Data Security

Protecting taxpayer information is a legal obligation for any firm that prepares tax returns, and we take it seriously.

• Every page and form on this website uses an encrypted connection (HTTPS).
• We never ask for Social Security numbers, ITINs, or bank details through this website.
• Document exchange happens through a secure client portal, not email attachments.
• The forms on this website are protected against automated abuse.
• We carry errors and omissions insurance.
• If we learn of a breach involving your information, we will notify you as the law requires.

This website itself collects only form submissions and does not host client documents. Document upload happens later, in the secure portal.