Privacy Policy
Last updated: January 1, 2025
1. Information We Collect
Vertex Tax Advisory LLC (“we,” “us,” or “our”) collects information you provide directly to us when you submit a contact form, schedule a consultation, or engage our services. This may include your name, email address, phone number, business information, and details about your tax situation.
2. How We Use Your Information
We use the information we collect to:
- Respond to your inquiries and provide tax advisory services
- Send appointment confirmations and service-related communications
- Comply with legal and regulatory obligations
- Improve our services and website
3. Information Sharing
We do not sell, rent, or share your personal information with third parties for their marketing purposes. We may share information with service providers who assist us in operating our website and conducting our business, subject to confidentiality agreements. We may also disclose information when required by law or to protect our rights.
4. Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Client financial data is transmitted using SSL encryption and stored in secure, access-controlled systems.
5. Cookies
Our website uses cookies for analytics and to improve user experience. You may disable cookies in your browser settings; however, some features of the website may not function properly without cookies.
6. Professional Confidentiality
All client information shared in the context of our tax advisory engagement is treated as confidential and protected by applicable professional standards and confidentiality obligations.
7. Your Rights
You have the right to access, correct, or delete your personal information. To exercise these rights, contact us at privacy@vertextaxadvisory.com.
8. Contact Us
If you have questions about this Privacy Policy, contact us at:
Vertex Tax Advisory LLC
Email: privacy@vertextaxadvisory.com
Phone: (562) 742-8811
Address: 1968 S. Coast Hwy #3756, Laguna Beach, CA 92651