Disclosure Page
Important regulatory disclosures, privacy notices, and legal documents related to our financial, investment advisory, and tax services.
Engagement Agreement
Please review and sign our engagement agreement to begin working with us.
Important Disclosures
These documents contain important information about our services, fees, conflicts of interest, and regulatory obligations. Please review them carefully.
Tax services: Tax preparation, tax planning, and related services are offered through Reason Tax Group, LLC, a separate legal entity. Federal law (Internal Revenue Code Section 7216) prohibits tax preparers from using or disclosing tax return information for any purpose other than preparing a return without the client’s written consent. Read the Reason Tax Group Privacy Notice, and see the Engagement Agreement for the terms of tax engagements.
Questions About These Disclosures?
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Research and Insights
3rd Quarter 2026 – Economic and Market Update
Q2 2026 in review: the S&P 500's best quarter since 2020, oil's round trip from $114 back to $70, a 4.2% CPI print that…
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America at 250: A Birthday Worth Sitting With for a Moment
The United States just turned 250 — and the story reads surprisingly well as a series of 50-year check-ins. Founding-era population the size of…
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