Privacy Policy

Crestline Techle ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you engage with our accounting and tax advisory services.

1. Information We Collect

We may collect the following types of information:

• Personal details: Name, email, phone number, business address
• Financial data: Tax documents, financial statements, revenue records
• Communication logs: Emails, consultation notes, support requests
• Technical data: IP address, browser type (via cookies for site functionality)

2. How We Use Your Information

Your data is used solely to:

• Provide accurate bookkeeping and tax preparation services
• Communicate about your account and deliverables
• Ensure compliance with IRS and state regulations
• Improve our service offerings and client experience

3. Data Security

We implement industry-standard security measures, including encrypted storage, secure client portals, and strict access controls to protect your sensitive financial information.

4. Your Rights

You have the right to access, correct, or request deletion of your personal data. To exercise these rights, contact us using the details below.

5. Contact Us

If you have questions about this Privacy Policy or wish to make a data request, please reach out: