Privacy Policy

Information We Collect

Contact inquiries. When you submit our contact form or request a free consultation, we collect the name, email address, phone number, and message you provide so we can respond.

Client portal accounts. When you register for the client portal we collect your name and email address, and the invite token or category (personal, business, or both) selected by our staff. Your password is stored only as a secure, hashed credential and is never visible to our staff.

Client documents. Through the portal you may upload tax returns, financial statements, identification, and other records. These files are stored in private storage that is not publicly accessible, and each is visible only to you and the staff members assigned to your account.

Usage data. Like most websites, our servers keep standard technical logs (IP address, browser type, pages requested, timestamps) for security and troubleshooting.

How We Use Your Information

To respond to your inquiries and schedule consultations you request.

To operate the client portal: provision your folders, pre-place intake forms, deliver documents to and from you, and notify our staff when you sign in or upload a file.

To provide the accounting, tax, and advisory services you engage us for.

To protect the security of the site, the portal, and client records, and to comply with legal obligations.

We do not sell or rent your personal information to anyone.

Client Documents and Confidentiality

Documents you entrust to us through the portal are treated as confidential client materials. They are stored outside the public web root, access is restricted to you and authorized staff assigned to your account, and they are used only to provide services to you.

We do not share client documents with third parties except: service providers that help us operate the portal (such as hosting and email delivery) under confidentiality obligations; when required to comply with law, legal process, or a valid request from tax authorities; or where you have asked us to (for example, filing a return with the IRS on your behalf).

Cookies and Analytics

This site uses a small number of cookies and similar technologies: essential storage needed for sign-in sessions, security, and your consent choice; and analytics, described below.

Google Analytics. We use Google Analytics 4 to understand aggregate site usage. Analytics is consent-gated: no GA tracking scripts load until you accept analytics cookies in our cookie banner, and you can withdraw consent at any time — tracking stops immediately.

Verification and SEO scripts. We load scripts from Seona (p.usestyle.ai) and ConversionAI (p.conversion.ai) so our SEO and advertising partners can verify that our site is correctly configured. These do not require consent to load because they do not set advertising identifiers, but they may collect standard request information.

You can clear or change your cookie choices at any time through the cookie banner, or by clearing your browser storage for this site.

Data Retention

We keep personal information and client documents only as long as needed to provide services, meet legal and professional recordkeeping obligations (which for tax records may be several years), and resolve disputes. When your portal account is closed, we delete or anonymize the associated documents and account data unless a longer retention period applies.

Data Security

We use administrative, technical, and physical safeguards designed to protect your information, including encrypted connections (HTTPS) throughout the site and portal, hashed passwords, private document storage, and access limited to staff assigned to your account. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Rights

Depending on your location, you may have the right to access the personal information we hold about you, request correction or deletion, object to certain processing, or withdraw consent. To exercise any of these rights, contact us using the details below. We may need to verify your identity before fulfilling a request.

California residents have additional rights under the California Consumer Privacy Act, including the right to know what personal information is collected and the right not to receive discriminatory treatment for exercising privacy rights.

Children

This website is not directed to children under 13, and we do not knowingly collect personal information from children. If you believe a child has provided us information, contact us and we will delete it.

Changes to This Policy

We may update this policy from time to time. The revised version will be posted on this page with a new effective date. Continued use of the site or portal after changes are posted constitutes acceptance of the updated policy.