Terms of Use

These terms set expectations for use of this website while VisionPoint prepares for launch.

General information only

Website content is provided for general informational purposes and should not be treated as tax, accounting, legal, investment, or financial advice for any specific situation.

No client relationship

Viewing this website, sending an email, or reading website content does not create a CPA-client relationship. A client relationship requires acceptance and a signed engagement or other written agreement.

No sensitive submissions

Please do not submit sensitive tax documents, Social Security numbers, financial account information, or confidential records until a secure client portal or approved secure channel is available.

Changes

VisionPoint may update these terms as the website and firm operations develop.