Disclosures
Last updated: June 20, 2026
Important Disclosure Information
Dew Tax Advisory, LLC (operating as Dew Tax and Dew Bookkeeping, collectively “Dew Tax”) is a financial services firm providing bookkeeping and tax services to entrepreneurs and their families. This page contains important information about Dew Tax, the nature of its services, and its relationship with its affiliate. Please read it carefully.
Nature of Services
Dew Tax provides bookkeeping and tax preparation and planning services. Bookkeeping deliverables consist of financial records and management-use reporting prepared for internal business purposes. They are not audited, reviewed, or compiled financial statements, and they are not prepared to provide any form of assurance or attestation. Dew Tax is not a public accounting firm and does not provide audit, attest, or assurance services.
The information on the Dew Tax website is limited to general information about Dew Tax’s services. It should not be construed as a solicitation to provide services in any jurisdiction where Dew Tax is not authorized to do so, nor as personalized professional advice. Any engagement for services is governed by a separate written agreement between Dew Tax and the client.
Not Investment, Legal, or Accounting Advice
Dew Tax is not an investment adviser, a law firm, or a public accounting firm. No portion of Dew Tax’s website content or services should be interpreted as investment, legal, or accounting advice. Clients should consult an appropriately qualified professional regarding their specific circumstances.
Affiliation With Dew Wealth Management
Dew Tax Advisory, LLC is an affiliated company of Dew Wealth Management, an SEC-registered investment adviser. The two firms are related through common ownership and control and work in coordination so that a client’s bookkeeping, tax, and wealth matters stay connected.
Because of this affiliation, a conflict of interest exists when one firm recommends the services of the other. Dew Wealth Management may recommend Dew Tax to its advisory clients, and Dew Tax may refer clients to Dew Wealth Management. No client is under any obligation to use the services of either firm, and clients are free to use the provider of their choosing. The use of one firm’s services is not a condition of receiving the other firm’s services. Fees for bookkeeping and tax services are separate from, and in addition to, any fees charged by Dew Wealth Management for investment advisory services. Fees for Dew Tax services are billed directly by Dew Tax and are not deducted from any investment account.
Dew Tax is not the SEC-registered investment adviser, and engaging Dew Tax does not establish an advisory relationship with Dew Wealth Management. Investment advisory services are provided only under a separate written agreement with Dew Wealth Management. The term “fiduciary” as used in connection with Dew Wealth Management’s advisory services does not apply to the bookkeeping or tax services provided by Dew Tax.
Tax Return Information
Information furnished to or obtained by Dew Tax in connection with the preparation of a tax return is protected under federal law, including Internal Revenue Code Section 7216. Dew Tax uses and discloses tax return information only as permitted or required by law, and otherwise only with the client’s separate written consent. Where consent is required, Dew Tax obtains it through separate written authorization forms provided during the client engagement, not through this website.
Privacy and Data Security
As a provider of bookkeeping and tax services, Dew Tax is a financial institution under the federal Gramm-Leach-Bliley Act and is subject to the Federal Trade Commission’s Privacy Rule and Safeguards Rule. Dew Tax maintains a written information security program designed to protect client information. For more information, see the Dew Tax Privacy Policy. Clients also receive a separate privacy notice directly from Dew Tax, which is the controlling statement of Dew Tax’s financial privacy practices.
No Guarantees
Dew Tax makes no representation, warranty, or guarantee regarding any financial, tax, or business outcome. Different situations involve different facts, and results depend on circumstances specific to each client. Nothing on the Dew Tax website should be construed as a guarantee that a client will experience any particular result.
Third-Party Information
Dew Tax does not make any representation or warranty as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by an unaffiliated third party, whether linked to the Dew Tax website or incorporated within it, and takes no responsibility for it. All such information is provided for convenience only.
Hold Harmless
Each client and prospective client agrees, as a condition of accessing the Dew Tax website, to release and hold harmless Dew Tax and its members, managers, officers, employees, and agents from any and all adverse consequences resulting from any of their actions or omissions that are independent of their receipt of personalized professional services from Dew Tax.
Questions
If you have any questions regarding these disclosures, please contact us at:
Dew Tax Advisory, LLCScottsdale, AZ
hello@dewtax.net