Privacy Policy

Information We Collect

We collect information you provide directly to us when you:

• Fill out a contact, booking, or intake form on our website
• Schedule an appointment through our calendar system
• Purchase a service or product from us
• Subscribe to our newsletter or community updates
• Contact us by email, phone, or social media

The types of personal information we may collect include:

• Full name, email address, phone number, and mailing address
• Social Security Number or ITIN (for tax preparation services only)
• Date of birth and filing status (for tax preparation only)
• Payment information processed securely through third-party processors
• Business information for small business clients
• Government-issued ID information (for notary services)

How We Use Your Information

We use the information we collect to:

• Provide, process, and fulfill the services you request
• Schedule and confirm appointments
• Process payments and send receipts
• Communicate with you about your services, appointments, and inquiries
• Send service reminders, updates, and follow-up communications
• Send marketing communications you have opted into
• Improve our website, services, and customer experience
• Comply with legal and regulatory requirements

How We Protect Your Information

We take the security of your personal information seriously. We implement industry-standard security measures including:

• Secure encrypted storage of all client data
• Password-protected access to client management systems
• Secure third-party payment processing — we do not store credit card information
• Limited access to sensitive information on a need-to-know basis
• Regular security reviews of our systems and processes

For tax preparation clients, all sensitive tax documents and Social Security Numbers are handled in strict accordance with IRS regulations and data security requirements for tax professionals.

Information Sharing & Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With service providers who assist us in operating our business (e.g. payment processors, scheduling software, CRM platforms) under strict confidentiality agreements
• With the IRS or other government agencies as required for tax filing and compliance
• With IdentoGO for fingerprinting services processing
• When required by law, court order, or legal process
• To protect the rights, property, or safety of our business or clients

Cookies & Website Tracking

Our website may use cookies and similar tracking technologies to enhance your browsing experience. Cookies are small files stored on your device that help us:

• Remember your preferences and settings
• Analyze website traffic and usage patterns
• Improve our website functionality

You can control cookies through your browser settings. Disabling cookies may affect certain features of our website.

Your Rights & Choices

You have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information subject to legal retention requirements
• Opt out of marketing communications at any time by clicking "unsubscribe" or contacting us directly
• Request a copy of your data in a portable format

To exercise any of these rights please contact us at [email protected].

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Tax-related records are retained for a minimum of 7 years in accordance with IRS requirements. Notary journal records are retained in accordance with Pennsylvania state law requirements.

Third-Party Links

Our website may contain links to third-party websites including iPostal1, PostScan Mail, IdentoGO, and tax software platforms. We are not responsible for the privacy practices of these websites and encourage you to review their privacy policies.

Children's Privacy

Our services are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13. If you believe we have collected information from a child please contact us immediately.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the updated policy on our website with a new effective date. Your continued use of our services after changes are posted constitutes your acceptance of the updated policy.