Privacy

This page covers information you share through this website. Information you share as a client is also governed by your engagement letter and our professional obligations as CPAs.

What we collect

If you use the contact form, we receive the name, email, phone number, business name and message you enter. We use it only to respond to you. We don’t sell it or share it for marketing.

The site does not use advertising or tracking cookies. Our hosting provider may keep standard server logs, such as IP addresses, for security.

Sensitive information

Please don’t send Social Security numbers, account numbers or tax documents through the contact form or email. Use our secure client portal.

Questions

Send us a note through our contact form.