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Updated October 9, 2026.

Browser storage

Shortlists and comparison worksheet entries are stored locally in your browser. The site does not transmit those entries to a server. You can clear them using the available controls or your browser settings.

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The hosting provider may process routine request information, such as IP addresses, browser data, and access logs, to serve and protect the website. This release has no advertising trackers, analytics tags, or server-side account system installed.

External services

Firm websites, source directories, AE booking pages, and email links are external services with their own privacy practices. Information you send through email or enter on a booking page is not part of the local shortlist tool.

Contact

Questions about this publication may be sent to team@aetaxadvisors.com. Do not send sensitive tax documents through a directory correction request.

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