Privacy Policy

Mobile information, phone numbers, SMS opt-in records, and messaging consent data are not sold or shared with third parties or affiliates for their marketing or promotional purposes.

Limited service provider processing may occur to support communications related to authorized services.

We may collect personal information, contact details, taxpayer identification numbers, tax returns, W-2/1099 documents, financial records, payroll details, business records, payments, website usage data, and communication preferences necessary to provide our services.

Information is used for tax preparation, bookkeeping, payroll, appointment management, customer support, payment processing, compliance, and service-related communication.

Service-related SMS messages may be sent to provide appointment reminders, updates, and account-related notifications.

Explicit consent is required before sending SMS messages. Marketing messages, where applicable, require separate consent. Consent is not a condition of purchase.

Reply STOP to unsubscribe from SMS messages. Reply HELP for assistance. Message frequency varies. Message and data rates may apply. Carrier delivery limitations may apply.

Mobile opt-in and consent data are protected and not shared for marketing purposes.

We may share information with authorized tax filing providers, secure document platforms, accounting software providers, payroll providers, payment processors, and government authorities when appropriate and legally permitted.

Applicable tax return confidentiality requirements, including IRC Section 7216, are observed.

Sensitive tax and financial documents and payment processing information are handled with appropriate safeguards and stored using secure methods.

We maintain reasonable technical, administrative, and organizational protections to safeguard information. No method of transmission or storage is completely secure, and we do not claim absolute security.

We may use cookies and similar technologies for website performance, usage analytics, and browser preference management. You can adjust cookie preferences in your browser settings.

Retention of information depends on service needs and applicable tax, legal, and professional obligations. We retain records only as long as necessary to fulfill these obligations.

Subject to legal obligations, you may request access to, correction of, or deletion of your personal information, and may opt out of certain communications. Contact us to exercise these rights.

External client portals, payment platforms, and website links may have their own privacy practices. We encourage reviewing their policies.

Our website is not directed to children under 13. Authorized tax preparation may require dependent information as part of a client's return.

We may update this Privacy Policy from time to time. Changes take effect on the effective date posted. Continued use constitutes acceptance of updates.