Disclosures

Providence Tax & Advisory, LLC is a sole-proprietor CPA practice based in Franklin, Tennessee. This page describes our professional credentials, the regulatory framework under which we operate, and certain disclosures you should be aware of when engaging our services.

Professional credentials

• Dillon J. van Rennes, CPA — Tennessee-licensed Certified Public Accountant.
• Master of Accountancy (M.Acc.) — Lipscomb University.
• AICPA member — American Institute of Certified Public Accountants.
• TSCPA member — Tennessee Society of Certified Public Accountants.

Verification of CPA license status is available through the Tennessee State Board of Accountancy.

Regulatory framework

Our practice is conducted in accordance with:

• The AICPA Code of Professional Conduct.
• The Tennessee Accountancy Act and the rules of the Tennessee State Board of Accountancy.
• IRS Circular 230, governing practice before the Internal Revenue Service.
• Applicable federal and state tax statutes, regulations, and guidance.

Treasury Department Circular 230 disclosure

Any U.S. federal tax advice contained in any communication from our firm — including this website — is not intended or written to be used, and cannot be used, by the recipient or any other taxpayer for the purpose of (1) avoiding tax penalties that may be imposed under the Internal Revenue Code, or (2) promoting, marketing, or recommending to another party any transaction or matter addressed in the communication.

No tax or legal advice from this website

The content of this website is for general information only and does not constitute professional tax, accounting, legal, or financial advice. Tax law is highly fact-specific. You should consult a qualified professional about your individual situation before relying on any information presented here.

Engagement required for services

A CPA-client relationship is established only when both parties sign a written engagement letter that describes the scope, fees, and terms of the engagement. Inquiries submitted through this website, scheduled discovery calls, and informal conversations do not create such a relationship and do not obligate either party.

Confidentiality and federal tax practitioner privilege

Information shared in the course of a CPA-client engagement is treated as confidential in accordance with the AICPA Code of Professional Conduct. Note that the federal tax practitioner privilege under Internal Revenue Code §7525 is limited and does not apply to all communications. Communications related to criminal matters, certain tax shelters, state tax matters, and disclosures to third parties may not be privileged.

Third-party software and services

We use third-party platforms to operate our practice, organized below by function. Each has its own privacy policy and terms.

Document storage and hosting

• Verito — SOC 2-compliant tax-industry cloud hosting, aligned with the safeguards described in IRS Publication 4557.
• TaxDome — secure client portal, document exchange, e-signature, and invoicing.

Communication and productivity

• Microsoft 365 — email correspondence and Office documents.
• Google Voice — business phone line.

Scheduling and forms

• Calendly — appointment scheduling.
• Formspree — contact form delivery from this website.

E-filing and payroll

• TaxBandits — 1099 information return e-filing.
• Gusto — payroll services for clients who engage us for payroll work.

Workflow automation

• Zapier — internal connections between the platforms above.

Tax research and AI

• Bizora — tax-focused AI research platform.

AI-assisted research tools support, but do not replace, professional judgment. Final tax positions and engagement deliverables are reviewed and signed by Dillon J. van Rennes, CPA.

Estimates and forward-looking statements

Tax projections, planning recommendations, and estimates of refunds or liabilities provided to clients are based on current law and the information available at the time of preparation. Subsequent changes in law, facts, or circumstances may produce different results.

Complaints

If you have a complaint about our services, please contact us first at Dillon@pta-llc.com or (615) 807-0453 so we can address it directly. You may also contact the Tennessee State Board of Accountancy.

Contact

Questions about these disclosures? Email Dillon@pta-llc.com.