Dave Ramsey Tax Preferred Advisor – Onboarding Team - Tax or Accounting Services Information (30 minutes)

Terms and Conditions for Non-Recording of Appointments Mulko Accounting, Taxation & Consulting, LLC 1. Confidentiality: All information shared during appointments with the lead accountant is strictly confidential. Recording the session in any format (audio, video, etc.) is strictly prohibited unless prior written consent is obtained. 2. Use of Electronic Devices: Electronic devices such as phones, laptops, or recording devices may only be used for taking manual or digital notes. Any use for recording purposes is not allowed. 3. Purpose of Appointments: Appointments are intended for direct communication, consultation, and resolution of inquiries. Recording the session may compromise the trust and dynamics between the parties. 4. Consent: Any form of recording must be explicitly authorized by the lead accountant. Without such consent, recording will be considered a violation of these terms. 5. Verbal Opinions Disclaimer: Verbal opinions provided during this introductory free consultation should not be considere