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Legal
Last updated: August 14, 2026
This page explains the limits of what appears on this website and in Prime Path Advisory's marketing. It applies to primepathadvisory.com, our landing pages, emails, ads, and social content. It does not replace the engagement agreement signed by clients; where the two differ, the engagement agreement controls.
Prime Path Advisory, Inc. is a California corporation providing tax planning, tax preparation, and implementation services to individuals and businesses. Our office is at 3435 Wilshire Blvd, Ste 1400, Los Angeles, CA 90010.
We are not an investment adviser, a broker-dealer, a law firm, or an insurance agency. We do not sell securities, and nothing on this website is an offer to sell or a solicitation to buy any security or investment. Where a tax strategy involves an investment, the offering is made by a third party through its own documents, and any securities-related activity is conducted by a registered broker-dealer, not by us.
Everything on this website is general educational information about how tax strategies work. It is not individualized tax, legal, accounting, or financial advice, and it is not a recommendation that any particular strategy is appropriate for you.
Tax outcomes depend entirely on your specific facts - income type and amount, filing status, state of residence, entity structure, participation in a trade or business, immigration and residency status, and other circumstances. No advisory relationship is created by reading this site, submitting a form, booking a call, or exchanging emails or messages with us. An advisory relationship begins only as set out in a written engagement agreement signed by both parties.
Do not act, or refrain from acting, based on anything on this site without consulting a qualified professional about your own situation.
Savings figures, case studies, testimonials, ranges, averages, examples, and other outcome information shown on this website may describe individual client results or aggregate historical data. Individual results were achieved in specific tax years under facts that may differ from yours. None of this information is a prediction or guarantee of your results.
Where our marketing describes savings as typical, or presents a range or an average, that description is based on applicable historical data from our internal records or our partner network. The population, time period, and method used may vary by figure. It is not a representation that you will achieve a similar result. Savings figures are stated per client and per tax year unless expressly stated otherwise. Many clients achieve less. Some clients are not a fit for any strategy at all, and we will say so.
Ranges shown in our marketing are general and are not an estimate prepared for you. We do not commit to a savings figure for any individual until their actual numbers have been reviewed.
We make no guarantee regarding the tax treatment of any strategy, the acceptance of any position by the IRS or any state taxing authority, or the financial performance of any investment associated with a strategy.
Prime Path Advisory conducts its practice in accordance with U.S. Treasury Department Circular 230, which governs practice before the Internal Revenue Service. Nothing on this website is written tax advice directed to any particular taxpayer, and nothing here may be relied upon to avoid tax penalties. Written advice on which you may rely is provided only under a signed engagement.
If testimonials or reviews appear on this website, they reflect the experience of the individual client and are not representative of every client's experience. Testimonials are unpaid unless disclosed at the point of display. Where a client received any consideration - compensation, a fee reduction, or a referral benefit - that fact is disclosed with the testimonial as required by the FTC Endorsement Guides.
Client names, employers, and identifying details are used only with permission or in anonymized form, in accordance with our engagement agreement and privacy policy.
Company names and logos shown on this website identify organizations where our clients are employed. They do not indicate that those companies are clients of Prime Path Advisory, that they endorse or are affiliated with us, or that they have reviewed our services. All marks are the property of their respective owners.
We work with a network of partner firms, vendors, appraisers, sponsors, and financial institutions to implement strategies. Some statistics presented on this website - including client counts, filing counts, strategy counts, and aggregate savings figures - reflect the combined experience of Prime Path Advisory and its partner network rather than Prime Path Advisory's own client book alone. You can request the basis for any figure using Section 15.
We may receive, or may pay, referral or partner compensation in connection with certain relationships. We may also have an economic relationship with a vendor whose product or service is used to implement a strategy. Where compensation could reasonably affect a recommendation, we disclose it before you commit to that strategy. Valuations relied upon in donation-based strategies are prepared by qualified independent appraisers, not by us.
Third-party providers are responsible for their own products, services, and disclosures. We do not control and are not responsible for the content of any third-party website linked from this site.
Figures shown on this site - including audit rates, savings ranges, client and strategy counts, return-on-investment figures, and years of experience - are drawn from our internal records and those of our partner network. They are historical, are not audited by an independent third party, and are subject to change. Comparative figures (such as national audit rates) are drawn from publicly available government data.
Statements about future tax treatment, expected savings, or the continued availability of any strategy are forward-looking and reflect our understanding of current law. Tax law may change, sometimes retroactively. Legislation, regulations, IRS guidance, and court decisions can alter or eliminate the benefit of any strategy, including after you have implemented it. We may update website content periodically, but we do not guarantee that every page will reflect a legal change immediately. Confirm the current law and its application to your circumstances before acting.
Terms such as "audit support," "audit defense," or "audit protection" are descriptions of services whose scope, duration, eligibility requirements, and limits are defined in the applicable engagement agreement. They are not a guarantee that a return will not be examined or that an examination will conclude in your favor. Unless the engagement agreement expressly says otherwise, they do not include representation in tax court, criminal matters, or matters arising from information you did not provide accurately or completely.
If a guarantee is referenced in our marketing, it is governed solely by the written terms of the engagement agreement, including its conditions, time limits, exclusions, and the requirement that the client implement the recommended strategies. Investments, asset purchases, and third-party costs are not refundable. Marketing shorthand does not expand the guarantee.
Our services are designed for a specific income and situation profile, and not everyone qualifies. Booking a call does not entitle you to engage us, and we may decline to work with anyone. Our services are offered only in the United States.
Contacting us through this site - a form, a booking, a text, or an email - does not create an advisory relationship, and your message is not legally privileged. We handle information you submit as described in our Privacy Policy, but pre-engagement communications do not receive the same protections as information provided under a signed engagement. References to confidentiality in our marketing describe how we handle inquiries in practice, not a legal privilege. Do not send sensitive personal information, including Social Security numbers or tax documents, through unsecured channels or before you are engaged as a client.
This website and its content are provided "as is," without warranty of any kind. We make no representation that the content is complete, current, or free of error. To the fullest extent permitted by law, we are not liable for loss arising from reliance on it. Any additional limitations set out in our Terms of Service also apply.
Questions about these disclosures, or requests for the source of any figure shown on this website, can be sent to david@primepathadvisory.com.