Moyer Tax Services Terms and Conditions:
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CFP® Trademark
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
CFA® Trademark
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute
Complimentary Financial Plan Disclosure
As part of our tax preparation services, Moyer Tax Services, LLC may provide a complimentary after-tax-season financial plan or summary of planning observations for tax planning purposes. Receiving this complimentary plan does not create a financial planning or investment advisory relationship with Moyer Financials, LLC. A financial planning or investment advisory relationship with Moyer Financials, LLC is only established if you separately engage Moyer Financials, LLC as a client through a signed advisory agreement and receipt of required documents such as Form ADV.
Moyer Financials, LLC Disclosure
Moyer Tax Services, LLC and Moyer Financials, LLC are separate but commonly owned entities. Engagement of Moyer Tax Services, LLC, for tax preparation or related tax services does not establish a financial planning or investment advisory relationship with Moyer Financials, LLC. Any financial planning or investment advisory services are offered exclusively through Moyer Financials, LLC. A financial planning or investment advisory relationship with Moyer Financials, LLC is only established if you separately engage Moyer Financials, LLC as a client through a signed advisory agreement and receipt of required documents such as Form ADV.