Privacy Policy

Effective Date: January 1, 2026

Verity Tax & Advisory, PLLC ("the Firm," "we," "us," or "our") is committed to protecting the privacy and confidentiality of the personal information entrusted to us. This Privacy Policy outlines how we collect, use, and safeguard your information when you visit our website or engage our services.

1. Information We Collect

We collect information that identifies, relates to, or could reasonably be linked to you ("Personal Information"). This includes:

Contact Information: Name, email address, phone number, and mailing address provided via contact forms or consultation requests.
Financial and Tax Data: Information necessary for tax preparation, accounting, and advisory services.
Legal Information: Information provided for legal consultation or representation purposes.
Technical Data: IP addresses, browser type, and usage data collected through cookies to improve website functionality.

2. How We Use Your Information

We use your information to:

Provide professional tax, advisory, and legal services.
Respond to inquiries and schedule consultations.
Maintain client records and comply with professional standards.
Send relevant updates or administrative communications.

3. Professional Confidentiality & Privilege

As a firm led by a licensed CPA and Attorney, we adhere to strict ethical and legal confidentiality obligations:

Attorney-Client Privilege: Information shared for the purpose of seeking legal advice may be protected by attorney-client privilege.
CPA Ethics: We comply with the AICPA Code of Professional Conduct and state board regulations regarding the non-disclosure of client information.
No Third-Party Selling: We do not sell, rent, or trade your personal information to third parties for marketing purposes.

4. Disclosure of Information

We only disclose your information:

With your express consent (e.g., filing a tax return with the IRS).
To trusted third-party service providers (e.g., secure cloud storage or tax software) who are bound by confidentiality agreements.
When required by law, such as in response to a subpoena or court order.

5. Data Security

We implement industry-standard security measures, including encryption and secure portals, to protect your data from unauthorized access. However, no method of transmission over the internet is 100% secure.

6. Your Rights

Depending on your location, you may have the right to request access to, correction of, or deletion of your personal information. Please contact us to exercise these rights.

7. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact:

Verity Tax & Advisory, PLLC
Email: info@veritytaxpros.com
Phone: 502-276-5384