Privacy Policy
Your story and your documents stay between us. Here is how we handle your information in plain English.
What we collect
When you fill out our contact form, we receive the information you type in: your name, phone number, email, and anything you tell us about your situation. When you become a client, we collect the documents needed to prepare your return (for example, W-2s, 1099s, and identification), which are shared through a secure upload link — never through this website’s contact form.
How we use it
We use your information only to respond to you, prepare your return, and communicate with you about your tax matters. We do not sell your information, and we do not share it with anyone outside of what is necessary to prepare and file your return or as required by law.
How we protect it
Client documents are stored in secure, access-controlled systems. Please do not send Social Security numbers, bank details, or full account numbers through the contact form or by regular email; we will provide a secure method for that once we connect.
Cookies and analytics
This website does not use advertising cookies. If we add basic visitor analytics in the future, it will be used only to understand how the site is used and improve it.
Your choices
You can ask us at any time what information we hold about you, ask us to correct it, or ask us to delete information we are not required to keep by law. Just contact us at our email.
Last updated: September 2026