Effective date

Your privacy matters

Effective date: April 1, 2026. We collect only the information needed to respond to your inquiry, provide tax services, and operate this website.

This page is provided for general informational purposes and does not create a client relationship. If you have questions about this policy or your data, contact us using the information below.

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Information we collect & how we use it

Below is a summary of common data types and how they may be used. Specific collection depends on how you interact with the site (forms, email, phone, scheduling, or analytics).

Information you provide to us

When you contact us or request a consultation, you may provide your name, email, phone number, and details about your tax situation. If you become a client, you may provide additional information needed to deliver services.

Automatically collected information

Like most websites, we may collect technical data such as IP address, browser type, device information, pages visited, and approximate location derived from IP. This helps us maintain security and improve site performance.

Cookies and similar technologies

We may use cookies for essential site functionality and to understand site usage. You can control cookies through your browser settings; disabling cookies may affect site features.

How we use your information

We use information to respond to requests, provide services, schedule consultations, send administrative messages, maintain security, and improve our website. We do not sell your personal information.

Sharing and disclosures

We may share information with service providers that help us operate the site (for example, hosting, forms, scheduling, or analytics) and with professional advisors as needed. We may also disclose information if required by law or to protect our rights and users.

Data retention

We keep information only as long as necessary for the purposes described above, to comply with legal and professional obligations, and to resolve disputes. Retention periods vary based on the type of information and context.

Additional details

More information about security, choices, and policy updates.

Security

We use reasonable administrative, technical, and physical safeguards designed to protect information. No method of transmission or storage is 100% secure, so we cannot guarantee absolute security.

Your choices

You can request access, correction, or deletion of certain information by contacting us. You may also opt out of non-essential communications at any time.

Your rights

Depending on your location, you may have rights related to your personal information (such as access, correction, deletion, or portability). We will respond to verified requests as required by applicable law.

Children’s privacy

This website is not directed to children under 13, and we do not knowingly collect personal information from children. If you believe a child has provided information, contact us so we can delete it.

Third-party links

Our site may link to third-party websites. We are not responsible for the privacy practices of those sites. Review their policies before providing information.

Changes to this policy

We may update this Privacy Policy from time to time. The “Effective date” above reflects the most recent revision. Material changes will be posted on this page.