Disclaimer

General Information Only

The information provided on this website and through our services is for general informational purposes only. It is not intended as professional advice and should not be relied upon as a substitute for consultation with qualified professionals.

Not a CPA Firm

We are not a CPA firm, law firm, or tax advisory firm.

Keystone Bookkeeper Business Solutions provides bookkeeping, record organization, and business support services. We are not licensed CPAs, enrolled agents, tax attorneys, or financial advisors. We do not hold ourselves out as providing accounting opinions, audits, or attestation services.

No Tax Filing or Tax Advice

We do not calculate tax credits, file tax forms, prepare tax returns, provide engineering studies, or issue tax opinions.

Our role is limited to organizing bookkeeping records and supporting documentation. We do not provide tax planning advice, tax preparation services, or representations to tax authorities. For all tax-related matters, please consult with a qualified CPA, enrolled agent, or tax attorney.

R&D Credit Documentation Disclaimer

We help organize bookkeeping records and supporting documentation for review by the client's CPA, tax preparer, R&D credit firm, or other qualified advisor.

We do not determine R&D tax credit eligibility, calculate credit amounts, prepare R&D credit forms, or provide opinions on whether activities qualify for the research credit. These determinations must be made by qualified R&D tax credit specialists, CPAs, or tax attorneys with expertise in IRC Section 41.

Final eligibility, deductions, credits, depreciation treatment, and filing positions must be reviewed by qualified professionals.

Cost Segregation Documentation Disclaimer

We assist property owners in organizing invoices, improvement records, fixed asset details, and supporting documentation that may be useful when coordinating with a cost segregation provider.

We do not perform cost segregation studies, determine asset classifications, calculate depreciation schedules, or provide opinions on tax treatment of property components. Cost segregation studies must be performed by qualified engineering firms or cost segregation specialists. Tax treatment must be reviewed by a CPA or tax advisor.

Bookkeeping Support Disclaimer

Our bookkeeping services include transaction categorization, bank and credit card reconciliation, financial record organization, and report preparation. We prepare CPA-ready records but do not provide assurance, audit, review, or compilation services as defined by professional accounting standards.

Business owners are responsible for reviewing their financial records and consulting with qualified professionals regarding tax, legal, and financial decisions.

No Guaranteed Outcomes

We make no guarantees regarding specific results, tax savings, credit approvals, audit outcomes, business performance, or any other specific outcome. Results depend on many factors beyond our control, including accuracy of information provided, business circumstances, tax law changes, and professional interpretations.

Third-Party Advisor Coordination

When we provide documentation support services (such as R&D credit documentation support or cost segregation documentation support), we work alongside your existing professional advisors. We do not replace your CPA, tax preparer, or other professional advisors. All final decisions regarding tax positions, filings, and compliance must be made by qualified professionals.

Contact Us

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