These pages accept no taxpayer document uploads or financial submissions. A website visit is separate from the telephone conversation and from any later record-sharing arrangement.
A call link invokes the phone capability of your device. Discuss confidentiality, possible recording, and retention with the recipient before supplying sensitive details. If a complete source is requested later, confirm its purpose and suitable delivery method. A brief question list can leave out full identifiers while retaining the issue you want explained.
Official reading: IRS guidance on choosing a tax professional ↗
Keep sensitive sharing purposeful
- No tax-file upload is available here.
- Ask the call recipient about privacy practices.
- Clarify the purpose of later document requests.
- Review policies for external services.
Website infrastructure can handle request, browser, connection, and security information during delivery. Cloudflare may provide traffic metrics or protected email presentation where used. Google Maps, IRS reading, and the linked Republic Tax profile belong to separate destinations. Their policies apply when those services are opened; review practices relevant to the channel you use.