Privacy Policy

In order for us to develop, support, and deliver products and services to you, we collect and process personal data from you and other users of our websites and other services.

We may collect information from you such as, but not limited to, your name, email address, Social security number, driver’s license, mailing address, phone/fax numbers, date of birth, gender, payment information, education history, employment information, information related to your professional qualifications, designations and memberships and information about your use of our and third-party websites, products and other personal data.

Our website and other services do not collect any personal information about you unless you specifically and knowingly provide such information. Visitors to our website may choose to interact with our website in ways that require us to gather personally identifying information. In each case, our firm collects such information insofar as is necessary or appropriate to fulfill the purpose of the visitor’s interaction with our website.

Our firm does not disclose personally-identifying information other than as described in the “Disclosure And Transfer Of Personal Information” section below.
You are not required to provide us with all of the Personal Data listed above, but if you do not do so, we may not be able to effectively provide you with our products, services, and information and may also limit you from utilizing certain website-related activities.

We collect information provided by you via, but not limited to, your tax organizer, questionnaires, worksheets, documents, discussions (phone calls, video calls, e.t.c), and information that we develop as part of the engagement Client Interviews.

We may also collect your personal information when you access or use our services, we may automatically collect information about you, including but not limited to;
Log Information like which browser you are using, access times, pages viewed, your IP address, and the page you visited before navigating to our Services
Information Collected by Cookies and Other Tracking Technologies.

Usage Of Your Personal Information

We will process your Personal Data on the following bases:

Our legitimate interests, which include processing such Personal Data for the purposes of providing and enhancing the provision of our products, services, and information, as well as advertising further products, credentials, designations, services, and information to you;
Where such processing is necessary to perform our contract/engagement with you or to take steps before entering into our contract/engagement with you
As necessary to comply with our legal obligations, resolve disputes, and enforce our contractual agreements.

Your Personal Data may be used in the following ways, but is not limited to only these:
To deliver our products and services to you
To enhance and improve our products and services, for example, by performing internal research, analyzing user trends, and measuring demographics and interests
To process payments from you for any products or services that you choose to purchase from us, subscriptions, referral fees, donations, and other forms of payment.
To process payments to you including but not limited to reimbursements, money gifts, e.t.c
Internal purposes, such as website and system administration or internal audits and reviews
To post testimonials: We may post testimonials that you have provided in any way regarding our Services that may contain personal information. If you wish to update or delete your testimonial, please contact us at the contact information at the bottom of this policy.
To provide access to restricted parts of our websites.
To communicate with you regarding your products/services that may be of interest to you
To respond to your requests and inquiries
To serve relevant advertisements to you when you visit our sites or other third-party sites (including social media platforms)
To request your participation in surveys, focus groups, or other initiatives which help us to gather information used to develop and enhance our products and services
To comply with applicable law(s) (for example, to comply with a search warrant, subpoena, or court order) or to carry out professional ethics/conduct investigations

From time to time we may provide statistics about the usage levels of the Site and other related information to reputable third parties.
We may use the information you provide to us and which we obtain from other sources to better understand your interests so we can try to predict what other products, services, and information you might be most interested in. This practice is called “profiling”, which involves making automated decisions about you based on this information in order to better enable us to tailor our interactions with you to make them more relevant and interesting.