Privacy Policy

Information We Collect

When you submit a consultation request or otherwise contact us through this website, we may collect the following information:

• Your name and contact information (email address and phone number)
• Company or business name, if applicable
• The nature of your inquiry and any details you choose to provide about your tax or business situation
• Any other information you voluntarily provide

How We Use Your Information

We use the information you provide to respond to your inquiry, evaluate whether we can assist you, schedule consultations, and communicate with you about our services. We do not sell your personal information to third parties.

Sharing With Service Providers

We use reputable technology and service providers to host and operate this website and to deliver email communications. These providers may process personal information solely on our behalf and under appropriate confidentiality and security obligations. We do not authorize these providers to use your information for their own independent marketing purposes.

Confidentiality and Security

We treat client and prospective client information with care and apply reasonable safeguards designed to protect personal information from unauthorized access or disclosure. Because no internet transmission is completely secure, we encourage you not to submit highly sensitive information, such as Social Security numbers or full account details, through the website contact form.

Retention

We retain submitted information for as long as reasonably necessary to respond to your inquiry, evaluate a potential engagement, and comply with applicable legal and professional obligations.

Your Choices

You are not required to provide any personal information to browse this website. If you choose to contact us, you may request access to, correction of, or deletion of your information by contacting us directly.

Contact Us About Your Information

If you have questions about this privacy policy, wish to access or update your information, or want to stop receiving communications from us, please contact us at:

Changes to This Policy

We may update this privacy policy from time to time. Any changes will be posted on this page with an updated effective date.