Last updated: October 10, 2026
Your tax matters are personal. Here's exactly how we handle your information — in plain language.
When you contact us — through our website form, our online scheduler, a lead form on an advertisement, or by phone — we collect the details you provide: your name, phone number, email address, and whatever you tell us about your tax situation. If you become a client, we collect the tax and financial information needed to prepare returns, resolve tax matters, and provide the services you engage us for.
We use your information to respond to your inquiries, schedule and conduct consultations, provide tax resolution, planning, preparation, payroll, and related services, and communicate with you about your matter. We do not sell your personal information to anyone, ever.
As a tax practice led by an Enrolled Agent, we treat your information as confidential. We share it only as needed to serve you — for example, with the IRS or a state tax agency when representing you, or with trusted service providers (such as our scheduling and form-delivery tools) that help us operate. Those providers only receive what they need to do their job.
If you ask for our consultation or subscribe to updates, we may occasionally contact you about our services. You can opt out of marketing messages at any time by replying STOP to a text, clicking unsubscribe in an email, or telling us directly.
We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission over the internet is completely secure, but we take the protection of your tax information seriously.
You can ask us what personal information we hold about you, ask us to correct it, or ask us to delete it (subject to our legal obligation to retain tax records). Just contact us using the details below.
Questions about this policy? Reach us at (570) 424-5757 or 639 Main Street, Suite 301, Stroudsburg, PA 18360.
We may update this policy from time to time. The date at the top shows the most recent revision.