Privacy Policy

Effective Date: January 1, 2026

Last Updated: July 2026

At Tharnell, we are committed to protecting your privacy and ensuring that your personal and financial information is handled with the highest level of care, security, and confidentiality. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website or use our professional accounting, advisory, and tax services.

1. Information We Collect

We collect information to provide better services to our clients and website visitors. The types of information we may collect include:

  • Personal Identification Information: Name, email address, phone number, mailing address, job title, and company name when you fill out forms, schedule a consultation, or contact us.

  • Financial & Tax Information: Information provided directly by you during the course of our engagement (e.g., tax documents, financial records, accounting data) necessary to deliver our services.

  • Technical & Usage Data: IP address, browser type, operating system, referring URLs, pages viewed, and access times automatically collected via cookies and analytical tools when you browse our website.

2. How We Use Your Information

We use the collected information for the following professional and operational purposes:

  • To Provide Services: Delivering accounting, tax compliance, CFO advisory, and business advisory services tailored to your needs.

  • To Communicate: Responding to inquiries, scheduling appointments, sending administrative updates, and delivering insights or newsletters (if opted-in).

  • To Maintain Client Accounts: Managing client logins, processing transactions, and supporting account operations.

  • To Improve Our Website: Analyzing traffic patterns and user behavior to optimize website functionality and user experience.

  • To Ensure Legal Compliance: Complying with professional standards, state/federal regulations, and tax laws.

3. How We Share and Protect Your Data

Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share information only in the following limited circumstances:

  • Service Providers: Trusted third-party vendors (such as secure cloud storage, billing platforms, or IT support) bound by strict confidentiality agreements.

  • Legal Obligations: When required by law, subpoena, court order, or regulatory authorities (e.g., IRS or state tax authorities).

Data Security

We implement robust physical, administrative, and technical security measures—including SSL encryption, secure data servers, and strict internal access controls—to protect your sensitive information against unauthorized access, loss, or disclosure.

4. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance user navigation and analyze traffic. You can adjust your browser settings to refuse cookies or alert you when cookies are being sent; however, some features of our site may not function properly without them.

5. Your Rights and Choices

Depending on your location, you have rights regarding your personal information:

  • Access & Correction: Request a copy of the personal information we hold about you or request corrections to inaccurate data.

  • Opt-Out: Unsubscribe from promotional or marketing communications at any time using the “Unsubscribe” link in our emails.

  • Data Deletion: Request the deletion of your personal data, subject to legal and professional record-retention requirements.

6. Third-Party Links

Our website may contain links to external sites (e.g., social media pages or third-party client portals). We are not responsible for the privacy practices or content of these external sites and encourage you to review their privacy policies.

7. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. The updated version will be posted on this page with a revised “Last Updated” date.

8. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data handling practices, please contact us:

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