Conpany Logo - Dark

125 Harbor Avenue, Suite 410

Boston, MA 02110

United States

Conpany Logo - Dark

We help businesses navigate taxes, accounting, and compliance with confidence — locally and internationally.

Last updated: April 5, 2026

Privacy Policy

We are committed to protecting your personal data and respecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with our website. By using this website, you agree to the terms outlined in this policy.

  1. Information we collect

We may collect and process the following types of personal data:

  • Contact information (such as name, email address, and phone number)

  • Business information provided through forms

  • Communication details when you contact us

  • Website usage data (such as pages visited and interactions)

  1. How we use your information

We may collect and process the following types of personal data:

  • Contact information (such as name, email address, and phone number)

  • Business information provided through forms

  • Communication details when you contact us

  • Website usage data (such as pages visited and interactions)

  1. Legal Basis for Processing

We process your personal data based on:

  • Your consent (when submitting forms)

  • The performance of a contract or pre-contractual steps

  • Compliance with legal obligations

  • Our legitimate interests in operating and improving our services

  1. Data Sharing

We do not sell your personal data.

We may share your information with trusted third parties where necessary, including:

  • Service providers supporting our operations

  • Professional advisors

  • Legal or regulatory authorities when required

  1. Data Retention

We retain personal data only for as long as necessary to fulfil the purposes outlined in this policy or to comply with legal obligations.

  1. Your Rights

Depending on your location, you may have the right to:

  • Access your personal data

  • Request correction or deletion

  • Object to or restrict processing

  • Withdraw consent at any time

To exercise your rights, please contact us using the details below.

  1. Cookies

Our website may use cookies to improve user experience and analyse website traffic.

You can manage or disable cookies through your browser settings.

  1. Data Security

We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, loss, or misuse.

  1. Contact Us

f you have any questions about this Privacy Policy or how your data is handled, please contact us:

Ready to get clear

financial guidance?

Speak with our team and understand how we can support your business.

Ready to get clear

financial guidance?

Speak with our team and understand how we can support your business.

Ready to get clear

financial guidance?

Speak with our team and understand how we can support your business.

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