Privacy Policy

We may collect personal, business, financial, and technical information depending on how you interact with us.

Personal Information

• Full name, email address, phone number, business name, mailing address
• Taxpayer or business-related information voluntarily provided by you
• Documents submitted through forms, portals, or email communications

Financial and Tax Information

• Financial statements, bookkeeping records, tax documents
• Payroll information, banking-related information, business compliance records

We only collect information reasonably necessary to provide requested services.

Automatically Collected Information

• IP address, browser type, device information, operating system
• Referral source, pages viewed, date/time of visits, interaction data

• To provide accounting, tax, bookkeeping, and consulting services
• To communicate regarding inquiries, consultations, or support requests
• To manage client relationships and onboarding
• To improve our website, services, and customer experience
• To maintain internal records and compliance obligations
• To detect fraud, unauthorized activity, or security incidents
• To send administrative notices or service-related communications
• To comply with legal, regulatory, and professional obligations

We do not sell your personal information to third parties.

Our website may use cookies and similar technologies to improve functionality, analyze traffic trends, remember preferences, and enhance user experience. We may use analytics providers such as Google Analytics.

You may control or disable cookies through your browser settings. Disabling cookies may affect certain website functionality.

We may share information only in limited circumstances, including with trusted service providers, professional advisors, when required by law, to protect our legal rights, or in connection with a business transition such as a merger or acquisition. All third-party providers are expected to maintain appropriate confidentiality and security measures.

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal and financial information from unauthorized access, disclosure, misuse, or loss. No electronic transmission or storage system can be guaranteed to be completely secure. You are responsible for maintaining the confidentiality of any account credentials or portal access provided to you.

We retain personal and financial information only as long as necessary to provide requested services, comply with legal and regulatory obligations, resolve disputes, enforce agreements, and maintain legitimate business records. Retention periods vary by the nature of the information and applicable law.

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

• Request access to your data
• Correct inaccurate information
• Request deletion of certain data
• Withdraw consent where applicable
• Opt out of marketing communications
• Request information about how your data is used

To exercise any applicable rights, contact us using the information in Section 13.

By submitting your contact information through our website, forms, or consultations, you consent to receive communications related to your inquiries, services, appointments, updates, or account-related matters.

If SMS messaging is enabled: message frequency may vary, message and data rates may apply, you may opt out at any time by replying STOP, and you may reply HELP for assistance. Consent to receive SMS communications is not a condition of purchasing services.

See our full SMS Terms & Conditions for details on message types and consent.

Our website may contain links to external websites or third-party platforms. We are not responsible for the privacy practices, content, or security of those websites, and encourage you to review their policies.

Our website and services are not directed toward individuals under the age of 13. We do not knowingly collect personal information from children. If we become aware that information from a child has been collected without appropriate consent, we will take reasonable steps to delete it.

If you access our website from outside the United States, your information may be processed and stored in the United States or other jurisdictions where our service providers operate. By using our services, you consent to such transfers where permitted by law.

We may update or revise this Privacy Policy periodically to reflect operational, legal, or regulatory changes. Updated versions will be posted on this page with a revised Effective Date. Continued use of our website or services after changes are posted constitutes acceptance of the revised policy.

If you have questions about this Privacy Policy or how your information is handled, please contact: