Privacy Policy
Last updated: January 2026
We value your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how information is collected, used, and safeguarded when you visit our website or submit information for tax preparation services.
Information We Collect
We collect information you voluntarily provide, which may include:
Name, email address, phone number
Tax-related information submitted for preparation or review
Documents uploaded through secure forms or portals
We collect only the information necessary to provide tax preparation and related services.
How We Use Your Information
Your information is used solely to:
Prepare and file tax returns
Review information for pricing and service determination
Communicate regarding your request or services
Comply with legal and regulatory requirements
We do not sell, rent, or share your personal information for marketing purposes.
Data Security
We use reasonable administrative, technical, and physical safeguards to protect your information. While no method of transmission or storage is completely secure, we take appropriate measures to reduce risk and protect confidentiality.
Third-Party Services
We may use trusted third-party services for secure document collection, communication, payment processing, or tax software. These providers are used only to support our services and are expected to maintain appropriate security standards.
Your Choices
You may contact us with questions regarding the information we collect or how it is used. You are responsible for ensuring that information you submit is accurate and complete.
Updates to This Policy
This Privacy Policy may be updated from time to time. Any changes will be posted on this page with an updated effective date.
Contact
If you have questions about this Privacy Policy, please contact us through the website contact form.