LIMITED SCOPE CONSULTATION

TERMS & CONDITIONS

Law Office of Douglas Greenberg P.C.
Limited Consultation Engagement Terms

Last updated: March 30, 2026

Below are the terms and conditions of the limited paid consultation you are booking / have booked (whether by phone, video chat, in person or by other means).

I. Nature of Engagement

By booking and paying for a consultation, you are engaging the Law Office of Douglas Greenberg P.C. (the “Law Office”) for a limited-scope consultation only.

This consultation is intended to:

  • Review and discuss your tax matter at a high level

  • Provide preliminary impressions, guidance, and potential options

  • Help determine whether a broader engagement is appropriate

This is not an agreement for ongoing representation.

II. No Ongoing Attorney-Client Relationship

The consultation does not create an ongoing attorney-client relationship beyond the limited consultation itself.

The Law Office will have no obligation to:

  • Perform additional work after the consultation

  • Monitor deadlines

  • Take any action on your behalf

  • Provide follow-up advice or communications

Any further representation will require a separate written agreement.

III. Scope of Services

The consultation is limited to:

  • Discussion of facts as presented by you

  • High-level review of any documents you choose to provide

  • General analysis and guidance based on the information available

The Law Office does not undertake a full investigation or verification of your facts and does not perform a comprehensive review of all documents.

You acknowledge that:

  • The consultation is inherently limited in scope and depth

  • Any advice provided is based on incomplete and preliminary information

IV. Client Responsibilities

You agree to:

  • Provide accurate and complete information to the extent possible

  • Identify key facts and documents relevant to your matter

  • Understand that omissions or inaccuracies may materially affect any advice provided

The Law Office is entitled to rely on the information you provide without independent verification.

V. No Guarantee of Outcome

The Law Office makes no guarantees or promises regarding:

  • The outcome of your matter

  • The positions that may ultimately be taken

  • The response of any taxing authority

Any opinions expressed are judgment-based and subject to change as additional information becomes available.

VI. Fees

The consultation fee:

  • Is earned upon booking and payment

  • Compensates the Law Office for time, availability, and professional judgment

At the Law Office’s discretion, the consultation fee may be credited toward a future engagement, but this is not guaranteed unless expressly stated.

VII. No Document Review Beyond Consultation

Any documents submitted:

  • Will be reviewed only in connection with the consultation itself

  • Will not be analyzed outside the consultation session

The Law Office has no obligation to review, revisit, or analyze documents after the consultation unless a separate engagement is entered into.

VIII. No Deadlines or Time-Sensitive Obligations

You acknowledge that the Law Office:

  • Is not responsible for monitoring any deadlines

  • Will not track filing dates, response deadlines, or statutes of limitation

You remain solely responsible for all time-sensitive matters unless and until a separate engagement is executed.

IX. Confidentiality and Conflicts

Information shared during the consultation will be treated as confidential, subject to:

  • Conflict checks

  • Applicable law and ethical obligations

The Law Office reserves the right to decline further representation after the consultation for any reason, including conflicts of interest.

X. No Obligation to Accept Future Engagement

Participation in a consultation does not obligate the Law Office to:

  • Accept you as a client

  • Offer further services

  • Provide a proposal or engagement

XI. Limitation of Scope and Reliance

You agree that:

  • The consultation is not a substitute for full legal representation

  • Any actions you take based on the consultation are done at your own discretion

You should not rely on the consultation as the sole basis for significant decisions without further analysis.

XII. Entire Agreement

These terms govern the consultation and supersede any prior discussions or understandings regarding the consultation.

Any broader engagement must be set forth in a separate written agreement.

XIII. Governing Law

These terms shall be governed by the laws of the State of California.

XIV. Acknowledgement

By booking and paying for the consultation, you acknowledge that you have:

  • Read and understood these terms

  • Had an opportunity to review them

  • Agreed to be bound by them

Contact Us

If you have any questions about these terms & conditions, you can contact us: