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Terms of Use

Effective date: September 17, 2026

Agreement

By using markpattyaccounting.com, you agree to these terms.

General information only

The content on this website, including our guides, is general information. It is not tax, legal, accounting, insurance or financial advice for your situation, and reading it does not create a client relationship with Mark Patty & Associates, LLC. A client relationship begins only when we agree in writing to provide services.

Accuracy

We work to keep information current, but tax rules change. Dates, amounts and rules on this site may not reflect the latest changes. Check with us or the official source before acting.

No guarantees

We do not guarantee any particular tax result, refund amount or outcome with the IRS or any state agency.

Insurance products

Information about insurance and annuities is general. Any product is subject to its own terms, eligibility and underwriting.

Forms

Please don't submit tax documents or Social Security numbers through website forms. See our Privacy Policy.

Intellectual property

The content, logo and design of this website belong to Mark Patty & Associates, LLC. Please don't copy them without permission.

Limitation of liability

To the extent allowed by law, Mark Patty & Associates, LLC is not liable for any loss arising from use of this website or reliance on its content.

Governing law

These terms are governed by the laws of the State of North Carolina.

Contact

(704) 471-1414 · 724 South Morgan Street, Shelby, NC 28150