Privacy Policy

Bottom Line Tax Advisors LLC ("Bottom Line," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us through our website, applications, and services.

This Privacy Policy explains how we collect, use, store, and protect your information.

1. Information We Collect

We may collect personal and business information including, but not limited to:

• Name, email address, phone number
• Business name and income-related details
• Tax-related information you voluntarily provide
• Application responses and scheduling details
• Technical data such as IP address, browser type, and device information

We collect this information when you:

• Visit our website
• Submit an application
• Schedule a meeting
• Communicate with us directly

2. How We Use Your Information

We use your information to:

• Review applications and determine fit
• Schedule and conduct strategy sessions and planning meetings
• Provide tax advisory and related services
• Communicate with you regarding your account or services
• Improve our website and internal processes
• Comply with legal and regulatory obligations

We do not sell your personal information.

3. Information Sharing

We may share information only as necessary with:

• Internal team members and advisors
• Secure third-party service providers (scheduling, CRM, document management, analytics)
• Government authorities if required by law

All third-party providers are required to maintain confidentiality and data security standards.

4. Data Security

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

However, no method of transmission or storage is 100% secure. By using our site, you acknowledge this risk.

5. Cookies & Tracking Technologies

Our website may use cookies or similar technologies to:

• Improve user experience
• Analyze traffic and usage patterns

You may disable cookies through your browser settings, though some site functionality may be affected.

6. Your Rights & Choices

You may:

• Request access to your personal information
• Request corrections
• Request deletion where legally permitted

Requests can be made by contacting us at [email protected].

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices or content.

8. Updates to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date.

9. Contact Information