Disclosures

General information, not advice

Content on this site is general information, not tax, legal, accounting, or investment advice. It does not consider your specific situation. Advice is provided only under a signed engagement letter.

Not a CPA firm

Orion Apex Solutions is not a CPA firm and does not provide attest services.

ESOP transactions

In employee stock ownership plan (ESOP) transactions, Orion advises the selling owner. The ESOP trustee, ESOP legal counsel, and independent appraiser are separate parties with their own duties.

Cost segregation

Cost segregation studies are delivered through Orion Cost Segregation. Results depend on the property, applicable law, and the taxpayer's circumstances.

Changing law and past results

Tax laws change. Past results do not guarantee future outcomes.