Form submissions are handled by a third-party form service (FormSubmit) that emails them to us. When you submit a request we collect your name, phone number, ZIP code, optional email and project details. We use them to try to match you with a accounting firm and to contact you about your request. We share them only with a accounting firm we match you with, as stated in the consent you agree to on the form. We do not sell your information for unrelated marketing.
We use privacy-friendly analytics (Umami) to count page views. You can ask us to delete your request by replying to any message we send you. This policy may change; the date below applies. Last updated October 15, 2026.