Terms of Use
HowToPickATaxPro.com is owned and operated by ARNCO Development LLC. By accessing or using this website, you agree to these Terms of Use.
The 30-Second Answer
The website is an educational decision resource. Using the site, downloading a worksheet, completing an assessment, or sending a general inquiry does not by itself create a tax, accounting, legal, investment advisory, fiduciary, or other professional relationship.
Educational Purpose
The site provides general educational information intended to help consumers understand different types of tax professionals, evaluate credentials and qualifications, compare practice focus, competence, experience, and relationship, recognize warning signs, understand proactive tax planning, and understand selected estate and trust tax concepts.
No Individualized Professional Advice
Website content is general in nature and should not be relied upon as individualized tax, legal, accounting, investment, estate-planning, or fiduciary advice. Tax outcomes depend heavily on facts, timing, governing documents, elections, state law, and other circumstances.
No Professional Relationship From Website Use
No professional-client relationship is created merely because you read an article, download a resource, complete an assessment, submit a contact form, or otherwise communicate through the website. A professional relationship begins only when the applicable professional and client separately agree to an engagement.
Assessments Are Preliminary
The Tax Professional Fit Assessment and Executor & Trustee Tax Needs Assessment are preliminary screening tools. They do not guarantee acceptance as a client, availability of a particular professional, a particular outcome, or a final tax treatment.
Do Not Submit Sensitive Information
Unless specifically instructed to use a secure system, do not submit Social Security numbers, Employer Identification Numbers, bank or credit-card account numbers, passwords, complete tax returns, brokerage statements, identification documents, or other highly sensitive information through general website forms.
No Lead-Resale Marketplace
HowToPickATaxPro.com is not designed as a marketplace that sells consumer inquiries as leads to unrelated tax professionals. Information submitted through the site may be reviewed internally to determine whether an appropriate professional or specialist may be suitable.
Downloadable Resources
Worksheets, checklists, comparison guides, interview tools, fiduciary organizers, and other resources are educational tools. They do not replace professional judgment, create an engagement, guarantee a correct tax result, or establish compliance with any particular law.
Estate and Trust Content
Estate and trust matters frequently depend on governing documents, state law, fiduciary authority, probate law, creditor rules, beneficiary rights, tax elections, and timing. Nothing on this site should be interpreted as legal advice regarding probate, trust interpretation, fiduciary duties, beneficiary rights, creditor priority, or authority to distribute assets.
Accuracy, Changes, and Third-Party Links
We strive to provide useful and accurate information, but we do not guarantee that every page is complete, every example applies to your facts, or every rule applies in every jurisdiction. Tax law and procedures change over time. Third-party links are provided for convenience; we do not control third-party websites or their content, availability, security, or privacy practices.
Professional Credentials
The site discusses credentials including Enrolled Agent, CPA, attorney, Annual Filing Season Program participation, and PTIN status. Users should independently verify the current status of any professional they are considering. A credential does not guarantee experience, competence in every tax area, quality of service, availability, or fit.
No Guaranteed Results
No website content, worksheet, assessment, or communication through HowToPickATaxPro.com guarantees a particular refund, tax savings, audit result, IRS outcome, state-tax outcome, or planning result.
Intellectual Property
Unless otherwise stated, website content and downloadable educational resources are owned by or licensed to ARNCO Development LLC. Materials may be downloaded or printed for personal, noncommercial use. Substantial commercial reproduction, resale, or republication as your own is prohibited without permission.
Permitted Use and Automated Access
You agree to use the site only for lawful purposes. Reasonable search-engine crawling and ordinary browser access are permitted. Automated systems may not be used to overload the site, bypass restrictions, harvest personal information, reproduce substantial proprietary content, or interfere with operation.
Limitation of Liability and Indemnification
To the fullest extent permitted by law, ARNCO Development LLC and HowToPickATaxPro.com are not liable for losses arising from reliance on general website information, including indirect, incidental, consequential, or special damages. To the extent permitted by law, users agree to indemnify ARNCO Development LLC from claims arising from unlawful misuse of the website or violation of these Terms.
Governing Law and Severability
These Terms are governed by the laws of the State of Tennessee, except where applicable federal law controls. If any provision is found unenforceable, the remaining provisions remain in effect to the extent permitted by law.
Contact
Questions concerning these Terms may be submitted through the Contact page. A public mailing address is not displayed on the website. Please do not include sensitive tax or financial information in a general inquiry.
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Reviewed by Owen Arnoff, EA, NTPI Fellow
Reviewed: October 2026
Technical tax content is intended for general education. Tax law and procedures can change, and individual facts matter. See our Editorial Standards.