Terms of Use

1. Information only, not professional advice

Content on this site is general information about contractor licensing and financial statements. It isn't accounting, legal or tax advice for your situation. Licensing rules change and differ by state, so confirm requirements with the licensing board or a professional before acting.

2. No client relationship until engaged

Using this site, submitting a form, calling, texting or emailing does not create a CPA-client relationship. A client relationship begins only after we both sign an engagement letter.

3. No guarantee of license approval

Licensing boards make their own decisions. I can't guarantee that a license, renewal or monetary limit will be approved, or the timing of any board decision. Turnaround times on this site are typical, not guaranteed.

4. Your information

You agree that information you provide is accurate and that you have the right to share it. How I handle your information is described in the Privacy Policy.

5. Text messages

By texting me or giving me your mobile number, you agree to receive texts about your inquiry or service. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help.