Privacy Policy.

Last Updated: April 28, 2026

RNA Tax Advisory ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services. Please read this policy carefully.

Information We Collect

We may collect the following types of information when you interact with our website or services:

• Personal Identification Information: Name, email address, phone number, and other contact details you provide when booking a consultation or filling out a form.
• Financial Information: Income range and business structure details shared during consultations. This information is used solely to provide tax advisory services.
• Usage Data: Information about how you interact with our website, including pages visited, time spent, and referring URLs.
• Communication Data: Records of correspondence if you contact us via email or phone.

How We Use Your Information

We use the information we collect for the following purposes:

• To schedule and conduct tax strategy consultations
• To provide personalized tax advisory services
• To communicate with you about your appointments and services
• To send relevant educational content and updates (with your consent)
• To improve our website and services
• To comply with applicable legal and regulatory requirements

Confidentiality of Tax Information

RNA Tax Advisory takes the confidentiality of your financial and tax information extremely seriously. All financial details shared during consultations are:

• Used exclusively for the purpose of providing tax advisory services
• Never sold, rented, or shared with third parties for marketing purposes
• Protected by industry-standard security measures
• Handled in accordance with applicable professional and legal standards

Third-Party Services

We use the following third-party services that may collect information:

• Calendly: Used for appointment scheduling. When you book a consultation, Calendly's privacy policy applies to the information you provide during booking.
• Email Providers: We use email services to communicate with clients. Emails are stored securely and not shared with unauthorized parties.

Cookies & Tracking

Our website may use cookies and similar tracking technologies to improve your browsing experience and analyze website traffic. You can control cookie settings through your browser preferences. Disabling cookies may affect certain features of the website.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Tax-related information may be retained for up to seven (7) years in accordance with IRS record-keeping requirements.

Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information (subject to legal retention requirements)
• Opt out of marketing communications at any time
• Request a copy of your data in a portable format

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected information from a minor, please contact us immediately.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify you of any material changes by posting the updated policy on our website with a revised "Last Updated" date.

Governing Law

This Privacy Policy is governed by the laws of the State of Ohio. Any disputes arising under this policy shall be subject to the exclusive jurisdiction of the courts located in Ohio.