Policies

When a new inquiry reaches our firm, it goes through a security screening process before anyone invests time in a conversation. That screening is intentionally conservative, and when an inquiry accumulates enough risk signals, the firm stops communicating with that contact permanently and without explanation. This is a deliberate data-protection posture, not a personal judgment. CPA firms hold sensitive financial data for many clients, and protecting that data is the firm's first obligation. A conservative screening system will occasionally flag people who have entirely legitimate needs, and the firm accepts that tradeoff knowingly. The decision, once made, is final.