Privacy Policy

Personal Information

We may collect personal information that you voluntarily provide to us when you:

• Fill out contact forms
• Schedule appointments
• Subscribe to our newsletter
• Use our calculators or budget tools
• Request tax preparation services

This information may include:

• Name and contact information (email, phone, address)
• Financial information for tax preparation
• Business information for business services
• Communication preferences

Automatically Collected Information

When you visit our website, we automatically collect certain information, including:

• IP address and browser type
• Pages visited and time spent on pages
• Referring website information
• Device information and operating system

We use the information we collect to:

• Provide and improve our services
• Process tax returns and financial documents
• Communicate with you about appointments and services
• Send newsletters and marketing communications (with your consent)
• Respond to your inquiries and provide customer support
• Analyze website usage and improve user experience
• Comply with legal obligations

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except in the following circumstances:

• Service Providers: We may share information with trusted third-party service providers who assist us in operating our website and providing services
• Legal Requirements: We may disclose information when required by law or to protect our rights and safety
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred
• Consent: We may share information with your explicit consent

We implement appropriate security measures to protect your personal information:

• Encryption of sensitive data in transit and at rest
• Secure servers and data centers
• Regular security assessments and updates
• Limited access to personal information on a need-to-know basis
• Employee training on data protection practices

However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

You have the following rights regarding your personal information:

• Access: Request access to your personal information
• Correction: Request correction of inaccurate information
• Deletion: Request deletion of your personal information
• Portability: Request a copy of your data in a portable format
• Opt-out: Unsubscribe from marketing communications
• Restriction: Request restriction of processing

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

We use cookies and similar tracking technologies to:

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

You can control cookie settings through your browser preferences. However, disabling cookies may affect website functionality.

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

Our services are not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13. If you believe we have collected information from a child under 13, please contact us immediately.

We may update this Privacy Policy from time to time. We will notify you of any material changes by:

• Posting the updated policy on our website
• Sending an email notification
• Updating the "Last Updated" date

Your continued use of our services after any changes constitutes acceptance of the updated policy.

If you have any questions about this Privacy Policy or our privacy practices, please contact us:

We will respond to your inquiry within a reasonable timeframe.