Privacy and data security notice

This notice explains what information we collect, how we protect it and when we delete it. It applies to our website, secure upload, client portal and office.

What we collect

• Contact details you give us when you book a call or send a question
• Tax documents and records you upload or drop off
• Portal sign-in activity, kept to protect your account

How we protect it

Uploads are encrypted in transit with TLS 1.3 and stored encrypted with AES-256 in US data centers. Staff sign in with multi-factor authentication, and every file view is logged.

We keep a written information security plan, as the FTC Safeguards Rule requires of tax preparers, and review it every year.

Who can see your information

Your preparer, one reviewing partner, and staff who need it for payroll or bookkeeping work. We never sell client information, and we only share it with tax agencies when you ask us to file or respond for you.

How long we keep it

We keep records for seven years after the related return is filed, then delete them. You can ask for a copy of everything we hold at any time.

This website

This site uses no advertising or tracking cookies. Forms on the concept site store nothing.