Privacy policy

Last updated: September 2026

What we collect

When you submit our consultation form or book through our scheduling tool, we collect the information you provide: name, email, phone number, and the optional qualification details you choose to share (such as income range or business ownership). Our calculators run entirely in your browser and do not transmit your inputs to us.

How we use it

Solely to respond to your inquiry, prepare for and conduct consultations, and provide services you engage us for. We do not sell your information, and we do not share it with third parties except the service providers that operate this site's forms, scheduling, and hosting, or as required by law.

Third-party tools

This site uses Netlify (hosting and form processing), Calendly (scheduling), and may use analytics tools that collect standard usage data. Our cost segregation page links to a third-party calculator operated by a partner firm; information you enter there is governed by their privacy practices, and we may receive compensation for studies ordered through that partnership.

Professional confidentiality

Information you share as a client is additionally protected by the professional confidentiality obligations that apply to CPA firms.

Contact

Questions or deletion requests: admin@libertyadvisorygroup.us.