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Terms & Disclosures
Effective date: January 1, 2026 · Last updated: January 1, 2026
These Terms of Use govern your access to and use of outlooktax.com (the "Site"), operated by Outlook Tax & Advisory Corporation ("Outlook," "we," "our," or "us"). By accessing or using the Site, you agree to these Terms. If you do not agree, do not use the Site.
Informational purpose only · not professional advice
The content on this Site, including articles, case studies, service descriptions, and other materials, is provided for general informational purposes only. It does not constitute tax, legal, accounting, financial, or investment advice and should not be relied upon as such.
Every client situation is different. Tax and accounting rules are complex and change frequently. Before acting on any information on this Site, consult a qualified professional who can evaluate your specific facts and circumstances. Outlook disclaims any liability arising from reliance on Site content without professional consultation.
No client relationship
Visiting this Site, submitting a contact form, subscribing to our newsletter, or communicating with us through any channel does not create an advisor-client, accountant-client, attorney-client, fiduciary, or other professional relationship. A professional relationship with Outlook is established only through a signed engagement letter that defines the scope, fees, and terms of the engagement.
Please do not send confidential or privileged information through the Site or via email until a formal engagement has been established. Information you send before engagement is not protected by confidentiality obligations.
IRS Circular 230 notice
In compliance with IRS Circular 230 requirements, any tax advice contained on this Site or in any related communication is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of (i) avoiding tax penalties that may be imposed under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction, plan, or arrangement addressed on the Site. Any tax advice relevant to your specific situation will be communicated through a written engagement and bearing appropriate qualifications.
Jurisdictional limitations
Outlook’s services are provided in compliance with the laws of the jurisdictions in which we are licensed and authorized to operate. Content on the Site may reference U.S. federal, state, and local tax and regulatory matters. Information regarding non-U.S. jurisdictions is general in nature and should not be relied upon without consultation with appropriately qualified advisors in those jurisdictions. Nothing on this Site should be construed as an offer to provide services in any jurisdiction where Outlook is not licensed or authorized.
Accuracy and currency of information
We make reasonable efforts to ensure information on the Site is accurate as of its publication date. However, tax laws, regulations, accounting standards, and industry guidance change frequently. Information on the Site may become outdated or superseded. Outlook makes no warranty as to the accuracy, completeness, timeliness, or currency of Site content and disclaims any obligation to update it.
Third-party links
The Site may contain links to third-party websites, tools, or resources. These links are provided for convenience only. Outlook does not control, endorse, or assume responsibility for the content, policies, or practices of third-party sites. Access to third-party sites is at your own risk and subject to those sites’ terms and privacy practices.
Intellectual property
The Outlook name, logo, and related marks are trademarks of Outlook Tax & Advisory Corporation. Other trademarks referenced on the Site are the property of their respective owners.
Disclaimer of warranties
THE SITE AND ALL CONTENT, INFORMATION, AND MATERIALS ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, OR NON-INFRINGEMENT. OUTLOOK DOES NOT WARRANT THAT THE SITE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF HARMFUL COMPONENTS.
Limitation of liability
TO THE FULLEST EXTENT PERMITTED BY LAW, OUTLOOK SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, PUNITIVE, OR EXEMPLARY DAMAGES ARISING FROM OR RELATED TO YOUR USE OF THE SITE, INCLUDING WITHOUT LIMITATION LOST PROFITS, LOST DATA, OR BUSINESS INTERRUPTION, EVEN IF OUTLOOK HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
Governing law
Changes to these terms
Contact
Questions or requests related to these Terms should be directed to: