We collect only the details you give us when you book a consultation, subscribe to our newsletter or upload documents to the client portal. We use them to prepare your returns, answer your questions and send the reminders you asked for.
How we protect your information
- Documents are exchanged through an encrypted portal, never by plain email.
- Tax records are retained for the period required by law and then securely destroyed.
- We never sell or share your details with third parties for marketing.