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Updated February 2024

WASATCH CFO always provides “Terms of Service” to clients through engagement agreements / proposals / and or other means to ensure WASATCH CFO’s Terms of Service, and agreements are correctly spelled out and understood by all parties.   


Any company or individual who receives services agrees to WASATCH CFO’s Terms of Service whether through signing an official engagement with Terms of Service, or by receiving services and a copy of Terms of Service from WASATCH CFO.




Updated February 2024

The contents of any email and attached documents an email may contain is considered privileged and confidential information from WASATCH CFO.  This information is only for the viewing or use of the intended recipient. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution or use of, or the taking of any action in reliance upon, the information contained in an email sent from WASATCH CFO, or any attachments to an email sent from WASATCH CFO, is strictly prohibited and the e-mail and all of the attachments to the e-mail, if any, must be immediately returned to WASATCH CFO or destroyed and, in either case, an e-mail and all attachments to an e-mail must be immediately deleted from your computer without making any copies hereof. If you have received an e-mail in error, please notify WASATCH CFO by e-mail immediately.


Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. WASATCH CFO’s policy is to put all advice upon which a client might rely into a written memorandum prior to you relying on such advice. We believe this is necessary to avoid confusion and to make clear the specific nature of our advice. You should not rely on any advice (i.e. verbal advice or advice provided as e-mail content) that has not been put into a written memorandum. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.


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