Privacy Policy

Last updated: March 5, 2026

1. Information We Collect

Contact Form: Your name, email address, and message when you contact us.

Client Portal: Your email address for authentication. Documents you upload or that are shared with you are stored securely.

Analytics: None. We do not track visitors.

2. How We Use It

  • To respond to your inquiry
  • To authenticate you and provide portal access
  • To securely store and share financial documents

We do not sell or share your information with third parties, and we do not use it for marketing.

3. Data Retention

  • Client documents are retained for the duration of the engagement, then securely deleted.
  • Upon request, your information can be transferred to you or permanently deleted.

Questions or requests? Email us at [email protected].