Privacy Policy

Information you provide directly: Contact information (name, email address, mailing address, phone number); tax and financial documents you upload or deliver to us (tax returns, W-2s, 1099s, business records, receipts); identification information required for tax preparation (Social Security Number, ITIN, EIN, date of birth); business information (entity name, entity type, ownership details); and communications with us, including text messages, emails, and portal messages.

Financial account information (Plaid): If you choose to connect a bank or credit card account through our financial dashboard, we use Plaid Inc. ("Plaid") to establish a secure, read-only connection to your financial institution. Through Plaid we receive account and transaction data such as account balances, transaction dates, amounts, merchant names, and categories. We never see, collect, or store your online banking username or password. Your credentials are provided directly to Plaid and/or your financial institution. Plaid's collection and use of your information is governed by the Plaid End User Privacy Policy, available at https://plaid.com/legal/#end-user-privacy-policy.

Payment information: Subscription and service payments are processed by our third-party payment processor, Stripe. Your full card number is transmitted directly to the processor and is not stored on our servers. We retain only limited billing records (such as the last four digits of your card, card brand, billing history, and consent records).

Information collected automatically: When you visit our website or portal, we may collect device and usage information such as IP address, browser type, pages visited, and referral source, including through cookies or similar technologies used for site functionality and analytics.

We use your information to: provide tax preparation, bookkeeping, financial reporting, and related services; generate financial performance reports from your connected account data; process payments and manage subscriptions, trials, and billing; communicate with you about your engagement, appointments, deadlines, and account (including by text message where you have consented); comply with legal obligations, including IRS regulations and record-retention requirements; protect against fraud, unauthorized access, and misuse of our services; and improve our website, portal, and services.

Tax return information: Consistent with Internal Revenue Code §7216, we do not use or disclose tax return information for purposes other than preparing your return without your written consent, except as permitted by law.

We do not sell your personal information. We share information only with: service providers who help us operate our business (e.g., Plaid for account connectivity, our payment processor, our SMS platform, and secure cloud hosting and portal providers), each bound to use your information only to provide services to us; your financial institutions, as necessary to maintain authorized connections; government authorities, including the IRS and state agencies, as required to provide services you request or as required by law, subpoena, or court order; professional advisors (such as our attorneys or insurers) where necessary; and parties you authorize in writing.

We maintain administrative, technical, and physical safeguards designed to protect your information, including encryption of data in transit, access controls, and a written information security program consistent with the FTC Safeguards Rule. Financial account connections established through Plaid are read-only; they cannot be used to move money or initiate transactions. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

We retain client records for as long as needed to provide services and to meet legal and professional obligations. Tax preparation records are retained for a minimum of the period required by the IRS and applicable law. When information is no longer required, we securely delete or destroy it.

Disconnect accounts: You may disconnect a linked financial account at any time through your portal or by contacting us.

Access, correction, deletion: You may request access to, correction of, or deletion of your personal information by contacting us at the address or phone number above. Certain records must be retained by law (for example, filed tax returns and related workpapers) and are exempt from deletion during required retention periods.

Text messages: You may opt out of text messages at any time by replying STOP. See our SMS Terms & Consent Policy.

Cookies: You can control cookies through your browser settings.

Our services are intended for adults and businesses. We do not knowingly collect information from children under 13, except as contained in tax documents provided by a parent or guardian for tax preparation purposes (e.g., dependent information).

We may update this Policy from time to time. The "Last Updated" date at the top reflects the most recent revision. Material changes will be communicated through the portal, email, or our website.