Privacy Policy

We are committed to protecting your privacy and safeguarding any information you provide through this website. This policy explains how information is collected, used, and protected.

Confidentiality of Tax Information (IRC §7216)

We are committed to protecting the confidentiality of your tax return information in accordance with Internal Revenue Code §7216 and related federal regulations governing tax return preparers.

  • Tax return information is not disclosed to third parties without your express consent, except as required or permitted by law
  • Information provided through this website is handled with reasonable safeguards but should not be considered secure until a formal client relationship is established
  • Sensitive personal or financial information should not be transmitted through unsecured forms or email

Once a formal client relationship is established, all information is handled in accordance with strict confidentiality standards and applicable federal regulations governing the use and disclosure of tax return information.

Information We Collect

We may collect personal information that you voluntarily provide through contact forms or direct communication, including:

  • Name
  • Email address
  • Phone number
  • Any information you choose to provide regarding your tax situation

We may also collect limited non-personal data through standard website analytics tools.

How Information Is Used

Information you provide may be used to:

  • Respond to inquiries
  • Schedule consultations
  • Communicate regarding potential services
  • Improve website functionality and user experience

Information Sharing

We do not sell, rent, or share your personal information with third parties for marketing purposes. Information may be shared only when required by law or as necessary to provide requested services.

Data Security

We take reasonable measures to protect your information; however, no method of transmission over the internet can be guaranteed to be completely secure.

Third-Party Services

This website may use third-party services such as analytics or embedded tools. These services may collect data in accordance with their own privacy policies.

Your Consent

By using this website, you consent to the terms of this Privacy Policy.