How this site handles your information.

What we collect

There’s no contact form, newsletter, account, or file upload on this website itself. If you book a free 15-minute call, you give contact and firm details through the Cal.com booking form. If you email me, I’ll have whatever you send in that message. This site doesn’t ask for client files, and we never ask for passwords.

How it’s used

I use that information to answer your questions and to see whether your firm may qualify. I don’t sell personal information.

When it’s shared

Cal.com processes the booking form. If you decide to move forward, I only share your information with a program partner with your okay.

I may be paid a referral fee by program partners. It’s paid on their side and never comes out of your firm’s license fee.

Links that leave this site

The apply and referral partners pages include links to program partners. Those sites have their own privacy policies. What you submit there is under those policies, not this one.

No client files on this site

You don’t upload workpapers, tax returns, or other client files here. The fit checklist is a PDF you can download without giving a name or an email.

What a visit requests

Your browser asks this site for the page, the pictures, and the fonts, which are delivered with the site. These pages don’t include an analytics product, an advertising pixel, or a tag manager, and the site’s own code doesn’t set a tracking cookie.

Whoever hosts the files may keep ordinary logs of requests, such as an address, a time, and the page asked for. I don’t control those logs and I’m not stating a retention period for them.

Questions or deletion

There’s no published email address on this site yet. For questions, or if you’d like me to delete information I have from a booking or an email, please book a free 15-minute call and say so. I’ll add a contact email here once I have one confirmed for this purpose.

Mailing address

Postal mail can be sent to the mailing address below. Mail is received at this box. It’s not a public office or a storefront. Sending a letter doesn’t upload a file to this website.

Effective date

This page is effective November 10, 2026. Nothing here is legal or tax advice. Please check with your own advisors if you need that kind of help.