Privacy policy
Last updated [DATE].
This policy covers this website. Client tax and financial records are handled under our engagement letter and our written information security plan, which we share when you become a client.
What we collect
When you request a consultation or send a message, we receive what you type into the form: your name, email, phone number if you give it, what you need help with, and any note. We use it only to reply and to prepare a quote. Please never send Social Security numbers, account numbers or tax documents through this website.
Analytics
This site uses privacy-friendly analytics that doesn’t use cookies or collect personal information. It counts visits and which pages are read.
Who we share it with
Nobody. We don’t sell or share your information. Form messages are delivered to us by a service acting on our behalf.
How long we keep it
[RETENTION PERIOD]
Your choices
To see, correct or delete what we hold about you from this website, email [EMAIL] or call [PHONE].