There is no website form for receiving account comparisons or tax documents. Confirm the recipient and information practices before sharing private sources by another method.
A telephone link opens the calling function on your device. The recipient handles details discussed there under its own practices; ask it about recording or retention where relevant. External official reading and listing references lead to separate services with their own information policies.
Information handling to clarify
- Protect the real summary and source references.
- Confirm why a record is requested for assessment.
- Check the recipient and delivery channel.
- Retain the common version and evidence supplied.
Hosting and network providers may process technical requests, IP addresses, browser information, and security events. Cloudflare may supply metrics scripts, email protection, or security functions. Keep the actual fact file and comparison notes privately, and verify purpose and destination before sharing evidence through another service.
Official reading: IRS guidance on choosing a tax professional ↗