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Your Schedule D Solution

Policies: We do not share or sell your contact information with anyone.

We employ strict client confidentiality and will not retain your data once our matching services have been completed and the results accepted.  Please take note that once the results are accepted you should keep an archival copy.  These measures allow us to engage in complete confidentiality and security for our client relationship.


Limitation of Liability: Although members of our staff may be attorneys, the service we provide is solely that of manipulating and matching a trade data set into schedule D format.  No legal advice is provided or given unless separate and explicit written contract to that effect is executed between the parties.

All liability of any nature is limited solely to a refund of the actual purchase price of the service.  


We employ no cookies directly.  However, we do use Google analytics to provide analysis of our traffic.  In addition, on occasions where third party advertisements may be placed on the site through Google's Adsense program, clicking on such an advert may result in Google setting a cookie or web beacon to track the advertisement usage.  

You can chose to disable or selectively turn off third-party cookies in your browser settings, or by managing preferences in programs such as Norton Internet Security.

At all times, our privacy policy is designed to be in conformity with the terms and conditions of the Google  programs. All changes to Google requirements are expressly incorporated herein as if included verbatim.

For additional information you can visit www.google.com and review their current terms.

Have questions or need more information?

Feel free to  contact us for specific details. We are always happy to answer your questions.  Our primary growth is by word-of-mouth, and we would be delighted to add you to our list of satisfied customers.