Privacy Policy

We collect two kinds of information:

• Information you provide. When you fill out our contact form, we collect your name, email address, phone number (if provided), the subject of your inquiry, and the contents of your message.
• Information collected automatically. Like most websites, our hosting provider may automatically collect basic technical information such as your IP address, browser type, referring page, and the pages you visit. This helps us understand how the site is being used and keep it secure.

We use the information you provide to:

• Respond to your inquiry or consultation request
• Communicate with you about our services
• Improve the website and our services
• Comply with legal obligations

We do not sell, rent, or trade your personal information to third parties.

We use reasonable administrative and technical safeguards to protect the information we collect. Our website is hosted on a secure platform with industry-standard encryption (HTTPS) for all data in transit.

For active clients, sensitive tax documents and client communications are handled exclusively through Drake Software’s secure client portal, not through this website or general email.

No method of transmission over the internet is 100% secure, however, and we cannot guarantee absolute security.

We use a small number of trusted third-party services to operate this website:

• Netlify. Hosting and form submission handling.
• Drake Software. Secure client portal for active clients only.

These providers have their own privacy practices, and we encourage you to review their policies.

This website does not use tracking cookies or third-party advertising cookies. If we add analytics in the future (such as Google Analytics), this policy will be updated and we will provide clear notice.

Depending on where you live, you may have rights regarding your personal information under laws such as the California Consumer Privacy Act (CCPA), the Colorado Privacy Act, and similar state laws. These rights may include:

• The right to know what personal information we have collected about you
• The right to request deletion of your personal information
• The right to correct inaccurate personal information
• The right to opt out of the sale of personal information (we do not sell your information)

To exercise any of these rights, please contact us using the information below.

This website is not directed to children under the age of 13, and we do not knowingly collect personal information from children.

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date at the top of this page. Significant changes will be communicated through a notice on the website.

If you have any questions about this Privacy Policy or how your information is handled, please reach out: