Privacy Policy

1. Introduction

Pinpoint Precision LLC (“Pinpoint Precision,” “we,” “us,” or “our”) is a tax strategy and accounting firm. We are committed to protecting and respecting the privacy of the individuals and businesses we serve, as well as visitors to our website and recipients of our communications.

This Privacy Policy explains what information we collect, how we use it, the circumstances under which we may disclose it and to whom, the methods by which such disclosures are made, and the safeguards we maintain to protect it. It also describes the privacy rights available to you and how you can exercise them.

By accessing our website, submitting information to us, engaging our services, or communicating with us, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with our practices, please do not use our website or provide us with your information.

2. Scope of This Policy

This Policy applies to personal information we collect:

• Through our website and any online forms, intake questionnaires, or landing pages we operate;
• Through email, text message, telephone, video conference, and other communications with us;
• In the course of providing tax strategy, accounting, advisory, and related professional services; and
• From third parties and publicly available sources, as described below.

Pinpoint Precision serves clients in multiple states across the United States. This Policy is intended to reflect applicable United States federal and state privacy requirements. It does not apply to the practices of third parties that we do not own or control.

3. Information We Collect

The types of personal information we collect depend on how you interact with us. They may include the following categories.

3.1 Information You Provide Directly

• Identifying information: name, mailing address, email address, telephone number, and similar contact details.
• Financial and tax information: income, expenses, assets, liabilities, investment and business records, prior tax returns, bank and account information, and other financial details you provide so that we can deliver tax strategy and accounting services.
• Government identifiers: Social Security numbers, taxpayer identification numbers (TINs/EINs), and, where relevant, driver’s license or other government-issued identification numbers.
• Business information: entity names, ownership and organizational details, payroll data, and related records for our business clients.
• Account and engagement information: the services you request, communications and correspondence with us, appointment details, and documents you upload or send to us.
• Marketing preferences: your consent choices and communication preferences, including whether you have agreed to receive marketing communications from us.

3.2 Information Collected Automatically

When you visit our website, we and our service providers may automatically collect certain technical information, which may include:

• IP address, device type, browser type, operating system, and language settings;
• Pages viewed, links clicked, referring/exit pages, and dates and times of visits; and
• Information collected through cookies, web beacons, pixels, and similar technologies (see Section 11).

3.3 Information From Third Parties

We may receive information about you from third parties, such as:

• Referral sources, financial advisors, attorneys, and other professionals with whom you work;
• Government agencies and tax authorities, where authorized;
• Service providers that support our website, marketing, and client-management systems; and
• Publicly available sources and background-verification providers, where appropriate.

4. How We Use Your Information

We use the personal information we collect for legitimate business and professional purposes, including to:

• Provide, perform, and manage our tax strategy, accounting, and advisory services;
• Establish and administer your account and our engagement with you;
• Prepare, review, and support financial and tax planning deliverables;
• Communicate with you about your account, our services, and your requests;
• Respond to inquiries submitted through our website, forms, or other channels;
• Send you marketing communications where you have consented to receive them (see Section 6);
• Improve, personalize, and secure our website and services, and analyze usage;
• Comply with legal, regulatory, professional, and contractual obligations; and
• Detect, prevent, and address fraud, security incidents, and other unlawful activity.

We will only use your personal information for the purposes for which it was collected, or for compatible purposes, unless we obtain your consent or are otherwise permitted or required by law.

5. Our Basis for Processing and Your Consent

We process personal information as necessary to perform our services and our agreements with you, to comply with our legal and professional obligations, to pursue our legitimate business interests in a manner that does not override your rights, and where you have given us consent.

When you submit information through our intake forms, you are presented with a consent statement. As reflected on our forms, by submitting your information you consent to allow Pinpoint Precision LLC to store and process the personal information you provide in order to deliver the content and services you requested. If you separately opt in, you also consent to receive other communications from us, which you may withdraw at any time as described in Section 6.

6. Marketing Communications and Your Choices

6.1 Email Marketing

From time to time, and where you have consented, we may contact you by email about our products, services, and other content that may be of interest to you. Every marketing email includes an unsubscribe link, and we honor opt-out requests promptly in accordance with the CAN-SPAM Act. You may also opt out at any time by contacting us using the details in Section 18. Opting out of marketing emails does not affect service-related or transactional communications necessary to administer your account or engagement.

