This Privacy Policy explains how Block Advisory Group (“Block Advisory Group,” “we,” “us,” or “our”) handles personal information in connection with our website and our accounting and advisory services. By using our website or engaging our services, you agree to the practices described below.
01Introduction
Block Advisory Group provides accounting, bookkeeping, tax, and advisory services to businesses and individuals. We respect your privacy and are committed to protecting the personal information you entrust to us. This policy applies to information collected through blockadvisorygroup.com and during the course of providing our services.
This policy does not override the terms of any signed engagement letter or professional services agreement between you and Block Advisory Group. Where a specific agreement conflicts with this policy, that agreement controls.
02Information we collect
Information you provide to us
We collect information you submit directly, including when you complete our contact or discovery-call form, request a quote, or engage our services. This may include:
- Identity and contact details — name, email address, phone number, and company name.
- Business details — industry, annual revenue range, and number of employees.
- Engagement information — financial records, tax documents, and other materials you provide so we can deliver our services.
- Communications — messages, notes, and correspondence you send to us.
Information collected automatically
When you visit our website, we and our service providers may automatically collect technical information such as your IP address, browser type, device information, pages viewed, and referring URLs. We collect this information using cookies and similar technologies. See our Cookie Policy for details.
03How we use information
We use personal information to:
- Provide, perform, and improve our accounting and advisory services.
- Respond to inquiries, schedule discovery calls, and communicate with you.
- Prepare engagement letters, deliverables, filings, and reports.
- Send administrative information, service updates, and — where permitted — marketing communications you can opt out of at any time.
- Maintain the security of our website and detect, prevent, and address fraud or misuse.
- Comply with legal, regulatory, and professional obligations.
05Data retention
We retain personal information for as long as needed to provide our services, maintain business and accounting records, and comply with our legal, tax, and professional obligations. Retention periods for financial and tax records are often dictated by applicable law and may extend several years beyond the end of an engagement. When information is no longer required, we securely delete or anonymize it.
06Data security
We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, misuse, or alteration. While we work to protect your information, no method of transmission or storage is completely secure, and we cannot guarantee absolute security. Please use care when sending sensitive documents and contact us if you need a secure transfer method.
07Your rights & choices
Depending on your location, you may have rights regarding your personal information, including the right to access, correct, update, or request deletion of your information, and to object to or restrict certain processing. To exercise these rights, contact us using the details below. You may also:
- Opt out of marketing emails by using the unsubscribe link in any such message.
- Adjust your browser settings to manage cookies, as described in our Cookie Policy.
We will respond to verified requests as required by applicable law. We will not discriminate against you for exercising your privacy rights.
09Third-party links
Our website may contain links to third-party websites and services that we do not operate. We are not responsible for the privacy practices of those third parties. We encourage you to review the privacy policies of any website you visit.
10Children's privacy
Our website and services are intended for businesses and adults. We do not knowingly collect personal information from children under 16. If you believe a child has provided us with personal information, please contact us and we will take appropriate steps to delete it.
11Changes to this policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. When we make material changes, we will revise the “Last updated” date above and, where appropriate, provide additional notice. Your continued use of our website or services after an update constitutes acceptance of the revised policy.
12Contact us
If you have questions about this Privacy Policy or how we handle your information, please contact us:
Block Advisory Group · Mailing address available on request.