The website has no tax-document intake form or upload account. Reading service explanations does not supply a private checklist or source file to the contact.
Calling uses the telephone capability available through your device. The recipient controls information handling for that conversation. Ask about confidentiality, retention, and possible recording before disclosing sensitive account facts. An optional task list can identify the issue without including complete private identifiers.
Share only through an understood recipient
- No private tax file is collected in an on-page form.
- Ask the telephone recipient about handling details.
- Confirm the purpose of a source request.
- Review external policies when using their services.
Technical delivery can produce request information for hosting and network services, including browser details, IP-address data, and security records. Cloudflare may add metrics or email protection. IRS, Maps, and the Republic Tax information page are external destinations with separate practices. Clarify any later sharing channel independently from general website reading.
Official reading: IRS guidance on choosing a tax professional ↗