Website Terms and Conditions
Effective Date: January 2025
1. Introduction
Welcome to SterlingWyatt, P.A. ("we," "us," "our"). By accessing and using our website (the "Site"), you agree to comply with these Terms and Conditions. If you do not agree, please do not use our Site.
2. Informational Disclaimer
The content on this Site is for general informational purposes only and should not be considered tax, legal, or financial advice. No client-CPA relationship is formed by using this Site or communicating with us through it. Always consult a qualified professional before making financial or tax-related decisions.
3. CPA Licensing & Compliance
SterlingWyatt, P.A. is a licensed CPA firm in the state of Florida. License #XXXXXXX. We comply with all applicable state and federal regulations governing tax advisory and CPA services.
4. IRS Circular 230 Disclaimer
In compliance with IRS Circular 230, any tax advice contained on this website is not intended to be used, and cannot be used, for the purpose of avoiding penalties under U.S. federal tax law or for promoting, marketing, or recommending any transaction or matter.
5. Privacy & Confidentiality
We adhere to Gramm-Leach-Bliley Act (GLBA) and IRS confidentiality regulations, ensuring the protection of client information. For details on how we handle personal data, please refer to our [Privacy Policy].
6. FINRA & SEC Compliance (If Applicable)
SterlingWyatt, P.A. is not a registered investment advisor and does not provide investment, legal, or brokerage services. Any financial guidance provided is for informational purposes only and should not be construed as financial advice. Clients should consult a licensed financial advisor or investment professional before making any investment decisions.
7. IRS & Tax Compliance Disclosures
SterlingWyatt, P.A. complies with IRS regulations and tax laws but does not represent clients before the IRS in legal disputes unless specifically engaged in IRS resolution services. Past performance is not indicative of future results, and tax laws are subject to change.
8. No Fiduciary Responsibility Disclaimer
SterlingWyatt, P.A. does not act in a fiduciary capacity and does not make financial, investment, or retirement decisions on behalf of clients. We provide tax planning insights based on available information, and it is the responsibility of the client to make informed decisions in consultation with their financial advisor.
9. Limitation on Future Tax Outcomes
All tax planning strategies are based on current federal and state laws. While we employ industry best practices to minimize tax liabilities, we cannot guarantee specific tax outcomes or future tax law changes that may affect tax planning strategies.
10. Advertising & Testimonial Compliance
Client testimonials reflect individual experiences and are not a guarantee of future performance. Results vary based on individual circumstances. Testimonials are voluntarily provided and have not been incentivized.
11. Website Accessibility
SterlingWyatt, P.A. is committed to ensuring accessibility for all users, including those with disabilities. If you experience difficulty accessing any part of our Site, please contact us at [your email] or call (352) 676-7439.
12. Intellectual Property
All content on this Site, including text, graphics, logos, and images, is the property of SterlingWyatt, P.A. and is protected under copyright and intellectual property laws. Unauthorized reproduction, modification, or distribution is strictly prohibited.
13. Third-Party Links
Our Site may contain links to third-party websites for informational purposes. We do not endorse, control, or take responsibility for the content or practices of external sites. Use them at your own discretion.
14. Limitation of Liability
SterlingWyatt, P.A. is not liable for any damages arising from the use or inability to use this Site, including but not limited to inaccuracies in information, technical issues, or unauthorized access to user data.
15. Terms of Use Modifications
We reserve the right to update or modify these Terms and Conditions at any time. Changes will be effective upon posting with the revised effective date.
16. Governing Law
These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law principles.
17. Contact Information
If you have any questions about these Terms and Conditions, please contact us at:
SterlingWyatt, P.A.
Mailing Address: 14407 SW 2nd Place Suite F-1, Jonesville, Florida 32669
Phone: (352) 676-7439
The Benefits of Working
with SterlingWyatt, P.A.
Year-Round Tax Strategy, Not Just Tax Prep
Most CPAs only show up at tax time—we work with you year-round to adjust strategies, forecast liabilities, and ensure you're always ahead.
Customized Tax Solutions for Maximum Savings
Your financial situation is unique, and so is our approach. We craft personalized tax-saving strategies designed specifically for business owners and high-net-worth individuals.
Keep More of
Your Money
With 25+ years of experience and $100M+ in legally optimized tax savings, we use every legal advantage to minimize your tax burden so you can reinvest in your future.
SterlingWyatt's 3 Simple Steps to Keep More of Your Money
Step 1: Schedule a Consultation
Meet with us to discuss your financial situation and uncover hidden tax-saving opportunities.
Step 2: We Prepare Your Customized Tax Solution
We create a tailored tax strategy designed to legally minimize your tax burden and maximize savings.
Step 3: Start Saving Immediately
Implement your personalized plan and begin keeping more of your money—right away.
What Our Clients Say
"SterlingWyatt's tax planning expertise has been invaluable for my family. They understood our finances and created a strategy that's already saved us money. Highly recommend!”
Sarah M.
"SterlingWyatt's proactive approach to tax strategy is excellent. They helped me, as a small business owner, plan for the future and structure my finances efficiently. A great investment!"
David C.
"SterlingWyatt has been a game-changer. They took the time to understand our unique needs and found deductions and credits we didn’t even know we qualified for. We've saved thousands on taxes!"
Maria R.
What You Get Working with SterlingWyatt, P.A.
Personalized Tax Strategies – Custom-tailored tax plans designed to fit your unique financial situation
Year-Round Tax Planning – We don’t just show up at tax time—we work with you all year to optimize your savings.
Proactive IRS Compliance – Ensure you're always in full compliance while legally minimizing your tax burden.
Advanced Tax Forecasting – No surprises—know what you owe ahead of time with strategic tax projections.
Business & High-Net-Worth Tax Solutions – Specialized strategies for business owners and high-net-worth individuals.
Legal Tax Reduction Strategies – Leveraging the Internal Revenue Code to help you keep more of what you earn.
Your Personal Tax Consultant – No middlemen—you get one-on-one access to a tax expert who puts your needs first.
Comprehensive Investment & Insurance Planning –
Tax-advantaged strategies to grow and protect your wealth.
Audit Protection & Support – Guidance and representation in case of IRS audits or inquiries.
Proven Track Record – With over $100 million in legally optimized tax savings, we deliver real results.
14407 SW 2nd PlaceSuite F1
Newberry, FL 32669
shey@sterlingwyatt.com
352-676-7439
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