« Holiday Cards: How to Do or Not to Do, Those are the Questions | Main | So Different and Sooooo Cool »

October 02, 2005


Feed You can follow this conversation by subscribing to the comment feed for this post.

Robin Jerauld

This is an excellent idea. Have you seen an example of a CPA firm that has taken your advice and posted a plain-English explanation of this disclosure on their website? I feel sick to my stomach when I have to include this disclosure in an e-mail. I would love to have a link to the effect of "What is this?" that the e-mail recipient could click on to understand why we are including this disclosure.

Michelle Golden

Hi Robin, thanks for your comment. BTW, I admire your website and have passed it on to many!

I don't know of many accounting firm websites that explain the rules, but there are many law firms who are doing so.

A MD firm (grfcpa.com) issued a press release announcing that their 230 disclosure disclaimer would read as:

“To the extent that this message or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Please be assured that this new policy does not reflect any decrease in the quality of services or the amount of thought we put into our correspondence with you.”

I much prefer GRF's approach. It provides reassurance to clients.

As for websites, large law firm Gibson Dunn has done a nice job on their website with: http://www.gibsondunn.com/news/firm/detail/id/1033/?pubItemId=7825


Paul King

How's this:

IRS Circular 230 Disclosure: In accordance with IRS requirements, this is to inform you that any tax advice contained in this communication (including attachments) was not written to be used for and cannot be used for the purpose of avoiding tax penalties or in connection with promoting, marketing or recommending any transaction or tax related matter. Google: “IRS Circular 230 Disclosure” for a full explanation of this disclosure

Plain English: Taxpayers are ultimately responsible for their financial decisions. Invalid tax shelters, tax scams or frivolous tax positions cannot be made valid by a “too-good-to-be-true” attorney opinion letter. Reliance on a “too-good-to-be-true” attorney tax opinion letter is not a valid defense to violations of US tax laws.

Verify your Comment

Previewing your Comment

This is only a preview. Your comment has not yet been posted.

Your comment could not be posted. Error type:
Your comment has been saved. Comments are moderated and will not appear until approved by the author. Post another comment

The letters and numbers you entered did not match the image. Please try again.

As a final step before posting your comment, enter the letters and numbers you see in the image below. This prevents automated programs from posting comments.

Having trouble reading this image? View an alternate.


Post a comment

Comments are moderated, and will not appear until the author has approved them.

Your Information

(Name and email address are required. Email address will not be displayed with the comment.)

Read Michelle's Book

  • Michelle Golden: Social Media Strategies for Professionals and Their Firms: The Guide to Establishing Credibility and Accelerating Relationships (Wiley Professional Advisory Services)

    Michelle Golden: Social Media Strategies for Professionals and Their Firms: The Guide to Establishing Credibility and Accelerating Relationships (Wiley Professional Advisory Services)

    A timeless guide to modern marketing strategies: online and off.

    "The most comprehensive guide that I have seen so far."―Joe Bailey, CPA

    "How to execute social-media strategies and the reasons why they work, written at a higher than most level; a must read if you are serious about social networking." —Anthony Provinzino, Farmers Insurance

    "So much more than a run down of the tools....helps you to think strategically about social media by putting in its proper perspective."―Colette Gonsalves, CPA firm marketing director

    "Extremely well organized ... winning ideas for ... firms to develop and maintain non-cookie-cutter marketing programs that are firm-specific and purposeful."―Richard Weltman, Business & bankruptcy lawyer


Find Michelle Elsewhere

  • View Michelle Golden's profile on LinkedIn


Blog powered by Typepad
Member since 04/2005