Tax and Legal Disclaimer

Effective Date: October 26, 2026
Last Updated: October 26, 2026

The information provided on www.alttaxplans.com is published by Alternative Consulting Group, LLC, doing business as AltTaxPlans and AltTaxPlans Education Institute (“AltTaxPlans,” “we,” “us,” or “our”).

Please read this disclaimer carefully before using the website, relying on its content, submitting an inquiry, downloading a resource, or registering for an educational program.

1. General Educational Information

Website content is provided for general informational and educational purposes.

Nothing on the website constitutes individualized:

• Tax advice
• Legal advice
• Accounting advice
• Financial advice
• Investment advice
• Insurance advice
• Cybersecurity advice
• Estate-planning advice
• Business-formation advice
• Government-contracting advice
• Employment advice

The information is not a substitute for advice based on your particular facts and circumstances.

2. No Attorney-Client Relationship

AltTaxPlans is not a law firm, and Malikah Anderson is not represented on this website as an attorney.

Website content should not be interpreted as legal advice. Using the website, submitting a question, scheduling a consultation, or communicating with AltTaxPlans does not create an attorney-client relationship or attorney-client privilege.

Legal questions should be directed to an appropriately licensed attorney.

3. No Professional-Client Relationship

Viewing the website, submitting a contact form, downloading a resource, scheduling a consultation, attending a general presentation, or communicating with AltTaxPlans does not automatically create a professional-client relationship.

A professional-client relationship begins only after:

• AltTaxPlans reviews and accepts the matter;
• The scope and responsibilities are established;
• The parties complete the applicable written engagement agreement; and
• Any required retainer, consultation fee, assessment fee, or initial payment is received.

Do not assume that AltTaxPlans is monitoring a deadline or acting on your behalf unless that responsibility has been expressly accepted in writing.

4. Facts and Circumstances Matter

Tax, accounting, and compliance conclusions depend on the specific facts involved.

Relevant factors may include:

• Entity type
• Filing period
• State and local jurisdiction
• Business activities
• Product or service
• Customer location
• Sales channel
• Inventory location
• Employee or contractor activity
• Financial records
• Prior filings
• Available documentation
• Applicable elections
• Filing history
• Changes in law
• Administrative guidance
• Government interpretation

General website information cannot address every exception, limitation, threshold, election, or special rule.

Consult a qualified professional before making a tax, legal, accounting, financial, or business decision.

5. Tax Laws and Guidance Change

Federal, state, and local tax laws, rates, thresholds, forms, procedures, court decisions, regulations, and administrative guidance may change at any time.

An article or resource may become outdated after publication.

AltTaxPlans may include a publication date or “Last Reviewed” date, but that date does not guarantee that no subsequent change has occurred.

Readers should confirm current requirements through applicable government authority and an appropriately qualified professional.

6. Sales and Use Tax Information

Sales and Use Tax requirements vary by state and locality.

A business’s responsibilities may depend on:

• Physical Nexus
• Economic Nexus
• Employees
• Independent contractors
• Inventory
• Warehouses
• Fulfillment arrangements
• Marketplace sales
• Direct sales
• Product or service taxability
• Exemptions
• Sourcing rules
• Registration status
• Filing frequency
• Local-jurisdiction requirements
• Prior business activity

General information about nexus, registration, marketplace facilitators, taxability, or filing thresholds does not determine whether a particular business must register, collect, report, or remit tax.

A formal review requires sufficient information about the business’ operations, transactions, locations, records, sales channels, and filing history.

7. Sales Tax Maps and Rate Information

Maps, charts, tables, articles, or other materials displaying Sales Tax rates are provided for general educational comparison.

A statewide combined or average rate may not represent the rate applicable to a particular transaction.

The correct rate may depend on:

• State tax
• County tax
• Municipal tax
• Special-district tax
• Customer location
• Seller location
• Destination or origin sourcing
• Product or service
• Exemption status
• Transaction date
• Other jurisdiction-specific rules

Sales Tax rates and rules may change after a map or chart is published.

Visitors should not use a general map as the sole basis for calculating, collecting, reporting, or remitting Sales Tax.

Third-party maps and data remain subject to the source’s ownership, methodology, publication date, terms, and disclaimers.

8. Federal Tax Forms and Filing Information

References to Forms 940, 941, 1041, 1120-H, 2290, 706, 709, or another federal or state form are provided for general educational purposes.

Mentioning a form does not establish that:

• The form applies to a particular person or organization;
• The filer qualifies for an election;
• A filing requirement exists;
• A filing exception applies;
• The information required is complete;
• A particular filing position is appropriate.

