Privacy Policy
Last modified: 11/18/2025
Introduction
Accounting on Davis, LLC and its affiliates (the "Company" or "We" or “Our”) respect your privacy and are committed to protecting it through our compliance with this policy.
This policy describes the information we may collect from you, what type of information, and our practices for collecting, using, maintaining, protecting, and disclosing that information when you access this website (our "Website").
This policy applies to information we collect:
On this Website.
In email, text, and other electronic messages between you and this Website.
When you interact with our social media platforms, advertising and applications on third-party websites and services, if those applications or advertising include links to this policy.
Any other sources.
It does not apply to information collected by: Any third party including through any application or content (including advertising) that may link to or be accessible from or through the Website.
By accessing or using this Website, you agree to the terms of this privacy policy. If you do not agree with our policies and practices, do not access our Website. This policy may be updated without notice. Your continued use of this Website after we make changes is deemed to be acceptance of those changes, so please check the policy periodically for updates.
Information We Collect About You and How We Collect It
We collect several types of information from and about users of our Website, including information such as:
Personal Identification Information (PII)
Contact Information: Names, mailing addresses, email addresses, and telephone numbers.
Demographic Information: Dates of birth, marital status, and employment details
Sensitive Financial and Tax Information
Tax Identifiers: Social Security Numbers (SSNs), Employer Identification Numbers (EINs), and other Tax IDs.
Financial Documents: Bank account numbers, credit card information (for payment processing only), investment statements, income/expense records, and debt information.
Tax Documentation: W-2s, 1099s, K-1s, and other documents necessary for tax preparation.
Financial Planning Documents: Information related to assets, liabilities, insurance policies, estate planning documents, and beneficiary information.
Information that does not personally identify you, such as usage details
About your internet connection and the equipment you use to access our Website.
We collect this information:
Directly from you when you provide it to us.
Automatically as you navigate through the site. Information collected automatically may include usage details, IP addresses, and information collected through cookies, web beacons, Google Analytics, and other tracking technologies.
From third parties, associated with our Website.
Information You Provide to Us
The information we collect on or through our Website may include:
Information that you provide by filling out forms on our Website. This includes information provided when filling out the contact form, requesting further services, and reporting a problem with our Website.
Records and copies of your correspondence (including email addresses), if you contact us.
Any other type of information you provide us.
Information We Collect Through Automatic Data Collection Technologies
As you navigate through and interact with our Website, we may use automatic data collection technologies, such as Google Analytics, to collect certain information about your equipment, browsing actions, and patterns, including:
Details of your visits to our Website, including traffic data, location data, and other communication data and the resources that you access and use on the Website.
Information about your computer and internet connection, including your IP address, operating system, and browser type.
Information about your online activities over time and across third-party websites or other online services.
The information we collect does not automatically include personal information, but we may maintain it or associate it with the personal information we collect in other ways or receive from third parties. It helps us to improve our Website, and to deliver a better and more personalized service, including by enabling us to:
Estimate our audience size and usage patterns.
Store information about your preferences, allowing us to customize our Website according to your individual interests.
Speed up your searches.
Recognize you when you return to our Website.
To help us monitor and update our Website
The technologies we use for this automatic data collection may include:
Cookies. Cookies are small files placed on the hard drive of your computer. You may refuse to accept browser cookies; however, if you select this setting you may be unable to access certain parts of our Website. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you access our Website.
Third-Party Use of Cookies
Some content or applications, including advertisements, on the Website are served by third-parties, including advertisers, ad networks and servers, content providers, and application providers. These third parties may use cookies to collect information about you when you use our website. The information they collect may be associated with your personal information or they may collect information, including personal information, about your online activities over time and across different websites and other online services. They may use this information to provide you with interest-based advertising or other targeted content.
We do not control these third parties' tracking technologies or how they may be used. If you have any questions about an advertisement or other targeted content, you should contact the responsible provider directly.
How We Use Your Information
We use information that we collect about you or that you provide to us, including any personal information:
To provide you with information, products, or services that you request from us.
To fulfill the purpose for which you may provide us information
To carry out our obligations and enforce our rights arising from any contracts entered into between you and the Company, including for billing and collection.
To notify you about changes to our Website or any products or services we offer or provide though it.
To comply with all applicable state and federal laws, regulations (e.g., IRS, FINRA), and professional standards.
To protect against and prevent fraudulent transactions, unauthorized access to our systems, and to ensure the security of client data.
To allow you to participate in interactive features on our Website.
In any other way we may describe when you provide the information.
For any other purpose with your consent.
We may also use your information to contact you about our services that may be of interest to you.
We may use the information we have collected from you to enable us to display advertisements to our advertisers' target audiences. Even though we do not disclose your personal information for these purposes without your consent, if you click on or otherwise interact with an advertisement, the advertiser may assume that you meet its target criteria.
Disclosure of Your Information
We may disclose information about our users, both personal identifiable information and non-identifiable information without restriction.
We may disclose personal information that we collect or you provide as described in this privacy policy:
To our subsidiaries and affiliates.
To contractors, service providers, and other third parties we use to support our business and who are bound by contractual obligations and state and federal law to keep personal information confidential, and use it only for the purposes for which we disclose it to them.
To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of Company’s assets, whether as an ongoing concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held about our Website users is among the assets transferred.
For any other purpose disclosed by us when you provide the information.
We may also disclose your personal information:
To comply with any court order, law, or legal process, including to respond to any government or regulatory request.
If we believe disclosure is necessary or appropriate to protect the rights, property, or safety of Company, our customers, or others. This includes exchanging information with other companies and organizations for the purposes of fraud protection and credit risk reduction.
Choices About How We Use and Disclose Your Information
We strive to provide you with choices regarding the personal information you provide us with. However, we do not control third parties' collection or use of your information to serve interest-based advertising. These third parties may provide you with ways to choose not to have your information collected or used in this way.
Exercising your Rights
You can review and change your personal information by contacting us via email at hello@accountingondavis.com to request access to, correct, or delete any personal information that you have provided to us. We may not accommodate a request to change information if we believe the change would violate any law or legal requirement or cause the information to be incorrect.
We may also maintain a record of your rights requests. Please note that if we delete your personal information, some of our services may not work the same.
Data Security
The security of your highly sensitive information is a paramount concern. We have implemented measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration, and disclosure.
Unfortunately, the transmission of information via the internet is not completely secure. Although we do our best to protect your personal information, we cannot guarantee the security of your personal information transmitted to our Website. Any transmission of personal information is at your own risk. We are not responsible for circumvention of any privacy settings or security measures contained on the Website.
Changes to Our Privacy Policy
It is our policy to post any changes we make to our privacy policy on this page with a notice that the privacy policy has been updated on the Website home page. If we make material changes to how we treat our users' personal information, we will notify you by email address specified in your account or through a notice on the Website home page. The date the privacy policy was last revised is identified at the top of the page. You are responsible for ensuring we have an up-to-date active and deliverable email address for you, and for periodically visiting our Website and this privacy policy to check for any changes.
Contact Information
To ask questions or comment about this privacy policy and our privacy practices, contact us at:
hello@accountingondavis.com or by phone at (608) 683-9770