Privacy Policy
How we handle the information you share with us.
Last updated: August 3, 2026
Information you submit
When you use a website form, we collect the information you provide, which may include your name, company, work email address, phone number, company details, service interests, timing, referral source, and message. Please do not submit Social Security or tax identification numbers, financial account information, tax returns, or confidential documents through a website form.
Website, cookie & campaign information
We use HubSpot to host forms, manage prospective-client communications, understand website activity, and record campaign or referral information. Subject to your cookie preferences, the LinkedIn Insight Tag may collect information about visits and interactions for advertising measurement and relevant retargeting. The site uses Google-hosted fonts, and the Contact page includes an embedded Google map. Google may receive technical information when those services load.
How we use information
We use information to evaluate and respond to business inquiries, manage related communications, operate and improve the website, understand which marketing efforts generate relevant inquiries, measure advertising, maintain security, and comply with applicable obligations. Submitting information does not create a client relationship.
Service providers
We use service providers, including HubSpot, LinkedIn, and Google, to support website forms, customer relationship management, analytics, advertising, fonts, and the embedded map. Those providers process information under their own terms and privacy practices. We do not sell personal information for money.
Your cookie choices
You can accept, decline, or manage nonessential cookies through the website’s consent banner. To review or change a selection, use the Cookie Settings control in the footer. Advertising technology is loaded according to the advertising cookie choice recorded through that banner.
Retention & security
We retain inquiry and related communication information for as long as reasonably needed for the purposes described above or as required by law. No method of transmission or storage is completely secure, and website forms are not a secure channel for tax documents or other sensitive financial information. If secure document delivery becomes appropriate, we will provide separate instructions.
Privacy questions
For questions about this policy or how we handle your information, call our general office line at (631) 489-4928.