Privacy Policy

Please note that we do not collect or allow clients to upload confidential tax organizers, financial statements, or sensitive tax documents directly through this public marketing website. All document exchanges, tax organizers, questionnaires, and confidential client uploads are conducted exclusively through our secure, encrypted TaxDome Client Portal.

To provide comprehensive tax compliance, accounting, bookkeeping, payroll, and advisory services, we collect non-public personal information (NPI) exclusively through secure authorized channels (including TaxDome, direct consultations, or signed agreements), which may include:

• Information provided on tax organizers, applications, and intake questionnaires submitted through TaxDome (e.g., name, address, Social Security Number, Employer Identification Number, dates of birth).
• Financial documents uploaded securely via TaxDome for tax preparation (e.g., W-2s, 1099s, K-1s, bank statements, profit and loss reports, balance sheets).
• Information regarding your business transactions, payroll data, and past tax filing history.
• General inquiries submitted via our website contact form (limited to your name, email, phone number, and brief message).
• Communications via email, phone, secure TaxDome portal, or virtual consultations.

We use your personal and financial information solely to deliver the services you have engaged us for, including:

We maintain physical, electronic, and procedural safeguards that comply with federal regulations and IRS Publication 4557 (Safeguarding Taxpayer Data) to guard your non-public personal information.

• Preparing federal, state, and local tax returns.
• Providing ongoing accounting, bookkeeping, and payroll support.
• Representing you before the Internal Revenue Service (IRS) or state tax authorities.
• Advising on strategic tax minimization and business entity structuring.