Privacy Policy

What information we collect

When you submit the contact form on this site, we collect the information you provide: your name, email address, and the content of your message. We may also collect the referral source if you choose to share it.

This site uses Microsoft Clarity for analytics — this collects anonymous behavioral data such as pages visited, session duration, and general device type. No personally identifying information is collected through analytics.

How we use it

Contact form submissions are used solely to respond to your inquiry. We do not add you to mailing lists, sell your information, or share it with third parties for any marketing purpose.

• →Contact information is used to respond to your inquiry
• →Analytics data is used only to understand site performance
• →No information is sold or shared for advertising purposes

Client engagement data

If you become a client, your financial and personal information is handled through a separate secure client portal (TaxDome). That platform maintains its own data security practices and privacy protections in compliance with applicable professional standards. All client data is treated as confidential and protected under standard CPA confidentiality obligations.

Cookies

This site uses only analytics cookies (Microsoft Clarity). No advertising or tracking cookies are used. You can disable cookies in your browser settings at any time without affecting your ability to use this site.

Data retention

Contact form submissions are retained only as long as needed to respond to your inquiry. Analytics data is retained according to Microsoft Clarity’s standard retention periods.

Your rights

You may request deletion of any personal information you have submitted through this site. To do so, contact us through the form on the home page. We will respond within a reasonable time.

This policy applies only to this website. It does not govern information shared in the context of a client engagement, which is subject to separate professional confidentiality obligations.