Privacy policy

Information collection

We collect personal information in the following ways:

engagement letters, tax intake forms, and other documents.

Your information is stored on secure servers.

Information use

We may use the personal information we collect in the following ways:

To provide accounting, tax, consulting, and other professional services.
To send you marketing communications about our services.
To onboard new tax professionals.
To contact you via telephone, email, Zoom, or ground mail.
To establish and maintain a well-managed customer or prospective customer relationship.
To evaluate, develop, and improve our services.

We do not disclose any nonpublic personal information about our current or former clients to anyone, except as required by law.