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Legal

Policies & Disclosures

Last updated: May 9, 2026

1. Acceptance

By accessing this site, our client portal, or engaging Meridian Tax Group ("Meridian", "we", "our") for professional services, you agree to these Terms.

2. Scope of Services

The exact scope of any tax preparation, advisory, bookkeeping, or representation work is defined in a separate written engagement letter. These Terms govern only your use of the website and portal — they do not establish a client relationship on their own.

3. Acceptable Use

  • Do not upload malicious code or attempt to circumvent access controls.
  • Do not submit information about other people without authorization.
  • Do not use the AI assistant for tax positions without a CPA's written confirmation.

4. Intellectual Property

All site content, calculators, and frameworks are © Meridian Tax Group. You may share links and short excerpts with attribution; redistribution of full pages or downloadable assets requires written permission.

5. Disclaimers

Information on this site is general in nature and does not constitute tax, legal, or investment advice. Calculator outputs are estimates only — your actual liability depends on facts not captured in the inputs. Always verify with a qualified professional.

6. Limitation of Liability

To the fullest extent permitted by law, Meridian's aggregate liability arising from your use of this site is limited to one hundred U.S. dollars (USD $100). Liability for engagement services is governed by the engagement letter.

7. Governing Law

These Terms are governed by the laws of the State of Florida, without regard to its conflicts of law principles. Venue is Orange County, FL.

8. Changes

We may update these Terms periodically; the "Last updated" date reflects the most recent revision. Material changes will be announced via the portal.