Beacon Tax Credit Advisors
IRS-Licensed Tax Professionals

Legal & Compliance Disclosures

Last Updated: July 6th 2026

Beacon Tax Credits provides business tax-credit education, eligibility review, documentation support, and referral or coordination services related to available federal and state business tax incentives. By using this website, submitting an eligibility form, scheduling a consultation, or communicating with us, you acknowledge and agree to the disclosures below.

No Tax, Legal, Accounting, or Financial Advice

The information on this website is provided for general informational purposes only. It is not intended to be, and should not be relied upon as, legal, tax, accounting, investment, or financial advice.

Submitting information through this website does not create an attorney-client relationship, CPA-client relationship, enrolled-agent representation relationship, fiduciary relationship, or professional engagement unless and until a written engagement agreement is signed by all required parties.

You should consult with your own attorney, CPA, enrolled agent, tax advisor, or financial professional regarding your specific facts, filings, documentation, and eligibility.

Eligibility Is Not Guaranteed

Business tax-credit eligibility depends on each company's specific facts, industry, activities, payroll, revenue, tax filings, documentation, and applicable federal or state law.

No statement on this website should be interpreted as a guarantee that your company qualifies for any tax credit, refund, payroll offset, amended return benefit, advance funding, or other tax-related benefit.

Any preliminary estimate, calculator result, quiz result, or verbal indication of potential eligibility is non-binding and subject to documentation review, professional analysis, underwriting, and applicable law.

Results May Vary

Any examples, case studies, estimated credit amounts, timelines, or references to prior results are provided for illustrative purposes only. They do not guarantee or predict any specific outcome for your company.

Credit amounts, refund timing, IRS processing, state processing, audit risk, documentation requirements, and funding options vary based on individual circumstances.

IRS Review and Audit Risk

Tax-credit claims may be reviewed, questioned, adjusted, delayed, denied, or audited by the Internal Revenue Service or state tax authorities.

Clients remain responsible for the accuracy, completeness, and truthfulness of all information provided for tax-credit analysis, documentation, and filing. Clients are also responsible for maintaining adequate records to support any tax-credit claim.

Unless specifically stated in a signed engagement agreement, audit support, notice response, IRS representation, state tax representation, amended return preparation, and appeal support are not automatically included.

Advance Funding Disclosure

Advance funding, accelerated payment, or credit monetization options, if available, are subject to approval, underwriting, documentation, fees, risk review, and separate funding terms.

Not every business or credit claim will qualify for advance funding. Funding timelines are not guaranteed. Any funding offer should be reviewed carefully before acceptance.

Beacon Tax Credits does not guarantee approval, funding amount, funding date, IRS acceptance, or repayment terms. Final funding terms, costs, and obligations will be disclosed in writing before any funding transaction is completed.

Third-Party Professionals and Service Providers

Beacon Tax Credits may work with or refer clients to independent tax professionals, enrolled agents, CPAs, attorneys, funding providers, software vendors, document portals, or other service providers.

Unless expressly stated in writing, third-party providers are independent and are responsible for their own services, advice, representations, fees, and compliance obligations.

User Responsibility

By submitting information to Beacon Tax Credits, you represent that the information you provide is accurate to the best of your knowledge and that you are authorized to provide information on behalf of the business identified.

You agree not to submit false, misleading, incomplete, confidential third-party, or unauthorized information.

Confidentiality and Data Handling

We respect the confidentiality of business and tax-related information submitted through this website. Information submitted through our forms may be used to evaluate eligibility, contact you, prepare an estimate, request documentation, coordinate service providers, or discuss available options.

Please do not submit highly sensitive tax records, payroll records, Social Security numbers, banking information, or full tax returns through unsecured forms or email unless we have provided a secure upload method.

Use of this website is also subject to our Privacy Policy and Terms of Use.

No Guarantee of IRS or Government Affiliation

Beacon Tax Credits is not the Internal Revenue Service, a state tax authority, or a government agency. We are not affiliated with, endorsed by, or sponsored by the IRS or any government agency.

References to the IRS, federal tax credits, state tax credits, forms, statutes, or government programs are for informational purposes only.

Marketing Communications

By submitting your contact information, you may request that Beacon Tax Credits contact you regarding your inquiry. Separate consent may be requested for marketing calls, SMS/text messages, prerecorded messages, or automated dialing technology.

You are not required to consent to marketing calls or text messages as a condition of obtaining services or submitting an eligibility inquiry.

No Warranty

This website and its contents are provided “as is” and “as available.” We do not warrant that the website will be uninterrupted, error-free, complete, current, or free from technical issues.

Limitation of Liability

To the maximum extent permitted by law, Beacon Tax Credits and its owners, employees, contractors, affiliates, and service providers shall not be liable for damages arising from your use of this website, reliance on website information, submission of information, technical errors, third-party services, or tax-credit outcomes.

Contact

For legal, compliance, privacy, or accessibility questions, contact:

Info@beacontaxcredits.com

Beacon Tax Credits

13902 N Dale Mabry Hwy Ste 225, Tampa, Florida 33618

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