Privacy Policy

We use the information we collect to:

• Provide accounting, tax preparation, and business advisory services
• Communicate with you about our services and your account
• Process payments and manage billing
• Comply with legal and regulatory requirements
• Improve our services and website functionality
• Send you relevant updates and marketing communications (with your consent)
• Protect against fraud and unauthorized access

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

• With your consent: When you explicitly authorize us to share your information
• Service providers: With trusted third parties who assist in providing our services
• Legal requirements: When required by law, court order, or government request
• Business transfers: In connection with a merger, acquisition, or sale of assets
• Protection: To protect our rights, property, or safety, or that of our clients

We implement appropriate security measures to protect your information:

• 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
• Employee training on data protection and confidentiality
• Secure disposal of documents and electronic media

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

You have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal requirements)
• Portability: Request transfer of your information to another service provider
• Opt-out: Unsubscribe from marketing communications at any time
• Restriction: Request limitation on how we process your information

Our website uses cookies and similar technologies to enhance your experience. Cookies are small files stored on your device that help us:

• Remember your preferences and settings
• Analyze website traffic and usage patterns
• Provide personalized content and advertisements
• Improve website functionality and performance

You can control cookies through your browser settings. However, disabling cookies may affect the functionality of our website.

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Generally, we retain client records for seven years after the completion of services, or as required by applicable laws and regulations. We securely dispose of information when it is no longer needed.

We may update this privacy policy from time to time to reflect changes in our practices or applicable laws. We will notify you of any material changes by posting the updated policy on our website and updating the "Last updated" date. We encourage you to review this policy periodically.

If you have questions about this privacy policy or our data practices, please contact us: