Privacy Policy

Last updated: August 2026

Information we collect

When you use the contact form, we collect the contact details and general message you choose to provide. Do not submit Social Security numbers, tax IDs, banking information, or tax documents through the public website.

How information is used

We use contact details to respond to inquiries, evaluate service needs, protect the website, and improve our services. Requested tax documents are handled through the designated secure client portal after services are confirmed.

Analytics and cookies

This site may use limited analytics and essential security tools. Configure installed analytics and spam-protection services to match final privacy practices and applicable law.

Contact

Questions about this notice can be raised by calling 850-391-7659.