Last updated: May 4, 2026

Privacy Policy

Information you share

We may receive your name, phone number, email address, and message when you contact us by phone, WhatsApp, email, or form.

How we use information

We use information to respond to inquiries, coordinate appointments, and provide accounting or tax services when you choose to work with us.

Sensitive information

Do not send SSNs, ITINs, bank details, or sensitive tax documents through unsecured forms. We will coordinate appropriate channels for confidential documents.

External services

This site may link to IRS.gov, Google Maps, WhatsApp, or other external services. Those services have their own policies.