What the form asks for
The forms on this entrance ask for your name, a phone number, an email if you want to leave one, a short note about the company, and a rough sense of how the shop feels today. That is the list. We use it to reply about the books, the return, and the year.
If you book a time, the calendar page is run by the scheduling service named in the frame. We receive the time you pick and the name you type. We do not ask the form for a Social Security number, a bank login, or a picture of a license.
Why we ask
A name and a phone let us return the call and talk about the company you described. The note keeps us from starting that call as if every owner had the same year. Email is optional on the short form and useful when you want a written reply.
We do not sell the list. We do not hand it to a lead market. People inside the practice who are working on your request can see it. A vendor who hosts the site or the calendar can process it only so the form and the calendar work.
The chat and the quiet count
Every page loads a chat control labeled Ask Steven. If you type there, that message comes to the practice with the page you were on. You can ignore the control. Nothing in the chat is required before you read.
A small script counts a page view so we can see which subjects people finish. If your browser sends a do-not-track signal, that count does not run. The script does not read the form fields.
How long a note stays, and how to correct it
We keep a lead long enough to have the conversation and to meet the record rules that apply to a tax practice. When the conversation ends and the rules allow, we delete or reduce what we no longer need.
Call +1 844-324-7273 if a name or a number is wrong, or if you want the note removed.
Say which page you used. We will correct it or tell you why a record has to stay for a while.
These pages do not publish a street address. Do not send identity documents to a guessed mailbox. Use the phone, the form, or the calendar.
Children and other people's files
This entrance is written for adults who own a company. We do not aim it at children, and we do not knowingly collect a child's information.
Do not put a client's private numbers, or an employee's full identifiers, into the public form. Tell us on the call that a file exists. We will say where it should go.