Privacy Policy

We collect personal identification details (name, email, phone number, location) when you schedule an appointment or complete our contact forms. We do not transmit sensitive Social Security numbers or financial account numbers through unencrypted website forms.

When you engage our tax preparation services, we may collect additional information necessary to complete your filing — including income statements, dependent details, and prior-year returns. This sensitive data is collected through secure, encrypted channels, never through public web forms.

Information collected is strictly used to schedule tax preparation appointments, deliver business formation services, communicate regarding mentorship inquiries, and comply with professional standards.

• Confirming and coordinating your appointments
• Preparing and filing your federal and state tax returns
• Providing notary services
• Sending appointment reminders and service updates
• Responding to your inquiries and support requests

We never sell, rent, or trade your personal data to third-party marketers. Information is disclosed only to regulatory or federal tax authorities (such as the IRS) as required by federal tax law during official filing operations.

We may also share information when legally compelled to do so by court order, subpoena, or other lawful process, or to protect our legal rights and the safety of our clients and staff.

We do not use third-party web analytics, advertising trackers, or cross-site tracking on this website. We do not follow you across other websites, and we do not use cookies or other technologies to build an advertising or behavioral profile of you. If we add a measurement tool in the future, this policy will be updated first.

Protecting your personal and financial information is our highest priority. We implement industry-standard safeguards including encrypted storage, secure transmission protocols, and restricted access limited to authorized personnel who require the information to perform their duties.

Despite our efforts, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.

We retain your tax records and related personal information for the period required by federal and state tax regulations (typically a minimum of three to seven years following the filing date). After this period, records are securely destroyed unless retention is otherwise required by law.

Our website uses only the minimal cookies necessary for basic functionality, such as keeping you signed in to the client portal. We do not use tracking cookies for advertising, analytics, or cross-site profiling. You may disable cookies in your browser settings, though doing so may affect portal sign-in.

Depending on your location, you may have the right to access, correct, or request deletion of your personal information. Residents of California (CCPA), Virginia (VCDPA), and other jurisdictions with privacy laws may exercise these rights by contacting us using the information below.

• Request a copy of the personal data we hold about you
• Correct inaccurate or outdated information
• Request deletion of your personal data (subject to legal retention)
• Opt out of marketing communications at any time

Our services are intended for individuals aged 18 and older. We do not knowingly collect personal information from children under 18. If you believe a minor has provided us with personal information, please contact us and we will promptly remove it.

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated version will be posted on this page with a revised effective date. We encourage you to review this page periodically.