Disclaimer & Legal Notices
General Disclaimer
The information provided on SDOCPA.com is for general informational and educational purposes only and should not be construed as professional tax, legal, or accounting advice specific to your situation. Individual results vary significantly based on personal circumstances. You should consult with a qualified CPA or other professional advisor before making any decisions based on information found on this website.
Professional Scope & Limitations
Services Within Professional Competence
All services and information provided are within the scope of our Texas CPA licenses and professional competence. We do not provide legal advice, and no attorney-client privilege is created through use of this website or our services.
No Guarantee of Results
We make no guarantees regarding specific tax savings amounts, favorable IRS determinations, or particular financial outcomes. All tax strategies and planning opportunities discussed are subject to:
- Your specific financial circumstances
- Proper implementation and documentation
- IRS approval and examination
- Changes in tax law and regulations
TSBPA Compliance Notice
Texas State Board of Public Accountancy Compliance
SDO CPA operates in full compliance with the Texas State Board of Public Accountancy (TSBPA) Rules of Professional Conduct (22 TAC Chapter 501), including but not limited to:
- Rule 501.81 – All advertising is truthful and not misleading
- Rule 501.82 – Professional solicitation standards are maintained
- Rule 501.76 – Services limited to areas of competence
- Rule 501.90 – Required disclosures are provided
- Rule 501.93 – Client confidentiality is protected
Tax Advice Disclaimers
IRS Circular 230 Disclosure
To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this website is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.
Individual Circumstances Vary
Tax strategies and planning opportunities discussed on this website:
- May not be suitable for all taxpayers
- Require proper substantiation and documentation
- Are subject to IRS examination and approval
- Should be evaluated by a qualified professional for your specific situation
State Tax Considerations
State tax treatment may differ from federal tax treatment. Texas-specific rules and other state requirements may apply. Professional guidance is recommended for multi-state tax issues.
Audit Risk & Documentation
IRS Examination Risk
All tax positions carry examination risk. Aggressive or complex tax strategies may face heightened IRS scrutiny. You should understand that:
- The IRS may challenge any tax position
- Penalties and interest may apply to disallowed positions
- Professional representation costs during audits are your responsibility
- Proper documentation is essential but does not guarantee IRS acceptance
Documentation Responsibility
You are solely responsible for maintaining adequate records to substantiate your tax positions. The burden of proof in tax matters generally rests with the taxpayer. We recommend maintaining contemporaneous documentation for all tax-related activities and transactions.
Limitations of Information
No Professional Relationship
Use of this website does not create a CPA-client relationship. A professional relationship is only established through a signed engagement letter specifying the scope of services.
Information Currency
Tax laws and regulations change frequently. While we strive to maintain current information:
- Content may not reflect the most recent tax law changes
- Information should be verified before reliance
- Professional consultation is recommended for current guidance
Third-Party Content
This website may contain links to third-party websites or reference third-party information. We are not responsible for the accuracy or content of third-party materials.
Investment & Financial Disclaimers
No Investment Advice
Nothing on this website constitutes investment advice, nor should any content be construed as a recommendation to buy, sell, or hold any investment or security.
Past Performance
Any references to past client results or historical tax savings:
- Do not guarantee future results
- May not be typical or representative
- Are based on specific circumstances that may not apply to you
Privacy & Confidentiality
Website Usage
This website is for public informational use. Do not submit confidential or sensitive information through public website forms or comments.
Client Confidentiality
Existing clients should use secure client portals or direct communication channels for confidential matters. We maintain client confidentiality in accordance with TSBPA Rule 501.93 and professional standards.
Advertising & Marketing Compliance
Truthful Representation
All claims, statistics, and representations on this website:
- Are based on factual information
- Can be substantiated with supporting documentation
- Comply with TSBPA advertising rules
- Are maintained for four years per TSBPA requirements
Client Testimonials
Any client testimonials or case studies:
- Are based on actual client experiences
- Have written permission for use
- May not be representative of all client experiences
- Include individual results that vary
Professional Liability
Limitation of Liability
To the fullest extent permitted by law, SDO CPA and its partners, employees, and affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages resulting from your use of this website or reliance on any information provided.
Indemnification
You agree to indemnify and hold harmless SDO CPA from any claims arising from your use of information on this website or your violation of these terms.
Engagement Terms
Professional Services Require Engagement
Professional tax, accounting, or consulting services are only provided under written engagement letters that specify:
- Scope of services
- Fee arrangements
- Responsibilities of both parties
- Limitations of services
Conflict of Interest
We maintain independence and objectivity in accordance with professional standards. Potential conflicts of interest will be disclosed and addressed according to TSBPA rules.
Regulatory Compliance
Other Regulatory Bodies
In addition to TSBPA compliance, we maintain compliance with:
- Internal Revenue Service (IRS) standards
- American Institute of CPAs (AICPA) guidelines
- Texas Society of CPAs professional standards
- Applicable federal and state regulations
Reporting Obligations
We comply with all professional reporting obligations, including:
- Suspicious activity reporting where required
- IRS disclosure requirements
- State regulatory requirements
Document Retention
Four-Year Retention Policy
In compliance with TSBPA requirements, we maintain records of all advertising and marketing materials for a minimum of four years. This includes:
- Website content and updates
- Social media posts
- Email campaigns
- Published articles and guides
- Client communications subject to advertising rules
Updates & Modifications
Right to Modify
We reserve the right to update this disclaimer at any time. Continued use of this website after modifications constitutes acceptance of updated terms.
Last Updated: September 2025
Review Schedule: As needed
Contact Information
Questions or Concerns
If you have questions about this disclaimer or our professional services:
SDO CPA
214 S Main St Ste 101-C
Duncanville, TX 75116
Phone: (972) 296-0981
Website: www.sdocpa.com
Professional Inquiries
For professional services, please schedule a consultation: www.sdocpa.com/new
Regulatory Concerns
For regulatory or compliance matters:
- Texas State Board of Public Accountancy: www.tsbpa.texas.gov
- Phone: 512-305-7800