Effective date: July 22, 2026.
This website does not run advertising trackers and does not sell data. When you book a call or request the Field Guide, the information you enter is collected through Jotform, our form provider, and used only to respond to your inquiry and run the engagement you request. Standard server logs (IP address, pages requested) are kept by our hosting provider for security and reliability.
Information shared during an engagement is treated as confidential client information, consistent with professional obligations that apply to CPA-led work. You own your file. We do not share client information with third parties except as required to deliver the engagement or as required by law.
Forms are processed by Jotform and fonts are served by Google Fonts; each has its own privacy policy. This site links to external services. Their practices are their own.
Reach us through the scoping-call form and we will respond promptly.