Xtrategist, LLC ("Xtrategist," "we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website at xtrategist.com (the "Site") or engage our professional accounting and tax services (the "Services").
By accessing or using the Site or the Services, you agree to the practices described in this Policy. If you do not agree, please do not use the Site or the Services.
1. Information we collect
1.1 Information you provide directly
- Contact information such as your name, business name, email address, phone number, and mailing address when you fill out a contact form, request a consultation, or correspond with us.
- Engagement information including financial records, tax documents, payroll records, bank statements, and other materials you provide for the purpose of receiving accounting, bookkeeping, tax, or advisory services.
- Communications including the contents of emails, voicemails, and other messages you send to us.
1.2 Information collected automatically
- Usage data such as IP address, browser type, device type, operating system, referring URLs, pages viewed, and time spent on the Site.
- Cookies and similar technologies used to operate the Site, remember preferences, measure site traffic, and improve the user experience.
1.3 Information from third parties
We may receive information about you from third-party service providers that help us deliver our Services, including payment processors, accounting software vendors (such as QuickBooks), document storage providers, and surety underwriters.
2. How we use your information
We use the information we collect to:
- Provide, deliver, and manage our accounting, tax, and advisory Services.
- Communicate with you about engagements, deadlines, and tax filings.
- Respond to inquiries and consultation requests submitted through the Site.
- Comply with applicable legal, regulatory, professional, and ethical obligations, including those imposed by the IRS, state tax authorities, and the AICPA.
- Protect the security and integrity of the Site and our internal systems.
- Improve and personalize your experience on the Site.
3. Confidentiality of client information
As a CPA firm, we are bound by professional confidentiality obligations under the AICPA Code of Professional Conduct and applicable state board rules. Information you provide in the course of an engagement is treated as confidential client information and is not disclosed to third parties without your consent, except as required by law (for example, in response to a valid subpoena, summons, or court order) or as necessary to perform the Services you have engaged us to provide.
4. How we share information
We do not sell your personal information. We may share information in the following limited circumstances:
- Service providers: with vendors and contractors who help us deliver Services (e.g., secure document portals, cloud accounting software, payroll processors), under written confidentiality obligations.
- With your authorization: with bankers, sureties, attorneys, or other advisors when you instruct us to do so in writing.
- Legal obligations: when required by law, regulation, court order, or governmental request, or to protect our legal rights.
- Business transfers: in connection with a merger, acquisition, or sale of all or a portion of our assets, subject to confidentiality protections.
5. Cookies and tracking technologies
The Site uses cookies and similar technologies (such as web beacons and analytics scripts) to operate properly, remember preferences, and understand how visitors use the Site. You can control cookies through your browser settings. Disabling cookies may impact the functionality of certain Site features.
6. Data security
We maintain reasonable administrative, technical, and physical safeguards designed to protect your information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
7. Data retention
We retain client engagement information for the period required by professional standards, IRS regulations, applicable state laws, and our internal record-retention policy (generally a minimum of seven years for tax records). Other personal information is retained only as long as needed for the purposes described in this Policy or as required by law.
8. Your rights
Depending on where you live, you may have the right to:
- Access the personal information we hold about you.
- Request correction of inaccurate personal information.
- Request deletion of personal information, subject to our legal and professional retention obligations.
- Opt out of certain data processing activities.
- Lodge a complaint with a supervisory authority.
To exercise any of these rights, please contact us using the information below.
9. Children's privacy
The Site and Services are not directed to children under 16. We do not knowingly collect personal information from children. If we learn we have collected information from a child under 16, we will delete it.
10. Third-party links
The Site may contain links to third-party websites, including social media platforms. We are not responsible for the privacy practices of those websites and recommend you review their privacy policies before providing any information.
11. Changes to this policy
We may update this Privacy Policy from time to time. The "Last updated" date at the top reflects the most recent revision. Material changes will be highlighted on the Site. Continued use of the Site or Services after a change constitutes acceptance of the revised Policy.
12. Contact us
If you have any questions about this Privacy Policy or our data practices, please contact:
Xtrategist, LLC
1775 The Exchange SE, Suite 520
Atlanta, GA 30339
Email: info@xtrategist.com
Phone: (678) 401-6118