Information We Collect

We collect the information requested on the "Contact Us" page in order to contact you to discuss your tax situation.  We do not use cookies or other internet tracking methods.  If you have visited our website your visit to our website may be retained by your internet provider but your personal information is not stored on our website.  It is only used to send us an email to contact you.

If you choose to engage us to prepare a tax return, or to represent you regarding a tax matter, we will collect whatever personal, or business, information is necessary to properly complete the engagement.  This may include personal information such as Social Security numbers, date of birth, marital status, sources and amounts of income and certain expenses.


How We Use The Information

We will use the contact information from this website to contact you regarding your particular tax matters.  Any information you provide in your contact information is strictly confidential and will not be used for any other purpose.  If you did not to provide any contact information you will not hear from us.

Information which you subsequently provide will only be used to complete your tax return, or to represent you before a tax authority.  This information may be retained by us to answer subsequent questions about the preparation of your return, or the representation which we provided.  We will not disclose any of this information for any other purposes unless legally obigated to do so.

We may contact you regarding other services which we offer that you may benefit from.  We will not allow others to use any of your information for marketing purposes, nor will we forward any third party offers to you on their behalf.