Last updated: January 2025
Information We Collect
We collect information you provide directly to us, including but not limited to: name, address, phone number, email address, Social Security numbers (for tax purposes), financial information, and any other information you choose to provide.
How We Use Your Information
We use the information we collect to provide, maintain, and improve our services, process transactions, send communications, and comply with legal obligations.
Information Sharing
We do not sell, trade, or rent your personal information to third parties. We may share information only as required by law, with your consent, or with service providers who assist in our operations under strict confidentiality agreements.
Data Security
We implement appropriate technical and organizational security measures to protect your personal information. This includes encryption, secure file transfer, and access controls.
Data Retention
We retain client files and records for the period required by professional standards and applicable law, typically seven years from the date of service completion.
Your Rights
You have the right to access, correct, or delete your personal information. You may also request a copy of the information we hold about you.
Cookies
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