Privacy Policy

Information We Collect

We may collect information you provide to us, including your name, email address, phone number, business information, financial information, tax information, and other information necessary to provide our services.

Our website may also automatically collect limited technical information, such as your IP address, browser type, device information, and website activity through cookies or analytics tools.

How We Use Your Information

We use your information to:

• Provide tax, accounting, advisory, financial planning, investment, and related services;
• Communicate with you and respond to requests;
• Maintain and improve our website and services;
• Protect against fraud, unauthorized access, and security threats; and
• Comply with applicable legal and regulatory requirements.

How We Share Information

We do not sell your personal information. We may share information with trusted service providers that help us operate our business or provide services to you, such as tax, accounting, financial, technology, payment, and document-management providers. We may also disclose information when required by law or with your authorization.

Protecting Your Information

We use reasonable administrative, technical, and physical safeguards designed to protect your information. However, no electronic system or method of transmission can be guaranteed to be completely secure.

Cookies & Third-Party Services

We use Google Analytics and Microsoft Clarity to understand website visits and interactions. Clarity provides heatmaps and session replays to help us improve our marketing pages. Our Clarity integration excludes the tax intake and payroll pages and masks forms and calculator content. Microsoft may process usage data as described in the Microsoft Privacy Statement. Our tracking scripts respect Global Privacy Control and Do Not Track signals.

Our website may use cookies, analytics, and third-party services to operate the site and better understand how visitors use it. Third-party websites or services linked from our website are governed by their own privacy policies.

Data Retention

We retain information for as long as reasonably necessary to provide our services, maintain business and professional records, and satisfy applicable legal, tax, accounting, and regulatory requirements.

Your Choices

You may contact us to request access to, correction of, or deletion of certain personal information, subject to our professional, legal, and regulatory recordkeeping obligations.

Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated revision date.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us at info@arete.cpa or visit arete.cpa.

Additional Privacy Notices

Certain Arete services may be subject to additional privacy notices, disclosures, or agreements. If there is a conflict, the privacy terms applicable to that specific service will govern.