Privacy Policy

Last Updated: December 2025

Gracewell Financial (“we,” “us,” or “our”) is committed to protecting your privacy and handling your personal and financial information with integrity and care. This Privacy Policy explains how information is collected, used, and safeguarded when you visit our website or engage our services.

1. Information We Collect

We collect information you voluntarily provide when you:

- Request a quote

- Submit a form

- Engage our bookkeeping, payroll, or tax services

- Communicate with us by phone, email, or text

This information may include:

Personal Information: name, phone number, email address, business or organization name

Financial Information: income details, transaction data, payroll information, tax-related documents, or other records necessary to perform services. We do not knowingly collect sensitive personal information beyond what is required to provide requested services.

2. How Information Is Used

Your information is used solely for legitimate business purposes, including:

- Providing bookkeeping, payroll, and tax preparation services

- Preparing and filing tax documents

- Communicating about your services, requests, or compliance needs

- Responding to inquiries

- Improving our website and services

We do not use your information for purposes unrelated to the services you request.

3. Analytics & Website Data

We may use website analytics tools, including Google Analytics, to understand how visitors interact with our website. These tools may collect non-identifying data such as:

- Pages visited

- Time spent on the site

- Browser type and device

This information is used only to improve website performance and user experience. We also connect to Google Search Console, which helps us monitor search visibility and site performance. Google Search Console does not collect personal information from site visitors. You can learn more about how Google handles data at: https://policies.google.com/privacy

4. Communications (Email & SMS)

If you opt in to receive communications from Gracewell Financial, you may receive:

- Transactional messages (such as confirmations or service-related updates)

- Promotional or informational messages (if you explicitly consent)

You may opt out of marketing communications at any time by following the unsubscribe instructions or replying STOP to text messages.

Message and data rates may apply.

5. Data Security

We take data security seriously and use reasonable administrative, technical, and physical safeguards to protect your information. This includes secure platforms for file sharing, accounting software, and communication. While no system can be guaranteed 100% secure, we strive to use trusted tools and best practices to protect your data.

6. Sharing of Information

We do not sell, rent, or trade your personal information. We may share information only when necessary to:

- Perform services you have authorized

- File tax returns or required forms with government agencies

- Use trusted third-party tools (such as accounting software, payroll processors, secure file storage, or communication platforms)

All third parties are expected to protect your information and use it only for authorized purposes.

7. Data Retention

We retain personal and financial information only as long as necessary to:

- Provide services

- Meet professional, legal, and regulatory obligations

- Maintain required records

8. Your Rights

You may request access to, correction of, or deletion of your personal information, subject to legal and professional record-keeping requirements. Requests may be submitted using the contact information below.

9. Policy Updates & Contact Information

This Privacy Policy may be updated from time to time. Any changes will be posted on this page with a revised effective date. If you have questions about this Privacy Policy or how your information is handled, please contact: [email protected]