Privacy & Document Handling

Last updated: April 7, 2026

Website Use

This website is for general information, appointment requests, service selection, and initial intake. The website contact form is not a client portal.

No Sensitive Documents Through the Website Form

Do not submit tax returns, Social Security numbers, ITIN numbers, passport copies, passport numbers, immigration records, bank account information, payment card information, or other sensitive personal or financial records through the website contact form or message box.

What the Form May Collect

The website form may collect basic contact information, selected service type, and limited general intake details related to the service requested. The form is not intended to collect highly sensitive identifiers or sensitive supporting records.

How Documents Are Reviewed

If documents are needed, they are reviewed in person or through separate secure methods designated after initial contact. Methods may vary depending on the service and circumstances.

Confidentiality

Client information is treated as confidential. We do not share, sell, or disclose client information except as required by law, with client authorization, as necessary to perform requested services, or otherwise permitted by applicable standards.

Improper Submissions

If sensitive information is submitted through the website form contrary to these instructions, we may delete, refuse, or require resubmission through an approved method.