Your information.
Handled thoughtfully.

What this notice covers

This page explains privacy information for the SevenX Tax & Advisory website and general inquiries. It is not a substitute for the privacy notices, permissions or document-handling instructions that apply to your tax engagement.

When you get in touch

You can reach us through the contact form, email or phone. Your inquiry may include your name, contact details, the service you are interested in and whatever you choose to tell us. These details help us understand your request and respond. Please keep your first message general.

Keep tax documents out of general messages

Please don’t send Social Security numbers, bank details, tax returns or identity documents through the website contact form or general email. Ask us for the document-sharing instructions for your engagement first. There is no active client-portal login on this website yet. Read our document-sharing guidance.

Downloaded checklists and worksheets

Our downloadable PDF checklists help you organize your records. Completing a downloaded checklist does not submit it to SevenX. Save a copy if you want to keep your entries, and protect any completed file or printed copy. Your PDF reader or cloud-storage service may have its own saving and synchronization settings.

Other worksheets and tools may work differently. Follow the instructions on the resource you use, and do not enter sensitive identifiers into a general planning tool.

Hosting, website tools and external links

The hosting provider and website services may process technical information needed to deliver and protect the site, such as connection details and request logs. Contact-form and email services may also process information you send through them.

A link to an external website takes you to a service with its own privacy practices. Review those practices before providing information there.

Your client information

If we agree to work together, ask us about the information needed for your engagement and how to provide it. This website notice does not authorize the use or disclosure of your tax return information for unrelated purposes, or replace any separately required consent.

Questions about your information

If you have a privacy question, need to correct contact details you gave us, or want to ask about information you shared, please contact us without including sensitive documents. Email support@sevenxtax.com or call (571) 278-2773.

Updates to this notice

We may update this notice as the website and the services we use change. The date below identifies the latest revision.

Last updated: September 28, 2026.