Privacy Policy
This policy describes how this website handles information.
Information collected
This website does not require you to create an account. If you use the consultation form, the fields you complete — name, email address, optional phone number, the service you're interested in, your contact preference, timing and your message — are the only information requested. You are asked not to submit Social Security numbers, employer identification numbers, financial account numbers or tax documents through the website.
Current status of the form
Online submission is not active yet. Until it is enabled and tested, the consultation form validates your entry in your browser only and clearly states that nothing has been sent or stored. This policy will be updated to describe transmission, storage and retention before any submission is accepted.
How information is used
Information you provide is used to respond to your inquiry, to assess whether the firm can help, and to arrange a consultation. It is not sold, rented or traded.
Sharing
Information may be shared with service providers that operate this website or the firm's communication systems, and where required by law or professional obligation. Client tax information is handled under the confidentiality standards applicable to Certified Public Accountants, including Internal Revenue Code section 7216 restrictions on the use and disclosure of tax return information.
Cookies and analytics
The website may use cookies or similar technology necessary for the site to function. If analytics or advertising technologies are added later, this policy will be updated to identify them before they are used.
Security
Reasonable technical and organizational measures are used to protect information. No method of transmission over the internet is entirely secure, which is why sensitive tax data should be exchanged through a secure channel provided by the firm rather than through this website or ordinary email.
Your choices
You may ask what information the firm holds about you, request correction, or ask that it be deleted, subject to the records the firm is professionally or legally required to retain. Use the form on the contact page to make such a request.
Children
This website is intended for adults and is not directed to children under 13.
Changes
This policy may be updated as the firm's systems and services change. The current version is always the one posted on this page.