Thank you for visiting our website at! Please review our Privacy Policy and Terms of Service below.

Privacy Policy

By accessing or using our website (“site”), you (“user”) signify that you have read, understand, and agree to be bound by these terms of use (“Terms of Use“), regardless of whether you requested a tax consultation/quote/tax analysis. As used herein, “users” means anyone who accesses and/or uses the Site.

What information do we collect?

You can visit our site without leaving any personal identifiable information. However, in certain sections of this Site and when you use our Services, we may invite you to contact us with questions or comments, request quotes or information, or fill out a form. Due to the nature of some of these activities, we may only collect personally identifiable information that you submit such as your name, address, email address, and phone number. We may also collect additional personally identifiable information that you voluntarily include in your postings or transmit with your communications to us.

We also collect information (name and email) from you when you subscribe to our newsletter or fill out a form.

When requesting a quote or tax consultation for professional tax services via our site, as appropriate, you may be asked to enter personal information such as your: name, e-mail address, zip code, state you live in, phone number or tax problem information. You may, however, visit our site anonymously.

While we do not collect identifying information about visitors to our site, we do use standard software to collect information for the strict purpose of tracking activity on our site. This allows us to better understand how many people use our site and which pages and features are most popular. The only information we normally collect and store is:

The name of your internet service provider.
The web site that referred you to us (if any).
The date and time the pages were accessed.
The page or pages you requested.

There are instances where you may elect to provide us with personal information. If you fill out one of our feedback or request forms or send us an email, you are transmitting the information that appears in the form or the message. This will typically include information like your name, mailing address, email address, the kind of request you are making, and any other information necessary to fulfill your request. You never transmit personally identifying information that you do not enter yourself. And this is always your option; this information cannot be collected unless you specifically elect to send it to us. This information is used internally only for the purpose of fulfilling the request or for contacting you directly and is not given or sold to any other organization.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as required by law.

We implement a variety of security measures to maintain the safety of your personal information. We use SSL encryption to secure this site and protect your data.

Spam and E-mail lists

We do not send unsolicited e-mail messages. The user will only receive an email(s) regarding tax services requested if they decide to request professional tax services using a form submission. All emails from us contain opt-out links in the event that a user decides to opt out of future correspondence.

Do we use cookies?

Yes. Cookies are small files that a site or its service provider transfers through your Web browser (if you allow) that enables the sites to recognize your browser and capture and remember certain information. We use cookies to compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future.

Do we disclose any information to outside parties?

We do not sell, trade, or otherwise transfer to outside parties your personally identifiable information. This does not include trusted third parties who assist us in operating our website, conducting our business, or servicing you, so long as those parties agree to keep this information confidential. We may also release your information when we believe release is appropriate to comply with the law, enforce our site policies, or protect ours or other rights, property, or safety. 

Third-party links

We may include or offer third-party products or services on our website. These third-party sites have separate and independent privacy policies. Therefore, we have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we welcome any feedback about these sites. Please consult the privacy policies on third-party sites before you provide them with any of your personal information.

Children’s Online Privacy Protection Act Compliance

We are in compliance with the requirements of COPPA (Children’s Online Privacy Protection Act), we do not collect any information from anyone under 13 years of age. Our website, products, and services are all directed to people who are at least 13 years old or older.

Online Privacy Policy Only

This online privacy policy applies only to information collected through our website and not to information collected offline.

Terms of Service

By using this website you are agreeing to our terms of service. We reserve the right to change these terms at our discretion.

The information presented on this site is intended for informational purposes only and should not be construed as rendering financial, tax, accounting, auditing, legal, consulting, investment or other professional advice of any kind. By using this site you have not entered into a client, advisory, fiduciary or professional services relationship. Please consult the appropriate party for professional advice before making any decisions.

While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this site is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this site or such other materials or communications.

For your questions and suggestions, please use the Contact Form on this website to contact us.

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