Privacy Policy

Effective Date: January 1, 2025Hicks Accounting and Tax Service & Upper Echelon Finances (referred to as “we,” “us,” or “our”) values your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, store, and share your information when you visit our website or use our services.

Information We Collect:

We may collect the following types of information:

Personal Information: Name, email address, phone number, mailing address, and any other information you provide to us directly. Financial Information: Details required for tax preparation, accounting, or financial services. Usage Information: Data related to your interactions with our website, such as IP address, browser type, and website usage statistics.

How We Use Your Information:

We use the information we collect for the following purposes:

To provide accounting, tax, and financial services. To respond to inquiries and provide customer support. To send updates, promotional materials, and service-related communications. To comply with legal obligations and enforce our agreements.

How We Store Your Information:

Your information is securely stored using industry-standard measures. We take reasonable precautions to safeguard your data from unauthorized access, disclosure, or misuse. However, no system is completely secure, and we cannot guarantee absolute security.

Marketing Communications:

By providing your contact information, you consent to receive marketing messages from us via email and SMS. You can opt out at any time by replying “STOP” to SMS messages or clicking “Unsubscribe” in email communications.

Sharing Your Information:

We do not sell, rent, or trade your personal information. We may share your information:

With service providers who assist us in delivering our services. As required by law or to comply with legal processes. To protect the rights, safety, or property of our company, clients, or others.

Your Rights:

You have the right to:

Access and review the information we have collected about you. Request corrections or updates to your information. Request deletion of your information, subject to legal and contractual obligations. Opt out of marketing communications at any time.

To exercise these rights, contact us at hicksaccounting@gmail.com.

Changes to This Privacy Policy:

We reserve the right to update this Privacy Policy at any time. Any changes will be posted on this page with the updated effective date.