Privacy Policy

1. Information We Collect

When you contact us through our website or reach out by phone or email, you may provide information such as your name, email address, phone number, and business name. We collect this information because you share it with us directly.

Our website also collects certain technical information automatically. This includes your IP address, browser type, device information, and how you navigate through our pages. This data is gathered through cookies and similar technologies.

2. Cookies and Analytics

Cookies are small files stored on your browser that help websites function properly and remember your preferences.

Google Analytics: We use Google Analytics to collect anonymous data about how visitors interact with our website. This helps us understand which pages are most useful and where we can make improvements. The data collected does not personally identify you and is aggregated for analysis.

Cloudflare: Our website uses Cloudflare for security and performance. Cloudflare may collect technical data such as your IP address and browser information to protect our site from malicious traffic and deliver pages faster. Cloudflare Web Analytics may also collect anonymous usage data to help us understand site performance.

You can manage or disable cookies through your browser settings. Please note that disabling cookies may affect how certain parts of our site function.

3. How We Use Your Information

We use the information we collect for the following purposes:

• To respond to your inquiries and questions.
• To schedule consultations and discovery calls.
• To provide bookkeeping, tax preparation, and accounting services if you become a client.
• To improve our website and the services we offer.
• To communicate important updates related to your account or our services.

We do not sell your personal information to anyone.

4. When We Share Information

We keep your information confidential and do not share it with outside parties except when necessary to provide our services or when required by law. If you become a client and we need to coordinate with another professional on your behalf, such as during IRS representation or when working alongside your attorney, we will obtain your permission first.

5. How We Protect Your Information

We take data security seriously. Your information is protected using encryption and secure systems designed for handling sensitive financial data. Our client files are managed through professional-grade software with appropriate safeguards in place.

While we take reasonable steps to protect your information, no method of transmission over the internet is completely secure. We cannot guarantee absolute security but are committed to protecting your data to the best of our ability.

6. Your Rights

You have the right to know what personal information we hold about you. You may also request that we correct, update, or delete your information. To exercise any of these rights, please contact us using the information provided below.

7. Updates to This Policy

We may update this privacy policy from time to time. If we make changes, we will post the revised version on this page and update the "Last Updated" date at the top. We encourage you to review this policy periodically.

8. Contact Us

If you have any questions about this privacy policy or how we handle your information, please email us at hello@castelltax.com.