Terms Of Service & Privacy Policy

Website Terms of Use

Last updated: November 6, 2026

These Terms of Use govern your use of the Vantage Advisors website at vantage-cpa.com. In these terms, “Vantage Advisors,” “we,” “us,” and “our” refer to the firm operating this website.

By using this website, you agree to these Terms of Use to the extent permitted by applicable law. If you do not agree, please discontinue use of the website.

1. Purpose of This Website

This website provides general information about Vantage Advisors, our services, and topics related to tax, accounting, payroll, and business planning.

Website content is provided for informational purposes. It is not personalized tax, accounting, legal, investment, or other professional advice and should not be relied upon as a substitute for advice based on your circumstances.

Before making decisions based on information found here, consult an appropriate professional who can evaluate your situation.

2. Professional Services and Client Relationships

Visiting this website, using a calculator, submitting a form, sending an email, or requesting information does not by itself establish a professional relationship with Vantage Advisors or obligate us to perform services.

Professional services are subject to our acceptance of an engagement and the applicable engagement letter or service agreement. Those agreements establish the scope of work, fees, responsibilities, and other terms of the engagement.

If these website terms conflict with a signed engagement agreement concerning professional services, the engagement agreement controls.

3. Information Accuracy, Calculators, and Estimates

We make reasonable efforts to provide useful and accurate information. However, tax laws, regulations, deadlines, and professional guidance may change, and website content may not reflect the latest developments. Information may also contain errors or omissions. We may update, revise, or remove content without notice.

Our calculators, including the S-Corp Tax Savings Calculator and QBI Deduction Calculator, provide illustrative estimates based on the information entered and the assumptions described with each tool. They may not account for every deduction, credit, limitation, election, state requirement, administrative cost, or other factor relevant to your situation.

Calculator results and downloadable or emailed summaries are not tax returns, determinations of eligibility, or recommendations to choose a particular business structure or tax treatment. Do not use them as the sole basis for filing a return, making an election, or taking another financial action.

Examples, estimates, and general discussions do not guarantee a particular tax result, savings amount, or financial outcome.

4. Contact Forms and Communications

Please provide accurate contact information when submitting an inquiry and only provide information you are authorized to share.

Do not include Social Security numbers, bank account numbers, passwords, tax returns, or other sensitive financial documents in public website forms or ordinary email. Contact our office for instructions on using an appropriate secure method. When using a calculator, provide only the figures requested; do not add identifying account information.

Submitting an inquiry does not confirm that we have accepted responsibility for a filing, payment, extension, or other deadline. If your matter is time-sensitive, call our office and confirm that it has been accepted as part of an engagement.

Our Website Privacy Policy below explains how information collected through the public website is handled.

5. Client Portals and External Websites

Our website links to client portals, tax return delivery services, government resources, and other websites operated by third parties.

Those services may have their own terms, privacy policies, and security practices. Review the applicable policies before using them or submitting information.

We do not control the content or availability of independently operated websites. A link does not necessarily constitute an endorsement of all information, products, or services available through that website.

When accessing a client account, use only accounts you are authorized to access, protect your login credentials, and contact our office if you suspect unauthorized access. Nothing in this section limits our own responsibilities under an engagement agreement or applicable law.

6. Permitted Use

You may use this website for lawful purposes, including learning about our services, accessing resources, and contacting our team.

You may not:

Attempt to access restricted systems, accounts, or information without authorization.
Interfere with the website’s operation or security.
Upload malicious code, send spam, or submit fraudulent information.
Impersonate another person or misrepresent your affiliation with a business.
Use the website in a way that violates applicable law or another person’s rights.

We may restrict access when reasonably necessary to address misuse or protect the website and its users.

7. Website Content and Intellectual Property

Unless otherwise indicated, website text, graphics, logos, photographs, and other materials are owned by Vantage Advisors or used with permission from their respective owners.

You may view and print reasonable portions of the website for personal use or internal business reference, provided that copyright notices and other ownership information remain intact.

Except as permitted by law or with the rights holder’s permission, you may not reproduce, sell, republish, or distribute website materials for commercial purposes. These terms do not transfer ownership of any intellectual property.

8. Website Availability and Limitations

The public website and its general informational content are provided on an “as is” and “as available” basis. We do not guarantee uninterrupted access, error-free operation, or that the website will meet every user’s needs.

To the extent permitted by applicable law, we disclaim implied warranties concerning the public website and its general content, including merchantability, fitness for a particular purpose, and noninfringement.

To the extent permitted by applicable law, Vantage Advisors will not be liable for indirect, incidental, special, or consequential damages arising from use of, or inability to use, the public website.

Nothing in these terms excludes liability that cannot lawfully be excluded, limits obligations imposed by applicable professional standards or privacy law, or changes our responsibilities under a professional engagement agreement.

9. Changes to These Terms

We may revise these Terms of Use as the website or our practices change. Revisions will be posted on this page with an updated date and will apply prospectively.

Please review this page periodically. Continued use of the website after revised terms take effect constitutes acceptance to the extent permitted by law. Any notice or consent required by applicable law will be handled separately.

10. Governing Law

These website terms are governed by the laws of the State of Idaho, except where applicable law requires otherwise. Nothing in these terms limits any nonwaivable rights you may have.

11. Contact Us

If you have questions about these Terms of Use, please contact:

Vantage Advisors
3456 E 17th Street, Suite 140
Ammon, ID 83406

Phone: 208-522-0093
Email: info@vantage-cpa.com
Website: vantage-cpa.com
Contact form: Contact Vantage Advisors

Website Privacy Policy

Last updated: November 6, 2026

Vantage Advisors (“we,” “us,” or “our”) respects your privacy. This policy describes how information is collected, used, and disclosed through our public website at vantage-cpa.com and in responding to website inquiries.

