Privacy Policy
Effective Date: January 1, 2026
Scott Financial Svcs. ("Scott Financial Svcs.," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, and safeguard your information when you visit our website or engage our services.
Information We Collect
We collect information you voluntarily provide when you contact us, submit inquiries, or engage our services. This may include your name, email address, phone number, and financial details necessary to provide tax and advisory services.
How We Use Your Information
Your information is used solely to provide, improve, and communicate about our tax preparation, advisory, bookkeeping, and consulting services. We do not sell, rent, or trade your personal information to third parties.
Confidentiality
All client information is treated as strictly confidential. Our team members are bound by professional and ethical obligations to protect your data in accordance with IRS Circular 230 and applicable state regulations.
Data Security
We implement industry-standard security measures to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. Our client portal uses encrypted, secure connections.
Third-Party Services
We may use trusted third-party service providers (e.g., secure document portals, payment processors) to facilitate our services. These providers are contractually obligated to maintain the confidentiality and security of your data.
Cookies & Analytics
Our website may use cookies and analytics tools to improve user experience and understand site traffic. You may disable cookies in your browser settings; however, some features of the site may not function properly as a result.
Your Rights
You have the right to request access to, correction of, or deletion of your personal information that we hold. To exercise these rights, please contact us directly at the information below.
Changes to This Policy
Scott Financial Svcs. reserves the right to update this Privacy Policy at any time. Changes will be posted on this page with an updated effective date. Continued use of our services constitutes acceptance of the revised policy.
Contact Us
If you have questions or concerns about this Privacy Policy, please contact us at: Scott Financial Svcs. | alxscott12@gmail.com | A "Trusted Alliance" firm unto BLUECHIP®