Home » Privacy Policy

Your Privacy, Our Priority

Here’s how we collect, use, and protect your personal data

1. Information We Collect

We may collect the following types of information:

a. Personal Information

  • Name, email address, phone number
  • Mailing address and billing information
  • Social Security numbers or tax IDs (when required for tax preparation or payroll)
  • Business information (if you are a small business client)

b. Non-Personal Information

  • Browser type and version
  • IP address and general location
  • Pages visited and time spent on the Site

2. How We Use Your Information

We use your information to:

  • Provide accounting, payroll, tax, and financial advisory services
  • Respond to your inquiries and support requests
  • Process payments and invoices
  • Comply with legal and regulatory obligations
  • Improve our Site and services

3. Sharing Your Information

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

  • With trusted third-party service providers who assist us in operating our business (e.g., payment processors, IT providers)
  • To comply with legal obligations or enforce our Terms
  • With your explicit consent

4. Data Security

We implement industry-standard security measures to protect your personal information. However, no method of transmission over the internet or method of electronic storage is 100% secure.

5. Your Rights

If you are a resident of New York or any other jurisdiction with applicable privacy laws, you may have rights to:

  • Access the personal information we hold about you
  • Request correction or deletion of your personal information
  • Opt-out of certain data uses

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

6. Cookies

Our Site may use cookies to enhance your user experience. You can set your browser to refuse cookies or alert you when cookies are being sent. Disabling cookies may affect some functionality of the Site.

7. Third-Party Links

Our Site may contain links to external websites. We are not responsible for the privacy practices or the content of those sites.

8. Changes to This Privacy Policy

We may update this policy from time to time. Any changes will be posted on this page with an updated effective date.

9. Contact Us

If you have questions about this Privacy Policy, or wish to make a privacy-related request, please contact us at:

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