Privacy Policy

Cedar Tax Advisors ("Cedar," "we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains what we collect, how we use it, and the choices you have. By using our website or services, you agree to the practices described here.

Information We Collect

We collect information you provide directly and information gathered automatically when you use our website:

• Information you provide: name, email, phone number, mailing address, and details submitted through our forms or during an engagement.
• Financial and tax information: documents and data necessary to prepare returns and provide services, shared securely through our client portal.
• Automatically collected data: IP address, browser type, device information, and usage data collected through cookies and similar technologies.

How We Use Your Information

We use the information we collect to:

• Provide, prepare, and deliver the tax, accounting, and advisory services you request.
• Communicate with you about your engagement, deadlines, and account.
• Comply with legal, regulatory, and tax filing obligations.
• Improve our website, services, and client experience.
• Send occasional updates or newsletters, which you may opt out of at any time.

How We Protect Your Information

We take the security of your data seriously. We use bank-grade encryption for data in transit and at rest, maintain strict internal access controls, and limit access to your information to personnel who need it to serve you. While no method of transmission or storage is completely secure, we work continuously to safeguard your information.

Sharing Your Information

We do not sell your personal information. We may share information only in limited circumstances: with trusted service providers who help us operate (under confidentiality obligations), with tax authorities as required to file on your behalf, or when required by law. Any sharing is limited to what is necessary for the stated purpose.

Cookies

Our website uses cookies and similar technologies to remember preferences and understand how visitors use the site. You can control cookies through your browser settings; disabling them may affect some site functionality.

Your Rights & Choices

Depending on your location, you may have the right to access, correct, or request deletion of your personal information, and to opt out of marketing communications. To exercise any of these rights, contact us using the details below and we will respond promptly.

Data Retention

We retain your information for as long as necessary to provide services, comply with our legal and professional obligations (including tax record-keeping requirements), resolve disputes, and enforce our agreements.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above. Material changes will be communicated where appropriate. Continued use of our services after changes indicates your acceptance of the updated policy.

Contact Us

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

This policy is provided for general informational purposes and does not constitute legal advice.