Terms &
Conditions
Effective Date: October 24, 2023
1. Acceptance of Terms
By accessing the website and services provided by Karen Metcalf, you're agreeing to be bound by these terms of service. Our platform provides information and assistance for 8949 form compliance and non-financial asset reporting. If you don't agree with any of these terms, you're prohibited from using or accessing this site.
2. Use License
Permission is granted to temporarily download one copy of the materials (information or software) on Karen Metcalf's website for personal, non-commercial transitory viewing only. This is the grant of a license, not a transfer of title.
- You cannot modify or copy the compliance guides or proprietary 8949 templates.
- Commercial use of our reporting guidance without explicit consent is strictly forbidden.
- Don't attempt to decompile or reverse engineer any regulatory tool found on the site.
3. Disclaimer: No Financial Advice
Are you looking for a personal financial advisor? Please note that Karen Metcalf provides regulatory compliance information and technical filing assistance. We aren't your tax attorney or CPA.
The materials on our website are provided on an 'as is' basis. Karen Metcalf makes no warranties, expressed or implied, and hereby disclaims all other warranties including, without limitation, implied warranties or conditions of merchantability or fitness for a particular purpose.
4. Limitation of Liability
In no event shall Karen Metcalf or its suppliers be liable for any damages (including, without limitation, damages for loss of data or profit, or due to business interruption) arising out of the use or inability to use the compliance materials, even if we've been notified orally or in writing of the possibility of such damage.
Whom we Assist
"Simple and direct. The 8949 guidance saved me hours of head-scratching during the filing window."
Raybrasi M.
The reporting requirements for non-financial assets are getting messier every year. Karen Metcalf provides the kind of clarity that internal legal departments often miss. Their compliance blog is a mandatory read for our regulatory team.
Latayvia Graziosa
Compliance Officer, Graziosa & Co
Why did we choose Karen Metcalf?
Because complexity doesn't have to be confusing. They break down the 8949 process into actionable steps that actually make sense for the average filer.
Deanglo Soloian
Reporting Standards
Our commitment to accuracy means we're constantly updating our terms to reflect the latest IRS publications and international tax treaties.
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Governed by the laws of California, USA.
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