PRIVACY POLICY
Proactive Accounting Solutions, LLC

Effective Date: 01/01/2026

1. Introduction

Proactive Accounting Solutions, LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information.

This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or use our services.

2. Information We Collect

We may collect the following types of information:

Personal Information

Name

Email address

Phone number

Business information

Financial or tax-related documents you voluntarily submit

Technical Information

IP address

Browser type

Device information

Website usage data

3. How We Use Your Information

We use your information to:

Respond to inquiries and communicate with you

Provide accounting, tax, and advisory services

Evaluate potential client relationships

Improve our website and services

Comply with legal and regulatory obligations

4. Document Submission & Sensitive Information

If you upload documents through our secure portal:

We take reasonable steps to protect your data

However, no system is completely secure

You submit information at your own risk

We recommend only submitting sensitive information through approved secure channels.

5. Sharing of Information

We do NOT sell your personal information.

We may share your information with:

Service providers assisting in business operations

Legal or regulatory authorities when required

Professional advisors as needed

6. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information.

However, no method of transmission over the internet is 100% secure.

7. Cookies and Tracking

We may use cookies and similar technologies to:

Improve user experience

Analyze website traffic

Optimize performance

You may disable cookies in your browser settings.

8. Third-Party Services

Our website may include links or integrations with third-party services (e.g., scheduling tools, document portals).

We are not responsible for the privacy practices of those third parties.

9. Your Rights

Depending on your location, you may have the right to:

Access your personal information

Request corrections

Request deletion (subject to legal requirements)

To make a request, contact us using the information below.

10. Data Retention

We retain information only as long as necessary to:

Provide services

Comply with legal obligations

Resolve disputes

11. Changes to This Policy

We may update this Privacy Policy from time to time.

Changes will be posted on this page with an updated effective date.

12. Contact Information

Proactive Accounting Solutions, LLC
Email: [email protected]
Business Hours: Monday–Friday, 9:00 AM – 4:00 PM

By using this website, you acknowledge that you have read and understand this Privacy Policy.