Privacy Policy

We collect personal and financial information directly from you when you use our services. This may include your full name, mailing address, email address, Social Security Number or Tax Identification Number, financial records, income and expense details, banking and investment account information, and copies of your tax returns and supporting documentation.

In addition to the information you provide, we may also collect data from third-party sources, such as financial institutions, payroll providers, and government agencies, but only with your explicit authorization.

When you visit our website, we may automatically gather limited technical data such as your IP address, the date and time of your visit, and the pages accessed. This helps us improve site performance and enhance your experience. We may also use third-party analytics tools to analyze website traffic and usage patterns.

We use your information solely for the purpose of delivering the services you’ve requested from us. This includes the preparation and filing of your tax returns, providing financial and advisory support, corresponding with you about your financial matters, and complying with legal, regulatory, and professional obligations.

We do not sell or rent your personal information. We do not use your mobile number or any text message opt-in data for promotional purposes, nor do we share that information with third parties for marketing.

We maintain strict professional standards of confidentiality. Your information will not be disclosed unless you have given your prior written consent, disclosure is required by law, or the disclosure is necessary for us to deliver our services. In those cases, your data may be shared with trusted service providers, such as cloud-based storage systems or tax preparation platforms, who are contractually obligated to protect your information and maintain its confidentiality.

You have the right to request access to the personal information we hold about you, request corrections to any inaccurate or incomplete information, and, where applicable, request deletion of your information. You also have the right to withdraw your consent for future data collection.

If you are a resident of California, you may be entitled to additional rights under the California Consumer Privacy Act (CCPA), including the right to opt out of certain types of data sharing.

To exercise any of these rights, please contact us using the details provided at the end of this policy.

We are committed to protecting your information and use a combination of administrative, technical, and physical safeguards to prevent unauthorized access. These measures include encrypted communications, secure portals for document exchange, restricted access to sensitive data, and staff training in data protection protocols. While we take extensive precautions, no system is entirely immune to risk, and we encourage clients to use strong security practices on their end as well.

Your personal and financial information is retained only as long as it is necessary to fulfill our professional obligations to you, comply with legal requirements, and maintain appropriate records for auditing and regulatory purposes. When information is no longer needed, it is securely deleted or anonymized.

Our website may use cookies and other tracking technologies to improve performance and enhance user experience. These tools help us understand how visitors interact with our site. If you prefer not to allow cookies, you can modify your browser settings accordingly, though this may affect certain features of the site.

We do not outsource any of our services domestically or internationally. All work is performed exclusively in-house within the United States, and your confidential information is never transferred, processed, or stored outside of the United States. If you are located outside the United States and choose to engage our services or visit our website, please be aware that your information may be transferred to and stored in the United States. By using our services, you consent to this transfer in accordance with applicable laws.

Our services are intended for adults and are not designed for individuals under the age of 18. We do not knowingly collect or retain information from minors. If we become aware that personal information has been collected from a child, we will take immediate steps to delete it.

We may update this Privacy Policy periodically to reflect changes in our business practices, regulatory requirements, or technology. Any revisions will be posted on our website along with the effective date of the most recent version. We encourage you to review this policy regularly to stay informed about how we are protecting your information.

If you have any questions about this Privacy Policy, or if you would like to exercise your privacy rights, you are welcome to contact us directly.