Privacy & Security
How website inquiries and sensitive tax information should be handled.
Website contact information
Information voluntarily submitted through calls, texts, email or the consultation form is used to respond to the inquiry and provide requested services.
Sensitive tax information
Do not send Social Security numbers, bank information, tax returns, identification documents or other sensitive tax records through the ordinary website contact form or standard email. Use the approved secure client portal or another secure method provided by the office.
Third-party services
The website may link to third-party services such as mapping, payment, appointment or secure portal providers. Those services have their own privacy and security practices.
Professional confidentiality
Client tax information is handled subject to applicable professional and legal requirements. This website notice does not replace an engagement letter or other client agreement.
Questions
Questions about this notice may be sent to jesse@pbstaxes.com.