Privacy Policy

We collect only the information you provide through our inquiry forms and during an engagement: your name, contact details, country and state of residence, and the details of your situation you choose to share.

That information is used to respond to your inquiry, to deliver the services you engage us for, and to meet our professional and regulatory obligations. We do not sell client information.

Tax return information is protected under IRC §7216 and is not disclosed to third parties without your written consent, except where required by law.

You may request access to, correction of, or deletion of the personal information we hold about you, subject to the record-retention requirements that apply to tax practitioners.