6.2 Text Message (SMS) Marketing

We may, now or in the future, offer marketing communications by SMS text message. We will only send marketing text messages to individuals who have provided prior express written consent to receive them, consistent with the Telephone Consumer Protection Act (TCPA) and applicable law. Consent to receive text messages is not a condition of purchasing any product or service. Message and data rates may apply. Message frequency may vary. You may opt out of text messages at any time by replying STOP to any message, and you may reply HELP for assistance. After you opt out, we may send a single confirmation message.

6.3 Managing Your Preferences

You can update your communication preferences or withdraw consent at any time by using the unsubscribe mechanism provided, replying STOP to text messages, or contacting us directly. We maintain records of consent and opt-out requests.

7. How and With Whom We Disclose Your Information

We treat your information as confidential and disclose it only as described below. We do not sell your personal information, and we do not share it with third parties for their own independent marketing purposes.

7.1 Parties to Whom We Disclose

• Service providers and subprocessors: third parties that perform services on our behalf, such as secure document storage and client-portal providers, cloud hosting, practice-management and CRM platforms, email and communication providers, tax and accounting software providers, IT and cybersecurity vendors, and payment processors. These providers are authorized to use your information only as necessary to perform services for us.
• Professional advisors: attorneys, auditors, insurers, and other advisors, where reasonably necessary and consistent with our professional obligations.
• Tax and regulatory authorities: government agencies such as the Internal Revenue Service and state tax authorities, where you authorize us to do so or where we are required or permitted by law.
• Parties you direct or authorize: individuals or organizations to whom you ask us to send your information, such as financial advisors, lenders, or business partners.
• Legal and safety disclosures: courts, regulators, and law enforcement, when we believe in good faith that disclosure is necessary to comply with a legal obligation, respond to lawful requests, enforce our agreements, or protect the rights, property, or safety of Pinpoint Precision, our clients, or others.
• Business transfers: in connection with a merger, acquisition, financing, reorganization, or sale of all or part of our business or assets, in which case information may be transferred as part of the transaction, subject to appropriate confidentiality protections.
• With your consent: any other disclosure made with your consent or at your direction.

7.2 Method of Disclosure

When we disclose personal information, we do so using reasonable safeguards appropriate to the sensitivity of the information. Our methods include:

• Encrypted electronic transmission and secure, access-controlled client portals for exchanging sensitive documents;
• Secure integrations and application programming interfaces (APIs) with vetted software providers;
• Contractual protections, including confidentiality and data-protection terms, with service providers that handle personal information on our behalf; and
• Limited, need-to-know disclosures to authorized recipients only, avoiding transmission of sensitive identifiers through unsecured channels wherever practicable.

We do not disclose more information than is reasonably necessary for the purpose of the disclosure.

8. Confidentiality of Tax Return Information

As a firm that provides tax-related services, we are mindful of the special confidentiality protections that apply to tax return information. Consistent with Internal Revenue Code Section 7216 and its implementing regulations, we will not use or disclose your tax return information for any purpose other than preparing or supporting our services to you, except as permitted by law or with your prior written consent. Where your consent is required to use or disclose tax return information, we will obtain it in the form and manner required by applicable regulations.

9. How We Protect Your Information

We maintain a written information security program with administrative, technical, and physical safeguards designed to protect the confidentiality, integrity, and availability of personal information, consistent with the Gramm-Leach-Bliley Act (GLBA) and the Federal Trade Commission’s Safeguards Rule, as applicable to financial institutions such as accounting and tax firms. These safeguards include:

• Administrative safeguards: designated responsibility for information security, employee confidentiality obligations and training, access controls based on job responsibilities, and vendor due-diligence and oversight.
• Technical safeguards: encryption of sensitive data in transit and, where appropriate, at rest; multi-factor authentication; secure client portals; firewalls; anti-malware protection; and monitoring and logging.
• Physical safeguards: restricted access to offices, workstations, and physical records, and secure storage and disposal of documents containing personal information.
• Incident response: procedures to detect, respond to, and recover from suspected security incidents, and to notify affected individuals and authorities where required by law.

