Privacy Policy

Our Commitment to Privacy


Your privacy is important to us. To better protect your privacy, we provide this notice, which explains your online information practices and the options you can take regarding how your information is collected and used. To make this alert easier for you, we’ve made it available in the footer of each page of our site.

The Information We Collect

This notice applies to all information collected or submitted on the website. On some sites, you may be asked to schedule a consultation with a tax advisor. The types of personal information collected on this site are:

  1. Name
  2. Email address
  3. Telephone number

The Way We Use Information

We only use the information you provide to assist you in planning a consultation between you and your tax advisor. We do not share this information with external parties. We use return email addresses to respond to emails we receive. These addresses are not used for any other purpose and are not shared with external parties. We will never use or share personally identifiable information that has been provided to us online in a manner unrelated to those described above.

Our Commitment to Data Security

To prevent unauthorized access, maintain data accuracy, and ensure the correct use of information, we have put in place appropriate physical, electronic, and managerial procedures to protect and secure the information we collect online.


How to contact us

If you have any questions or concerns about our privacy policy, please call us at 866-940-8000  or email us at – [email protected]