Privacy Policy

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Privacy Policy for Capstone Advisors, LLC

Effective Date: 06/23/2025

At Capstone Advisors, LLC, we respect the privacy and confidentiality of our clients and are committed to protecting the personal information you share with us. This Privacy Policy outlines how we collect, use, store, and protect your personal data. By engaging our services, you agree to the terms set forth in this policy.

1. Information We Collect

We may collect the following types of personal information to provide our accounting, tax, and consulting services:

• Personal Identification Information: Full name, address, phone number, email address, and Social Security number.
• Financial Information: Income, expenses, tax filings, account balances, and other financial data required to perform services.
• Business Information: Business name, Employer Identification Number (EIN), financial statements, and other business-related data.
• Other Information: Any other information you voluntarily provide to us during your engagement with our firm.

2. How We Use Your Information

We use your personal and financial information for the following purposes:

• To provide tax, accounting, and advisory services.
• To fulfill legal and regulatory obligations, such as tax reporting.
• To communicate with you regarding our services, updates, and information.
• To maintain and improve the quality of our services.
• To process payments and manage financial transactions related to our services.

3. How We Protect Your Information

We implement a variety of security measures to protect your personal and financial data from unauthorized access, disclosure, alteration, or destruction. These measures include encryption, secure servers, firewalls, and restricted access to authorized personnel only.

4. Sharing Your Information

We DO NOT share your personal or financial information with third parties or affiliates for marketing or promotional purposes. Your personal information (including phone numbers) will not be used for any marketing activities or shared with any external parties for such purposes, unless explicitly authorized by you or required by law.

We may share your information only in the following situations:

• With Your Consent: We may share information with third parties when you authorize us to do so (e.g., with other professionals or agencies, such as attorneys or financial institutions).
• Legal Obligations: We may disclose your information to comply with legal or regulatory requirements, or in response to a subpoena or court order.
• Service Providers: We may use third-party service providers to help us deliver our services (e.g., cloud storage or payment processors). These service providers are obligated to protect your information and may only use it for the purposes we designate.

5. Data Retention

We will retain your personal and financial information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements. Once your information is no longer needed, we will take reasonable steps to securely delete or anonymize it.

6. Your Rights and Choices

You have the right to:

• Access: Request a copy of the personal information we have about you.
• Update: Correct or update any inaccurate or incomplete information.
• Delete: Request the deletion of your personal information, subject to certain legal or contractual restrictions.
• Opt-Out:  Request that we stop sending you marketing communications.

To exercise any of these rights, please contact us at the information provided below.

7. Cookies and Tracking Technologies

We may use cookies and similar technologies on our website to enhance your experience, analyze site traffic, and improve our services. You can manage your cookie preferences through your web browser settings.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. When we make changes, we will update the "Effective Date" at the top of this page. We encourage you to review this policy periodically to stay informed about how we protect your information.

9. Contact Us

If you have any questions or concerns about this Privacy Policy, or if you wish to exercise your rights regarding your personal information, please contact us at:

Capstone Advisors, LLC
5960 W Parker Rd., Ste 278-135, Plano, TX 75093
(214) 305-8365
admin@capstoneproadvisors.com