Privacy Policy

Alexander & Associates ("we," "us," or "our") is committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard the information you provide when using our website or engaging our tax and bookkeeping services.

We may collect the following types of information:

• Personal identifiers — name, email address, phone number, and mailing address.
• Financial information — tax documents, income statements, expense records, and other data necessary to prepare your tax returns or maintain your books.
• Communication records — emails, messages, and consultation notes exchanged between you and our team.
• Website usage data — pages visited, time spent, and browser information collected through standard analytics tools.

Your information is used solely to:

• Provide tax preparation, bookkeeping, and advisory services
• Communicate with you about your engagement
• Comply with applicable federal and state tax laws
• Improve our website and services

We do not sell, rent, or share your personal information with third parties for marketing purposes.

We use 256-bit encryption and a secure document portal to protect your files and personal data during transmission and storage. Access to your information is restricted to authorized personnel only.

While we take reasonable precautions, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security.

We use the following third-party tools which may process your data in accordance with their own privacy policies:

• Calendly — for scheduling consultations. Subject to Calendly's Privacy Policy.

We retain your personal and financial information for as long as required by applicable tax laws and regulations, or as necessary to provide ongoing services. You may request deletion of your data at any time, subject to legal retention requirements.

You have the right to:

• Access the personal information we hold about you
• Request corrections to inaccurate information
• Request deletion of your data, where legally permissible
• Opt out of any non-essential communications

To exercise any of these rights, contact us at [email protected].

We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised "Last updated" date. Continued use of our services after any changes constitutes your acceptance of the updated policy.

If you have questions about this Privacy Policy, please reach out:

Alexander & Associates
[email protected]
(512) 537-4280