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Privacy Policy

How RM Accounting & Tax collects, uses, and protects your information.

At RM Accounting & Tax, your privacy is important to us. This Privacy Policy explains what information we collect when you visit our website or contact us, how we use it, and your rights regarding that information.

Information We Collect

Information you provide directly

When you fill out our contact form or book a consultation, we collect the information you submit — such as your name, email address, phone number, and the details of your message. This information is used solely to respond to your inquiry and provide our services.

Information collected automatically

Like most websites, our site may collect basic technical information when you visit, including your browser type, operating system, pages visited, and the referring URL. This information helps us understand how visitors use our site and improve the experience. We do not use tracking cookies or sell any data to third parties.

How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and messages
  • Schedule and conduct consultations
  • Provide accounting, tax, and advisory services you request
  • Send relevant follow-up communications you have requested
  • Improve our website and services

We do not sell, rent, or share your personal information with third parties for marketing purposes.

Third-Party Services

We use a small number of trusted third-party services to operate this website:

  • Formspree — processes messages submitted through our contact form. Messages are transmitted securely and subject to Formspree's Privacy Policy.
  • Calendly — powers our online booking widget. Scheduling information is subject to Calendly's Privacy Policy.
  • Google Fonts — loads fonts for this website. Font requests may be logged by Google per their Privacy Policy.

We do not use Google Analytics or any other behavioral tracking tools on this website.

Data Security

We take reasonable measures to protect the information you share with us. Our website is served over HTTPS, and we use reputable service providers that maintain their own security standards. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

Data Retention

We retain contact form submissions and client communications for as long as necessary to provide our services and comply with applicable legal and professional obligations. As a CPA firm, we are subject to record-keeping requirements under applicable federal and state regulations.

Your Rights

You have the right to:

  • Request access to the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your information, subject to our legal retention obligations
  • Opt out of any marketing communications at any time

To exercise any of these rights, please contact us using the information below.

Children's Privacy

Our website and services are not directed to children under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the "Last updated" date at the top of this page. We encourage you to review this page periodically.

Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please reach out:

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