Privacy Policy
We protect your data as carefully as we plan your wealth.
Data Collection
We only collect what is necessary to provide tax and financial services (e.g., SSN/TIN, income statements, investment history).
Purpose
To prepare filings, offer financial advice, and comply with regulatory requirements.
Security
We utilize bank-grade encryption and multi-factor authentication to safeguard non-public personal information (NPI).
Sharing
We never sell your data. We only share with third parties (like the IRS or clearing firms) required to execute your services.