Privacy Policy

Information we collect on this website

When you use our contact form, we collect the details you choose to give us: your name, phone number, email address, the service you're interested in, and your message.

When you call, email or message us on WhatsApp, we receive the information you share in that conversation.

We use Cloudflare Web Analytics to understand how many people visit and which pages they view. It does not use cookies and does not track you across other websites.

Please do not send your Social Security number, tax documents or financial account details through the contact form. We will tell you how to send documents securely once we talk.

How we use your information

We use what you send us to respond to your inquiry, give you a quote, and provide the services you ask for.

We do not sell your personal information, and we do not use it for third-party advertising.

Your tax information

Information you provide so we can prepare your return is tax return information. Federal law, including Section 7216 of the Internal Revenue Code, restricts how tax preparers may use and disclose it. We use it only to prepare your returns and provide the services you engaged us for, unless you give us written consent or the law requires otherwise.

We maintain safeguards designed to protect client information, as required of tax preparers under the FTC Safeguards Rule.

Services that help run this website

This website is hosted by Cloudflare. Contact form messages are delivered to our inbox through a form-handling service.

The map on our Contact page is provided by Google Maps. It only loads if you choose to show it, and Google's own privacy policy applies when it does.

Links to WhatsApp, Facebook and Google take you to those services, which have their own privacy policies.

How long we keep information

We keep website inquiries only as long as needed to respond and follow up. Client tax records are kept for the periods required by law and professional practice.

Your choices

You can ask us what information we hold about you, or ask us to correct or delete website inquiry information, by contacting us using the details below. Some records must be kept by law.

Changes to this policy

We may update this policy from time to time. The effective date at the top of this page shows when it last changed.