What we hold, why we hold it, and what we will never do with it.
Tax work requires the most sensitive records a household has. These are the terms that govern them, in plain language.
What we collect
The records required to prepare and plan: returns, W-2s and 1099s, brokerage and plan statements, closing documents, and whatever you send us directly. Where you authorize IRS record access, we retrieve transcripts and worksheets under that authorization only.
Why we hold it
To prepare your returns, to build and maintain your Calibration Plan, and to meet the record-retention obligations that apply to a paid preparer. Nothing is collected because it might be useful later.
What we never do
We do not sell your information, share it for marketing, or use it to solicit you for products. We receive no compensation from any third party in connection with your data, and no referral in the Gnetwork involves fee-sharing.
Who sees it
Mark Gallivan. There is no account team. Where a specialist needs a document to advise you, we ask you first and send only what that question requires.
How it is held
Through the secure portal and encrypted storage. Documents are not exchanged over ordinary email; when you receive a request from us it will always route through the portal.
The limits of what is here
Everything on this site is general information, not advice about your situation. Gnomon Planning, LLC provides tax preparation, tax planning, and financial planning. It does not offer investment advice or investment management, and no securities are recommended anywhere on this site.
Gnomon Tax is a trade name of Gnomon Planning, LLC. Last updated September 2026.