Privacy Policy

Last updated: August 13, 2026

This Privacy Policy explains how Modern Tax & Financial Services P.C., doing business as Accounting & More (“we,” “us,” or “our”), collects, uses, and safeguards information when you visit accountingandmorect.com (the “Site”) or contact us through it. It applies to this website only. Information you share with us as a client through our secure portal or in the course of a professional engagement is also governed by our engagement agreements and applicable professional confidentiality obligations.

Information we collect

We collect only the information needed to respond to you and operate the Site:

• Information you provide. When you complete our contact form, we collect your name, email address, the service you’re interested in, and any details you include in your message.
• Information collected automatically. Like most websites, our hosting provider records standard technical data such as IP address, browser type, device type, referring page, and the date and time of your visit. This is used for security, reliability, and basic troubleshooting.
• Analytics. We use Google Analytics (via Google Tag Manager) to understand how visitors use the Site — for example, which pages are viewed, how visitors arrive, and general device and location (city/region) information. This is aggregate, performance-focused measurement; we do not use it for advertising. Google processes this data on our behalf and sets first-party analytics cookies (such as _ga) to distinguish visitors.
• Embedded content. Some pages include posts embedded from LinkedIn. When that content loads, LinkedIn may receive information about your visit and may set its own cookies, subject to LinkedIn’s privacy practices.

How we use information

We use the information we collect to:

• Respond to your inquiries and provide the services you request;
• Communicate with you about your questions, appointments, or engagements;
• Maintain the security, integrity, and performance of the Site; and
• Comply with our legal, regulatory, and professional obligations.

We do not sell your personal information, and we do not use the information submitted through this Site for third-party advertising.

How information is shared

We share information only as needed to run the Site and serve you, including with:

• Service providers who operate on our behalf — for example, our website host and form processor (Netlify), our analytics provider (Google Analytics / Google Tag Manager), and our secure client portal provider (TaxDome). These providers are permitted to use the information only to provide services to us.
• Legal and regulatory authorities when required by law, regulation, subpoena, or to protect our rights, safety, or property.

We do not otherwise disclose personal information collected through this Site to third parties for their own purposes.

Cookies

This Site uses a small number of first-party analytics cookies set by Google Analytics (for example _ga and _ga_*) to measure site usage and performance, as described above. We do not use advertising or cross-site tracking cookies. Additional cookies may be set by embedded third-party content (such as LinkedIn) when it loads. You can opt out of analytics at any time using the Cookie Preferences control in our site footer. You can also control or delete cookies through your browser settings, or opt out of Google Analytics specifically using Google’s opt-out browser add-on. Disabling cookies will not affect your ability to use the core pages of this Site.

Data retention

We keep contact-form submissions for as long as needed to respond to your inquiry and for a reasonable period afterward for recordkeeping, then delete or anonymize them. Information related to a professional engagement is retained in accordance with our records-retention practices and applicable legal and professional requirements.

Security

We use reasonable administrative and technical safeguards to protect information submitted through this Site. Our client portal uses encrypted connections for exchanging sensitive documents. No method of transmission or storage is completely secure, however, so we cannot guarantee absolute security. Please do not send sensitive personal or financial information (such as Social Security numbers or account numbers) through the website contact form — use our secure client portal instead.

Your choices and rights

You may request to access, correct, or delete the personal information you have submitted through this Site by contacting us using the details below. Depending on your state of residence, you may have additional rights under applicable privacy laws; we will honor those rights as required. You can also opt out of receiving non-essential communications from us at any time.

Children’s privacy

This Site is intended for a general business audience and is not directed to children under 13. We do not knowingly collect personal information from children under 13.

Third-party links

This Site may link to third-party websites (for example, our client portal or social media). We are not responsible for the privacy practices or content of those sites, and we encourage you to review their privacy policies.

Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Last updated” date above. Material changes will be reflected on this page.

Contact us

If you have questions about this Privacy Policy or how your information is handled, please contact us:

Accounting & More
Modern Tax & Financial Services P.C.
392 Prospect Street, Torrington, CT 06790
Phone: 860.626.8996
Email: TaxInfo@accountingandmorect.com

This Privacy Policy is provided for general informational purposes and does not constitute legal advice. We recommend having it reviewed by qualified legal counsel to confirm it meets your specific regulatory obligations before publication.