Your Privacy Matters to Us

We collect information you provide directly to us, such as when you:

• • Fill out contact forms on our website
• • Schedule consultations or appointments
• • Create an account in our client portal
• • Communicate with us via phone, email, or in person
• • Provide documents for tax preparation or financial services

This may include your name, email address, phone number, address, Social Security number, financial information, and tax documents.

We use the information we collect to:

• • Provide tax preparation and financial advisory services
• • Communicate with you about your services and appointments
• • Process payments and maintain financial records
• • Comply with legal and regulatory requirements
• • Improve our services and website functionality
• • Send you important updates about tax law changes

We may share your personal information only in the following situations:

• • With your consent: When you explicitly agree to share information
• • Legal compliance: To comply with applicable laws, regulations, or legal processes
• • Professional requirements: With tax authorities when required for tax filing
• • Service providers: With trusted third-party vendors who assist in providing our services
• • Business transfers: In connection with a merger, sale, or transfer of assets

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

We take data security seriously and implement appropriate technical and organizational measures to protect your personal information, including:

• • SSL encryption for data transmission
• • Secure servers with restricted access
• • Regular security audits and updates
• • Employee training on data protection
• • Secure physical storage of paper documents

However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

You have the following rights regarding your personal information:

• • Access: Request a copy of the personal information we hold about you
• • Correction: Request correction of inaccurate or incomplete information
• • Deletion: Request deletion of your personal information (subject to legal requirements)
• • Portability: Request transfer of your data to another service provider
• • Objection: Object to certain uses of your personal information

To exercise these rights, please contact us using the information provided below.

Our website uses cookies and similar tracking technologies to:

• • Remember your preferences and settings
• • Analyze website traffic and usage patterns
• • Improve website functionality and user experience
• • Provide relevant content and advertisements

You can control cookies through your browser settings. For more details, see our Cookie Policy.

We retain your personal information for as long as necessary to:

• • Provide you with our services
• • Comply with legal and regulatory requirements
• • Resolve disputes and enforce our agreements

Tax-related documents are typically retained for 7 years as required by IRS regulations.

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you are a parent or guardian and believe your child has provided us with personal information, please contact us.

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. We encourage you to review this Privacy Policy periodically.

If you have any questions about this Privacy Policy or our privacy practices, please contact us: