Disclaimer
This page summarizes the important disclosures that apply to every page on this site, to our email communications, and to the content in our resource articles.
Effective date: April 23, 2026
1. General information only
Nothing on this website is tax, legal, investment, or financial advice. Articles, FAQs, calendars, and other content are provided for general educational purposes and do not reflect the specific facts of your situation. Tax outcomes depend on the complete picture — your filing status, residency, prior-year positions, elections, and supporting documentation — which cannot be evaluated from a webpage alone.
2. No engagement from website use
Viewing this site, sending a contact form, or having an initial phone or email exchange does not create a practitioner-client relationship. A formal engagement begins only when a written engagement letter has been signed by both parties, as required by Circular 230 §10.33 and our internal engagement SOP.
3. Circular 230 disclosure
To comply with Treasury Department Circular 230 (31 C.F.R. Part 10): any U.S. federal tax information contained in or linked from this site, including our Tax Calendar, FAQs, blog posts, email newsletters, and downloadable resources, is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or tax-related matter.
4. Enrolled Agent scope
Abdul H. Matloob is an Enrolled Agent (EA) enrolled to practice before the Internal Revenue Service pursuant to Circular 230. The EA designation authorizes federal tax preparation and representation before all administrative levels of the IRS. It is not a state license to practice law and does not authorize the provision of legal advice, securities or investment advice, or audit-assurance services. We are not a CPA firm, a law firm, or a registered investment adviser.
5. Tax deadlines and calendars
Our Tax Calendar and any deadline references on this site are compiled from IRS Publication 509 and Massachusetts Department of Revenue publications. Dates can change — the IRS occasionally grants disaster relief or postpones deadlines for specific taxpayers or regions, and holidays shift filing dates. Always verify a deadline directly with the IRS (irs.gov) or the Massachusetts DOR (mass.gov/dor) before relying on it.
6. Fees and refund policy
Fee ranges shown on this site are estimates based on a typical engagement. Actual fees for your engagement are stated in a written engagement letter or fee quote before work begins. Preparation fees are earned as work is performed and are generally non-refundable once a return has been completed or transmitted. Retainers for representation work are held in accordance with the terms of the engagement letter.
7. No guarantees of outcome
Tax outcomes depend on applicable law and the facts we can document. We do not guarantee any particular refund amount, any specific IRS or state determination, the success of an appeal or offer-in-compromise, or the issuance of a private letter ruling. Past results do not predict future results.
8. Third-party resources
We link to government sites, professional organizations, and educational resources as a convenience. We do not control or endorse the content or privacy practices of any third-party site and are not responsible for any reliance you place on them.
9. Testimonials
Any testimonials displayed on this site represent the individual experience of the named client. Testimonials are not a guarantee that you will experience the same outcome. We do not pay for testimonials.
10. IRS relationship
Abdul H. Matloob, EA, is authorized to practice before the Internal Revenue Service but is not employed by or affiliated with the IRS, the Department of the Treasury, or any state tax authority. Any communication from us is made on our own behalf or on behalf of our clients.
11. Contact for questions
Matloob Tax & Consulting
758B Falmouth Road
Hyannis, MA 02601
(508) 258-9890
contact@matloobtaxandconsulting.com