This Disclaimer explains the limits of what our information, services, and communications cover so you clearly understand what Pearson Financial Services does and does not provide.
All content provided by Pearson Financial Services, whether on our website, in our funnels, through emails or SMS, on social media, or inside client portals, is intended for general informational and educational purposes. This content is not tailored to your unique financial or tax situation unless we have a formal signed engagement agreement with you and are providing services directly.
Pearson Financial Services is not a law firm, investment advisory firm, or insurance agency. Nothing we share should be interpreted as:
You should consult with a licensed attorney, financial advisor, or insurance professional for advice specific to your legal, investment, or insurance needs.
Viewing or interacting with our website, funnels, emails, social media content, or educational materials does not create a professional client relationship with Pearson Financial Services. A client relationship is only formed when you have signed an engagement letter or agreement and we have accepted you as a client.
Tax results and financial outcomes depend on many factors such as your personal situation, the information you provide, current laws and regulations, and actions taken by the IRS or state agencies. We do not and cannot guarantee:
Any examples, scenarios, or illustrations we provide are for demonstration only. Actual results will vary.
If you engage us for tax preparation or financial services, you are responsible for providing complete and accurate information and documentation. We rely on the information you supply. We are not responsible for consequences that result from omitted, incorrect, or incomplete information you provide.
From time to time we may provide tools such as checklists, worksheets, calculators, or estimators. These tools use general inputs and assumptions and may not reflect current laws or your full situation. They are not a guarantee of any outcome and should not be the sole basis for making financial or tax decisions.
We may use or link to third party platforms including client portals, payment processors, scheduling tools, document storage providers, or educational resources. These third parties operate independently of Pearson Financial Services. We do not control and are not responsible for:
You are encouraged to review the terms and privacy policies of any third party services you use.
Testimonials, reviews, and case examples represent the experiences of specific clients or users. These experiences are personal to those individuals and do not guarantee that you will have the same or similar results. Your outcomes will depend on your individual situation and many external factors.
From time to time we may promote special offers, incentives, educational programs, or bundled services. All such promotions are subject to specific terms and conditions. Availability may be limited by time, eligibility, capacity, or other criteria that we set in our sole discretion.
Our general educational content is not a substitute for personalized advice from a professional who has reviewed your full situation. Before making significant decisions related to taxes, business structure, credit, or finances, you should consult a qualified professional advisor who can evaluate your specific needs and goals.
To the maximum extent allowed by law, Pearson Financial Services and its owners, employees, and agents are not liable for any losses, damages, or consequences that arise from your use of or reliance on:
We may update this Disclaimer occasionally to reflect changes in our services, platforms, or legal requirements. When we update it, we will revise the Last Updated date at the top of this page. Your continued use of our website or services after changes take effect means you accept the updated Disclaimer.
If you have questions about this Disclaimer or how it applies to you, you may contact us at:
Pearson Financial Services
Email: [email protected]