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Last updated: 7 August 2026

These Terms and Conditions govern your use of the Profitwise Tax Planning website. By using this site you agree to them. If you do not agree, please do not use the site.

About this website

This site describes the tax planning services offered by Profitwise Tax Planning and provides general educational information about tax planning. It is an informational website, not a portal for delivering services.

Using this site does not make you a client

Submitting a form, sending an email, or otherwise contacting us through this site does not create a professional relationship between you and Profitwise Tax Planning, and does not obligate either of us to proceed. A relationship begins only when we have agreed in writing on the scope of work and the terms of the engagement.

Until that point, please do not send confidential information and do not act, or refrain from acting, on the basis of anything you read here.

Acceptable use

You agree not to:

  • use this site for any unlawful purpose or in breach of these terms
  • attempt to gain unauthorised access to any part of the site or its systems
  • interfere with the operation of the site or place unreasonable load on it
  • copy, scrape, or republish material from this site for commercial purposes without permission
  • submit false information, or information belonging to someone else without their consent

Intellectual property

The content of this site, including text, layout, graphics, and logos, belongs to Profitwise Tax Planning or is used with permission, and is protected by applicable intellectual property law. You may view and print pages for your own personal, non-commercial use. Any other use requires our prior written consent.

Accuracy of information

Tax law changes, and information that is accurate when published may not remain so. We make a reasonable effort to keep this site current, but we do not warrant that everything on it is complete, accurate, or up to date at the time you read it.

Third-party links

This site may contain links to sites we do not control. Those links are provided for convenience only. We do not endorse and are not responsible for the content, products, or practices of any third-party site.

Disclaimer of warranties

This site is provided on an “as is” and “as available” basis, without warranties of any kind, whether express or implied, to the fullest extent permitted by law. We do not warrant that the site will be uninterrupted, secure, or free of errors.

Limitation of liability

To the fullest extent permitted by law, Profitwise Tax Planning will not be liable for any indirect, incidental, special, or consequential loss arising out of your use of, or inability to use, this site, or your reliance on any information published on it.

Indemnity

You agree to indemnify Profitwise Tax Planning against any claim arising from your misuse of this site or your breach of these terms.

Governing law

These terms are governed by the laws of the State of California, without regard to its conflict of law rules. Any dispute arising from them will be subject to the exclusive jurisdiction of the courts of that state.

Changes to these terms

We may revise these terms at any time. The date at the top of this page shows the current version. Your continued use of the site after a revision means you accept it.

Contact us

Questions about these terms can be sent to plan@profitwisebiz.com or (209) 891-3828.

ProfitWise Tax Planning

Profitwise helps entrepreneurs, business owners, and high-income earners keep more of what they earn through proactive planning, education, and legally sound tax strategy. 18+ years in the tax industry.

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The information on this site is for educational purposes and does not constitute tax, legal, or financial advice. Tax outcomes depend on individual circumstances. Nothing here creates a client relationship.

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