Terms of Use

By accessing or using this website, downloading materials, submitting a form, or communicating through the website, you agree to these Terms of Use and the Unity Tax Planning Privacy Policy.

Do not use this website if you do not agree to these terms. These terms apply only to use of the website and related online resources. A separate written engagement agreement will govern any paid or professional services.

Unity Tax Planning is intended to operate as a separate business entity owned by Wade Marcy. It provides tax-planning education, analysis, strategy, and coordination services under separate written engagements.

Wade Marcy is also associated with Unity Financial Planning Group, a registered investment adviser. Unity Tax Planning and Unity Financial Planning Group are separate businesses that provide different services under separate agreements.

Clients are not required to engage Unity Financial Planning Group to receive services from Unity Tax Planning. Clients of Unity Financial Planning Group are not required to engage Unity Tax Planning.

Website content is provided for general educational, informational, and planning purposes. It is not intended to provide individualized tax, legal, accounting, investment, insurance, or financial advice.

Information may not reflect your specific circumstances or the most recent changes in tax laws, regulations, administrative guidance, court decisions, or professional interpretations.

You should consult appropriately qualified professionals before relying on website content or implementing a tax, legal, estate-planning, accounting, investment, or insurance strategy.

Accessing this website, reviewing content, downloading a sample report, submitting an intake form, receiving an automated response, or communicating by email does not create a tax, legal, accounting, investment advisory, fiduciary, or client relationship.

A professional relationship is established only after the appropriate parties agree to and execute a separate written engagement agreement.

Unity Tax Planning may decline an inquiry or proposed engagement at its discretion, subject to applicable law.

Unity Tax Planning does not provide portfolio management, securities recommendations, trade execution, investment implementation, or other investment advisory services.

Investment advisory services, when applicable, are offered separately through Unity Financial Planning Group under a separate advisory agreement.

Nothing on this website constitutes an offer to buy or sell a security or a recommendation regarding a particular security, investment product, account, strategy, or transaction.

Sample plans, scenarios, case studies, calculations, estimates, illustrations, and examples are hypothetical and provided solely for educational purposes unless expressly stated otherwise.

They do not represent a promise, projection, or guarantee of tax savings, investment performance, financial results, or any other outcome.

Actual results will vary based on individual facts, assumptions, income, filing status, deductions, tax rules, timing, implementation, professional advice, and future events.

The website and its original content, branding, designs, graphics, text, reports, sample plans, planning frameworks, downloads, calculations, organization, and presentation are owned by or licensed to Unity Tax Planning and are protected by applicable intellectual-property laws.

You may view and download materials for your own personal, noncommercial evaluation. You may not reproduce, publish, distribute, sell, license, modify, create derivative works from, or commercially exploit materials without prior written permission.

Permission to download a sample plan does not transfer ownership or grant permission to remove branding, reuse the report as your own work, or provide it to others as individualized advice.

The website may link to or rely on third-party hosting, database, authentication, scheduling, analytics, payment, communication, document, artificial-intelligence, or other technology providers.

Unity Tax Planning does not control and is not responsible for the availability, content, privacy, security, accuracy, products, services, or practices of independent third parties.

Your use of a third-party website or service may be governed by separate terms and privacy policies.

Website pricing is general information and may represent starting prices, estimated ranges, or examples. Final fees may depend on complexity, scope, timing, required analysis, coordination, and the terms of the applicable engagement.

Fees, payment schedules, deliverables, responsibilities, cancellation terms, refund terms, and engagement limitations will be governed by the applicable written agreement.

Website pricing may be changed or withdrawn at any time before an engagement is accepted.

Artificial intelligence and other technology-assisted tools may be used to organize information, summarize materials, identify possible planning topics, produce preliminary calculations, or support internal analysis.

Technology-assisted output may be incomplete, inaccurate, outdated, or inappropriate for a particular situation. It must not be treated as final professional advice without appropriate review.

You should not submit highly sensitive information through general website forms, ordinary email, or an unapproved technology system.

To the fullest extent permitted by applicable law, the website and its content are provided on an “as is” and “as available” basis without warranties of any kind, whether express, implied, statutory, or otherwise.

Unity Tax Planning does not warrant that the website will be uninterrupted, error-free, secure, complete, accurate, current, compatible with every device, or free from harmful components.

Unity Tax Planning does not guarantee that any strategy, example, calculation, report, or planning topic will produce a particular tax, legal, investment, financial, or business outcome.

To the fullest extent permitted by applicable law, Unity Tax Planning and its owners, personnel, contractors, affiliates, and service providers will not be liable for indirect, incidental, special, consequential, exemplary, or punitive damages arising from or related to website use.

This includes damages relating to loss of data, loss of revenue, lost opportunities, business interruption, unauthorized access, reliance on website information, or inability to access the website.

Nothing in these terms excludes or limits liability that cannot lawfully be excluded or limited. A separate written engagement agreement may contain different provisions governing professional services.

The collection and use of information submitted through the website are described in the Unity Tax Planning Privacy Policy.

Do not submit Social Security numbers, passwords, full account numbers, complete tax returns, medical records, copies of identification documents, or other highly sensitive information through general forms or ordinary email.

These Terms of Use may be updated to reflect changes in the website, business, services, technology, or applicable obligations.

The updated terms will be posted on this page with a revised effective date. Continued website use after an update constitutes acceptance of the revised terms to the extent permitted by applicable law.

These Terms of Use are governed by the laws of the State of Georgia, without regard to conflict-of-law principles, except where another law is required to apply.

Subject to any different requirement imposed by applicable law or a separate written agreement, disputes relating solely to website use will be brought in a court of competent jurisdiction located in Georgia.

These terms and the Privacy Policy constitute the agreement governing general website use. They do not replace a separate engagement agreement governing paid or professional services.

If any provision is determined to be unlawful, unenforceable, or invalid, the remaining provisions will continue in effect to the fullest extent permitted by law.

Failure to enforce a provision does not waive the right to enforce it later. Headings are provided for convenience and do not limit the meaning of these terms.