Website Privacy Policy

Effective Date: August 16, 2026

1. Introduction

Axle CPA Advisory (“Axle,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us through this website, axlecpaadvisory.com (the “Site”). This Privacy Policy explains what information we collect, how we use it, and the choices you have.

This policy applies only to information collected through the Site. It does not apply to information we collect and use in the course of providing accounting, tax, bookkeeping, or advisory services to clients under a signed engagement letter, which is subject to separate confidentiality obligations under applicable professional standards and law.

2. Information We Collect

Information you provide directly: when you fill out a contact form, request a consultation, or otherwise communicate with us through the Site, we may collect your name, email address, phone number, business name, and any other information you choose to include in your message.

Information collected automatically: like most websites, we automatically collect certain technical information when you visit the Site, including your IP address, browser type, device type, pages viewed, and the date and time of your visit. We may use cookies, web beacons, and similar technologies to collect this information.

3. How We Use Your Information

We use the information we collect to:

• Respond to inquiries and provide requested information

• Schedule consultations and communicate about our services

• Improve and maintain the Site

• Understand how visitors use the Site

• Comply with legal obligations

We do not use information submitted through the Site to provide tax return preparation, bookkeeping, or advisory services unless and until you become a client under a signed engagement letter.

4. Email Communications

If you subscribe to our newsletter or otherwise opt in to receive marketing emails from Axle, we will send commercial email in compliance with the CAN-SPAM Act. Every marketing email will include a clear way to unsubscribe and our physical business address. You may opt out of marketing emails at any time by clicking “unsubscribe” in any email or by contacting us directly. Opting out of marketing emails will not affect transactional or service-related communications if you are an existing client.

5. Cookies and Analytics

We may use cookies and third-party analytics tools (such as Google Analytics) to understand how visitors interact with the Site. You can control cookies through your browser settings; disabling cookies may affect how the Site functions.

6. How We Share Your Information

We do not sell your personal information. We may share information with:

• Service providers who help us operate the Site or our business (e.g., website hosting, email, scheduling, or practice management tools), who are only permitted to use it to provide services to us

• Legal or regulatory authorities, when required by law, subpoena, or court order, or to protect our rights

• A successor entity, in the event of a merger, acquisition, or sale of business assets

7. Tax and Financial Information

If you engage Axle for tax preparation or other professional services, your tax return information and other nonpublic personal information will be handled in accordance with Internal Revenue Code Section 7216, the Gramm-Leach-Bliley Act, and applicable state accountancy board confidentiality rules, which are governed separately from this website Privacy Policy and described in your engagement letter.

8. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect information submitted through the Site. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

9. Data Retention

We retain information collected through the Site for as long as necessary to respond to your inquiry, maintain our business records, and comply with legal obligations.

10. Your Choices and Rights

Depending on your state of residence, you may have the right to request access to, correction of, or deletion of personal information we hold about you. To make a request, contact us using the information below. Residents of certain states (such as California) may have additional rights under applicable state privacy laws.

11. Children's Privacy

The Site is not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

12. Third-Party Links

The Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

13. Changes to This Policy

We may update this Privacy Policy from time to time. The “Effective Date” above indicates when this policy was last revised. Continued use of the Site after changes constitutes acceptance of the revised policy.

14. Contact Us

If you have questions about this Privacy Policy, contact us at:

Axle CPA Advisory

marketing@axlecpaadvisory.com