Last updated September 15, 2026
What this site collects
When you use an enquiry or assessment form, we collect the contact details and answers you choose to provide, such as your name, email, phone number, general tax concern, urgency, and optional notes. Please do not submit Social Security numbers, bank account details, tax documents, or other sensitive records through these forms.
Hosting, security, and analytics providers may also collect standard technical information such as IP address, browser type, referring page, and site usage information to operate, protect, and improve the site.
How form information is used
We use form information to respond to your enquiry, understand what kind of help you may need, route the enquiry to the right person, and protect the form from abuse. Service providers that operate our hosting, lead intake, email, or related systems may process the information for us. We do not sell personal information.
When you email us
If you contact us by email, we receive the information you choose to send. Please do not include Social Security numbers, bank account details, or complete tax records in an ordinary email. If document sharing is needed, we will provide secure instructions.
Your choices
You may ask what contact information we have about you, request a correction, or ask us to delete an enquiry, subject to legal and operational recordkeeping requirements.
Questions
For privacy questions, contact [email protected] .