The pages contain no financial intake form or document-upload facility. Reading service explanations does not send current or historical records to the listed contact.
Telephone links use the calling function on your device. Before sensitive information is discussed, ask the recipient about confidentiality, retention, and possible call recording. Later record sharing should have an understood recipient and purpose. A simple preparation question can avoid full identifiers while preserving the issue that needs explanation.
Know the purpose of the channel you use
- No tax source is uploaded on these pages.
- Ask about telephone information handling.
- Confirm later sharing arrangements.
- Review external services’ privacy practices.
Technical page delivery may involve connection and browser information, request details, and security processing by infrastructure providers. Cloudflare can support traffic measurement and protected email presentation. Links to the IRS, Maps, and the contact profile open separately operated services. Their own policies govern those visits and should be considered independently of the phone discussion.
Official reading: IRS guidance on choosing a tax professional ↗