Still accepting new clients! Call (866) 681-2140
When you trust us with your financial information, you’re not just hiring a CPA – you’re placing sensitive personal and business data in our hands. That’s why data security isn’t a feature we tack on. It’s embedded in every part of our operation.
Our website uses SSL encryption to ensure secure data transmission. You can verify this by clicking the lock icon in your browser’s address bar (Google Chrome and others).
We use Google-approved security keys for two-factor authentication across all internal systems. This adds an additional layer of identity verification beyond standard login credentials.
We follow all IRS data security protocols as outlined in their official requirements for tax professionals. In states with heightened regulations, such as California, we adhere to state-specific mandates for tax preparer data protection.
We do not share or sell any client data to third parties. We reject marketing partnerships or collaborations that involve your personal or financial information. Unlike some DIY tax platforms, we never monetize your data.
(We are currently verifying policies of TurboTax, H&R Block, and others to support this claim.)
Our team is stable and dedicated. You’ll work with the same professional year over year. We maintain low staff turnover, ensuring consistency in how your returns are handled.
All team members are background-checked and trained in secure data handling practices.
We’re listed in business recognition indexes (e.g., Inc. 5000)—public records you can verify. Our founder and staff have appeared in local media and financial forums, reinforcing our public commitment to best practices.
