Disclaimer

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. Written advice and §10.37

The articles, FAQs, deadlines, and downloadable resources on this site are general information and do not constitute written advice on any federal tax matter within the meaning of 31 C.F.R. §10.37. Written advice you can rely on for a specific tax position is issued only under a signed engagement letter, after we have reviewed the facts of your situation and the applicable authorities. We do not use the pre-2014 "covered opinion" boilerplate disclaimer (formerly §10.35), which the IRS retired under T.D. 9668 on June 12, 2014.

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