Privacy Policy
At , accessible from , one of our main priorities is the privacy of our visitors and clients. This Privacy Policy explains what information we collect and how we use and protect it. If you have any questions about this Privacy Policy, you may contact us at [email protected].
Information We Collect
We may collect personal information that you voluntarily provide when you:
Visit our website
Complete intake, contact, or scheduling forms
Request tax preparation or accounting services
Communicate with us by phone, email, or text message
Opt in to receive SMS or email communications
This information may include your name, contact information, and service-related details necessary to provide our services.
Log Files
uses log files as part of standard website analytics. Information collected may include IP addresses, browser type, Internet Service Provider (ISP), date and time stamps, referring or exit pages, and click activity. This data is used to analyze trends, administer the website, and improve user experience. It is not linked to personally identifiable information.
Cookies
We use cookies to store visitor preferences and optimize the user experience by customizing website content based on browser type or other information.
How We Use Your Information
We use the information we collect for the following purposes:
To provide and manage tax preparation and accounting services
To communicate with clients regarding appointments, documentation, and service updates
To respond to inquiries and provide customer support
To improve our website and service offerings
SMS and Mobile Information Privacy
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Information sharing to subcontractors in support services—such as customer service platforms, scheduling tools, CRM systems, and SMS delivery providers—is permitted.
All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, except for aggregators and providers of the text messaging services.
How We Share Information
We do not sell, rent, or trade personal information.
Information may be shared only in the following limited circumstances:
With service providers that help us operate our business (such as website hosting, CRM platforms, SMS delivery providers, and customer support tools)
When required by law or legal process
To protect the rights, property, or safety of , our clients, or others
Text messaging opt-in data and consent are excluded from all information-sharing categories except as stated above.
Children’s Information
does not knowingly collect personal identifiable information from children under the age of 13. If you believe that a child has provided personal information through our website, please contact us and we will promptly remove it.
Online Privacy Policy Only
This Privacy Policy applies only to information collected through our website and online services. It does not apply to information collected offline or through other channels.
Consent
By using our website or submitting your information, you consent to this Privacy Policy and agree to our Terms and Conditions.