Proactive Tax Advisory

Empowering Business Owners to Achieve Financial Success Through Proactive Tax Advisory

Privacy Policy

Thank you for trusting Astute Advisors, Inc. with your tax and financial information. This Privacy Policy describes how we collect, use, protect, and handle your Personally Identifiable Information (PII) in connection with our website and services.

This Privacy Policy is only applicable to our website,Astute Advisors, Inc., and the services provided by Astute Advisors, Inc.. It does not apply to any third-party websites or services you may access from our website.

SECTION 1. CONSENT

By using our website and engaging with our tax planning and advisory services, you consent to the collection, use, and disclosure of your personal information as outlined in this Privacy Policy.

SECTION 2. INFORMATION WE COLLECT

We collect personal and financial information that you provide when you engage our services. This information is used solely to deliver tax planning, compliance, and advisory services.

Types of Information Collected:

Personally Identifiable Information (PII): Information such as your name, contact information (email, phone number, mailing address), and business entity information.

Financial Information: This includes tax-related information such as income, expenses, tax identification numbers, and any tax documentation relevant to our services.

Non-PII Information: We may automatically collect information like IP addresses, browser type, and website interaction data to improve the functionality and security of our website.

How We Collect Information:

When you register on our site, fill out a form, or provide information necessary for your tax services.

When you correspond with us via live chat, email, or phone.

SECTION 3. HOW WE USE YOUR INFORMATION

We use the information collected from you to:

Deliver and improve our tax planning, advisory, and compliance services.

Respond to your inquiries and provide updates about relevant tax deadlines, legal changes, or services that may benefit your financial planning.

Improve our website’s functionality and user experience.

We do not use your information for advertising or behavioral tracking. Any email communications will focus on service-related updates and important tax-related information.

SECTION 4. HOW WE PROTECT YOUR INFORMATION

We prioritize the security of your personal and financial data. Our website and systems are protected by SSL encryption, and we conduct regular security scans to protect against known vulnerabilities. Sensitive information is stored securely, and access is restricted to authorized personnel only.

We use standard security practices such as:

SSL Encryption to protect data transferred through our website.

Access Restrictions to limit access to client data to authorized personnel only.

Secure Storage with Karbon and Google Drive to safeguard sensitive documents.

Regular Security Scans to ensure the safety and integrity of our website and systems.

SECTION 5. COOKIES AND TRACKING TECHNOLOGIES

We use cookies to enhance your experience on our website. Cookies are small text files that allow our systems to recognize your browser and remember certain information.

How We Use Cookies:

To remember your preferences and improve site functionality.

To compile aggregate data about site traffic and user interactions to offer a better user experience.

You can choose to disable cookies in your browser settings. Disabling cookies may limit some functionality of the website, but it will not impact core services.

SECTION 6. THIRD-PARTY DISCLOSURE

We do not sell, trade, or otherwise transfer your Personally Identifiable Information to outside parties for advertising or marketing purposes. We may share data with trusted third-party providers who assist us in operating our website and delivering our services, such as secure data storage providers (Karbon and Google Drive) and tax-related service providers (Intuit). These partners are bound by confidentiality agreements and may only use your information as necessary to perform their specific tasks.We may also disclose information to comply with legal requirements, enforce our policies, or protect our rights, property, or safety.

SECTION 7. THIRD-PARTY LINKS

Our website may contain links to third-party websites for additional resources or information. These third-party sites have their own privacy policies, and we are not responsible for their content or activities. We encourage you to review the privacy policies of any external sites you visit.

SECTION 8. CALIFORNIA PRIVACY RIGHTS

California residents have the right to request information about our disclosure of personal information to third parties for direct marketing purposes. If you are a California resident and wish to make such a request, please contact us at Astute Advisors, Inc..

SECTION 9. COPPA (Children’s Online Privacy Protection Act)

Our services are intended for business and professional use only and are not designed to collect information from children under the age of 13.

SECTION 10. UPDATES TO THIS PRIVACY POLICY

We may update this Privacy Policy as necessary to reflect changes in our practices or for other operational, legal, or regulatory reasons. Updates will be posted on our website, and continued use of our website and services indicates your acceptance of the updated policy.