Privacy Policy

If you fill out the discovery call form on our Contact page, we receive the details you type in: your name, company, role, email address, phone number, the service area you are interested in, and any extra context you add. If you email or call us, we receive what you send or say.

Our website is hosted by a third-party provider, and like most sites it may record basic technical information when you visit, such as your browser type, device type, pages viewed and approximate location. We use this only to keep the site working and to understand which pages are useful.

When you hire us, we collect the information needed to do the work. Depending on the service, that can include business and personal contact details, tax identification numbers, financial statements, bank and payroll records, invoices, prior tax returns, and other financial documents you give us.

If you authorize it, we also connect to your accounting software, for example QuickBooks Online, through the software provider's official connection. Through that connection we read the data you have given us permission to see, such as your chart of accounts, transactions, customers, vendors, and reports. We use it to prepare your books, reports, forecasts and tax work. We access it only for your company, only for the services you hired us to perform, and only for as long as you keep the connection in place. You can disconnect it at any time from inside your accounting software, and you can tell us to stop.

We use information to respond to your inquiries, to provide and bill for our services, to prepare tax returns and financial reports, to meet our legal and professional obligations as a CPA firm, and to keep our records in order. We do not use client financial data for marketing, and we do not use it to serve anyone other than the client it belongs to.

We do not sell or rent personal information.

We share information only when it is needed to do the work or when the law requires it. That includes:

We use reasonable administrative and technical safeguards, including access limits, account sign-ins protected by additional verification where the provider offers it, and storage with reputable providers. No system is perfectly secure, and we cannot promise that information will never be accessed without permission. If we learn of a breach that affects your information, we will tell you as the law requires.

We keep client records for as long as we need them to serve you and to meet tax, legal and professional record retention requirements. When records are no longer needed, we dispose of them securely. Website inquiries from people who never become clients are kept only as long as they are useful for following up.

This website may use basic cookies or similar technology that are needed for the site to work or to measure visits. You can block or delete cookies in your browser settings. Blocking them may affect how parts of the site work.

You can ask us to tell you what personal information we hold about you, to correct it, or to delete it. Some records we must keep by law or professional rule, and we will tell you if that applies. You can also ask us to stop contacting you. To make a request, email or call us using the details below. Depending on where you live, you may have additional rights under your state's privacy law, and we will honor requests as that law requires.

Our services are for businesses and adults. We do not knowingly collect information from children under 13.

Our site links to other websites, including a client portal. Those sites have their own privacy practices, and this policy does not cover them.

We may update this policy from time to time. The date at the top shows when it last changed. If we make a material change, we will post the new version here.