Legal Disclosures

Effective Date: 1/1/2024

The information, resources, consultations, and services provided by Kate's Castle are intended for educational and informational purposes only.

By using this website, downloading resources, scheduling consultations, or engaging with our services, you acknowledge and agree to the following:

  1. NO LEGAL ADVICE

Kate's Castle is not a law firm and does not provide legal advice.

Any information related to business formation, contracts, licensing, compliance, or regulatory matters is provided solely for educational purposes and should not be interpreted as legal advice.

You should consult a qualified attorney regarding legal matters specific to your situation.

  1. NO TAX ADVICE

Kate's Castle does not provide tax advice.

While bookkeeping and financial record organization may support tax preparation efforts, clients should consult a licensed tax professional, CPA, Enrolled Agent, or other qualified tax advisor regarding tax planning, tax filings, deductions, credits, and tax-related decisions.

  1. NO CPA SERVICES

Kate's Castle is not a Certified Public Accounting firm.

Unless specifically stated in a separate written agreement, services provided by Kate's Castle do not constitute:

  • Audits

  • Reviews

  • Compilations

  • Attest services

  • CPA services

Clients remain responsible for reviewing their financial records and consulting with their CPA regarding accounting matters.

  1. NO INVESTMENT ADVICE

Kate's Castle is not a registered investment advisor, broker-dealer, securities professional, or financial planning firm.

Information related to investing, retirement planning, wealth building, or financial goals is provided solely for educational purposes.

Nothing provided by Kate's Castle should be interpreted as:

  • Investment advice

  • Securities recommendations

  • Financial planning advice

  • Fiduciary advice

Before making investment decisions, consult a qualified financial professional.

  1. NO CREDIT REPAIR SERVICES

Kate's Castle does not provide credit repair services as defined under federal or state law.

Educational information regarding credit reports, credit scores, debt reduction, budgeting, and financial management is intended to help clients better understand personal finance concepts.

We do not guarantee:

  • Credit score increases

  • Credit report changes

  • Debt elimination

  • Loan approvals

  • Financing approvals

  1. NO GUARANTEE OF RESULTS

Every individual and business situation is unique.

Kate's Castle makes no guarantees regarding:

  • Revenue growth

  • Profit increases

  • Debt reduction

  • Tax savings

  • Business success

  • Credit score improvements

  • Financial outcomes

Results depend on numerous factors outside our control, including implementation, market conditions, individual circumstances, and decisions made by the client.

Past results do not guarantee future outcomes.

  1. EDUCATIONAL PURPOSES ONLY

The content contained on this website, including:

  • Blog posts

  • Guides

  • Checklists

  • Templates

  • Downloads

  • Videos

  • Emails

  • Consultations

  • Resource materials

is intended solely for educational and informational purposes.

Users are responsible for evaluating the accuracy, usefulness, and applicability of information to their own circumstances.

  1. CLIENT RESPONSIBILITY

Clients remain solely responsible for:

  • Business decisions

  • Financial decisions

  • Investment decisions

  • Tax decisions

  • Legal decisions

Kate's Castle provides education, guidance, and support, but final decisions always remain the responsibility of the client.

  1. THIRD-PARTY INFORMATION

From time to time, Kate's Castle may discuss, reference, or provide access to third-party resources.

We do not guarantee the accuracy, completeness, or reliability of information provided by third parties and are not responsible for their content, policies, or actions.

  1. PROFESSIONAL RELATIONSHIP

Use of this website, communication with Kate's Castle, downloading resources, or participating in consultations does not create:

  • An attorney-client relationship

  • An accountant-client relationship

  • A financial advisor-client relationship

  • A fiduciary relationship

Any formal client relationship is governed separately through written service agreements.

  1. CONTACT US

If you have questions regarding this Professional Disclaimer, please contact:

Kate's Castle

Phone: (916) 980-8264

Email: Info@KatesCastle.com

Website: www.katescastle.com