Privacy Policy

We collect information that you provide directly to us, information needed to deliver our accounting and tax services, and limited technical information about how you use our website. The types of information we may collect include:

Personal and contact information: first name, last name, email address, phone number, mailing address, and company name when you submit a contact form, request a consultation, or engage our services.

Accounting and tax information: financial documents, tax records, and related information you provide so that we can prepare returns, perform bookkeeping, provide advisory services, or represent you in tax matters.

Communication preferences: your consent to receive non-marketing and/or marketing text messages, along with the phone number associated with that consent.

Technical information: IP address, browser type, device information, and pages visited when you access our website, as well as cookies and similar tracking technologies (described below).

We collect information in several ways:

Directly from you: when you fill out our contact form, email us, call us, schedule a consultation, or otherwise provide information in the course of engaging our services.

Through your use of our website: when you visit our site, we may automatically collect certain technical information using cookies and similar technologies.

From third parties: in limited circumstances, we may receive information from third parties that assist us in providing services, such as payment processors or software providers, in accordance with their own privacy practices.

We use the information we collect to:

Provide, deliver, and manage the accounting, tax, bookkeeping, payroll, advisory, and tax relief services you request.

Respond to your inquiries, schedule consultations, and send appointment confirmations and reminders.

Communicate with you about your account, follow up on services, and request documents or information needed to complete your work.

Send you the types of text messages you have consented to receive, as described in this policy.

Meet our legal, regulatory, and professional obligations, including tax compliance and recordkeeping requirements.

Improve our website, services, and client communications, and protect against fraud or unauthorized activity.

Definitive Solutions Inc may send text messages (SMS/MMS) to clients and contacts who have provided their phone number and consented to receive them. We offer two categories of text messaging, each requiring separate consent on our contact form:

Non-Marketing Messages: consultation scheduling, appointment confirmations, appointment reminders, reschedule notifications, tax and accounting service follow-ups, document or information request notifications, account updates, and client support.

Marketing Messages: accounting and tax planning updates, educational content, newsletter updates, service announcements, deadline reminders, and occasional promotional offers.

Message frequency varies based on your interaction and selected communication preferences. Message and data rates may apply. You can opt out at any time by replying STOP to any message. For help, reply HELP or contact us at brianh@definitivecpa.com.

Your consent to receive text messages is not a condition of purchase. You must be 18 years or older to provide consent.

We do not sell your personal information. We may share information only as described below:

With service providers: vendors and professionals who help us operate our business or deliver services, such as software providers and hosting services, under appropriate confidentiality obligations.

To comply with legal obligations: where required by law, court order, or to protect our rights, property, or safety, or that of others.

With your consent: where you have given consent to a specific sharing of information.

In connection with a business transfer: in the event of a merger, acquisition, or asset sale, information may be transferred subject to the protections of this policy.

We limit sharing to what is necessary to provide services and meet legal obligations, and we require third parties to handle your information confidentially and securely.

The following applies to your text messaging consent and opt-in data:

Your consent to receive text messages is not a condition of purchase. Message frequency varies. Message and data rates may apply. You can opt out at any time by replying STOP. For help, reply HELP or contact us at brianh@definitivecpa.com.

You have rights regarding your personal information, including:

Access and correction: you may request access to or correction of the personal information we hold about you.

Communication preferences: you can manage your text messaging consent by opting in or out at any time. Reply STOP to opt out of text messages or HELP for help.

Withdrawal of consent: you may withdraw consent to receive text messages at any time without affecting the availability or pricing of our services.

Requests: to exercise any of these rights, contact us at brianh@definitivecpa.com or +1 262-277-3310. We will respond in accordance with applicable law.

We take reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, alteration, or disclosure. We maintain safeguards appropriate to the sensitivity of the information and the nature of our practice.

However, no method of transmission over the internet or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.

Our website may use cookies and similar tracking technologies (such as web beacons and pixels) to collect information about your browsing activity and improve your experience. Cookies are small data files stored on your device.

You can control or disable cookies through your browser settings. Disabling cookies may affect some features of our website. We do not use cookies to collect sensitive personal information.

Our website may contain links to third-party websites or services that we do not control. We are not responsible for the privacy practices or content of those third-party sites. We encourage you to review the privacy policies of any third-party sites you visit.

Our website and services are not directed to children under 18, and we do not knowingly collect personal information from children under 18. If you believe a child has provided us with personal information, please contact us so we can take appropriate action.

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or other factors. When we do, we will revise the "Last Updated" date at the top of this page. We encourage you to review this policy periodically. Material changes will be posted on this page.

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

Definitive Solutions Inc

256 S Pine St, Burlington, WI 53105

Email: brianh@definitivecpa.com

Phone: +1 262-277-3310