Last Updated: April 22, 2026
To our Valued Clients:
Your privacy is important to us and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. The law requires us (along with banks, brokerage houses, and other financial institutions) to disclose our Privacy Policy to you – which we are more than happy to do. We hope by taking a few moments to read it, that you will have a better understanding of what we do with the information you provide us and how we keep it private and secure while using it to serve you better.
When you visit or log in to our website, cookies and similar technologies may be used by our online data partners or vendors to associate these activities with other personal information they or others have about you, including by association with your email or home address. We (or service providers on our behalf) may then send communications and marketing to these email or home addresses. You may opt out of receiving this advertising by visiting https://app.retention.com/optout
Privacy Policy Details
A. Types of Information We Collect
We collect certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also use it to provide various tax and financial planning services to you at your request.
Examples of sources from which we collect information include:
- interviews and phone calls with you,
- tax return or financial planning organizers, and
- financial history questionnaires.
B. Parties to Whom We Disclose Information
As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
- To comply with a validly issued and enforceable subpoena or summons.
- In the course of a review of our firm’s practices under the authorization of a state or national licensing board or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization.
- In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
- As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit, and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
- To provide information to divisions of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed. (Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records-retention agency to store prior year records.)
C. Confidentiality and Security of Nonpublic Personal Information
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.
D. Cookies and Tracking Technologies
We use “cookies” and similar tracking technologies on this site. A cookie is a piece of data stored on a site visitor’s device to help us improve your access to our site and identify repeat visitors. For instance, when we use a cookie to identify you, you would not have to log in a password more than once, thereby saving time while on our site. Cookies can also enable us to track and better understand how users interact with our site to enhance the overall experience.
In addition to basic functionality, we use cookies and tracking technologies for the following purposes:
- Essential Cookies: Necessary for the website to function properly.
- Performance & Analytics Cookies: Help us understand how visitors interact with our website by collecting aggregated usage data.
- Functional Cookies: Enable enhanced functionality and personalization, such as remembering user preferences.
- Advertising & Marketing Cookies: May be used by us or our partners to deliver relevant communications and measure effectiveness.
Usage of cookies is not directly linked to personally identifiable information unless voluntarily provided by you. You can control or disable cookies through your browser settings at any time.
E. Use of Analytics Services
We use analytics tools, including Google Analytics (GA4) provided by Google, to better understand how visitors interact with our website and to improve performance and user experience.
These tools may collect information such as pages visited, time spent on pages, general geographic location, and how users navigate through the site.
We have enabled Google Signals, a feature that provides aggregated insights about users who are signed into their Google accounts and have enabled Ads Personalization. This may include cross-device usage, demographic information, and general interest categories. This data is aggregated and does not identify individual users.
For more information on how Google uses data collected from sites that use its services, please visit:
https://policies.google.com/technologies/partner-sites
F. Your Privacy Choices and Controls
You have the ability to control how your information is collected and used online.
- You may opt out of certain advertising and tracking by visiting https://adssettings.google.com
- You can control or disable cookies through your browser settings
- You may use available browser tools or extensions to limit tracking technologies
Please note that limiting certain technologies may impact the functionality or experience of the website.
G. Your Privacy Rights
Depending on applicable laws, you may have certain rights regarding your personal information. These may include the right to:
- Request access to the personal information we collect about you
- Request correction of inaccurate or incomplete information
- Request deletion of your personal information, subject to certain exceptions
- Request information about how your data is used or shared
- Opt out of certain types of data use where applicable
To exercise any of these rights, please contact us using the information provided on our website. We will respond in accordance with applicable laws and may need to verify your identity before fulfilling your request.
H. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, or legal requirements. Any updates will be posted on this page with a revised “Last Updated” date.
Thank you for allowing us to continue serving your accounting, tax, and financial planning needs. We value your business and are committed to protecting your privacy. We hope you view our firm as your most trusted advisor and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.
Best regards,
Hungerford