Legal

Professional Disclaimer

Last updated: September 2026

General website information is not a substitute for advice based on your facts and a defined professional engagement.

01

Firm licensing status

This firm is not a CPA firm and its services are not regulated by the Texas State Board of Public Accountancy. Wilmot Mitchell holds an individual Texas CPA license. WMA does not hold a Texas CPA firm license and does not offer audits, reviews, compilations, or other attest services.

02

No professional advice

Content is educational and general. Accounting and tax rules depend on current law, individual facts, records, elections, and timing.

03

No assurance

WMA does not offer audits, reviews, compilations, or other attest services. Routine accounting services and management reports do not provide assurance.

04

No guaranteed outcome

WMA does not promise a specific refund, tax savings, financial result, or business outcome.

05

Inquiries and preliminary consultations

Submitting an inquiry, requesting or attending a preliminary consultation, exchanging documents, receiving a preliminary assessment, or discussing possible services does not by itself create a client relationship, obligate WMA to accept an engagement, or authorize WMA to begin work. Preliminary discussions are intended to understand your needs, evaluate service fit, and discuss possible scope and next steps. General comments or tentative observations during those discussions are not a completed analysis or advice for you to rely on when making decisions or meeting filing deadlines. A separately agreed professional consultation is governed by its written scope and terms.

06

Engagement required

Professional services begin only under a mutually accepted written engagement agreement and any required onboarding conditions. The agreement defines the services, responsibilities, fees, and applicable deadlines. An inquiry, portal upload, appointment, or preliminary discussion does not authorize a tax filing, extend a deadline, or add services to an existing engagement. Unless expressly agreed in writing, you remain responsible for arranging timely filings, payments, and other required actions. Do not submit sensitive records through the public consultation form or ordinary email; use WMA’s authorized secure portal when instructed.