Privacy Policy

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our tax strategy and consulting services
• Respond to your inquiries and fulfill your requests
• Send you appointment reminders and service-related communications
• Prepare tax returns, tax planning strategies, and financial analysis
• Comply with legal and regulatory requirements
• Prevent fraud and enhance security
• Send marketing communications (with your consent)
• Analyze website usage and improve user experience

4. Information Sharing and Disclosure

We respect your privacy and will not sell, rent, or trade your personal information. We may share your information only in the following circumstances:

With Your Consent

We may share your information with third parties when you have given us explicit permission to do so.

Service Providers

We may share information with trusted third-party service providers who assist us in operating our business, such as payment processors, email service providers, and tax software platforms. These providers are contractually obligated to protect your information and use it only for the purposes we specify.

Legal Requirements

We may disclose your information when required by law, such as in response to a subpoena, court order, or other legal process, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

Professional Advisors

We may share information with professional advisors such as attorneys, accountants, or other consultants when necessary to provide you with comprehensive services.

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption of sensitive data in transit and at rest
• Secure servers and firewalls
• Regular security assessments and updates
• Limited access to personal information on a need-to-know basis
• Confidentiality agreements with employees and service providers

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Tax records and related documents are retained in accordance with IRS requirements and professional standards, typically for a minimum of seven years.

7. Your Rights and Choices

You have certain rights regarding your personal information:

• Access: You may request access to the personal information we hold about you
• Correction: You may request that we correct inaccurate information
• Deletion: You may request deletion of your personal information, subject to legal and contractual obligations
• Opt-Out: You may opt out of marketing communications at any time by clicking the unsubscribe link in our emails or contacting us directly
• Cookies: You can control cookie preferences through your browser settings

To exercise these rights, please contact us using the information provided below.

8. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal information, please contact us immediately.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website with a new "Last Updated" date. Your continued use of our services after such changes constitutes your acceptance of the updated policy.

11. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: