PRIVACY POLICY

Effective Date: 10/09/2025

We are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

By using our site or providing us with personal information, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following types of personal and business information:

a) Information You Provide Directly

  • Name, address, phone number, and email
  • Social Security Number or EIN (for tax preparation)
  • Business financial data
  • Documents uploaded via contact or intake forms
  • Payment information (if applicable)
  • Any other information you voluntarily provide

b) Information We Collect Automatically

  • IP address and browser type
  • Pages visited and time spent on the website
  • Device information
  • Cookies and tracking technologies (see Section 6)

2. How We Use Your Information

We use your information to:

  • Provide accounting, tax, and financial services
  • Communicate with you regarding your inquiries or services
  • Process payments and send invoices
  • Comply with legal and regulatory obligations
  • Improve our website and services
  • Send occasional marketing communications (you can opt out at any time)

3. How We Share Your Information

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

  • With your consent
  • With trusted third-party service providers (e.g., payment processors, IT support)
  • To comply with legal obligations (e.g., court orders, tax authorities)
  • To protect our rights, property, or safety

All third parties are required to protect your data in accordance with this policy.

4. Data Security

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, or loss.

However, no system is 100% secure. We cannot guarantee the absolute security of your data transmitted to us online.

5. Data Retention

We retain personal data only for as long as necessary to fulfill the purpose for which it was collected, including:

  • Legal or compliance requirements
  • Tax or financial reporting obligations
  • Ongoing client relationships

6. Cookies & Tracking Technologies

Our website may use cookies to improve your browsing experience and collect analytics data.

You can control cookies through your browser settings and may choose to disable them. Note that disabling cookies may affect website functionality.

7. Your Rights & Choices

Depending on your location, you may have the right to:

  • Access the personal information we hold about you
  • Request correction of incorrect or outdated data
  • Request deletion of your personal data (subject to legal retention)
  • Opt out of marketing communications

8. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices of those websites. We encourage you to review their policies before providing personal information.

9. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised "Effective Date."

We encourage you to review this policy periodically to stay informed about how we protect your information.