Terms and conditions of use

Where the West Means Business™ and other trademarks, service marks, graphics, and logos used in connection with the Website are trade names, trademarks, or registered trademarks of Estacado Advisors LLC. Any unauthorized use is strictly prohibited.

Estacado Advisors LLC provides outsourced CFO, controllership, strategic advisory, and non-attest accounting services to our clients. Although Estacado Advisors LLC employs CPAs, we are not an accounting firm.

The information on this Website is provided for general informational purposes only and does not constitute legal, tax, accounting, or investment advice. No person should act or refrain from acting based on any information on this website without seeking advice tailored to their specific facts and circumstances.

We provide business advisory services. In some engagements, we may discuss tax strategy as one component of broader financial or business planning. Unless expressly stated in a signed engagement letter, we are not engaged to provide tax return preparation, formal written tax opinions, legal advice, or representation before the Internal Revenue Service or any state or local taxing authority.

Any examples, illustrations, commentary, or discussions of tax matters on this website are general in nature and may not apply to your specific situation. Tax results depend on a taxpayer’s complete factual circumstances, applicable law, and changes in guidance or interpretation.

Your use of this website, including sending us an email or using any contact form, does not create a client relationship. A client relationship is formed only through a signed engagement letter accepted by both parties.

You should not rely on information on this Website as a basis for taking a tax position, avoiding penalties, or making a filing or transaction decision without obtaining advice specific to your circumstances.

The information on this Website does not give any personalized legal, tax, or business advice related to the Corporate Transparency Act (“CTA”), including beneficial ownership information (“BOI”) reporting. Unless we have agreed in writing to assist you with compliance with the CTA, you have sole responsibility for your compliance with the CTA, including its BOI reporting requirements and the collection of relevant ownership information. In all cases, we shall have no liability resulting from your failure to comply with the CTA. Information regarding the BOI reporting requirements can be found at fincen.gov/boi. Consider consulting with legal counsel if you have questions regarding the applicability of the CTA’s reporting requirements and issues surrounding the collection of relevant ownership information.

We do not share personal information with third-parties nor do we store information collected about your visit to this Website for use other than to analyze content performance through the use of cookies, which you can turn off at anytime by modifying your Internet browser’s settings. If you do choose to set your web browser to refuse cookies, some parts of the Website may not function properly. We are not responsible for the republishing of the content found on this Website on other sites or media without our permission. This Website’s privacy policy is subject to change without notice. By using this site, you consent to the Privacy Policy.

Regarding client privacy and confidentiality, as a licensed CPA, we are bound by the professional standards of the American Institute of Certified Public Accountants (“AICPA”), including the AICPA’s policies on privacy and confidentiality, included with the other requirements of the AICPA’s Code of Professional Conduct and the rules of the states in which we operate. Such policies require that we not disclose confidential client information without the client’s specific consent.

We restrict access to non-public personal information about you to those employees and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by our firm policies, applicable law, the AICPA’s Code of Professional Conduct, and non-disclosure agreements (where applicable). We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your non-public personal information.

We participate in affiliate marketing programs, which means we get a tiny commission when you buy something or subscribe through links on the Website. Since we only recommend products we genuinely believe will help your business grow, you can rest assured that your purchase supports our mission to support business owners of the American West.

We are a member of the QuickBooks® Business Affiliate Program. QuickBooks is a registered trademark and/or registered service mark of Intuit Inc.

The podcast, blog articles, and related materials are intended solely to provide general information about the subject matter discussed in the podcast episodes or blog posts. The statutes, authorities, and other laws cited are subject to change. The podcast, blog, or related materials are not intended to provide tax, accounting, legal, or other professional advice to any specific person or entity. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional advisor based on an application of the appropriate law and authorities to the facts and circumstances applicable to that person or entity.

Past performance may not be indicative of future results. Different types of strategies involve varying degrees of effectiveness, and there can be no assurance that the future performance of any specific strategy or service made reference to directly or indirectly in this Website, any podcast episode, any blog article and/or marketing materials will be as effective as the corresponding indicated historical performance level(s), or be suitable for your situation. Due to various factors, including changing economic conditions, the content may no longer reflect current opinions or positions.

We do not undertake any obligation to update website content in response to subsequent legal, regulatory, or tax developments. Laws and interpretations may change, and prior content may no longer reflect current guidance.

By using this Website, you consent to the Terms and Conditions of Use, and acknowledge the Privacy Policy and Disclaimer.

Last Updated: April 2026