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Legal · effective 28 August 2026

Cookie policy

Five short documents, written to be read. Each one is dated, and changes are listed at the foot of the page.

Cookie policy

Effective 28 August 2026

CookiePurposeRetention
SessionKeeps you signed in to the document portalUntil you close the browser
BookingRemembers your time zone on the calendar30 days
AnalyticsCounts page views in aggregate; no cross-site tracking13 months

No advertising cookies are set, and no data is sold or shared with an ad network. Analytics can be declined without losing any function on the site, including booking a call.

[TBD — confirm the analytics provider and whether a consent banner is required for your jurisdictions]

Changelog

2026-08-28 — All five documents published for the first time.
2026-07-28 — Enrolled Agent credential re-checked in the IRS Return Preparer directory.

Changes to these documents

Every revision is listed here rather than made quietly

28 August 2026First publication of all five documents

These documents are in draft and not yet in force. Until they are published, nothing on the site asks you to agree to them, and the consent line on any form refers only to the specific use described beside it. [TBD — legal review before publication]

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