We collect and use certain information to provide tax, accounting, and advisory services, and to operate our website and client portal. This section explains what we collect, how we use it, and when we may share it.

1. Data We Collect
   • Personal Identifiers: Name, address, email, phone, SSN, TIN, date of birth.
   • Financial Information: Bank accounts, tax documents, income, expenses, payroll data.
   • Business Information: Entity documents, ownership data, and financial statements.
   • Account Information: Client portal login credentials and authentication information.
   • Technical Information: IP address, device info, browser type, and usage data.
2. How We Use Your Information

   We use your information to:

   • Provide tax, accounting, and advisory services.
   • Prepare and file tax returns and related forms.
   • Communicate regarding engagements, requests, and support.
   • Improve our services, website, and digital platforms.
   • Comply with legal, regulatory, and professional obligations.

   We do not sell personal data. We may share it only as described below.

3. How We Share Information
   • Service providers and vendors who support our operations, under confidentiality obligations.
   • Government or tax authorities, when required by law or authorized by you.
   • Authorized third parties (e.g., legal counsel or financial advisors).