Privacy Policy

How We Collect Your Information

We gather nonpublic personal details about you from several sources:

1. Information you provide on applications, tax organizers, worksheets, and other documents.

2. Details regarding your transactions with our firm, affiliates, or other parties.

3. Data we receive from consumer-reporting agencies.

Confidentiality and Disclosure

We strictly maintain the confidentiality of nonpublic personal information pertaining to our clients, both current and former. This information is not disclosed to any external parties, except as required or permitted by law.

Data Security

Access to your nonpublic personal information is limited to firm members who require it to deliver our services to you. We implement physical, electronic, and procedural safeguards in accordance with federal regulations to protect your data.

Use of SMS Data

SMS OPT-IN OR PHONE NUMBERS FOR THE PURPOSE OF SMS ARE NOT BEING SHARED WITH THIRD PARTY OR AFFILIATES.

Online Security

Your information online is secured on our WordPress site.

Contact Us

If you have any queries regarding this policy, feel free to reach out.

We’re Here for You

Feel at ease knowing expert accounting support is just an email or phone call away at (703) 782-9898. We gladly offer a free consultation to understand how we can best assist you.

Client Portal

Utilize our secure client portal (TaxDome) to deliver files directly to our team.

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