Privacy Policy

All In One Financial & Consulting respects the privacy of people who visit our website or contact our firm. This policy explains the information we may collect through this website and how we use it.

Information you provide

We may collect information you submit through a contact, consultation, scheduling, tax-service, or client-portal form. This may include your name, business name, email address, telephone number, requested service, business revenue range, and the information included in your message.

Do not send Social Security numbers, tax documents, banking information, passwords, or other sensitive records through the general website contact form. Existing clients should use the secure Client Portal when requested.

Information collected automatically

Our website and service providers may receive basic technical information such as your device type, browser, approximate location, referring page, pages visited, and date and time of access. This information may be used to operate, protect, and improve the website.

How we use information

• Respond to questions and service requests
• Evaluate whether our services fit your stated needs
• Schedule calls and manage client communications
• Operate, protect, and improve the website and firm processes
• Meet legal, regulatory, recordkeeping, and professional obligations

When information may be shared

We may share information with service providers that support our website, forms, scheduling, communications, client portal, and business operations. We may also disclose information when required by law, to protect legal rights, or with your direction. We do not sell personal information collected through this website.

Third-party services

Links to our scheduling system, tax intake, Client Portal, and other third-party services are governed by those providers’ own privacy practices. Review their notices before submitting information.

Retention and security

We retain information for as long as reasonably needed for the purpose for which it was collected, our business records, and applicable legal or professional obligations. We use reasonable safeguards, but no website or electronic transmission can be guaranteed completely secure.

Your choices

You may contact us to ask about personal information you submitted through this website or to request a correction. Some records may need to be retained for legal, regulatory, professional, security, or recordkeeping reasons.

Policy updates

We may update this policy as our website, services, or legal obligations change. The effective date above identifies the current version.

Contact us

Questions about this policy may be sent to admin@allinonefinancialandconsulting.com or directed to 866-210-2726.