Legal
Privacy Policy
Last updated October 19, 2026
Information we collect
We collect the information you provide directly through our consultation and contact forms — such as your name, email, phone, business name, state, and goals. When you become a client, we collect additional information through a secure onboarding process, including entity details and documents needed to perform engagements. We do not request Social Security numbers or financial account numbers through public website forms.
How we use your information
We use your information to respond to inquiries, prepare proposals, deliver engagements, schedule appointments, communicate with you, and meet legal and regulatory obligations. We do not sell your personal information.
How we store and protect information
Client records are stored in access-controlled systems. Sensitive documents are exchanged through secure, private methods rather than email. Access to client data is restricted to authorized personnel assigned to your engagement. We maintain activity logs for security and audit purposes.
Sharing with service providers
We share information with third-party service providers only as necessary to perform engagements — for example, authorized tax filing software, payment processors, or calendar providers. These providers are bound by confidentiality and data protection obligations.
Your rights
You may request access to, correction of, or deletion of your personal information by contacting us. Clients may update authorized contacts and notification preferences by contacting our team.
Data retention
We retain client records for the period required by law and professional standards, including tax record retention rules. After that period, records are securely destroyed unless legal holds apply.
Cookies and analytics
Our website may use cookies and basic analytics to understand site usage and improve the visitor experience. We do not use advertising cookies or sell analytics data.
Children's privacy
Our services are intended for business owners and adults managing family finances. We do not knowingly collect information from children.
Changes to this policy
We may update this policy from time to time. Material changes will be posted on this page with an updated effective date.
Contact us
For privacy questions or requests, contact us at Admin@bizproadvisorygroup.com.