Because one does. This page summarizes how the firm handles the information clients entrust to it. The full legal framework — IRC §7216, AICPA rules, and firm practice — is documented in our confidentiality standard.
The information needed to perform the engagement you’ve authorized: identity and contact details, and the financial and tax records you provide. Nothing is collected for resale or advertising — ever.
Encrypted portal exchange with identity verification, multi-factor authentication, and hardened infrastructure. Client data moves only through technology vendors vetted and qualified in writing.
Where federal law — including the tax-return-information rules — requires your written consent before information is used or disclosed beyond preparing your return, that consent is obtained in plain language, before the use. Not after, not buried.
Sell client information. Share it with advertisers. Feed it to public AI tools. Retain client files as test or training data absent the consent federal law requires.
This site is quiet by design: no advertising trackers, no marketing cookies, no analytics that identify you — which is why there is no cookie banner to click. The site is served from edge infrastructure that keeps standard, short-lived server logs (IP address, request time) for security and abuse prevention. Page typography is self-hosted from this domain. Loading a page sends no request to any third party.
Booking a meeting happens on Microsoft’s Bookings service; document exchange happens in the SecureFilePro client portal; email travels through Microsoft 365. Each operates under its own privacy terms, and each was qualified in writing before touching client work. Links to outside businesses (see Shop Local) are provided without endorsement — their sites, their policies.