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Ark Financial and Advisory Services:
Privacy Policy
Last Updated: Jan 15th, 2025

At Ark Financial and Advisory Services, we are committed to protecting your privacy and handling your personal information responsibly.

This Privacy Policy explains how we collect, use, and protect your information when you use our website or engage our services. This includes browsing our website, submitting forms, contacting us, or working with us as a client and sharing financial or tax-related information.

By accessing our website or engaging our services, you agree to this Privacy Policy.

1. Information We Collect

We may collect information in two ways: through our website and through our services.

This may include:

  • Your name

  • Your email address

  • Your phone number

  • Business or personal financial details you choose to share

  • Tax, bookkeeping, or accounting records shared during service delivery

  • Any additional information provided through forms, emails, or client communication

2. How We Use Your Information

We use your information only for service-related purposes, including:

  • Responding to enquiries and messages

  • Delivering bookkeeping, tax, and advisory services

  • Preparing and managing financial and tax work

  • Communicating with you about your engagement

  • Improving our services and client experience

  • Meeting legal and regulatory obligations

We do not sell or trade your personal information. We do not use your data for unrelated purposes.

3. Client Information During Services

When you become a client, you may share sensitive financial and tax information with us.

We treat this information as confidential and use it only for the purpose of delivering agreed services, such as bookkeeping, tax preparation, or advisory work.

Your data is handled securely and is only accessible to authorized personnel involved in your work.

4. Phone Number and Communication Consent

If you provide your phone number through our website or during service engagement, you agree that we may contact you regarding your enquiry, ongoing work, or related service updates.

We do not sell, share, or disclose your phone number or consent information to third parties for marketing purposes.

You may request removal of your contact details at any time.

5. Data Protection and Security

We take reasonable steps to protect your information from unauthorized access, loss, or misuse.

This includes secure systems, controlled access to client data, and trusted third-party tools where necessary for service delivery.

6. Information Sharing

We only share information when necessary, including:

  • With tax authorities (such as the IRS or relevant agencies) when required by law

  • With trusted service providers that help us deliver our services (e.g., accounting software platforms)

  • When legally required to comply with regulations or legal processes

All third parties are required to handle your information securely and responsibly.

7. Data Retention

We retain your information only for as long as necessary to:

  • Provide ongoing or completed services

  • Meet legal, tax, or regulatory requirements

  • Maintain accurate financial records where required

You may request information about your data at any time.

8. Your Rights

You have the right to:

  • Request access to your personal information

  • Request corrections or updates

  • Request deletion of information where legally permitted

  • Withdraw consent for communication 

To exercise these rights, contact us directly.

9. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised “Last Updated” date.

10. Contact Us

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

Ark Financial and Advisory Services
📧 [Your Email Address]
📞 [Your Phone Number]

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