Privacy Policy

This policy explains how our firm collects, uses, and protects information from anyone who visits this website, contacts our office, or works with us as a client. We know you are trusting us with sensitive details, so we have written this in plain language rather than dense legal boilerplate. It applies to this website, our secure client platform, and the intake process for the services we offer. If anything here is unclear, please contact us.

When you browse this site we collect standard analytics data — pages visited, browser type, and approximate location — gathered through cookies and similar tools, only after you consent. If you submit a form or request a consultation, we collect the name, phone number, email, and any details you choose to share. Once you become a client, the information we collect expands to match the service you engage us for, and is gathered through secure intake forms or uploaded directly to our client platform.

We use your information only to deliver and improve the services you request, to respond to your inquiries, and to meet our legal and professional obligations. We do not sell your information to marketers or unrelated third parties. Client data is protected through a secure platform with access limited to the team members who need it, and information is shared with third parties only when a service requires it — such as filing with a tax authority — or when required by law.

We use cookies to keep the site working and, with your consent, to understand how visitors use it. You can accept or decline analytics cookies using the banner on the site, and you can change your choice at any time through the "Cookie preferences" link in the footer. You may also request access to, correction of, or deletion of the personal information we hold about you, subject to any records we are legally required to retain.

If you have questions about this policy or how we handle your information, please reach out through the contact details on this site. We will respond as promptly as we can.