Margot

Hi — I'm Margot, an AI assistant for Fusion Legal & Tax. I'm not an attorney. I can share general information to help you understand your tax situation, but this isn't legal advice, and talking with me doesn't make Fusion Legal & Tax your lawyer. An attorney–client relationship begins only if you and the firm sign a written engagement agreement.

Because of that, please keep sensitive details out of our chat — things like your Social Security number, account numbers, or full financial records. We'll cover those safely in a consultation. Anything you share here may be used to follow up with you, and it isn't treated as confidential until an engagement is signed.