Privacy Policy

A Legal Disclaimer

Effective Date: July 6, 2026

At Paltrow & Co., we value the trust you place in us when you share your personal and financial information. Protecting your privacy and safeguarding your information is an important part of the services we provide. This Privacy Policy explains what information we collect, how we use it, how we protect it, and the choices you have regarding your information.

By using our website or engaging our services, you agree to the practices described in this Privacy Policy.

Information We Collect

We may collect personal and business information that you voluntarily provide to us, including:

Name
Business name
Mailing address
Email address
Telephone number
Information submitted through contact forms
Payment and billing information
Tax, accounting, bookkeeping, and financial information necessary to provide our services
Any other information you choose to provide during consultations or throughout our engagement

We may also automatically collect certain technical information when you visit our website, including:

IP address
Browser type
Device information
Website usage data
Cookie and analytics information

This information helps us improve our website and better understand how visitors use our services.

How We Use Your Information

We use your information to:

Respond to inquiries and consultation requests
Provide tax preparation, bookkeeping, advisory, and related professional services
Manage client accounts and engagements
Process invoices and payments
Communicate regarding your services, deadlines, and important updates
Maintain accurate business records
Improve our website and client experience
Comply with legal, regulatory, and professional obligations

We will only use your information for legitimate business purposes related to providing our services.

Information Sharing

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

We may share your information only when necessary to:

Provide the services you have requested
Process payments
Utilize secure technology providers that support our business operations
Comply with applicable laws, regulations, court orders, or governmental requests
Protect the rights, property, or safety of Paltrow & Co., our clients, or others

Our service providers are permitted to use your information only as necessary to perform services on our behalf.

Data Security

Protecting confidential financial information is a priority at Paltrow & Co.

We maintain reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

While no method of electronic transmission or storage is completely secure, we continually strive to use commercially reasonable safeguards to protect your information.

Secure Client Communications

For the protection of your confidential information, we utilize secure client portals and other secure methods for exchanging sensitive documents.

Whenever possible, we encourage clients not to transmit tax returns, Social Security numbers, financial statements, or other confidential information through standard email.

Cookies and Website Analytics

Our website may use cookies and similar technologies to improve your browsing experience and understand how visitors use our website.

Cookies may be used to:

Remember user preferences
Measure website performance
Analyze website traffic
Improve website functionality

You may disable cookies through your browser settings; however, certain portions of our website may not function properly if cookies are disabled.

Email and SMS Communications

If you contact us or become a client, we may send you emails regarding:

Your inquiry
Engagement information
Requested services
Tax deadlines and reminders
Appointment confirmations
Firm announcements
Educational resources or newsletters

You may unsubscribe from marketing or educational emails at any time by following the unsubscribe instructions included in those communications. Transactional or service-related communications may still be sent when necessary.

If you choose to receive text message communications from Paltrow & Co., we may send appointment reminders, service updates, and other communications related to your account.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties.

You may opt out of SMS communications at any time by replying STOP to any text message you receive from us.

Your Privacy Rights

You may request to:

Access the personal information we maintain about you
Correct inaccurate information
Request deletion of information where permitted by law
Ask questions regarding how your information is collected or used

Please note that certain records may be retained as required by applicable tax, accounting, legal, or regulatory requirements.

To exercise any of these rights, please contact us using the information below.

Data Retention and Third-Party Links

We retain personal information only for as long as necessary to:

Provide our services
Meet legal and regulatory obligations
Resolve disputes
Enforce agreements
Maintain appropriate business records

Once information is no longer required, we will securely dispose of it in accordance with our record retention practices.

Our website may contain links to third-party websites for your convenience. Paltrow & Co. is not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any third-party websites you visit.

Children's Privacy

Our website and services are intended for adults and business owners. We do not knowingly collect personal information from children under the age of 13.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, legal requirements, or business practices.

The updated version will be posted on this page with a revised Effective Date. Your continued use of our website or services after changes are posted constitutes acceptance of the updated Privacy Policy.

If you have any questions regarding this Privacy Policy or our privacy practices, please contact us:

Paltrow & Co.

Email: hello@paltrowco.com