Privacy Policy

Last updated: 5/31/2025

Information Collection

We collect information that you provide directly to us, including personal and financial information necessary for tax preparation and advisory services.

Information Usage

We use the information we collect to provide tax services, communicate with you, and comply with IRS regulations and requirements.

Data Security

We implement appropriate security measures to protect your personal and financial information from unauthorized access or disclosure.

Data Retention

We retain tax records and related information for the period required by IRS regulations and applicable laws.