Information provided in connection with a professional engagement may also be subject to engagement agreements, client privacy notices, professional confidentiality requirements, and applicable law. This website policy does not replace those requirements or authorize the use or disclosure of tax return information where separate consent or another legal basis is required.

1. Information Collected Through the Website

Information you provide. When you contact us through the website, we collect the information you submit, such as your name, email address, telephone number, and message. We may also receive business details or other information you choose to include in subsequent communications.

Calculator information. Our calculators process the figures and selections you enter to prepare estimates. If you submit a request for a calculator summary or follow-up, the request can include your name, email address, calculator inputs, and estimated results. Depending on the tool, these inputs may include income, profit, wages, filing status, business structure, state, and other financial figures. Only enter information you are authorized to provide.

Technical and usage information. Our website, hosting infrastructure, security tools, and analytics providers may process information such as your IP address, browser and device information, pages viewed, referring pages, dates and times of visits, and interactions with website features. Some information is collected through cookies and similar technologies, as described below.

2. How Information Is Used

We use website information to:

Respond to inquiries and communicate about services you request.
Process requests for calculator summaries or related follow-up.
Operate, maintain, troubleshoot, and improve the website.
Understand how visitors find and use our pages and resources.
Detect spam, fraud, unauthorized access, and other misuse.
Maintain appropriate business records and meet applicable legal and professional obligations.

An inquiry or calculator submission does not establish a client relationship. Any use of information for a purpose requiring separate consent remains subject to that requirement.

3. How Information May Be Disclosed

Website information may be available to authorized members of our team and to providers supporting our website and communications, such as hosting, website maintenance, email delivery, form processing, analytics, and security providers. These providers may process information to perform their services for us.

Analytics and embedded-service providers may also receive technical information directly from your browser, as described in the following sections.

We may disclose information when required or permitted by applicable law, including to respond to lawful requests, address fraud or security incidents, or protect legal rights. We may also disclose information at your direction or with your authorization.

These descriptions do not override restrictions on client confidential information or tax return information. Where those restrictions apply, disclosures must comply with them.

4. Cookies and Google Analytics

Our website uses Google Analytics to help us understand website traffic and visitor activity. Analytics may use cookies or similar technologies to collect information about pages visited, interactions, browser and device characteristics, and approximate location.

Google receives information when your browser connects to its services. Its handling of that information is described in How Google uses information from sites or apps that use its services and Google’s Privacy Policy.

You can use your browser settings to manage or delete cookies. Blocking cookies may affect certain website features and does not necessarily prevent all technical data collection. You may also use the Google Analytics opt-out browser add-on, where supported. That add-on addresses Google Analytics; it does not stop all website logging or other Google services.

5. Embedded Features, External Links, and Client Portals

The website includes Google Maps and externally hosted resources such as web fonts. Loading these features connects your browser to the provider’s servers, which may receive technical information such as your IP address and browser information. Depending on the service and your settings, the provider may use cookies or associate activity with an account you hold with that provider.

Our website also links to social media, government resources, client portals, and tax return delivery services. When you follow a link or submit information through a third-party service, that service’s privacy policy and terms may apply alongside our own obligations. Review those policies before sharing information.

Some providers may process information in the United States or other countries where they operate. Contact us if you have questions about a service used for your engagement.

6. Sensitive Information and Security

Public website forms and calculators are not intended for uploading tax returns or transmitting Social Security numbers, bank account numbers, passwords, identity documents, or other sensitive records. Contact our office for the appropriate secure method of exchanging client documents.

We use administrative and technical measures intended to protect information handled through the website. No website, transmission method, or storage system can be guaranteed completely secure. If you believe information submitted through our website has been compromised, contact us promptly.

7. Information Retention

We retain website inquiries and related information for as long as reasonably needed for the purposes described in this policy, including responding to requests, maintaining appropriate records, resolving issues, and meeting legal or professional requirements.

Retention can vary by the type of information and the system holding it. Website communications may be retained in email systems, administrative logs, and backups. Backup copies may remain until they are overwritten or removed through the applicable backup cycle. Client records may be subject to different retention requirements.

8. Your Choices and Requests

You may choose not to provide information through the website, although we may be unable to respond to a request without the necessary contact details. You can also contact our office by telephone.

To ask about information you have submitted, request a correction, or request deletion, contact us using the details below. We may need to verify your identity before acting on a request. Available rights and any exceptions depend on applicable law; some information may need to be retained for legal, professional, security, or recordkeeping reasons.

If you receive promotional email from us, you may use any unsubscribe instructions provided or contact us to request that those messages stop. This does not prevent communications needed to respond to your requests or administer an existing engagement.

9. Children’s Privacy

The public website is not directed to children under 13. If you believe a child has submitted personal information through the website, please contact us so we can review the matter and take appropriate action. This section concerns use of the public website and does not replace requirements governing dependent information provided during a professional engagement.

10. Changes to This Policy

We may update this policy as our website or information practices change. The latest version will appear on this page with an updated date. Where applicable law requires additional notice or consent, we will address those requirements separately. Posting an updated policy does not by itself provide consent for a new use of previously collected information where consent is required.

11. Privacy Questions and Contact Information

For questions or requests concerning website privacy, contact:

Vantage Advisors — Website Privacy
3456 E 17th Street, Suite 140
Ammon, ID 83406