Legal
Privacy Policy
Effective date: July 26, 2026
Information We Collect
When you use this website, we may collect information you voluntarily provide, including your name, email address, phone number, and the contents of any message submitted through our contact form or scheduling tool. We may also automatically collect limited technical information, such as your IP address, browser type, device information, and pages visited, to help us understand website usage and improve our services.
How We Use Your Information
We use the information you provide to respond to inquiries, schedule consultations, communicate about our services, and improve our website. We do not sell or rent your personal information to third parties.
Third-Party Services
This website uses third-party services to operate and improve, including Calendly (appointment scheduling), Google Analytics (measuring how visitors use our site), Google Maps (displaying our office location), Beehiiv (delivering our newsletter, if you subscribe), and Web3Forms (delivering messages submitted through our contact form). Each of these providers operates under its own privacy policy and may collect information when you interact with their embedded tools.
Cookies and Analytics
Our website uses cookies and similar technologies, including those from Google Analytics, to improve functionality, measure website traffic, and enhance your browsing experience. You can adjust your browser settings to refuse cookies; however, some features of the website may not function as intended.
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect information submitted through this website, consistent with the professional standards applicable to accounting professionals. While we strive to protect your information, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
Your Rights
You may contact us at any time to request access to the personal information we maintain about you, request corrections to inaccurate information, or request deletion of information that we are not legally or professionally required to retain.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
Contact Us
If you have any questions about this Privacy Policy or our privacy practices, please contact our office at (928) 224-8389 or through our contact page.