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Privacy Policy

Peabody Tax & Advisory Effective: November 4, 2026 · Last updated: November 4, 2026

1. About this policy

This Privacy Policy explains how Peabody Tax & Advisory ("we," "us," or "our") collects, uses, and shares information when you visit www.peabodycpa.com (the "Site") or contact us through it.

This policy covers the Site only. Information you give us as a client, including tax return information and financial records, is handled under our engagement terms, our professional confidentiality obligations, and applicable law. See Section 7.

2. Information we collect

Information you give us. When you use our contact form or contact us directly, we collect your name, email address, phone number, and the message you choose to write.

Information collected automatically. When you visit the Site, our hosting and security providers receive technical information such as your IP address, browser and device type, the pages you view, the page that referred you, and the date and time of your visit.

Please don't send sensitive information through the contact form. Do not include Social Security numbers, bank or account numbers, tax returns, IRS notices, or other sensitive documents in the form or in an ordinary email. Once we begin working together, we will tell you how to send documents securely.

3. How we use information

We use the information we collect to:

4. Who we share information with

We share information only with service providers that help us run the Site and our practice, and only as needed for those purposes:

We may also disclose information when required by law, to respond to legal process, or to protect rights, safety, or property.

We do not sell your personal information, and we do not share it for advertising purposes.

5. Cookies and similar technologies

We do not use advertising cookies or cross-site tracking on the Site. Our hosting, security, and bot-protection providers may use limited technical data, such as your IP address and browser information, to keep the Site secure and working.

6. How long we keep information

We keep contact-form messages for as long as needed to respond to you and, if we work together, for as long as required by professional standards and applicable law.

7. Client information and tax return information

This policy does not govern client tax return information or client financial records provided to us for tax preparation or other professional services. That information is protected by our professional confidentiality obligations and by federal and state law, including Internal Revenue Code Section 7216 and its regulations where they apply. We will not use or disclose tax return information except as those rules permit or with your written consent.

8. Security

We use reasonable administrative, technical, and physical safeguards to protect information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

9. Your choices and privacy rights

You can ask us what information we hold about you, or ask us to correct or delete it, by contacting us using the details in Section 13. We will respond as required by applicable law. Some information may be retained where the law or professional standards require it.

10. Children

The Site is not directed to children under 13, and we do not knowingly collect information from them.

11. Links to other sites and services

The Site may link to other websites and services, including our client portal. Those services are governed by their own terms and privacy policies, and we are not responsible for their practices.

12. Changes to this policy

We may update this policy from time to time. When we do, we will change the "Last updated" date above. Continued use of the Site after a change means you accept the updated policy.

13. Contact us

Questions or requests about this policy: