Information We Collect
We may collect personal information (such as name, email, phone number, state of residence) when you contact us or book a virtual consultation.
For tax preparation clients, we collect sensitive financial data necessary to provide our professional tax services through a secure portal. This data is treated with the highest level of confidentiality and security.
How We Use Your Information
We use your information to:
- Provide the tax preparation and consulting services you request
- Communicate with you about your account, services, and tax matters
- Process transactions and complete service engagements
- Comply with legal, regulatory, and IRS obligations
Data Security
We implement industry-standard security measures, including secure portals and encryption, to protect your data in compliance with IRS regulations and the FTC Safeguards Rule.
We maintain a Written Information Security Plan (WISP) to ensure the ongoing confidentiality of client records.
Our virtual tax preparation portal uses encrypted document transmission and secure storage. Your sensitive financial information never leaves a protected channel.
Information Sharing
We do not sell or rent your personal information to third parties. We only share information as necessary to provide our professional tax services (for example, with IRS e-file systems) or as required by law (under Section 7216 regulations).
Nationwide Service
We provide virtual tax preparation and consulting services nationwide to clients in all 50 states. Your data is handled with the same standards of privacy and security regardless of your state of residence.