Licensing and Representation Disclaimer — Tax Disclosures

Licensing and Representation Disclaimer — Tax Disclosures
Effective Date: April 2025

  1. Purpose of This Disclaimer
    This page outlines the licensing status and professional representation of Jason B. Ball regarding tax-related content published on Breakwater Path. Jason B. Ball does not act in the capacity of a tax advisor, Certified Public Accountant (CPA), Enrolled Agent (EA), or attorney through this website, its associated YouTube channel, or affiliated social media platforms.

All tax-related information is intended for general educational and informational purposes only and should not be construed as tax preparation services, individualized tax advice, or legal representation.

  1. No Tax Advisor-Client, CPA-Client, or Attorney-Client Relationship
    Engaging with content on Breakwater Path does not form any of the following relationships:

❌ Tax advisor-client relationship

❌ CPA-client relationship

❌ Enrolled Agent (EA)-client relationship

❌ Attorney-client relationship

❌ Fiduciary duty or legal obligation

Breakwater Path is not a platform for preparing or filing taxes, offering professional tax strategies, or providing legal opinions on federal or state tax law.

  1. Licensing Clarification — Jason B. Ball’s Credentials
    Jason B. Ball holds several financial credentials, including:

Designation Scope & Limitations
CERTIFIED FINANCIAL PLANNER™ (CFP®) Covers broad financial planning, including basic tax education, but does not confer CPA, EA, or legal authority.
Chartered Financial Consultant® (ChFC®) Includes exposure to tax planning in curriculum, but is not a tax license.
Chartered Life Underwriter® (CLU®) Focuses on life insurance and estate planning — not on tax preparation or representation.
While these designations support general financial literacy and tax-related awareness, they do not authorize Jason to act as a tax advisor, CPA, or attorney under federal or state law.

  1. No Tax Preparation, Filing, or Representation Services
    Breakwater Path does not offer:

🚫 Personalized tax planning or filing services

🚫 IRS or state audit representation

🚫 Legal interpretations of tax code or court representation

🚫 Guidance on penalty relief, deductions, or refund guarantees

🚫 Help with amended returns, audit appeals, or payment negotiations

You are strongly advised to consult a licensed tax professional (CPA, EA, or tax attorney) for any matter involving IRS compliance, tax strategy, or legal tax disputes.

  1. No Endorsement of Tax Tools or Platforms
    Mentions of tax-related software, calculators, or third-party platforms on Breakwater Path are strictly illustrative and do not imply:

✅ Endorsement or recommendation of specific tax services

✅ Guarantees regarding compliance, accuracy, or reliability

✅ Liability for errors resulting from use of third-party tools

It is the user’s sole responsibility to evaluate and verify any third-party service or software independently.

  1. No Responsibility or Liability for User Tax Decisions
    By interacting with content from Breakwater Path, users agree that:

All tax-related decisions are made at their own risk

Jason B. Ball and Breakwater Path are not liable for tax errors, penalties, audits, or losses

Information may become outdated due to frequent changes in tax law

Users should verify all information with a licensed and up-to-date tax professional

  1. Humor & Satire in Tax-Related Discussions
    Satire and humor may be used in discussing IRS policies, tax legislation, or budgeting behavior. Any humorous references:

Are not professional advice

Are protected commentary under free speech laws

Are designed to educate and entertain, not guide tax decisions

  1. Indemnification Agreement
    By using Breakwater Path, you agree to:

Indemnify and hold harmless Jason B. Ball, Breakwater Path, and any affiliated contributors from claims, damages, tax penalties, or financial losses arising from reliance on tax-related content.

  1. Updates and Revisions
    This disclaimer may be updated periodically to reflect changes in content strategy, tax regulations, or professional status. Continued use of the site constitutes acceptance of the current version.
  2. Contact for Clarifications
    For questions or clarification regarding this disclaimer or other disclosures, please contact:

📧 Email: [email protected]