The website has no tax-document upload or private-record intake form. General page reading does not submit your source list, return, or account evidence.
A telephone link activates the device’s calling capability. The recipient determines how conversation details and supplied records are handled. Ask about confidentiality, retention, and possible recording before sharing sensitive facts. An optional source note can describe a question without exposing complete private identifiers.
Understand the recipient before private sharing
- No private source file is received in a page form.
- Ask the call recipient about information practices.
- Keep full identifiers in appropriate source records.
- Review external policies for services used.
Technical page delivery may involve browser, IP-address, request, and security information in hosting or network systems. Cloudflare may provide metrics or protected email display. IRS, Maps, and contact-information destinations follow their own policies. Confirm any later record-sharing purpose and recipient independently before information is sent.
Official reading: IRS guidance on choosing a tax professional ↗