Client Privacy Statement & Acknowledgment

We value your trust and are committed to protecting your personal and financial information. The information you share with us—such as your name, Social Security number, income details, and tax data—is used only to provide tax and related financial services.
How We Protect Your Information
Your information is kept confidential and secure through physical, technical, and procedural safeguards. Only authorized staff have access as needed to perform their duties.
How We Use and Share Information
We only use or share your information:

With your consent, or
As required by law

Acknowledgment
I confirm that I have reviewed my tax return with my preparer and that all information provided is true and correct to the best of my knowledge.

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.