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Disclaimer

Last Updated: July 21, 2025

No Professional Advice or Accountant-Client Relationship

The information provided by DocWealth (“we,” “us,” or “our”) on https://www.docwealth.io/ (the “Site”) is for general informational purposes only. All content on the Site is provided in good faith; however, it is not intended to serve as a substitute for professional accounting, tax, or bookkeeping advice from a qualified professional who is aware of your specific circumstances.


Your use of this Website—including implementing any suggestions, using any resources, or otherwise interacting with the content—does not create an accountant-client relationship between you and DocWealth. An accountant-client relationship is only formed after you have signed a formal engagement letter with us.


You should not act or refrain from acting based on information found on this Site without first seeking the services of a competent professional.

Scope of Services

DocWealth provides tax advisory and bookkeeping services. We are not financial planners, investment advisors, or wealth managers. We do not offer or provide financial advice, investment advice, or recommendations on purchasing or selling securities, insurance, or other financial products. Any information on this Site should not be construed as such.

Accuracy of Information

While we make reasonable efforts to furnish accurate and up-to-date information, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, or completeness of any information on the Site. We assume no liability or responsibility for any errors or omissions in the content of this Website.

External Links Disclaimer

The Site may contain links to other websites or content belonging to or originating from third parties. Such external links are provided for convenience only and are not investigated, monitored, or checked for accuracy by us. We do not warrant, endorse, guarantee, or assume responsibility for any information offered by third-party websites linked through the Site.

Limitation of Liability

Your use of this website is at your own risk. Under no circumstances shall DocWealth or its owners, employees, or affiliates be liable for any direct, indirect, incidental, or consequential damages that result from the use of, or the inability to use, this Site, including its materials, products, or services.

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