Privacy Policy
Last updated October 28, 2026.
What I Collect
When you submit the contact form, I receive the information you enter: your name, email address, phone number if you provide it, the service you're interested in and your message. The form is processed by Netlify, the company that hosts this site.
The site itself doesn't use advertising cookies. The hosting provider may keep standard server logs, such as IP addresses and pages requested, for security and performance.
How I Use It
Only to respond to your request and, if we work together, to provide services. I don't sell or share your information with anyone for marketing.
Sensitive Information
Please don't send Social Security numbers, account numbers or tax documents through the contact form. If we work together, I'll give you a secure way to share documents.
Your Choices
You can ask me to delete your form submission at any time by replying to my email or using the contact form.
Professional Obligations
Client information is kept confidential as required by the professional standards for CPAs and by federal law governing tax return preparers.