Effective Date: August 12, 2026

Welcome to the website of Egan Tax, PLLC (“Egan Tax,” “we,” “our,” or “us”). By accessing or using this website, you agree to the following Terms & Conditions.

If you do not agree with these terms, please discontinue use of the website.

Website Information Only

The information provided on this website is intended for general informational and educational purposes only.

Nothing on this website should be interpreted as individualized tax, accounting, financial, investment, or legal advice.

Tax laws and regulations are complex and may change over time. The applicability of any tax rule depends on your individual facts and circumstances. You should consult a qualified professional regarding your specific situation before making decisions based on information found on this website.

No CPA-Client Relationship

Visiting this website, submitting a contact form, sending an email, scheduling an introductory consultation, or otherwise communicating with Egan Tax does not by itself create a CPA-client or professional advisory relationship.

A professional relationship is established only after Egan Tax has agreed to provide services and any required engagement documentation has been completed.

Until such a relationship has been established, you should not rely on communications from Egan Tax as personalized tax advice.

Professional Services

The scope, responsibilities, fees, deadlines, and other terms applicable to tax preparation, consulting, representation, or other professional services will be governed by a separate engagement agreement or other written agreement between Egan Tax and the client.

If there is any conflict between these website Terms & Conditions and a signed client engagement agreement, the engagement agreement will control with respect to the professional services covered by that agreement.

Accuracy of Website Information

We make reasonable efforts to keep information on this website accurate and current. However, we do not guarantee that all information is complete, current, or applicable to every situation.

Tax laws, regulations, filing requirements, deadlines, and government guidance may change without notice.

Egan Tax is not responsible for actions taken or not taken based solely on general information contained on this website.

International and Expatriate Tax Information

Information regarding expatriate taxation, foreign financial accounts, FBAR, FATCA, PFIC reporting, foreign tax credits, Streamlined Filing procedures, or other international tax matters is provided for general informational purposes only.

International tax obligations depend heavily on an individual's residency, citizenship, financial accounts, investments, income sources, filing history, treaties, and other facts.

Information on this website should not be treated as a determination that a particular filing requirement applies or does not apply to you.

Deadlines and Time-Sensitive Matters

Submitting an inquiry through this website does not guarantee that Egan Tax will be able to accept your engagement or meet a particular tax filing, election, payment, or response deadline.

You remain responsible for monitoring and complying with all applicable deadlines unless Egan Tax has formally agreed in writing to take responsibility for a specific filing or matter.

If your situation involves an approaching deadline, please clearly identify that deadline when contacting us.

Confidential or Sensitive Information

Please do not submit Social Security numbers, tax returns, bank account information, passport information, identification documents, or other highly sensitive information through the website's general contact form.

Current clients should use the secure client portal or another secure method provided by Egan Tax for transmitting confidential documents.

Information submitted through the website is also governed by our Privacy Policy.

Third-Party Services and Links

This website may contain links to third-party websites or use third-party services for functions such as scheduling, document exchange, website hosting, analytics, or communications.

Third-party websites and services are governed by their own terms, policies, and security practices.

Egan Tax does not control and is not responsible for the availability, accuracy, content, privacy practices, or security of third-party websites or services. Government agencies similarly caution that external links do not imply control or guarantees regarding third-party content.

Intellectual Property

Unless otherwise stated, the text, graphics, branding, design elements, downloadable materials, and other original content on this website are owned by or licensed to Egan Tax and are protected by applicable intellectual property laws.

You may view, download, or print website materials for your own personal, noncommercial use.

You may not reproduce, republish, distribute, modify, sell, or commercially exploit website content without prior written permission from Egan Tax.

Acceptable Use

You agree not to use this website in a manner that:

• Violates applicable law

• Attempts to gain unauthorized access to the website or related systems

• Interferes with the website's security or operation

• Introduces malicious software, automated attacks, or harmful code

• Impersonates another person or misrepresents your identity

• Uses website content for unlawful or fraudulent purposes

We reserve the right to restrict access to the website if we reasonably believe it is being misused.

No Guarantees

Past experience, professional credentials, examples, educational materials, or descriptions of Egan Tax's services do not guarantee a particular tax result, refund, tax savings amount, IRS outcome, or other financial result.

Tax outcomes depend on the client's individual facts, documentation, applicable law, government agency determinations, and other circumstances beyond Egan Tax's control.

Limitation of Liability

To the fullest extent permitted by applicable law, Egan Tax will not be liable for indirect, incidental, consequential, special, or punitive damages arising from your use of, inability to use, or reliance on this website or its general informational content.

Nothing in these Terms & Conditions is intended to limit liability where such limitation is prohibited by law or inconsistent with applicable professional obligations.

Privacy

Your use of this website is also subject to our Privacy Policy, which describes how personal information may be collected, used, and protected.

Changes to These Terms

We may update these Terms & Conditions periodically to reflect changes to the website, our services, or applicable requirements.

The updated version will be posted on this page with a revised effective date. Your continued use of the website after changes are posted constitutes acceptance of the updated terms.

Governing Law

These Terms & Conditions are governed by the laws of the State of Minnesota, without regard to conflict-of-law principles.

Any dispute relating to these website terms will be subject to the jurisdiction of the appropriate courts located in Minnesota, unless otherwise required by applicable law or agreed to in writing.

Contact

Questions about these Terms & Conditions may be directed to:

Egan Tax
Blaine, Minnesota
Email: bill@egantax.com
Phone: (612) 662-3610