Privacy Policy

• Inquiries: the appointment form asks for your name, email address, and message. You may also provide a phone number, the service you need, and your preferred contact method. A phone number is required if you request a callback. We also receive information you choose to share when contacting the office directly.
• Delivery information: your submission is emailed to the office through Resend. A separate acknowledgment may be emailed to the address you supplied; it does not contain a copy of your message. Email services also process delivery information, such as timestamps and delivery status.
• Technical information: our hosting and service providers may receive your IP address, browser and device information, requested pages, referring page, timestamps, and diagnostic or security logs when they deliver and protect the website.
• Usage information: if Google Analytics is enabled, Google receives visit and interaction information as described under Cookies and analytics below. The embedded Google Map can also receive technical information when it loads.

Do not include Social Security numbers, tax returns, identification documents, passwords, or financial account details in the appointment form or ordinary email. Use the Client Center document portal when directed by the office.

Our office receives the information you send us. The following providers also process information when delivering their services:

• Vercel hosts and delivers the website and may process request, diagnostic, and security information. See Vercel’s Privacy Notice (opens in a new tab).
• Resend delivers contact-form messages and acknowledgments, processing their contents, email addresses, and delivery information. Our email provider also handles messages received in the office inbox. See Resend’s Privacy Policy (opens in a new tab).
• Google provides the embedded map on the Contact page and Google Analytics when enabled. The map connects to Google when it loads, even if you do not click it. Google may receive your IP address and browser information and use its own cookies. See Google’s Privacy Policy (opens in a new tab) and how Google uses information from other sites (opens in a new tab).
• SmartVault operates the separate document portal linked from our Client Center. Portal credentials and document uploads are handled there, rather than by this website’s appointment form. See SmartVault’s Privacy Policy (opens in a new tab) and the notices presented in the portal.

Links to Halliday Financial, government agencies, and other outside resources take you to services with their own privacy practices. Our practice is based in the United States; service providers may process information in the United States or other countries as described in their notices.

Website inquiries become email records. How long those records are needed depends on the inquiry, any resulting client relationship, and applicable business, tax, professional, or legal recordkeeping needs. Hosting logs, email delivery records, and any analytics data are also subject to the relevant provider’s settings and retention practices. Contact the office about a particular record or a deletion request.

No website, email service, or internet transmission can be guaranteed completely secure. The appointment form is for initial contact and scheduling, not for exchanging tax documents. Please call the office if you need help choosing an appropriate way to provide confidential information.

This website is intended for adults seeking tax and related professional services. It is not directed to children under 13. If you believe a child has submitted personal information through the website, contact the office so we can review the matter and address it as appropriate.

We will update this page and its effective date when our website’s practices change. Where required by law, we will provide additional notice or obtain consent for a change. Using this website or reading this policy is not consent to an unrelated use of your information.