Forgemark Tax Strategy LLC
Privacy Policy
Effective October 4, 2026
What we collect
Contact details you give us (name, email, phone), and the financial and tax information you share so we can deliver our services.
How we use it
To communicate with you, prepare and deliver your assessment and plan, bill for services, and meet legal obligations. We do not sell your information.
Who we share it with
Only service providers and specialist partners needed to deliver your engagement, with your knowledge, and payment processors such as Stripe. Card details are handled by Stripe and are never stored by us.
How we protect it
We use access-controlled systems and share information only as needed to serve you.
Your choices
You may ask to see, correct or delete your information, subject to records we must keep by law.