Advisor Relationship & Client Protection Policy

Edition October 31, 2026 · Version 2026.10.31

Who we are

PaprikaTax is a trade name of Nagy & Associates, P.A., a Delaware certified public accounting firm. We provide specialized family-employment, compensation, payroll and related tax analysis and documentation. We support—not replace—the client’s broader tax, accounting and financial advisors.

Advisor relationship

We will not use an advisor introduction to seek to replace that advisor or solicit the introduced client for unrelated general tax preparation, accounting, bookkeeping, financial planning or investment advisory engagements. The advisor remains responsible for the broader client plan.

Complementary services

PaprikaTax may proactively communicate about related offerings, including family employment, payroll setup, household employment, reasonable compensation and related documentation. Such outreach is subject to applicable marketing permissions, confidentiality duties and client preferences. This statement does not itself authorize disclosure of protected client information.

Professional client

The end-client business receiving the analysis is PaprikaTax’s professional client, whether it pays directly or an advisor funds a credit. The business must accept applicable engagement terms. Referral, funding and portal association do not independently establish an engagement with the advisor or authorize disclosures.

Communication and portal visibility

For supported direct-client cases, with required permission, the designated advisor email contact is copied on intake-confirmation and document-delivery emails. That contact need not have a verified portal account. Other messages are not automatically copied. Advisor-funded cases follow separate association and recipient rules. Advisor funding alone does not authorize disclosures. Email-copy permission, limited portal progress visibility, and access to full intake or documents are distinct; none automatically authorizes the others.

Information protection

We handle information under the Privacy Policy and applicable professional confidentiality rules. A referral, credit purchase or advisor designation is not blanket permission to disclose tax or other protected information. Specific authorizations may be required.

Use and reliance

The client and its expressly authorized tax and financial advisors may receive, use and rely on the final CPA analysis for its stated purpose, subject to its facts, scope, assumptions and limitations. PaprikaTax does not review the client’s entire financial, tax, educational or investment circumstances. The client and general advisors decide how recommendations fit the overall plan and make final implementation decisions. PaprikaTax remains professionally responsible for its agreed specialized work.

Policy status and updates

Advisors need not sign this public assurance policy. Separate client engagement and advisor program terms may require acceptance. We may revise this policy prospectively, subject to existing commitments and any legally required notices or authorizations. Policy changes do not enlarge earlier client consent.

Questions or requests: contact support@paprikatax.com.