Estimate forms
The estimate forms are for contact and scope information only. Do not submit Social Security numbers, EINs, tax documents, bank details, payroll records, or complete tax intake data through this public website.
Storage
Estimate requests may be stored so Dana CPA can follow up. Public form submissions should be treated as lead information, not as a secure client portal.
Booking
Appointments are handled through Microsoft Bookings. Microsoft may process scheduling details according to its own service terms and privacy practices.
Cookies and spam protection
The site may use privacy-conscious analytics and Cloudflare Turnstile to protect forms from abuse.