Privacy policy & terms of use
How we collect, use and protect your information.
Who we are
(“we,” “us”) is located at 325 Satchel Road, Hattiesburg, MS 39401. You can contact us about privacy at .
Information we collect
- Information you give us through forms, email or phone — such as your name, email address, phone number and the nature of your inquiry.
- Financial and tax information needed to provide our services once you become a client.
- Basic technical information about how you use our website, collected through cookies and similar technologies.
How we use your information
- To respond to your inquiries and provide the services you request.
- To prepare and file tax returns and meet our legal and professional obligations.
- To send you newsletters and updates, if you choose to receive them.
- To improve our website and services.
Tax return information
As tax return preparers, we follow federal rules (including Internal Revenue Code Section 7216) that restrict how tax return information may be used or disclosed. We will not use or share your tax information for any purpose other than preparing your return without your written consent, except as the law allows. We also maintain a written information security plan as required for tax professionals.
Sharing your information
We never sell your personal information. We share it only with trusted service providers who help us run our firm (such as secure software and IT providers), with the IRS and state agencies as needed to deliver our services, or when required by law.
How long we keep it
We keep client records for as long as required by law and professional standards — generally at least seven years after our engagement ends. Inquiry information from non-clients is deleted after 12 months.
Your choices
You may ask to access, correct or delete the personal information we hold about you, subject to our legal record-keeping obligations. You can unsubscribe from marketing emails at any time using the link in the email.
Cookies
Cookies are small text files stored on your device that help websites work and provide information to site owners. We use strictly necessary cookies to run the website and, if enabled, analytics cookies to understand how visitors use our pages. You can block or delete cookies through your browser settings.
Terms of use
The content on this website is for general information only and is not tax, legal or accounting advice. Tax laws change often and every situation is different, so please contact us before acting on anything you read here. Using this website or contacting us does not create a client relationship; that begins only when we both sign an engagement letter. We are not liable for any loss arising from reliance on website content.
Changes to this policy
We may update this policy from time to time. The latest version will always be posted on this page.