Information on this site is general. It isn't advice on your return, and it can't be relied on to avoid penalties until we've applied the law to your facts in a signed engagement.
The information on tayloredtax.ai, including articles, calculators, infographics, podcast episodes, and all other materials, is provided for educational and informational purposes only. This content is designed to help you understand tax strategy concepts and possibilities. It does not constitute personalized tax advice, financial advice, legal advice, or investment advice.
Every individual's tax situation is unique. The strategies, savings figures, and concepts discussed on this website may or may not apply to your specific circumstances. What works for one client may not work for another, even at similar income levels.
Visiting this website, reading our content, listening to our podcast, using our calculators, subscribing to our newsletter, or attending a discovery meeting does not create a professional-client relationship between you and Taylored Tax LLC, Terrence Okeke Taylor, EA, or Al Darnell, Jr (BiG Al), EA, MBA.
A professional-client relationship is established only through a signed engagement agreement with Taylored Tax LLC.
The calculators on this website are educational tools. They provide estimates only, not guarantees of any tax outcome. These calculators:
The numbers generated by our calculators are starting points for conversation, not conclusions. Always verify results with a qualified tax professional who understands your full situation.
Examples on this website marked hypothetical are illustrations built from made-up facts, not client results. Your results depend on your specific circumstances.
Tax laws, regulations, and IRS guidance change frequently. The information on this website reflects our understanding of current law at the time of publication. We make reasonable efforts to keep content current, but we cannot guarantee that every piece of content reflects the latest changes.
Always confirm the current state of relevant tax law with a qualified professional before acting on any strategy.
The opinions and views expressed on the Taylored Tax podcast are those of the hosts, Terrence Okeke Taylor and Al Darnell, Jr (BiG Al) The podcast is produced for educational purposes and does not constitute professional advice.
Guest opinions are their own and do not necessarily reflect the views of Taylored Tax LLC. Any strategies discussed should be evaluated by your own tax, legal, and financial advisors before implementation.
This website may reference information, products, or services from third parties. We do not endorse, guarantee, or assume responsibility for the accuracy, completeness, or reliability of any third-party information.
Before making any decisions based on information found on this website, we strongly encourage you to consult with:
Taylored Tax LLC provides tax services to clients who engage us formally. We aren't attorneys and don't provide legal services, including estate planning documents or entity formation documents. Our free discovery meeting is a great first step to determine if we are a good fit for your needs.
Terrence O. Taylor, EA, MBA (Harvard Business School) and Al Darnell, Jr (BiG Al), EA, MBA are Enrolled Agents (EAs), federally licensed tax practitioners authorized by the U.S. Department of the Treasury. EAs have unlimited practice rights before the IRS, meaning they can represent any taxpayer on any tax matter before any IRS office.
The EA designation is the highest credential the IRS awards. Unlike CPAs and attorneys (who are state-licensed), Enrolled Agents are federally licensed and recognized across all 50 states.
Terrence is also a licensed insurance producer in 27 states and the District of Columbia; BiG Al is not. Together they plan the tax side of a family's wealth; investment decisions stay with the client's investment adviser.
Taylored Tax LLC, its principals, employees, and affiliates shall not be held liable for any damages, losses, or expenses resulting from reliance on the information provided on this website, in our podcast, or through any other communication. This includes, but is not limited to, any tax penalties, interest, or adverse financial outcomes.
If you have questions about this disclaimer, our credentials, or our services, we are glad to help.
Taylored Tax LLC
Terrence O. Taylor, EA, MBA (Harvard Business School) & Al Darnell, Jr (BiG Al), EA, MBA
Austin, Texas
Email: terrence@tayloredtax.ai
Website: tayloredtax.ai