Boxter Accounting, Tax & Advisory LLC website and the information contained therein (“BATA”) is intended to provide general information only. BATA Website is not intended as, and should not be taken as, financial, tax, accounting, legal, consulting or any other type of advice. Users of BATA Website should not act or refrain from acting on the basis of information provided on the website. The use of the information provided on BATA Website, and/or any email or other electronic communication sent to BATA through the website, does not establish any contractual or other form of client engagement between BATA and the reader or user of the website. PLEASE NOTE: While we would like to hear from you, please understand that contacting us does not create a client relationship. Accordingly, please do not send us any information about any matter that may involve you unless we have expressly agreed that we will be your accountant and represent your interests and you have received a letter from us to that effect (called an “engagement letter”).
Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant.
Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.
Accuracy of Information
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website.
Disclaimer of Warranties and Limitations of Liability
This website is provided on an “as is” and “as available” basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.
Links to Third Party Websites
For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.
All rights to the artwork and all other intellectual property are owned by BATA. Images contained on this web site do not endorse any businesses or other entities, and do not indicate client, or any other engagement or relationship.
Like all providers of personal financial services, tax professionals are required by law to inform clients of their policies regarding privacy of client information. Our firm continues to adhere to professional standards of confidentiality that are even more stringent than those required by law. We have always protected the security and privacy of your personal and financial information.
Types of Nonpublic Personal Information We Collect
The only nonpublic personal information we collect is provided to us by you or obtained with your authorization.
Parties to Whom We Disclose Information
We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures may include providing information to our employees, or, in limited situations, to unrelated third parties who need that information to assist us in serving you. In all situations, we stress the confidential nature of the information being shared.
Protecting the Confidentiality and Security of Clients' Information
We retain records relating to our professional services to better serve your professional needs and, in some cases, to comply with professional guidelines. In order to protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. Our office retains records for the current year (2024) in addition to the preceding three years (2021-2023).
We will not disclose any of the personal information that we collect, as described above, including tax returns and financial plans with any nonaffiliated institution/bank(s) unless written permission is obtained from you.