Privacy Policy

Updated May 2026

Privacy Policy

We’re all about helping you feel clear, calm, and confident in your decisions – including what information you share with us and how you share it. This policy explains, in plain language, the types of information we gather from this site and what we do with it.

The Basics
  • We will not sell your information to any third party.
  • We respect your privacy. Any information you share with us is protected in accordance with the standards expected of professional advisors, including those for CPAs.
  • If you have a concern about your privacy while using this website or our services, please reach out to our team.
Log Files and Web Statistics

Like most websites, we collect and use data from server log files, which may include your IP address, Internet service provider, web browser, and browsing history.
We may also use third-party services (such as Google Analytics) to track additional aggregate information that may give us insights into how you’re using our site, helping us improve it in the future.

Web Forms

For your convenience, this site includes forms you can fill out to contact us directly, register for email lists, etc. These forms only gather the information you voluntarily provide. We may use this information to contact you about matters related to our business or to provide communication via newsletters and e-mail. You can unsubscribe from these messages at any time.

Cookies

We may use cookies to temporarily store certain information about your interactions with this website so that other pages can use it. Cookies may collect details such as site preferences, login information, etc. Certain third-party utilities (such as Google Analytics) may also use cookies as part of their normal functionality.

Google Analytics

Google Analytics is a web analysis service provided by Google Inc. (“Google”). Google uses the data collected to track and analyze the use of this Application, to prepare reports on its activities, and to share them with others.

Google Services

Google may use the Data collected to contextualize and personalize ads in its advertising network. Learn more about this service and how to safeguard your data here:

Microsoft Clarity

We partner with Microsoft Clarity and Microsoft Advertising to capture how you use and interact with our website through behavioral metrics, heatmaps, and session replay to improve and market our products/services. Website usage data is captured using first and third-party cookies and other tracking technologies to determine the popularity of products/services and online activity. Additionally, we use this information for site optimization, fraud and security, and advertising. For more information about how Microsoft collects and uses your data, visit the Microsoft Privacy Statement.

Contact Information

If you have any questions or concerns, please contact Kregel & Company.