Terms of use

Effective October 2026.

These terms apply to your use of this website, operated by Golden Tree Wealth Partners, LLC, doing business as Golden Tree Tax & Accounting and Golden Tree Capital Architecture. By using the site, you agree to them.

No advice, no client relationship

The content on this site is general information, not tax, accounting, legal, or financial advice for your situation. Using the site, submitting the contact form, or booking a call does not make you a client. A client relationship begins only when we both sign an engagement agreement.

Prices and the estimator

Published prices are starting prices. The price estimator gives an estimate based on what you enter, not a quote or an offer. Your actual fee is confirmed in writing after we review your situation and is set out in your engagement agreement. Prices cover our work only. They do not include software subscriptions, taxes charged on those subscriptions, or any taxes you owe.

Monthly payment plan

The monthly plan is available to clients on monthly bookkeeping or an ongoing advisory engagement and requires ACH authorization for automatic monthly payments. Payments are non-refundable after 30 days. Unused amounts remain as a credit toward future services. If work has been completed when an engagement ends, the balance for that work is due.

Tax preparation engagements

When we prepare or review your returns, we depend on you to provide the information we need. We may ask you to clarify items, but we do not audit or otherwise verify the data you submit. Our work does not include procedures to find misappropriated funds or other irregularities and should not be relied on to disclose errors, fraud, or other illegal acts, though we will tell you about any material errors, fraud, or illegal acts we discover.

The law imposes penalties when taxpayers underestimate their tax liability. Please call us if you have concerns about penalties. Where tax law is unclear or open to more than one interpretation, we will outline the reasonable courses of action and the risks and consequences of each, and we will adopt the alternative you select.

Review or revision of prior-year returns is available at an additional charge. Invoices are due on receipt, and to the extent permitted by state law, interest may be added to balances not paid within thirty (30) days. We will return your original records at the end of the engagement; please store them securely, since they may be needed later to support a return. We retain copies of your records and our workpapers for seven years, after which they are destroyed. If you have not chosen to e-file with our office, you are responsible for filing your returns with the taxing authorities. Please review all tax documents carefully before signing them. The full terms of each engagement are set out in your engagement agreement.

Third-party services and links

The site links to and uses services run by others, such as our scheduling provider and Golden Tree Capital Architecture's website. We aren't responsible for their content or practices.

Site content

The text, logos, images, and design of this site belong to Golden Tree Wealth Partners, LLC or are used with permission. Please don't copy them without our written consent. We work to keep the site accurate and current but don't guarantee it is free of errors, and we may change it at any time.

Limitation of liability

To the extent permitted by law, Golden Tree is not liable for any loss arising from your use of this website or reliance on its general content.

Governing law

These terms are governed by the laws of the State of Illinois.

Contact

Golden Tree Wealth Partners, LLC, 625 W Adams Street, Floor 19, Chicago, IL 60661. info@goldentreewealth.com, (847) 409-0326.