Privacy Policy

When you contact us, book an appointment, create an account, or request services, you may provide your name, contact details, business information, messages, and documents. Tax-service documents can contain sensitive financial and identification information; use the client portal or another channel agreed with our team to share them.

We use the information you provide to respond to inquiries, administer accounts, provide requested tax, bookkeeping, or payroll services, communicate about those services, and maintain the security and operation of the website.

Information may be processed by service providers that help operate the website, deliver communications, or process payments. We may also disclose information where required by law or in connection with the services you request. Payment providers have their own privacy practices.

Retention depends on the nature of the information, the services requested, and applicable recordkeeping obligations. Contact us to ask about access, correction, or deletion of information you provided; some records may need to be retained for legal or professional reasons.

We take steps to protect information handled through our services, but no online transmission or storage method can be guaranteed completely secure. You can choose not to submit information through the website, although we may then be unable to respond to or fulfill a request.

For details about browser storage and cookies, see our Cookie Policy.