Legal Disclaimer

This page requires the client’s own disclaimer, drafted by counsel. The reference template carried another firm’s AICPA alternative-practice-structure disclaimer; that text has been removed and must not be reinstated.

Counsel needs to confirm, at minimum: the legal entity name and structure, whether the firm is a licensed CPA firm and may therefore describe attest services, the states in which it is licensed to place insurance, and the required insurance-producer disclosures. This is a blocker for public launch.

General information only

The material on this website is provided for general information. It is not tailored to any particular circumstance and does not constitute accounting, tax, legal or insurance advice. No action should be taken on the basis of this website alone.

No engagement created

Viewing this site or submitting a form does not create a professional relationship between you and Secure Accounting. A relationship begins only under a signed engagement letter.

Services and licensing

Secure Accounting provides accounting, tax, advisory, risk, human resources, insurance and technology services. Services are provided by appropriately qualified personnel and, where required, by licensed individuals in the relevant jurisdiction.

Insurance

Insurance is offered through licensed agents. Any description of coverage on this site is a summary. The terms, conditions, limits, sublimits, warranties and exclusions of the policy issued govern in all cases, and nothing here modifies or extends any policy.

Forward-looking statements

Where this site discusses expected outcomes, savings or results, those depend entirely on facts specific to each business. Past results do not guarantee future outcomes.