1. Information We Collect
We collect information you provide directly to us, including:

• Name, email address, phone number, and business details.

• Financial documents, tax records, and legal details necessary to perform our services.

• Information sent via contact forms, scheduling tools, or client portals.

 

2. How We Use Your Information
We use your information strictly to:

• Provide tax preparation, bookkeeping, accounting, and legal document services.

• Communicate with you regarding your files, inquiries, or billing.

• Comply with state and federal legal and regulatory obligations.

 

3. Data Security & Sharing
We implement strict industry-standard security measures to keep your data safe. We never sell your personal or financial information. We only share your data with third parties when required by law (e.g., the IRS) or with trusted software vendors necessary to complete your work (e.g., secure client portals, accounting software).

 

4. Your Rights
You have the right to request access to, correction of, or deletion of your personal data, subject to legal record-retention requirements for financial and tax professionals.