Professional roles and service boundaries

Hickok Tax Advisory

Hickok Tax, doing business as Hickok Tax Advisory, provides only the tax and accounting services identified in its engagement letter. Website descriptions are general and do not create a professional relationship or expand an engagement.

We do not provide audits, reviews or other attest services. Where those services are needed, the client engages an independent firm for that work.

Hickok Tax is not licensed by the California Board of Accountancy. The tax and accounting services we provide do not require a state license.

Hickok Tax Law, PC

Hickok Tax Law, PC is a separate affiliated law firm, distinct from Hickok Tax Advisory. It may be separately engaged to form entities, create or amend trusts, and prepare related legal documents. Legal services are not included in a Hickok Tax Advisory engagement. Communications with Hickok Tax Advisory are not covered by attorney-client privilege.

Other professionals

Investment advisors remain responsible for investment advice and implementation. Trustees and fiduciaries remain responsible for fiduciary decisions. Management remains responsible for business decisions. Valuation, audit, financing, banking, custody, and other services remain with the responsible client or professional.

Asset and client references

References to concentrated positions or family balance sheets describe the complexity of tax work handled by the practice. They are not claims about assets managed, supervised, or held by Hickok Tax Advisory.

General information

Website content is general information. The facts, law, source dates, assumptions, and engagement scope determine the answer in a particular matter.

Website terms of use

Hickok Tax, doing business as Hickok Tax Advisory (“HTA”), operates hickoktax.com. These terms concern the public informational website; our secure client portal and agreed services have their own terms. A posted page is not assumed to bind every visitor to a contract.

General information and inquiries

Articles and examples are general information, not advice for your particular facts. They can become outdated. Reading a page or contacting us does not establish or expand an engagement or an accepted deadline. Our actual engagement governs the tax services we undertake; these terms do not reclassify released client advice as a blog post. HTA does not provide legal or investment-advisory services through this site.

Send only a brief inquiry and contact details. Use our secure client portal for sensitive records, not ordinary email. For urgent existing work, call your team and confirm the request. A receipt is not review, filing or payment.

Using the site

You may view, link to and print public pages for your own reference with notices preserved. HTA or its licensors retain the content, branding and software rights. Do not imply endorsement, commercially reuse protected content without permission, evade access controls, interfere with service, upload harmful material or collect restricted information. This does not prohibit lawful indexing, authorized security research, honest reviews, regulatory reports or other protected activity.

Availability, links and rights

To the extent permitted by law, general public content is provided as available without additional warranties of uninterrupted operation or fitness for an unstated purpose. We may change, suspend or remove content or features. Independent linked sites control their own content and practices. Nothing limits liability or rights that cannot lawfully be limited.

Privacy and choice

Our Privacy Notice and Cookie and Advertising Choices explain collection and optional public technology. A cookie selection does not engage HTA, sign other terms, authorize tax-information disclosure or waive privacy rights. A rights or accessibility request does not require accepting a new liability restriction.

Disputes and updates

California law governs to the extent applicable without depriving you of mandatory protections. Santa Clara County is the intended forum only where validly agreed and enforceable; posting this page alone does not bind an anonymous visitor to that forum. These public terms create no dollar cap, arbitration, jury/class waiver or shortened claim deadline. Material contractual changes require appropriate notice and assent where relied upon; posting does not retroactively change an existing engagement.

Contacts

Help: info@hickoktax.com · (408) 265-8400

Accessibility: accessibility@hickoktax.com · (408) 265-8400 · 2110 South Bascom Avenue, Suite 103, Campbell, CA 95008