How we protect your information.

We review your documents and information to help you with the specific work you hired us to do. We don't use it for anything else.

We share your information only when you ask us to, when your engagement requires it (for example, filing with a tax authority), or when the law requires it. The one other exception is the AI tools described below.

We use approved AI tools to help with research, drafting, and analysis. We never put client information into research-only tools. Before using client information in our drafting and analysis tool, we remove identifying details such as your name and address. We never enter Social Security numbers, account numbers, or passwords into any AI tool, and we turn off the setting that lets that tool learn from our inputs.

Every result from an AI tool is checked by a CPA before it is used in your work.

We use strong passwords, multi-factor authentication, and secure channels for exchanging documents. We keep your information only as long as your engagement and the law require, then securely destroy it.