Privacy Policy
Last updated: 1 January 2026
What we collect
Contact details you submit through our forms or provide by phone or email, and the business records you share with us in order to receive services. Our website also collects standard analytics data (pages viewed, referring source, approximate location) via Google Analytics and Google Ads.
How we use it
To respond to enquiries, deliver the services you engage us for, issue invoices, and measure which marketing channels work. We do not sell personal data.
Cookies and tracking
We use Google Analytics and Google Ads conversion tracking, and a live chat widget provided by Tawk.to. These set cookies. You can block cookies in your browser settings; the site will still work.
Sharing
Financial records are shared only with people working on your engagement, or with your own CPA or advisors at your direction, or where required by law.
Retention
Client records are retained for seven years to meet professional and tax record-keeping expectations, then securely destroyed.
Your choices
Email [email protected] to request a copy of the personal data we hold about you, to correct it, or to request deletion where we are not legally required to keep it.
Security
Access to client files is limited to personnel working on the engagement. We use encrypted remote sessions and accountant-level access rather than shared admin passwords.
Contact
REPLACE — 100 Your Street, Suite 200, Orlando, FL 32801 · [email protected] · +1 888 430 6961