Terms of Use

Last updated: May 19, 2026

Use of the Website and Portal

The website and portal are provided for current and prospective clients to learn about services, complete intake steps, and upload documents requested by BlueRidgeAdvisoryPLLC.

No Client Relationship Until Accepted

Submitting information through the website or portal does not by itself create a client relationship. A client relationship begins only when BlueRidgeAdvisoryPLLC accepts the engagement and any required engagement terms are completed.

No Tax or Legal Advice From Website Content

Website content and worksheets are general informational tools. They are not legal advice, tax advice, or a substitute for professional review of your specific situation.

Client Responsibilities

Clients are responsible for providing accurate, complete, and timely information; safeguarding portal passwords; and notifying the office about suspected unauthorized access.

Acceptable Use

Users may not misuse the website or portal, attempt unauthorized access, upload malicious files, interfere with security features, or use the system for unlawful purposes.

Service Availability

We aim to keep the website and portal available, but service may be interrupted for maintenance, updates, hosting issues, security events, or circumstances outside our control.

Contact

For questions about these terms, contact BlueRidgeAdvisoryPLLC at 802-373-4396.