The site has no online file intake or tax-document upload. Reading the pages does not submit a contents list, missing-source request, return, or identification record.
A call link uses the telephone function on your device. The recipient determines how conversation details and supplied information are handled. Ask about confidentiality, retention, and possible recording before sharing sensitive account facts. A brief note can identify a missing item without carrying full private identifiers.
Share information only through a clear channel
- No private source file is collected in a page form.
- Ask the call recipient about information practices.
- Keep complete identifiers in appropriate source records.
- Review external policies where their services are used.
Technical website delivery may involve browser details, IP-address information, requests, and security data handled by hosting or network systems. Cloudflare can provide metrics or protected email display. IRS resources, Maps, and the contact-information destination have separate policies. Confirm the purpose and recipient of any later sharing channel independently.
Official reading: IRS guidance on choosing a tax professional ↗