Privacy Policy

Information We Receive

We may receive information you choose to share through Live Chat, including your name, contact details, state, service interests, timing, and message content. The provider processes messages under its own terms and privacy practices.

The website may also collect technical information such as device and browser type, pages viewed, referring pages, approximate location derived from network information, and interaction events through analytics and essential storage technologies.

Do not include Social Security numbers, taxpayer identification numbers, tax returns, bank statements, payroll files, account credentials, or other sensitive financial records in an initial support message.

How Information Is Used

We use information to respond to enquiries, identify an appropriate service area, coordinate consultation routing, maintain and secure the platform, understand website usage, address complaints, prevent misuse, and meet legal obligations.

If you engage an independent professional, that provider will explain the information they require, the secure delivery method, and their own privacy and retention practices. Their processing is governed by the separate professional engagement.

Analytics, Cookies & Local Storage

We use Google Analytics to understand aggregated website activity. We also use local storage to remember the cookie-banner choice and interface preferences. Browser settings and available opt-out tools can be used to limit some technologies, although parts of the site may function differently.

We do not add a website intake form for tax records. Live Chat is a third-party service with its own privacy terms.

Sharing, Retention & Security

Information may be shared with service providers that help operate analytics, hosting, security, communications, or consultation routing; with independent professionals when you request that connection; or when required to protect rights, comply with law, or address fraud and security concerns.

We retain information only as reasonably needed for the described purposes, dispute handling, security, and legal obligations. We use reasonable safeguards, but no internet transmission or storage system can be guaranteed completely secure.

Your Choices

You may ask about access, correction, deletion, or other rights that apply to your information under relevant law. We may need to verify your identity and may retain limited records where permitted or required.

You can stop support communication at any time and can manage browser storage or analytics settings through your device and browser.