Professional Disclaimer for Phantom Financial Services
Last Updated: January 1, 2026
The information provided on this website, and through the services of Phantom Financial Services, is for general bookkeeping and organizational purposes only. By using this website or our services, you agree to the following:
1. Not Tax or Legal Advice
Phantom Financial Services is not a CPA firm, tax preparation service, or law firm. The content on this blog and the services provided do not constitute tax, legal, or investment advice. While we strive to maintain accurate financial records and provide insights into your business’s health, you should consult with a qualified Certified Public Accountant (CPA), Enrolled Agent (EA), or tax attorney for specific tax planning, tax filing, or legal compliance matters.
2. No Tax Preparation Services
We do not prepare, sign, or file federal, state, or local tax returns. Our role is to organize your financial data and provide clean, “tax-ready” books that you can provide to your licensed tax professional. Phantom Financial Services is not responsible for any tax liabilities, penalties, or interest resulting from your tax filings.
3. Accuracy of Information
Our bookkeeping services are performed based on the information, documentation, and data provided by you (the Client). We do not perform audits or independent verifications of the information provided. The accuracy and completeness of the financial records depend entirely on the records submitted to us.
4. No Guarantee of Results
While our goal is to help entrepreneurs gain clarity and organization, Phantom Financial Services makes no guarantees regarding the financial success, profitability, or specific outcomes of your business based on our bookkeeping services or the information shared on this blog.
5. Third-Party Links
Our blog may contain links to third-party websites (such as accounting software or government resources). We are not responsible for the content, privacy policies, or practices of any third-party sites.
6. Limitation of Liability
In no event shall Phantom Financial Services or its owner be liable for any errors, omissions, or any losses or damages (including, without limitation, indirect or consequential loss) arising out of the use of our bookkeeping services or the information on this website.