Privacy Policy

1. What Data We Collect

We collect only what is necessary to provide accounting services and respond to inquiries. This includes:

• Contact information

  Name and email address when you submit our contact form.

• Financial and tax documents

  Income records, expense receipts, and prior tax returns shared by clients for service delivery.

• Usage data via cookies

  Browsing behavior data collected through analytics cookies, subject to your consent choices.

• Technical data

  IP address, browser type, and page visit data collected automatically by web servers.

2. How We Use Your Data

Personal information is used only for the purposes it was collected, specifically:

• Delivering the accounting services you have engaged us for

• Responding to inquiries submitted through the contact form

• Understanding website usage to improve content and structure (analytics only, with consent)

• Complying with applicable legal and regulatory obligations

• Maintaining accurate records as required by accounting and tax regulations

We do not sell personal information to third parties. We do not use your data for unsolicited marketing.

3. Data Sharing With Third Parties

There are limited circumstances under which data may be shared with third parties:

• Service providers: technology vendors used to operate the website or deliver services, under strict data processing agreements

• Analytics platforms: aggregated, anonymized site usage data shared with analytics tools (only when analytics cookies are accepted)

• Legal requirements: when disclosure is required by applicable law or government authority

4. How We Protect Your Data

Foldmark applies appropriate security measures to protect personal information from unauthorized access, loss, or misuse:

• Encrypted data transmission over HTTPS

• Restricted internal access — only personnel who need data to perform a task can access it

• Regular review of data handling practices to identify and address potential risks

• Breach notification procedures in place should an incident occur

Client financial documents are retained only for as long as necessary to fulfill service obligations or meet legal retention requirements, after which they are securely deleted.

5. Data Retention

Contact form inquiries are retained for up to 24 months. Client accounting records are retained for a minimum of seven years as required by U.S. tax regulations. Analytics data is retained according to the configured retention period of the analytics platform used, typically not exceeding 26 months. You may request deletion of your data at any time — see the section below on your rights.

6. Your Rights

You have the following rights regarding your personal data:

• Right of access

  You may request a copy of the personal data we hold about you.

• Right to rectification

  You may ask us to correct inaccurate or incomplete personal data.

• Right to erasure

  You may request deletion of your personal data where no legal obligation requires its retention.

• Right to data portability

  You may request that data you provided be returned to you in a commonly used format.

• Right to object

  You may object to certain types of data processing, including analytics and profiling.

To exercise any of these rights, use the contact form on our Contact page. We will respond within 30 days.

7. Changes to This Policy

If this privacy policy is updated in a material way, the revised version will be published here with an updated date. Continued use of the site after changes are published constitutes acceptance of the updated policy. We encourage reviewing this page periodically.