Privacy Policy

1. Information We Collect

When you submit our intake form, we collect information you choose to provide, which may include:

• Name and, if applicable, business, household, or organization name
• Phone number and email address
• City and state
• The service you're interested in and details about your goals or situation
• General financial or business information relevant to the service requested (for example, approximate income range, business structure, or transaction volume)

We ask that you not submit highly sensitive information (such as full account numbers, Social Security numbers, or passwords) through the public intake form. Once you're onboarded as a client, sensitive documents are exchanged only through our secure client portal.

2. How We Use Information

We use the information you provide to:

• Respond to your inquiry and schedule a discovery call
• Prepare a service package option or custom quote
• Provide the services you engage us for, if you become a client
• Communicate with you about your account or services

We do not sell your information, and we do not use it for unrelated marketing without your consent.

3. Third-Party Service Providers

We use the following third-party services to operate our business, each of which processes information under its own privacy practices:

• Resend — delivers intake form submissions to us by email
• Financial Cents — provides our secure client portal for document sharing, once you're a client
• Vercel — hosts this website

4. Cookies & Analytics

This Site does not currently use advertising trackers or third-party analytics cookies. Our hosting provider may collect standard web server logs (such as IP address and browser type) as is typical for any website.

5. How We Protect Information

We use reasonable administrative safeguards to protect the information you provide and limit access to what's needed to provide our services. Sensitive documents are exchanged only through our secure client portal, not by regular email or text.

6. Data Retention

We retain information as needed to respond to your inquiry, provide services, and meet recordkeeping obligations. You may request that we delete information we no longer need to retain, subject to any legal or contractual recordkeeping requirements.

7. Your Choices

You may contact us at any time to ask what information we have about you, request corrections, or request deletion, subject to the retention limits described above.

8. Utah Residents

This Site serves Utah clients. To the extent applicable Utah law grants you additional rights regarding your personal information, you may contact us using the information in Section 10 to make a request.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The effective date above reflects the most recent revision.