Privacy Policy

We may collect the following types of information:

• Personal information: name, phone number, email address, mailing address, Social Security number, tax, and financial information.
• Non-personal information: website usage data, browser type, and device information, which may be collected automatically.

Information may be collected when you:

• Contact us via our website, email, phone, or in person.
• Submit documents or information necessary for tax, accounting, or financial services.
• Use our website (automatically collected technical data).

We use the information we collect to:

• Provide financial, tax, and related services.
• Respond to inquiries or service requests.
• Prepare tax or financial documents.
• Communicate important account or service information.
• Improve our website and services.

We do not sell, rent, or trade your personal information. We may share information:

• With authorized staff or service providers necessary to perform services.
• When required by law or legal process.
• To protect our rights, safety, or property.

We implement reasonable physical, electronic, and procedural safeguards to protect your information. Access is restricted to authorized personnel who need it to perform their duties.

You may:

• Request access to your personal information.
• Request corrections to your personal information.
• Opt out of certain communications (where applicable).

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these third parties. Please review their privacy policies separately.

We may update this Privacy Policy periodically. Updates will be posted on this page with the “Effective Date” noted.