and fees in your engagement. No attorney-client privilege or investment advisory relationship is created by using this website.
Acceptable use and intellectual property
Do not attempt unauthorized access, disrupt the site, upload malicious material, impersonate others or submit information you lack authority to provide. Website materials may be used for personal informational purposes; other reproduction or commercial use requires permission unless allowed by law. Third-party materials remain subject to their owners’ rights.
External services and availability
Links, embedded tools and external portals may be subject to separate provider terms. Availability, content and functionality may change. To the extent permitted by law, website materials and tools are provided as available without a warranty of continuous availability, completeness or fitness for a particular purpose. This does not waive duties that cannot lawfully be excluded or alter express obligations under a signed engagement.
Privacy, liability and changes
Read our Privacy Policy, Data Security Policy, AI Disclosure and Disclaimer together with these terms. Website use does not waive statutory privacy rights or authorize restricted uses of tax return information. To the extent permitted by law, AE Tax Advisors is not responsible for losses resulting from reliance on general website content in place of individualized advice. Nothing excludes liability or remedies that cannot legally be limited. Updated terms apply prospectively; website changes do not unilaterally amend a signed engagement.
Contact
Questions or concerns: team@aetaxadvisors.com, (631) 614-5762, or AE Tax Advisors, 935 Lake Elmo Dr, Suite B, Billings, MT 59105.
Related notices: Privacy Policy · Data Security Policy · Terms of Service · AI Disclosure · Disclaimer.