Privacy Policy

Effective Date: October 20, 2025

This Privacy Policy explains how Pinnacle Performance Tax LLC (“Company,” “we,” “our,” or “us”) collects, uses, protects, and discloses personal information provided by clients, website visitors, and other users of our services. By engaging with us or using our website, you consent to the practices described in this policy.

1. Information We Collect

We collect personal and financial information necessary to provide tax preparation, bookkeeping, and consulting services. This may include your name, address, phone number, email, social security number, income details, financial records, and related documentation. We also collect information through website forms, email, and phone communication.

2. Website and Cookies

When you visit our website, we may collect limited technical information automatically, including your IP address, browser type, and referring pages. We use Google Analytics and similar tools to analyze website traffic and improve user experience. Cookies may be used for performance and analytics purposes. You may disable cookies in your browser settings at any time.

3. How We Use Your Information

Your personal information is used solely for providing tax and financial services, managing your account, and communicating with you. We do not sell or rent your information. Information may also be used for legal compliance, record-keeping, and service improvement.

4. Data Retention

We retain client records for a minimum of three (3) to seven (7) years in accordance with IRS and state recordkeeping requirements. After this period, data may be securely deleted or destroyed in compliance with professional standards.

5. Confidentiality and SecurityAll personal information provided to Pinnacle Performance Tax LLC is kept strictly confidential. We implement appropriate administrative, technical, and physical safeguards to protect data against unauthorized access, alteration, or disclosure.

6. Sharing of Information

We may share your information only as required by law, such as with the IRS or state tax authorities, or with trusted third-party vendors who assist us in providing services (e.g., software providers or payment processors). All vendors are required to maintain strict data protection practices.

7. Your Rights and Choices

You may request access to, correction of, or deletion of your personal information, subject to applicable legal and regulatory requirements. Requests can be made by contacting us directly via the information provided below.

8. External Links

Our website may contain links to third-party websites. Pinnacle Performance Tax LLC is not responsible for the content or privacy practices of such external sites.

9. Updates to This Policy

We may update this Privacy Policy periodically to reflect legal requirements or business practices. Updates will be posted on our website with a revised effective date. Continued use of our services indicates acceptance of the updated policy.

10. Contact Information

Pinnacle Performance Tax LLC

Macon, Georgia, USA

(478) 338-1632

pinnacleperformancetax@gmail.com

www.PinnaclePerformanceTax.com

(478) 338-1632 ¦ pinnacleperformancetax@gmail.com ¦ www.PinnaclePerformanceTax.com