Filing requirements must be evaluated using the applicable facts, records, deadlines, and law.

9. Homeowners Association Information

Information regarding homeowners’ associations is general and does not establish that Form 1120-H or another filing method is appropriate for every association.

HOA tax and accounting requirements may depend on:

• Governing documents
• Entity classification
• State registration
• Exempt-function income
• Nonexempt income
• Expenses
• Elections
• Payroll
• Vendor payments
• Accounting records
• Prior filings
• Applicable state law

HOA boards and management companies should obtain advice based on the association’s actual circumstances.

10. Estate, Trust, and Gift Tax Information

Estate, trust, fiduciary, and gift-tax matters may involve complex factual and legal questions.

References to Forms 1041, 706, and 709 do not establish:

• Whether a filing is required;
• Whether a transfer is taxable;
• The value of property;
• The legal ownership of an asset;
• The validity of a trust;
• The rights of a beneficiary;
• The duties of a fiduciary;
• Whether an estate-tax election applies;
• Whether a deadline may be extended.

AltTaxPlans does not provide legal advice regarding wills, trusts, probate rights, property ownership, beneficiary disputes, guardianship, fiduciary appointment, or estate administration.

Those matters should be addressed by an appropriately licensed attorney.

11. Transportation Tax Information

Information concerning Form 2290, Schedule 1, heavy highway vehicles, suspended vehicles, mileage limitations, and transportation compliance is general.

The correct filing treatment may depend on vehicle weight, ownership, registration, first-use month, mileage, disposition, theft, destruction, and other facts.

Transportation businesses remain responsible for determining and meeting applicable federal, state, licensing, registration, operating, and insurance requirements that are outside an accepted AltTaxPlans engagement.

12. IRS Representation

Malikah Anderson is an Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service, subject to applicable federal rules and the scope of an accepted engagement.

The website does not offer unrestricted representation to every visitor.

AltTaxPlans’ IRS representation is generally reserved for established business and organizational clients and qualifying business-compliance matters.

Every representation matter requires:

• An initial review;
• Acceptance by AltTaxPlans;
• A separate written engagement agreement;
• Appropriate authorization forms; and
• Payment of the applicable fees or retainer.

Submitting an inquiry does not authorize AltTaxPlans to communicate with the IRS or another taxing authority.

AltTaxPlans does not guarantee penalty relief, liability reduction, collection relief, audit results, appeal outcomes, installment terms, or acceptance of a requested position.

13. No Tax-Resolution Guarantee

AltTaxPlans does not promise or guarantee that a taxpayer will:

• Eliminate a liability
• Settle for a specific amount
• Qualify for an offer in compromise
• Obtain penalty abatement
• Stop collecting actions
• Receive an installment agreement
• Prevail in an examination
• Obtain a refund
• Avoid interest
• Secure a particular IRS outcome

Any possible strategy depends on the applicable law, financial information, compliance history, documentation, government discretion, and specific facts.

14. Deadlines and Government Notices

The website and public contact form are not emergency-response services.

Submitting a contact form does not:

• Extend the deadline
• Suspend collection activity
• Preserve appeal rights
• File a return
• Submit a protest
• Respond to a notice
• Authorize representation
• Create responsibility for monitoring a matter

You remain responsible for protecting all deadlines unless AltTaxPlans expressly accepts responsibility for a specific deadline in writing.

If you identify a deadline in a public inquiry, do not include Social Security numbers, employer identification numbers, account numbers, or other confidential information.

15. Accuracy and Completeness

AltTaxPlans makes reasonable efforts to provide useful information but does not warrant that website content is complete, current, error-free, or appropriate for every situation.

Website content may contain:

• Generalizations
• Summaries
• Typographical errors
• Outdated links
• Technical limitations
• Information that has changed since publication

AltTaxPlans may update, correct, reorganize, or remove content without notice.

16. No Guarantee of Results

AltTaxPlans does not guarantee any tax, accounting, compliance, financial, business, educational, licensing, credentialing, or employment result.

Past outcomes, hypothetical examples, illustrations, case discussions, and testimonials do not guarantee a similar outcome.

Results depend on facts, documentation, cooperation, timing, government action, third-party systems, and other circumstances outside AltTaxPlans’ control.

17. Testimonials and Endorsements

Testimonials, reviews, or client statements reflect the experience of the person providing them.

They do not guarantee that another client will receive the same outcome.

AltTaxPlans may edit a testimonial for length, grammar, or privacy while preserving its intended meaning. Material relationships or incentives will be disclosed when legally required.

18. Professional Credentials and Affiliations

References to professional credentials, business certifications, memberships, or partnerships are intended to describe verified qualifications or active relationships.

