Privacy Policy

1. Information We Collect

• Directly Provided Information: We collect personal information you voluntarily provide through contact forms, newsletters, or client portals (e.g., name, email, phone number, address, company)

• Automatically Collected Data: We use cookies and similar technologies to collect standard website analytics (e.g., IP address, browser type, pages visited) to improve user experience

• Client Portal Data: For existing clients, we collect non-public personal information (financial, tax, and payroll documents) strictly used for rendering accounting, tax, and advisory services.

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2. How We Use Your Information

• Respond to inquiries and communicate with you.

• Provide the accounting and tax services you requested.

• Improve our website functionality and marketing efforts.

• Comply with legal, regulatory, and professional obligations.

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3. Sharing and Disclosure

We do not sell, trade, or rent your personal information to outside marketers. We may only share your information in the following limited circumstances: 

• Service Providers: Trusted third-party vendors who assist us in operating our website, processing payments, or hosting data (bound by confidentiality agreements).

• Legal Compliance: To comply with a subpoena, court order, or lawful requests by public authorities (such as the IRS or state taxing authorities). 

• With Your Consent: We will obtain your explicit consent before using or disclosing your data for purposes other than what was originally intended.

• No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All OPT-IN requests include text messaging originator opt-in data and consent; this information will not be shared with third parties.

 

4. Data Security
Accounting firms handle highly sensitive financial data. We maintain strict physical, electronic, and procedural safeguards (such as SSL encryption and secure servers) to protect your non-public personal information from unauthorized access, alteration, or disclosure.

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5. Your Data Rights
Depending on your location, you may have the right to request access, correction, deletion, or restriction of your personal data. To exercise these rights, please reach out to us using the contact details below

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6. Cookies

We use cookies to enhance your experience on our website. You can choose to disable cookies through your browser settings, though this may affect the functionality of the site.

 

7. Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any changes by posting the new policy on this page.

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