Your financial information, held in confidence.

Our commitment to confidentiality

George & Company Tax Consulting works with sensitive client financial records every day — tax filings, invoices, purchase records, and correspondence with taxing authorities. Protecting that information is fundamental to how we operate. We treat every document you share with the same confidentiality we would expect for our own business.

This policy explains what information we collect, how we use it, how we safeguard it, and the choices you have. It applies to information gathered through this website and in the course of our consulting engagements.

Information we collect

We only collect information that is necessary to respond to your inquiry and to perform our services:

• Contact details you provide through our forms — such as your name, company, email address, phone number, and message.
• Financial and tax records you share with us during an engagement — including filings, invoices, purchase and exemption records, and prior audit correspondence.
• Basic technical information your browser sends automatically, used only to keep the site functioning and secure.

How we use your information

We use the information you provide solely to serve you:

• To respond to consultation requests and communicate with you about your matter.
• To perform validation studies, refund recovery, audit defense, and related tax consulting services.
• To correspond with taxing authorities on your behalf when your engagement requires it.
• To send you the materials you request, such as our audit checklist.

How we protect sensitive financial data

Client financial data is handled on a strict need-to-know basis. Only the consultants working on your engagement have access to your records, and that access exists only for as long as it is needed to complete your work.

We do not sell, rent, or trade your information to anyone. We do not share your financial records with third parties except where you direct us to, or where it is required to represent you before a taxing authority, or where the law compels disclosure.

Data retention

We retain client records only as long as necessary to complete your engagement, to support any follow-up refund or audit matters, and to meet our professional and legal obligations. When records are no longer needed, they are disposed of securely.

Your choices

You may request access to the personal information we hold about you, ask us to correct it, or ask us to delete information we are not required to keep. To make a request, or to opt out of any follow-up communications, simply contact us using the details below.

Contact us

If you have any questions about this Privacy Policy or how we handle your information, reach out to George & Company Tax Consulting: