Affiliate Disclosures
Clarifies licensed-professional coordination, referral compensation, no guarantees, and insurance, investment advisory, financial planning, legal, and other regulated-service boundaries.
Open disclosureLegal Hub
Legal, disclosure, and trust framework
Disclosures, scope language, data-handling notices, and professional boundaries clarify how MMVFO coordinates complex advisory work.
Day-one disclosure stack
Clarify scope before sensitive work begins.
These pages set expectations for scope, licensing boundaries, data handling, accessibility, and AI-assisted workflow support.
AI Workflow Disclaimer
Frames MMVFO Diagnostics as AI-assisted workflow support behind human expert review, not AI tax advice.
Open disclaimerDocument Submission Notice
Explains that public forms are for qualification only and confidential tax documents require a secure portal.
Open noticeCircular 230 Notice
Clarifies that public content, diagnostics, and informal communications are educational and not written tax advice for penalty reliance.
Open noticePrivacy Policy
Outlines expected data-handling practices and the public-form boundary.
Open privacyTerms / Disclaimer
Sets expectations for no-advice, no-guarantee, and engagement-scope terms.
Open termsCookie Notice
Explains cookies, analytics, embedded services, and visitor controls.
Open noticeAccessibility Statement
Signals accessibility commitment and creates a place for feedback and remediation language.
Open accessibilityReviewed by Joshua V. Azran, CPA/ABV/CFF, CMA, CGMA, CFE and Lorenzo Abbatiello, CPA | Last updated