Privacy Policy

At Elevar Financial, we are committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy outlines how we collect, use, and protect the data you provide to us through our website and services.

1. Information We Collect

We collect information necessary to provide tax preparation, accounting, bookkeeping, and business consulting services. This may include:

Personal identifiers (Name, email address, phone number, physical address).
Financial documents, tax histories, and bookkeeping data.
Information provided voluntarily via website forms (such as contact and lead capture forms).

2. How We Use Your Information

We use your information to:

Deliver professional tax and financial services.
Respond to inquiries and provide customer support.
Send transactional account notifications, appointment reminders, and service updates via email or text message (SMS).
Mobile Information Privacy (SMS Compliance)

Elevar Financial values your privacy regarding mobile and text messaging data.

3. Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

No SMS consent or phone numbers collected specifically for text messaging workflows will be sold, rented, or shared with outside entities or affiliates for their own marketing gains.

4. Data Security

We implement robust administrative, technical, and physical security measures to protect your confidential information from unauthorized access, alteration, or disclosure. Access to your data is strictly limited to authorized personnel bound by professional confidentiality standards.

5. Third-Party Links and Services

Our website may contain links to third-party portals or tools (such as client portals). We are not responsible for the privacy practices of external sites, and we encourage you to review their respective policies.

6. Your Rights and Choices

Email Communication: You can opt out of non-essential email updates by clicking the "unsubscribe" link.
SMS Communication: You can completely stop receiving text messages at any time by replying STOP to any message.

7. Changes to this Policy

We reserve the right to update this Privacy Policy to reflect operational or regulatory changes. Any updates will be posted directly to this page with an updated revision date.

8. Contact Us

If you have any questions or concerns regarding this Privacy Policy, please contact us at:

Email: info@elevarfinancial.com

Mailing Address: [Insert Physical Address if applicable]

Last Updated: June 2026