This policy explains what information Astute Advisors, Inc. collects through this website, how we use it, and the choices you have. It covers visitors to the site and people who contact us or request a guide. It does not cover the tax return information or financial records of our clients, which we handle under separate engagement agreements and the confidentiality rules that apply to tax professionals.
Who we are
Astute Advisors, Inc. is a certified public accounting firm at 21515 Hawthorne Blvd. Ste 200, Torrance, CA 90503. For any privacy question you can reach us at karen@astuteadvisors.co or (424) 226-8028.
Information we collect
Information you give us. When you fill in a form on this site - a guide download, a contact request, or a consultation booking - we collect what you enter, which is usually your name and email address, and anything you choose to tell us in a message.
Information collected automatically. Like most websites, we collect basic technical information when you visit: your device and browser type, the pages you view, and how you arrived at the site. This comes through cookies and analytics tools described below.
How we use your information
- To send you the guide or information you requested.
- To respond to your questions and follow up about working together.
- To send occasional emails about tax planning and firm updates, which you can stop at any time.
- To understand how the site is used and improve it.
- To meet our legal and professional obligations.
The tools we use
We use GoHighLevel to store contacts and send email, and Google Analytics to understand site traffic. These providers process information on our behalf under their own terms and are not permitted to use it for their own purposes. We do not sell your personal information, and we do not share it for cross-context behavioral advertising.
Cookies and analytics
This site uses cookies and similar technologies to keep the site working and to measure traffic through Google Analytics. You can control or block cookies in your browser settings. Blocking them will not stop you from using the site.
Marketing emails
If you give us your email, we may send you tax planning tips and firm news. Every email includes an unsubscribe link, and we act on unsubscribe requests promptly. You can also email us to be removed at any time.
How long we keep information
We keep the information you provide for as long as needed to respond to you, to send communications you have not opted out of, and to meet our record-keeping and legal obligations. You can ask us to delete it, subject to any records we are required to retain.
How we protect information
We use reasonable administrative and technical safeguards to protect the information we hold. No method of transmission or storage is completely secure, so we cannot guarantee absolute security, but we take the protection of your information seriously.
Your California privacy rights
If you are a California resident, you have the right to know what personal information we collect and how we use it, to request a copy of it, to ask us to correct or delete it, and to not be discriminated against for exercising these rights. We do not sell or share personal information as those terms are defined under California law. To make a request, contact us at karen@astuteadvisors.co and we will verify and respond as the law requires.
Children
This site is meant for business owners and adults. It is not directed to children, and we do not knowingly collect information from anyone under 16.
Links to other sites
Our site may link to other websites, including our booking and form tools. We are not responsible for the privacy practices of sites we do not operate, and we encourage you to read their policies.
Changes to this policy
We may update this policy from time to time. When we do, we will change the date at the top. Significant changes will be reflected on this page.
Contact us
Questions about this policy or the information we hold can go to Astute Advisors, Inc., 21515 Hawthorne Blvd. Ste 200, Torrance, CA 90503, karen@astuteadvisors.co, or (424) 226-8028.