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Terms of use

These terms describe the educational purpose and professional boundaries of HeyDoctorCPA.com.

Educational information

HeyDoctorCPA.com provides general educational information. The website does not provide tax, legal, investment, insurance, medical, or valuation advice and should not be used as a substitute for advice based on complete facts and current law.

No client relationship

Viewing the website, using the questionnaire, or sending an inquiry does not create a CPA-client or other professional relationship. Services begin only after applicable checks, scope agreement, and an executed engagement agreement.

No guarantee

Tax outcomes, financial results, transaction results, audit outcomes, search visibility, and other results are not guaranteed. Examples and decision frameworks may not apply to a particular physician.

Third-party professionals

Some decisions require legal counsel, an investment adviser, an insurance professional, a lender, a valuation professional, or another specialist. References to coordination do not imply that HeyDoctorCPA provides those services.

Content updates

Tax law and professional guidance change. A visible review date describes the last substantive content review but does not make the page advice for a current transaction.