We collect various types of personal information depending on how you interact with our accounting services, including:

• When you engage us for accounting, tax preparation, or advisory services, we may collect your name, contact details (email, phone number, address), Social Security number, tax identification number, financial details (income, bank account information, tax returns, investment history), and other relevant financial or tax-related data.
  
  
• If you visit our website, we may automatically collect information about your device, IP address, browser type, and interactions with our site, such as pages viewed, time spent, and referral URLs.
  
  
• Any communications between you and our team—whether via phone, email, or online messaging—may be recorded and stored for documentation, quality assurance, or legal purposes.
  
  
• We may use cookies, web beacons, and similar tracking technologies to enhance your browsing experience and gather information about how users interact with our website.

We use the personal information we collect for the following purposes:

• To prepare tax returns, manage financial statements, provide advisory services, and deliver other accounting-related solutions tailored to your needs.
• To respond to your inquiries, provide updates, and send necessary tax documents or financial reports.
• To comply with federal, state, and local regulations, such as tax laws, accounting standards, and anti-money laundering (AML) requirements.
• To send you relevant tax tips, financial planning advice, newsletters, and updates about services that may benefit you (with the option to opt out at any time).
• To analyze how users interact with our website (if applicable), improve its functionality, and enhance our accounting services.

Your privacy is important to us, and we do not sell your personal information to third parties. However, we may share your data under the following circumstances:

• We may share your information with trusted third-party service providers who assist us in providing accounting, bookkeeping, or tax services, such as software vendors, payroll services, and financial institutions. These providers are bound by confidentiality agreements and can only use your data for the purposes we authorize.
  
  
• We may disclose your personal information if required by law, such as in response to court orders, subpoenas, or regulatory audits.
  
  
• In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction. You will be notified if your data is transferred and becomes subject to a different privacy policy.

I take appropriate security measures to protect your personal information from unauthorized access, misuse, alteration, or disclosure. These safeguards include encryption, secure access controls, and regular security assessments.

However, please note that no method of transmission over the internet or electronic storage is 100% secure. While I strive to protect your personal data, I cannot guarantee its absolute security.

We may use cookies and similar technologies to personalize your experience, track website performance, and analyze user behavior. Cookies help us remember your preferences, monitor site functionality, and optimize the services we offer.

You can manage your cookie preferences through your web browser settings. Disabling cookies may limit the functionality of certain features on our website.

Your Privacy Rights

Depending on your location and applicable privacy laws, you may have the following rights regarding your personal information:

• You can request a copy of the personal data we hold about you.
• You can request corrections to any inaccurate or incomplete personal data.
• Under certain circumstances, you may request that we delete your personal information.
• You may request that we limit how your personal data is processed under specific conditions.
• You may request your personal information in a commonly used, machine-readable format.
• You may object to certain types of data processing, including marketing communications.

To exercise any of these rights, please contact us using the details provided in the "Contact Us" section below.

Third-Party Links

Our website (if applicable) may contain links to third-party websites that are not controlled or operated by us. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any third-party websites before providing your personal information.

Children’s Privacy

Our services are not intended for children under the age of 13, and we do not knowingly collect personal information from children. If we become aware that we have inadvertently collected personal information from a child, we will take steps to delete it promptly. If you believe we have collected information from a minor, please contact us immediately.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, services, or legal obligations. Any updates will be posted on this page, and we encourage you to review it regularly to stay informed about how we protect your personal information.

Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your personal information, please contact us.