Clear about your information.

Information this website handles

This website does not require an account and does not currently use advertising cookies or website analytics. The tax help guide processes your answers in your browser. The website does not store or transmit those answers; information leaves your device only if you choose to open and send the prepared email.

When you call, text, or email Ted, you may provide your name, contact details, and information about the services you need. Those communications are handled by your phone, email, and communications providers and may be retained as reasonably necessary to respond, maintain business records, comply with law, or establish and provide requested services.

Like most hosting services, the website host may automatically process limited technical information—such as an IP address, browser or device type, requested pages, and timestamps—for security, delivery, diagnostics, and abuse prevention.

How information may be used

• To respond to questions and evaluate a request for services.
• To communicate about an existing or potential engagement.
• To operate, secure, troubleshoot, and improve the website.
• To maintain records and meet professional, legal, tax, security, or regulatory obligations.
• To protect the rights, safety, and integrity of clients, the practice, and others.

Personal information is not sold, and it is not shared for cross-context behavioral advertising. Information may be disclosed to service providers that support communications, hosting, security, or professional operations; when you direct or authorize disclosure; or when required or permitted by law.

Protect sensitive tax information

Do not submit Social Security numbers, taxpayer identification numbers, banking details, passwords, full tax documents, or other sensitive financial information through the tax help guide, ordinary email, or text message. Email and text messages may not be secure. If Ted accepts an engagement, ask for approved secure delivery instructions before sending sensitive records.

Reasonable safeguards are used for information under the practice’s control, but no website, email system, text service, or internet transmission can be guaranteed completely secure.

No professional relationship or advice

Website content is general educational information and is not tax, accounting, legal, investment, or financial advice. It is not a substitute for advice based on your facts and current law.

Viewing this website or contacting Ted does not create a CPA-client, accountant-client, fiduciary, or other professional relationship. A professional relationship begins only after Ted confirms acceptance and both parties complete a written engagement agreement. Until then, Ted has not agreed to act, file a return, respond to an agency, protect a deadline, or represent you.

Do not delay filing, payment, response, appeal, or other deadlines while waiting for a reply. You remain responsible for deadlines unless a signed engagement agreement expressly states otherwise.

No guarantees

Past experience and descriptions of services do not guarantee a particular tax result, savings amount, refund, agency response, processing time, or other outcome. Results depend on the facts, documentation, applicable law, agency action, and the scope of an accepted engagement.

Accuracy, availability, and third parties

Tax rules and guidance change, and website content may not reflect the most recent development. Although reasonable efforts are made to keep information useful, no representation is made that every statement is complete, current, or suitable for a particular situation. The website may be changed, suspended, or unavailable without notice.

Links, email applications, phone carriers, hosting providers, and other third-party services have their own terms and privacy practices. Ted Davis, CPA does not control and is not responsible for third-party content, availability, security, or practices.

Website use and limitation

You may use this website for lawful, personal purposes. Website text, branding, graphics, and original materials may not be copied, republished, or used commercially without permission, except as allowed by law.

To the fullest extent permitted by applicable law, this website is provided “as is” and without warranties, and Ted Davis, CPA is not liable for loss arising solely from use of, inability to use, or reliance on this website or its general information. Nothing in these terms excludes responsibility that cannot legally be excluded.

Your choices and privacy requests

You may ask about personal information provided through direct communications, request a correction, or request deletion where applicable. Some information may need to be retained for professional, contractual, security, tax, or legal reasons. Identity verification may be required before a request is completed.

This website and its services are intended for adults and are not directed to children under 13. Personal information from children under 13 is not knowingly collected through this website.

Changes and contact

This notice may be updated as the website, practice, vendors, or applicable requirements change. The effective date above will be revised when material changes are made.

For a privacy question or request, call (727) 495-1532, text Ted, or email daviscpa01@gmail.com.