PRIVACY POLICY

Clear Path Financials values your privacy and is committed to protecting your personal information. This Privacy Policy explains how information is collected, used, and safeguarded when you visit this website or submit information.

  • Clear Path Financials may collect personal information that you voluntarily provide, including but not limited to:

    • Name

    • Email address

    • Phone number

    • Information submitted through inquiry or intake forms

    Sensitive tax information is collected only through secure systems when a client engagement has been established.

  • Information collected may be used to:

    • Respond to inquiries

    • Communicate regarding services

    • Provide requested tax or related services

    • Maintain internal records

    • Comply with legal or regulatory obligations

    Personal information is used only for its intended purpose.

  • Clear Path Financials does not sell, rent, or trade personal information.

    Information may be shared only when:

    • Required to provide agreed-upon services

    • Required by law or regulatory authorities

    • Processed through trusted third-party platforms necessary for operations

  • Reasonable administrative, technical, and physical safeguards are used to protect personal information. While every effort is made to secure data, no electronic transmission can be guaranteed to be completely secure.

  • This website may utilize third-party services for:

    • Scheduling

    • Secure document uploads

    • Payment processing

    • Website analytics

    Clear Path Financials is not responsible for the privacy practices of third-party platforms. Users are encouraged to review their respective privacy policies.

  • This website may use cookies or similar technologies to improve user experience and analyze website performance. You may disable cookies through your browser settings if preferred.

By using this website or submitting information, you consent to this Privacy Policy.

This Privacy Policy may be updated periodically. Continued use of the website constitutes acceptance of any changes.