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Disclosures

Clear, honest disclosures about this site and our content.

The following disclosures apply to this website and its content. They are intended to set clear, honest expectations and to align with professional standards applicable to Certified Public Accountants.

Not advice; no client relationship

Information on this site is general and educational. It is not tax, legal, or accounting advice, and neither viewing the site nor submitting an inquiry creates a client relationship. A client relationship is formed only through a signed engagement agreement, and no advice is provided until an engagement letter is in place.

Professional experience

References on this site to experience gained at Big Four and other national accounting firms and at institutional real estate organizations describe the factual professional background of the firm’s personnel. They are statements of employment history only and do not imply any current affiliation with, sponsorship by, or endorsement from any prior employer.

Licensure

Evan Staggs is a Certified Public Accountant licensed in the State of California. STAGGS provides services only in jurisdictions where the firm and its professionals are appropriately licensed or otherwise permitted to practice, and engagements involving other jurisdictions are handled consistent with applicable mobility and practice rules.

Confidentiality of inquiries

We treat inquiries submitted through this site as confidential and handle them as described in our Privacy Policy. Please note, however, that communications sent before an engagement is in place are not protected by any accountant–client privilege. Do not send tax returns, account numbers, or other sensitive documents through the website; a secure portal is provided once an engagement begins.

No guarantee of results

Tax outcomes depend on facts, law, and circumstances that change and differ from case to case. Figures on this site, including percentage examples, estimator outputs, and calculated dates, are illustrations, not promises, and prior results do not guarantee a similar outcome.

No testimonials or endorsements

This site currently contains no client testimonials, ratings, or endorsements. Nothing on the site is intended as a solicitation in any jurisdiction where it would not be permitted.

Effective date: July 17, 2026. This page was last updated on July 17, 2026. Questions about this page: estaggs@staggsadvisory.com.