Information we collect
Our contact form collects your name, email address, optional phone number, service interest, message, and consent. Netlify processes submissions and may process technical data such as IP addresses for hosting, security, and spam prevention.
How we use information
We use inquiry details to respond, discuss services, and coordinate appointments. Do not submit tax returns, Social Security numbers, banking information, identification, health information, or immigration records through this form.
Tax documents and client accounts
The client portal is not connected yet. This website does not register accounts or accept uploads. Once connected, a separate secure third-party portal will handle accounts, documents, and tracking under its own privacy and security terms. Contact us for approved delivery instructions.
Providers and external links
Netlify handles hosting and form submissions. WhatsApp, maps, and any connected booking or portal provider operate independently under their own policies. Opening these links shares technical information with those providers. We do not sell contact form information.
Security and retention
HTTPS protects information in transit when accessed over HTTPS. No system is guaranteed completely secure. Inquiry information is retained as needed for communication, applicable obligations, and legitimate business needs. Tax engagement records may have separate legal retention requirements.
Your choices
Request access, correction, or deletion of inquiry information, subject to legal retention duties, by calling +1 754-244-2089. Do not send sensitive details with your request. No marketing analytics or advertising trackers are intentionally installed on this website.
Scope and updates
This notice covers the public website, not a separate tax engagement or third-party portal. Tax return information is subject to applicable federal and state confidentiality requirements. This notice does not authorize its use or disclosure. We update this page when website practices change.