– Name
– Contact information (address, phone number, email)
– Information you provide on applications, tax organizers, worksheets, and other documents
– Information about your transactions with us, our affiliates, or others
– Information we receive from consumer reporting agencies
– Any other information necessary for the provision of our services
– IP address
– Browser type
– Operating system
– Date and time of access
– Providing accounting, tax, and advisory services
– Communicating with you about our services
– Responding to inquiries and requests
– Improving our website and services
– Complying with legal and regulatory obligations
– Third-party service providers who assist us in delivering our services
– Government agencies as required by law
– Request the deletion of your personal information
– Request the correction or update of your personal information
– Opt-out of receiving certain communications from us