1. Information We Collect

Personal Information

We may collect the following types of personal information:

• Name and contact information (email address, phone number, mailing address)
• Financial information relevant to our consulting services
• Tax-related documents and information
• Business information for corporate clients
• Communication preferences

Automatically Collected Information

• Website usage data and analytics
• IP address and browser information
• Cookies and similar tracking technologies
• Device information and preferences

2. How We Use Your Information

We use your information for the following purposes:

• Service Delivery: To provide tax planning, financial consulting, and business advisory services
• Communication: To respond to inquiries and provide updates about our services
• Legal Compliance: To meet regulatory requirements and professional obligations
• Website Improvement: To enhance user experience and website functionality
• Marketing: To send relevant service information (with your consent)

3. Information Sharing and Disclosure

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

• With Your Consent: When you explicitly authorize us to share information
• Service Providers: With trusted third-party vendors who assist in our operations (under strict confidentiality agreements)
• Legal Requirements: When required by law, court order, or regulatory authority
• Professional Obligations: As required by professional accounting and consulting standards
• Business Transfers: In the event of a merger, acquisition, or sale of business assets

4. Data Security

We implement industry-standard security measures to protect your information:

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

5. Your Rights and Choices

You have the following rights regarding your personal information:

• Access: Request copies of your personal information
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal obligations)
• Opt-out: Unsubscribe from marketing communications
• Data Portability: Request your data in a structured, machine-readable format

6. Cookies and Tracking

Our website uses cookies and similar technologies to improve your browsing experience. You can control cookie settings through your browser preferences. Some website features may not function properly if cookies are disabled.

7. International Data Transfers

As we serve clients globally, your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place to protect your information in accordance with applicable data protection laws.

8. Retention of Information

We retain your personal information for as long as necessary to provide our services and comply with legal and professional obligations. Financial and tax-related documents may be retained for extended periods as required by law.

9. Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

10. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of significant changes by posting the updated policy on our website and updating the effective date.