Privacy Policy

1.Information We Collect

Information You Provide

We may collect information you voluntarily provide, including:

• Your name, email address, telephone number, and mailing address
• Your company name, job title, industry, and other business information
• Information submitted through contact, consultation, or service-request forms
• Your communication preferences
• Communications you send to us
• Information necessary to evaluate whether our services may be appropriate for you
• Other information you choose to provide

Our general website forms are not intended to collect Social Security numbers, tax returns, banking information, financial account credentials, passwords, or other highly sensitive information. Please do not submit sensitive tax or financial information through a general website form. Existing clients should use the secure communication methods provided by EXEQadvisor.

Information Collected Automatically

When you visit our website, we or our service providers may automatically collect certain information, including:

• Your Internet Protocol address
• Browser and device type
• Operating system
• Pages visited and links selected
• Referring website or source
• Approximate geographic location
• Date, time, and duration of visits
• Website interactions
• Cookie identifiers and similar technical information

2.Cookies and Similar Technologies

We may use cookies, pixels, tags, analytics tools, and similar technologies to operate the website, remember preferences, understand how visitors use the website, improve performance, evaluate marketing, and support advertising activities.

Some cookies are necessary for the website to function. Other cookies may be used for analytics, advertising, or personalization.

You may be able to limit or disable cookies through your browser settings, website cookie controls, or privacy controls offered by the applicable third-party platforms. Disabling certain cookies may affect the availability or operation of website features.

3.Analytics and Advertising Technologies

We may use third-party analytics and advertising technologies, including analytics platforms, advertising pixels, cookies, and similar tools.

These technologies may help us:

• Understand how visitors find and use our website
• Measure website traffic and performance
• Evaluate the effectiveness of marketing campaigns
• Improve our website and services
• Deliver or measure advertisements that may be more relevant to visitors

These providers may collect information about your browser, device, IP address, website activity, and interactions with advertisements. Their collection and use of information are also governed by their respective privacy policies.

4.How We Use Information

We may use collected information to:

• Respond to questions, inquiries, and consultation requests
• Provide information about our tax, accounting, valuation, and related services
• Determine whether our services may be appropriate for you
• Schedule meetings and appointments
• Communicate with prospective and existing clients
• Provide and improve our website and services
• Analyze website traffic, usage, and performance
• Evaluate and improve our advertising and marketing
• Personalize website experiences and communications
• Maintain security and prevent fraud, misuse, and unauthorized access
• Comply with legal, regulatory, professional, and recordkeeping obligations
• Establish, exercise, or defend legal rights
• Protect our clients, personnel, business, and property
• Send promotional communications when permitted by law
• Fulfill any other purpose disclosed when information is collected

You may unsubscribe from promotional emails by selecting the unsubscribe link included in the message or contacting us at connect@exeqadvisor.com.

5.How We Disclose Information

We may disclose information to:

• Website hosting, form, analytics, advertising, communications, security, and technology providers
• Customer relationship management and scheduling providers
• Professional advisers, including attorneys, accountants, insurers, auditors, and compliance providers
• Government agencies, regulators, law enforcement, courts, or other parties when required or permitted by law
• Parties involved in a merger, acquisition, financing, restructuring, sale, or transfer of some or all of our business or assets
• Other parties when you direct us to disclose information or provide your consent

Our service providers may access information only as necessary to perform services on our behalf and as permitted by their agreements with us and applicable law.

We do not sell personal information for money. We do not disclose mobile opt-in information to unrelated third parties for their independent marketing purposes.

6.Client and Taxpayer Information

If you become a client, EXEQadvisor may collect financial, tax, accounting, identity, employment, investment, and business information necessary to perform the services described in your engagement agreement.

Client and taxpayer information is handled under applicable laws, professional obligations, engagement terms, internal security procedures, and any additional privacy notices provided to you.

Nothing in this Privacy Policy authorizes the use or disclosure of tax-return information in a manner prohibited by applicable law.

7.Text Messages

If you separately opt in, EXEQadvisor may send text messages to the mobile telephone number you provide. Messages may include appointment reminders, responses to inquiries, service updates, educational information, and promotional or marketing communications.

Message frequency may vary. Message and data rates may apply. Consent to receive marketing text messages is not a condition of purchasing or receiving services.

You may withdraw your consent at any time by replying STOP to a text message or communicating another reasonable request to revoke your consent. You may reply HELP for assistance or contact us at connect@exeqadvisor.com.

After you opt out, we may send one final message confirming your request. We may continue to contact you through non-text methods when otherwise permitted.

We may use service providers to deliver text messages on our behalf. Mobile information collected for text-message enrollment will not be sold or disclosed to unrelated third parties for their independent marketing purposes. We may disclose this information to providers that help operate our messaging program, when required by law, or as otherwise described in this Privacy Policy.

Wireless carriers are not responsible for delayed or undelivered messages.

8.Data Security

We use administrative, technical, and physical safeguards designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no website, electronic communication, or data-storage system can be guaranteed to be completely secure. You should use the secure methods designated by EXEQadvisor when transmitting tax records, financial information, identity information, or other sensitive documents.

9.Data Retention

We retain information for as long as reasonably necessary to:

• Fulfill the purposes described in this Privacy Policy
• Provide requested services
• Maintain appropriate business and professional records
• Satisfy legal, regulatory, contractual, tax, accounting, and professional obligations
• Resolve disputes
• Prevent fraud and misuse
• Establish, exercise, or defend legal claims

Retention periods may vary depending on the nature of the information, the relationship involved, and applicable requirements.

10.Your Privacy Choices

Depending on where you live and subject to applicable exceptions, you may have the right to request:

• Access to certain personal information we maintain about you
• Correction of inaccurate personal information
• Deletion of certain personal information
• Information about how certain personal information has been used or disclosed
• Withdrawal of consent when processing is based on your consent

You may also:

• Unsubscribe from promotional emails
• Opt out of text messages
• Adjust cookie settings through your browser or available website controls
• Contact us with questions about information we maintain about you

We may need to verify your identity before completing a privacy request. Certain information may be retained when required by tax, accounting, professional, contractual, security, or other legal obligations.

To submit a privacy request, email connect@exeqadvisor.com.

11.Third-Party Websites and Services

Our website may contain links to client portals, forms, scheduling platforms, educational resources, social media platforms, and other third-party websites or services.

These third parties maintain their own privacy and security practices. EXEQadvisor does not control and is not responsible for their content, availability, security, or privacy policies.

We encourage you to review the privacy policy of any third-party service before submitting information.

12.Children's Privacy

Our website and services are intended for adults and businesses. We do not knowingly collect personal information from children under 13 through the website.

If we learn that we collected personal information from a child under 13, we will take reasonable steps to delete it.

13.Changes to This Privacy Policy

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

The revised Privacy Policy will be posted on this page with an updated effective date. Your continued use of the website after an updated policy is posted constitutes acknowledgment of the revised policy.

14.Contact Us

If you have questions or requests concerning this Privacy Policy or our privacy practices, contact:

EXEQadvisor LLC
1862 Auburn Rd, Suite 118
Dacula, GA 30019
Email: connect@exeqadvisor.com
Phone: 404-548-8498
Website: exeqadvisor.com