PRIVACY POLICY

At Keystone Tax Advisory & Services LLC, we prioritize your privacy. This Privacy Policy explains how we collect, use, and protect your information.

1. Information We Collect

We may collect:

  • Personal Information (e.g., name, email, phone, business data) when you fill out a form, sign up for services, or contact us

  • Technical Information (e.g., IP address, browser type) via cookies and analytics tools

2. Use of Information

We use your information to:

  • Provide tax, advisory, and compliance services

  • Communicate with you

  • Process payments and fulfill requests

  • Comply with regulatory obligations as a licensed tax advisor

  • Improve site functionality and customer experience

3. How We Share Information

We do not sell your personal data. We may share it only with:

  • Third-party providers assisting with service delivery (e.g., payment processors, email marketing, CRM)

  • Government agencies or regulators when required by law or for compliance

  • Service partners bound by confidentiality agreements

4. Data Security

We implement industry-standard safeguards to protect your data. However, no system is completely secure. You use this website at your own risk.

5. Cookies and Analytics

We use cookies to improve functionality and monitor website usage. You can disable cookies in your browser settings if you prefer.

6. Your Rights

You have the right to:

  • Access, correct, or delete your personal information

  • Withdraw consent for communication

  • Request a copy of your data

To make any of these requests, please contact us at [email protected].

7. Policy Updates

We may update this policy periodically. The latest version will always be posted here with the effective date listed above. Continued use of our website implies consent to the updated policy.

Keystone Tax Advisory & Services