The website has no tax-record submission form or upload account. Reading its pages does not deliver a packet, identification, or financial source to the contact.
Information handling to clarify
- Use a private record for the real scope discussion.
- Ask why an additional document is necessary.
- Confirm the intended recipient and delivery route.
- Review the policy of a separate sharing service.
Calling uses the telephone capability of your device. Information provided to the recipient may be handled under separate practices, including any recording or retention policies; ask that recipient directly. External resource and listing links connect to other operators whose terms apply when their services are used.
Hosting and network infrastructure can process technical request information, IP addresses, browser details, and security events. Cloudflare may add metrics, email protection, or security scripts. Keep the actual scope questions and source packet privately, and confirm both the purpose and destination of any external evidence request before sharing.
Official reading: IRS guidance on choosing a tax professional ↗