Disclaimer and Affiliate Disclosure

Last updated November 2026

Educational information only

Everything on therecastingco.com, in my emails, free downloads and social media posts is for general educational purposes. It is not individual financial, tax, investment or legal advice, and it doesn't create a client relationship between us. I have 35+ years of experience in corporate accounting and hold an Ohio CPA license on inactive status, but I don't provide accounting, tax or other CPA services here, and I don't know your full situation. Before you make a financial, tax, legal or investment decision, talk with a qualified professional who does.

I work to keep information accurate and current, but rules, rates and products change. I can't promise that everything here is complete, current or right for you, and I'm not responsible for decisions you make based on it.

No guaranteed results

Any examples or stories I share are just that. Your results depend on your own circumstances and effort, and I can't guarantee any particular outcome.

Affiliate disclosure

Some links on this site and in my emails and posts are affiliate links. If you click one and sign up or buy, I may earn a commission at no extra cost to you. I only recommend tools, trainings and resources I've used myself or researched thoroughly, and earning a commission never changes what I recommend. Wherever I recommend something I can earn from, I say so next to the recommendation.

Some of the free tools I recommend, such as those from the IRS and Social Security, pay me nothing. I share them because they're useful.

Outside websites

Links to other websites are for your convenience. I don't control those sites and I'm not responsible for their content, products or privacy practices.

Contact

Questions? Email [email protected].