Draft — requires professional legal review

Earnings and Results Disclaimer

THE ERO LEGACY SUITE™ provides tools, software, education, business resources, and operational guidance. Any earnings, revenue, or performance results depend solely on the individual ERO or PTIN holder using the system. Lucy Wells Global LLC is only providing tools and software; we do not guarantee any specific business or financial outcome.

No Income Guarantee

No representation is made that you will earn any specific amount of revenue or profit, acquire any particular number of clients, or achieve any financial result. Individual outcomes vary and depend on implementation, experience, market conditions, eligibility, regulatory compliance, and other factors.

No Licensing or Approval Guarantee

Guidance is provided regarding EFIN and PTIN applications, tax-software access, and banking-partner integrations. Approval decisions rest solely with the IRS, the software provider, and the applicable banking partners.

Not Professional Advice

Materials are educational and operational in nature. They are not legal, tax, accounting, or financial advice, and they are not a substitute for consultation with a qualified professional regarding your specific circumstances.

Your Responsibility

You are responsible for your own business decisions, for complying with all applicable laws and tax-industry regulations, and for the quality and accuracy of the work performed by your practice.

Contact

Questions about this policy may be directed to Lucy Wells Global LLC at DrLucy@lwgtaxservices.com.

Placeholder notice: this page is a working draft prepared for layout purposes only. It is not legal advice and must be reviewed, completed, and approved by a qualified attorney before publication. Final language supplied by Lucy Wells Global LLC will replace this text.