Personal information such as name, address, email, phone number, Social Security number, and financial details provided during tax preparation or consultation.
Information from tax documents, IRS notices, and other financial records you share with us.
Website and communication data, including form submissions and email correspondence.
To prepare and file tax returns, provide consulting, and deliver related financial services.
To communicate with you about your account, upcoming deadlines, or regulatory changes.
To comply with legal, IRS, and state tax requirements.
Industry-standard data encryption, secure file storage, and limited employee access.
Compliance with IRS data security requirements and applicable state laws.
We do not sell, rent, or trade your personal information.
Information may be shared only with trusted partners (IRS, state agencies, or vendors) when necessary to perform tax or consulting services.
Disclosure may occur if required by law or to protect our legal rights.
You have the right to request a copy of your records, update information, or revoke authorization to share your data.
Requests can be made by contacting us at [ / ].
PEOPLE CHOOSE US
we believe no two clients are the same—so no two tax plans should be either.
we do more than file returns—we help you make smarter financial decisions that shape your future.
we believe trust starts with honesty. That’s why we practice Transparency Pricing—clear, upfront fees with no hidden costs or surprise charges.
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