Privacy & Client Data

Client information

Keep confidential documents protected.

We protect confidential taxpayer information. Do not send Social Security numbers, tax returns, W-2s, identity documents, bank information, passwords, or other sensitive records through website chat, WhatsApp, text message, or ordinary email.

Use Upload Documents in the menu to open our secure Dropbox form. Website chat and WhatsApp are for general questions and scheduling only. Payment information is entered directly with GoDaddy Payments and is not collected or stored by this website.