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I have read and agree to the Terms of Use governing my access to and use of the Tax Strategy Proposal Engine.I acknowledge that I am solely responsible for all tax strategies, recommendations, assumptions, advice, and final work product provided to my clients. I understand that the Tax Strategy Proposal Engine is a decision-support platform and does not replace my independent professional judgment.I understand that all tax positions presented by this software must be independently evaluated by me before being presented to a client. I accept full responsibility for determining the appropriateness of any strategy under applicable federal, state, and local tax law and for all advice provided to my clients.I acknowledge that I am responsible for complying with all applicable professional standards, including IRS Circular 230, state licensing requirements, and the ethical standards applicable to my profession.I certify that I am using this software solely in my capacity as an advisor or under the supervision of a qualified advisor and will not rely solely on software-generated results without exercising independent professional judgment.

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