Overview
Crescendo Consulting LLC respects your privacy. This Privacy Policy explains how we collect, use, protect, and share information submitted through this website, appointment forms, calculators, contact tools, and related communications.
Information We Collect
We may collect information you choose to provide, including your name, email address, phone number, company name, income range, tax planning interests, appointment preferences, messages, and other details submitted through forms or direct communication.
We may also collect basic technical information such as browser type, device information, referring pages, IP address, pages visited, and interaction data to improve website performance and security.
How We Use Information
We use collected information to respond to inquiries, schedule consultations, evaluate potential service fit, provide educational resources, improve our website, maintain business records, and communicate with prospective or current clients.
Submitting information through this website does not create a client relationship unless and until a written engagement agreement is signed by all required parties.
Sharing and Service Providers
We may share information with trusted service providers who help us operate the website, process appointment requests, manage communications, maintain records, or support administrative workflows. These providers are expected to protect information and use it only for authorized business purposes.
We may disclose information if required by law, regulation, court order, or to protect our rights, users, business, or website security.
No Custody of Client Assets
Crescendo Consulting LLC does not hold, custody, control, manage, or own client assets. Clients remain solely responsible for their own assets, accounts, investment decisions, documentation, filings, and implementation of any strategy discussed.
Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect information. However, no website, email, transmission, or storage system can be guaranteed to be completely secure.
Your Choices
You may contact us to request access, correction, or deletion of information you provided, subject to legal, compliance, and business recordkeeping requirements. You may also unsubscribe or ask us to stop non-essential communications.
Contact
Questions about this Privacy Policy may be sent to admin@crescendoconsulting.io.