Email:[email protected] || Phone: +678 4975627
Privacy Policy
Effective Date: January 28, 2026
The Bostic Financial Group is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [website URL] or use our tax preparation and financial services.
1. Information We Collect
The Bostic Financial Group may collect personal and sensitive information, including but not limited to:
- Full name
- Email address
- Phone number
- Mailing address
- Date of birth
- Social Security Number (SSN) or Tax Identification Number (TIN), when required
- Tax documents (W-2s, 1099s, income and expense records, etc.)
- Payment information
- IP address, browser type, and device information
Sensitive tax and financial information is collected only when necessary and handled securely.
2. How We Collect Information
We collect information through:
- Online contact and intake forms
- Secure document uploads or client portals
- Email, SMS, or phone communication
- Website cookies and analytics tools
3. How We Use Your Information
- We use the information collected to:
- Provide tax preparation and related financial services
- Communicate with you regarding your account or services
- Verify identity and comply with legal and regulatory requirements
- Process payments
- Improve our website, services, and customer experience
- Send service-related or marketing communications (with your consent)
4. Disclosure of Your Information
The Bostic Financial Group does not sell, rent, or trade your personal information.
We may share your information with:
- Federal, state, or local tax authorities (including the IRS), as required
- Trusted third-party service providers (tax software platforms, CRM systems, payment processors)
- Legal or regulatory authorities when required by law
All third parties are required to maintain the confidentiality and security of your information.
5. Data Security
We implement reasonable and industry-standard security measures to protect your personal information, including:
- SSL encryption
- Secure servers and platforms
- Restricted access to sensitive data
While we strive to protect your information, no method of transmission over the internet is completely secure.
6. Data Retention
We retain personal and tax-related information for as long as necessary to:
- Provide our services
- Comply with IRS, federal, and state recordkeeping requirements
When information is no longer required, it is securely deleted or destroyed.
7. Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to:
- Improve website functionality
- Analyze website traffic and usage
Cookies do not collect sensitive tax or financial information. You may disable cookies through your browser settings.
8. Your Privacy Rights
You may have the right to:
- Request access to your personal information
- Request corrections to inaccurate or incomplete data
- Request deletion of your information, subject to legal retention requirements
- Opt out of marketing emails or SMS communications at any time
To exercise these rights, please contact us using the information below.
9. Third-Party Websites
Our website may contain links to third-party websites. The Bostic Financial Group is not responsible for the privacy practices or content of those websites.
10. Children’s Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.
11. Changes to This Privacy Policy
The Bostic Financial Group may update this Privacy Policy at any time. Updates will be posted on this page with a revised effective date.
12. Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact us:
The Bostic Financial Group
Email: [email protected]
Phone: +678 4975627
Address: GA, Locust Grove 30248
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