Privacy Policy

1. Information we collect

Website forms collect contact details only: name, business email, company, phone and your message.

• Forms never ask for SSNs, EINs, ITINs, dates of birth or account numbers.
• Documents are exchanged only through the secure client portal.

2. How we use information

3. Sharing and disclosure

CPA letters are shared with third parties only with your written consent.

4. Data retention

Website form entries are deleted after 90 days.

5. Your privacy rights (including California)

6. Cookies and analytics

See our Cookie Policy for the analytics tools used on this site.

7. Contact

Questions about privacy can be sent to the contact details below.