DATA SECURITY NOTICE
This notice explains the intended separation between public website inquiries and secure client document exchange.
Public forms collect only initial qualification and contact information. Do not enter Social Security numbers, taxpayer identification numbers, banking information, passwords, tax-return details, or other confidential taxpayer information.
After engagement acceptance, clients should receive access to an approved secure tax-practice portal. Ordinary email is not the approved channel for sensitive taxpayer documents.
Our intended controls include role-based access, multi-factor authentication where supported, limited access, confidentiality procedures, controlled document handling, and written information-security procedures.
Use strong unique passwords, enable multi-factor authentication, verify unusual requests, keep devices current, and contact our team through a known channel if you suspect unauthorized access or a fraudulent message.
A CLEAR NEXT STEP
Start with a non-sensitive inquiry. After engagement acceptance, confidential documents are collected through the secure client portal.