Privacy Policy

Personal Information

We collect information you provide directly to us, including:

• Name, email address, and phone number
• Business information and tax documents
• Service preferences and communication history
• Payment and billing information

Website Analytics

We use Google Analytics 4 to understand how visitors use our website:

• Page views and navigation patterns
• Contact form submissions and phone calls
• Service page engagement and interest
• Referral program participation
• Device and browser information
• Geographic location (city/state level)

Service Delivery

• Provide tax preparation and accounting services
• Process real estate transactions
• Offer business formation and consulting
• Handle IRS resolution cases

Communication

• Respond to inquiries and provide support
• Send appointment reminders and updates
• Share tax tips and business insights (with consent)
• Process referral program rewards

Website Improvement

• Analyze user behavior to improve our website
• Track conversion rates and business metrics
• Optimize content for better user experience
• Measure the effectiveness of our marketing

Security Measures

• Encrypted data transmission (SSL/TLS)
• Secure file storage and backup systems
• Access controls and user authentication
• Regular security audits and updates

Data Retention

We retain your information for as long as necessary to:

• Provide ongoing services
• Comply with legal and regulatory requirements
• Resolve disputes and enforce agreements
• Maintain business records (typically 7 years for tax-related data)

Access and Control

• Request access to your personal information
• Correct or update inaccurate data
• Request deletion of your information
• Opt-out of marketing communications
• Withdraw consent for data processing

Analytics and Tracking

You can control analytics tracking by:

• Using browser settings to block cookies
• Installing ad-blocking software
• Using private/incognito browsing mode
• Contacting us to opt-out of tracking

Google Analytics

We use Google Analytics 4 to understand website usage. Google's privacy policy applies to this data collection.

Email Services

We use secure email services to communicate with clients and send newsletters.

Payment Processing

Payment information is processed securely through trusted payment processors.