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Legal

Terms of use

Last updated September 2026

These terms cover your use of this website. They are separate from any engagement letter you sign with the firm, which governs the work itself.

This site is information, not advice

Everything published here, including the articles, the Tax Snapshot and the planning pages, is general in nature. It is not tax, legal, accounting or investment advice, and it does not take your specific circumstances into account.

Reading this site does not make you a client. A professional relationship begins only when both sides sign an engagement letter describing the work and the fee.

Figures and examples

Savings figures shown anywhere on this site are illustrations based on example situations. They are not promises of a filed result. Tax thresholds, rates and deadlines change, often every year, so a figure that was accurate when written may not be current when you read it.

Always confirm your own numbers with your Charter team before acting on anything you read here.

Pricing

Published prices apply to the tax planning tiers described on this site and may change. Bookkeeping, tax preparation, payroll and any other service is scoped and quoted for your situation, and no price for those services is published here.

Your use of the site

Please do not attempt to disrupt the site, access areas that are not public, or copy the written content for republication. The articles, page copy, photography and brand marks belong to the firm.

Links to other sites

Where we link out, we do not control the other site and are not responsible for what it says or does.

Questions

If any of this is unclear, call the office during office hours and ask.

Charter Accounting & Tax Service, 1020 Cambridge Square Ste. A, Alpharetta, GA 30009. (770) 671-0021.

Planning notes

Occasional notes on planning ahead.

A short note when something changes that is worth acting on. No selling, and you can leave at any time.