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.
How We Use Your Information
We use your information to:
- Provide requested tax preparation and consulting services
- Communicate with you
- Process transactions
- Comply with legal 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 (e.g., 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.