Disclaimers

Who we are

Lyon Restaurant Advisory is the registered business name of Lyon Tax Advisory, LLC, a California limited liability company that provides bookkeeping, accounting, financial reporting, and fractional CFO services to restaurant operators.

Lyon Tax Advisory, LLC is not a CPA firm. It does not provide audit, review, or attest services, and nothing on this site should be read as an offer of those services.

Investment advice

Lyon Restaurant Advisory does not provide investment advice. Investment advisory and financial planning services are offered separately by Lyon Wealth Advisory, LLC, a registered investment adviser under common ownership, under its own written agreement and its own disclosures, at lyonwealthadvisory.com. Engaging one firm creates no obligation to engage the other.

Information on this site

The content of this website is general information about our services and about restaurant finance. It is not accounting, tax, legal, or investment advice for your situation, and it should not be relied on as such. Consult a qualified professional before acting on anything you read here. We try to keep the site accurate and current but make no warranty that it is free of errors.

No client relationship

Contacting us, booking a call, or receiving an assessment does not make you a client. An engagement begins only when a written agreement is signed by both parties. Please do not send account numbers, tax identification numbers, or other sensitive information by email or text until you have been onboarded to our client systems.

Client funds

Lyon Restaurant Advisory does not hold or move client funds. Our access to client systems is limited to viewing and entering information; approval and release of payments remain with the client.

Third-party links and tools

This site links to and uses services operated by others, including a scheduling calendar and a map. Those services are governed by their own terms and privacy policies, and we are not responsible for their content or practices.

Certification marks

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. CEPA® is a mark of the Exit Planning Institute. Enrolled Agent is a credential issued by the Internal Revenue Service.