Privacy Policy

Information We Collect: 

• Personal identification information (name, email, phone, SSN when applicable) 

• Tax situation details from assessment forms 

• Payment information (processed securely via Stripe) 

• Website usage data (cookies, IP addresses) 

How We Use Information: 

• Provide tax advisory services 

• Process payments and bookings 

• Communicate about services 

• Comply with IRS regulations and legal requirements 

Information Sharing: 

• We do NOT sell personal information 

• May share with service providers (Tax Professionals, CRM, payment processors) 

• Required disclosures to IRS/government agencies when legally mandated 

• Client confidentiality maintained per professional standards 

Data Security: 

• SSL encryption for all data transmission 

• Secure servers and payment processing 

• Limited employee access on need-to-know basis