Third-party names and logos remain the property of their respective owners.

Display of a credential, certification, membership, or partner logo does not mean that the issuing organization:

• Endorses every AltTaxPlans service;
• Guarantees AltTaxPlans’ work;
• Supervises every engagement;
• Accepts responsibility for website content; or
• Guarantees client results.

AltTaxPlans will not claim a credential or certification that has not been earned or officially confirmed.

19. Technology and Software

AltTaxPlans may discuss, recommend, configure, or support tax, accounting, bookkeeping, payment, e-commerce, or compliance technology.

Software availability and performance depend on the applicable provider.

AltTaxPlans does not guarantee that third-party software will:

• Operate without interruption
• Identify every tax obligation
• Calculate every transaction correctly
• Integrate with every platform
• Prevent every filing error
• Remain available
• Meet every client requirement

Clients remain responsible for reviewing their contracts, subscriptions, data, transactions, and responsibilities associated with third-party software.

A technology partnership does not mean the provider guarantees or endorses AltTaxPlans’ professional services.

20. Educational Programs

AltTaxPlans Education Institute may provide tax and financial-compliance education, continuing education, career-pathway programs, workshops, or examination preparation.

Participation does not guarantee:

• Employment
• Promotion
• Clients
• Income
• Examination passage
• Licensing
• Certification
• Continuing education acceptance by every authority
• Admission to another program
• Government funding
• Business success

Students are responsible for reviewing the requirements of the applicable licensing, testing, continuing-education, funding, or credentialing authority.

21. Artificial Intelligence and Automated Tools

AltTaxPlans may use technology-assisted tools to support administrative, research, drafting, organizational, or workflow functions.

Professional conclusions and client deliverables remain subject to the review procedures applicable to the engagement.

Website content should not be assumed to have been generated, verified, or updated in real time by an automated system.

Visitors should not submit confidential taxpayer information into an artificial-intelligence tool or public chatbot unless the tool has been expressly approved for that purpose.

22. Third-Party Information and Links

The website may contain links to government agencies, professional organizations, software providers, educational institutions, research publications, and other third-party sources.

AltTaxPlans does not control third-party content and does not guarantee its:

• Accuracy
• Completeness
• Security
• Accessibility
• Availability
• Continued existence
• Suitability for a particular purpose

A link does not necessarily constitute endorsement.

Visitors should review the third party’s applicable terms, privacy policy, methodology, and disclaimers.

23. Downloads and Resources

Checklists, worksheets, guides, templates, calendars, and other downloadable resources are educational tools.

They may not include every fact, form, jurisdiction, exception, or requirement relevant to a particular situation.

Downloading or using a resource does not create a professional-client relationship.

Resources may not be republished, sold, or represented as another person’s original work without written permission.

24. Security and Confidential Information

Do not submit confidential tax, identity, financial, banking, payroll, or login information through the public website form.

No online transmission method can be guaranteed to be completely secure.

Sensitive information should be submitted only through a method approved by AltTaxPlans after the applicable relationship has been established.

AltTaxPlans’ public Privacy Policy provides additional information regarding website data practices.

25. Consultation and Assessment Fees

Consultations, notice reviews, transcript analyses, historical compliance reviews, nexus assessments, bookkeeping diagnostics, and other evaluations may require payment.

A consultation payment does not guarantee acceptance of subsequent engagement.

The applicable scope, fee, refund terms, and scheduling conditions will be disclosed through the scheduling process, invoice, proposal, or separate agreement.

26. Reliance at Your Own Risk

Your use of the website and reliance on general website information are at your own risk.

You are responsible for obtaining advice appropriate to your circumstances before making a decision, filing a return, registering in a jurisdiction, responding to a notice, entering a transaction, or allowing a deadline to pass.

Nothing in this disclaimer excludes a responsibility that cannot legally be excluded.

27. Related Website Policies

Use of the website is also governed by:

• Privacy Policy
• Terms of Use
• Accessibility Statement
• Applicable engagement, enrollment, consultation, payment, and portal agreements

If a signed engagement agreement conflicts with general website language, the engagement agreement controls the professional services covered by that agreement.

28. Changes to This Disclaimer

AltTaxPlans may update this disclaimer to reflect changes in services, laws, technology, professional requirements, or website content.

The revised version will be posted with an updated “Last Updated” date.

29. Contact Information

Questions regarding this disclaimer may be directed to:

Alternative Consulting Group, LLC
Doing Business as AltTaxPlans
Georgia-Based Virtual Business
Telephone: 470-230-2313
Email: [email protected]
Website: www.alttaxplans.com