No method of transmission or storage is completely secure. While we work hard to protect your information, we cannot guarantee absolute security. You also play an important role in keeping your information safe by using strong, unique passwords and protecting your account credentials.

10. Data Retention

We retain personal information for as long as necessary to provide our services, maintain our business and client records, and comply with our legal, regulatory, professional, and tax-recordkeeping obligations. Retention periods vary depending on the type of information and the applicable requirements. When information is no longer needed, we securely delete, destroy, or de-identify it.

11. Cookies and Tracking Technologies

Our website may use cookies and similar technologies (such as web beacons and pixels) to operate and secure the site, remember your preferences, understand how the site is used, and support our marketing efforts. Some cookies are necessary for the website to function; others help us analyze traffic and performance.

You can control cookies through your browser settings, and you may be able to set your browser to refuse some or all cookies or to alert you when cookies are being sent. Disabling cookies may affect the functionality of our website. Where required by law, we will obtain your consent before setting non-essential cookies.

12. Your Privacy Rights

Depending on where you live, you may have certain rights regarding your personal information under applicable state privacy laws. As of 2026, comprehensive consumer privacy laws are in effect in a number of states, including California, Colorado, Connecticut, Virginia, Utah, Texas, Oregon, Montana, Delaware, Iowa, Nebraska, New Hampshire, New Jersey, Minnesota, Maryland, Indiana, Kentucky, Rhode Island, Tennessee, and others. Subject to the exceptions and limitations in the applicable law, these rights may include:

• Right to know / access: to request confirmation of whether we process your personal information and to obtain a copy of it.
• Right to correct: to request correction of inaccurate personal information.
• Right to delete: to request deletion of personal information we have collected from you.
• Right to opt out: to opt out of the sale of personal information, targeted advertising, or certain profiling. We do not sell personal information or use it for cross-context behavioral advertising.
• Right to data portability: to receive your information in a portable format, where applicable.
• Right to non-discrimination: to not receive discriminatory treatment for exercising your privacy rights.
• Right to withdraw consent: to withdraw consent you have previously given, including for marketing communications.

12.1 A Note About Financial Information (GLBA)

Certain information we collect in connection with our tax and accounting services is “nonpublic personal information” governed by the Gramm-Leach-Bliley Act. Many state privacy laws exempt information (and, in some cases, financial institutions) subject to the GLBA. Where an exemption applies, our handling of that information is governed by the GLBA and related financial-privacy rules rather than by the state law. We nonetheless strive to honor reasonable requests consistent with our legal and professional obligations.

13. How to Exercise Your Rights

To exercise any of the rights described above, please contact us using the information in Section 18. For your protection, we will take reasonable steps to verify your identity before responding, and we may be unable to fulfill a request if we cannot verify it. You may designate an authorized agent to submit a request on your behalf, subject to verification.

We will respond within the timeframes required by applicable law. If we decline a request, we will explain why, to the extent permitted by law. If you are unsatisfied with our response, you may have the right to appeal or to contact your state attorney general.

14. Children’s Privacy

Our website and services are intended for adults and are not directed to children under the age of 18 (or under 13 for purposes of the Children’s Online Privacy Protection Act). We do not knowingly collect personal information directly from children. If you believe a child has provided us with personal information, please contact us so that we can take appropriate action.

15. Third-Party Websites and Links

Our website may contain links to third-party websites, tools, or resources. We are not responsible for the privacy practices or content of those third parties. We encourage you to review the privacy policies of any third-party sites you visit.

16. Do Not Track

Some browsers offer a “Do Not Track” (DNT) signal. Because there is no consistent industry standard for responding to DNT signals, our website does not currently respond to them. Where required by law, we honor recognized opt-out preference signals with respect to applicable processing.

17. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will update the “Last Updated” date above and, where appropriate, provide additional notice. We encourage you to review this Policy periodically.

18. Contact Us

If you have questions about this Privacy Policy, wish to exercise your privacy rights, or want to update your communication preferences, please contact us: