Privacy policy

Last updated: November 2026

What we collect

When you send us a message or fill out our new client form, we receive what you enter, such as your name, email address, phone number and a description of what you need. Form submissions are kept on our website’s secure server so we can respond to you. Our website host may also keep standard server logs, such as IP addresses and browser type, for security and performance.

How we use it

We use the information only to respond to you and, if you become a client, to provide our services. We do not sell or rent your information.

Sensitive information

Please do not send Social Security numbers, bank account numbers or tax documents through website forms or email. Clients share those through our secure client portal.

Third-party content

Our site shows reviews from Google and may include a Google Map. These services may set their own cookies under their own privacy policies. Our website forms also use Cloudflare Turnstile to tell real people apart from spam bots; Cloudflare processes limited technical information, such as your IP address and browser details, for that purpose only.

Confidentiality

As CPAs, we are bound by professional standards and federal law regarding the confidentiality of client information.

Questions

Call us at (352) 338-0424 or use our contact form.