Website Privacy Notice
Our inquiry form collects the name, email, phone, state, service interest, and optional general message you choose to provide.
We use inquiry details to contact you about tax preparation services and maintain internal lead records. Our website uses a private database and optional transactional email notification service.
Do not send Social Security numbers, tax documents, bank details, or other sensitive information through the public form .
For access, correction, or deletion requests, call 1-833-657-7300. Before launch, review this draft notice with your privacy/legal adviser and disclose any additional analytics, cookies, and retention policies actually used.