Services Disclosure
Tax Services Limitations
Effective date: 05-01-2026 · Last reviewed: 05-29-2026
Tax optimization work requires careful coordination with licensed tax professionals and must be evaluated based on each client’s specific facts.
No tax guarantee: Echelon does not guarantee tax savings, deductibility, audit outcomes, IRS acceptance, state tax treatment, or future tax-law treatment.
Scope of tax optimization services
Echelon Heritage Group may provide tax optimization coordination, strategic tax planning analysis, entity and transaction planning support, charitable planning coordination, capital gains planning review, retirement and distribution strategy coordination, tax-aware investment planning, liquidity-event planning, and implementation tracking with a client’s CPA, attorney, and other qualified professionals.
Tax planning concepts are inherently fact-specific and depend on income, filing status, entity structure, domicile, residency, asset location, basis, timing, documentation, business purpose, applicable federal and state law, and other facts. All tax strategies must be reviewed by qualified tax counsel, a CPA, enrolled agent, or other tax professional before implementation.
Services not provided unless separately agreed
Unless expressly stated in a separate written agreement with a qualified provider, Echelon does not prepare or file tax returns, issue tax opinions, represent clients before the IRS or state tax authorities, provide audit defense, provide legal opinions, draft legal documents, prepare valuation reports, or certify deductions, credits, depreciation, basis, losses, retirement plan qualification, charitable deductions, or tax treatment.
Coordination with CPAs and attorneys
Echelon’s role is generally to identify planning opportunities, organize advisor coordination, support decision-making, track implementation, and help ensure that planning recommendations are reviewed by appropriate professionals. Clients remain responsible for engaging qualified tax preparers, tax counsel, ERISA counsel, valuation professionals, plan administrators, trustees, and other specialists as needed.
Tax law changes and audit risk
Tax laws, regulations, revenue rulings, case law, IRS guidance, state authority positions, and administrative practices may change. Strategies that appear appropriate at one point in time may become unavailable, less effective, or subject to challenge. Tax authorities may disagree with positions taken by a client or their advisors, and penalties, interest, professional fees, or additional tax liabilities may result.
Client responsibilities
Clients are responsible for providing complete and accurate information, disclosing relevant facts, maintaining documentation, filing timely returns, paying taxes owed, reviewing tax filings, and making final decisions after consultation with qualified professionals. Echelon may rely on information provided by clients and their advisors without independent verification.
IRS Circular 230 and written tax advice
Any tax-related content on this website or in general educational materials is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code or promoting, marketing, or recommending any transaction or matter to another person. Clients seeking penalty protection should obtain a written tax opinion from qualified tax counsel or another authorized tax professional.
Contact
Questions about tax services limitations may be directed to contact@echelonheritage.group.