Privacy Policy

1. Information We Collect

We may collect personal information that you voluntarily provide to us, including:

• Name
• Email address
• Telephone number
• Company or organization name
• Job title or profession
• Information provided through consultation requests, contact forms, questionnaires, or other website forms
• Information you provide when communicating with us
• Other information you choose to provide regarding your accounting, tax, advisory, business, or financial needs

Please do not submit Social Security numbers, tax identification numbers, bank or financial account credentials, tax returns, or other highly sensitive financial information through general website forms unless we specifically provide a secure method for doing so.

If you become a client, additional information may be collected through secure client systems and as necessary to provide professional services. Information collected in connection with an established client engagement may also be governed by our engagement agreement and other applicable privacy and confidentiality obligations.

2. Information Collected Automatically

When you visit our website, certain information may be collected automatically, including:

• Internet Protocol (IP) address
• Browser and device type
• Operating system
• Referring website
• Pages viewed
• Dates and times of visits
• General geographic information derived from your IP address
• Website interactions and navigation activity

We may use cookies and similar technologies to collect this information.

3. Analytics and Cookies

We may use third-party analytics services, including Google Analytics, to understand how visitors interact with our website and to improve its performance, content, and user experience.

These services may use cookies or similar technologies to collect information about website activity. Third-party providers process information according to their own privacy policies and terms.

Your browser may allow you to block or delete cookies. Disabling certain cookies may affect some website functionality.

4. How We Use Information

We may use information collected through the website to:

• Respond to inquiries and consultation requests
• Evaluate whether Alinea's services may be appropriate for a prospective client
• Prepare for introductory or discovery conversations
• Communicate with prospective and existing clients
• Provide and improve our services
• Operate, maintain, secure, and improve our website
• Analyze website usage and performance
• Prevent fraud, misuse, or security threats
• Maintain business and administrative records
• Comply with applicable legal, regulatory, professional, and ethical obligations

We do not use information submitted through our website to provide professional advice unless and until an appropriate professional engagement has been established.

5. How We Disclose Information

We may disclose personal information to service providers that assist us in operating our business and website, including providers of:

• Website hosting and development
• Analytics
• Scheduling
• Email and communications
• Customer relationship management
• Secure document management and client portals
• Information technology and cybersecurity
• Other professional or administrative services

These providers may access information only as necessary to perform services on our behalf and subject to their applicable contractual and privacy obligations.

We may also disclose information when reasonably necessary to comply with law, regulation, legal process, professional obligations, or governmental requests; protect our rights, property, clients, or others; investigate suspected fraud or security incidents; or in connection with a merger, acquisition, reorganization, financing, or transfer of all or part of our business.

Alinea does not sell personal information for monetary consideration.

6. Professional Confidentiality

Information received in connection with an established professional engagement may be subject to additional confidentiality protections under applicable professional standards, laws, regulations, and our engagement agreement.

This Privacy Policy does not replace or modify those obligations.

7. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no website, electronic communication, or data transmission system can be guaranteed to be completely secure. You should therefore avoid transmitting highly sensitive financial or identifying information through ordinary website forms or email unless specifically instructed to do so through a secure method.

8. Data Retention

We retain personal information for as long as reasonably necessary for the purposes for which it was collected, to maintain appropriate business records, and to satisfy applicable legal, regulatory, professional, tax, accounting, security, and contractual requirements.

Retention periods may vary depending on the nature of the information and our relationship with you.

9. Your Choices and Requests

You may contact us to request that we review, correct, or delete personal information you previously submitted through our website, subject to applicable legal, regulatory, professional, contractual, and record-retention requirements.

We may need to verify your identity before processing certain requests.

10. Do Not Track and Online Tracking

Some web browsers provide "Do Not Track" or similar signals.

Because there is not a universally accepted standard for responding to these signals, our website may not respond to all browser-based Do Not Track signals.

Third-party analytics or technology providers may collect information regarding your activity on our website as described in this Privacy Policy.

11. Third-Party Websites and Services

Our website may contain links to websites or services operated by third parties.

Alinea does not control and is not responsible for the privacy, security, content, or practices of third-party websites or services. We encourage you to review their privacy policies before providing personal information.

12. Children's Privacy

Our website and services are intended for adults and businesses and are not directed to children under 13.

We do not knowingly collect personal information from children under 13 through our website. If we learn that such information has been collected, we will take reasonable steps to delete it.

13. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technologies, legal requirements, or services.

The current version will be posted on this page with an updated effective date. We encourage you to review this Privacy Policy periodically.

14. Contact Us

Questions, concerns, or requests regarding this Privacy Policy or our privacy practices may be directed to:

Alinea Accountancy, P.C.