Effective Date: August 12, 2026

Rebalance Consulting & Tax (“Rebalance,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we may collect, use, disclose, and protect information when you visit our website, contact us, or inquire about our services.

Information We Collect

We may collect information that you voluntarily provide to us, including:

• Name

• Email address

• Telephone number

• Business or company name

• Information included in contact forms, consultation requests, or other communications

• General information regarding the tax, accounting, consulting, or business services you are seeking

Our website may also automatically collect limited technical information, such as browser type, device information, IP address, referring pages, and website usage information through cookies, analytics tools, or similar technologies.

How We Use Your Information

Information collected through our website may be used to:

• Respond to questions and service inquiries

• Schedule consultations or communicate regarding potential services

• Provide information about our services

• Maintain and improve our website and business operations

• Protect against fraudulent, unauthorized, or unlawful activity

• Comply with applicable legal and regulatory requirements

We do not sell or rent your personal information.

Sensitive Financial and Tax Information

Our general website contact forms and standard email communications are not intended for the transmission of sensitive tax or financial information.

Please do not submit Social Security numbers, taxpayer identification numbers, banking information, passwords, tax returns, W-2s, 1099s, government-issued identification, or other confidential financial documents through a general website contact form or unsecured email.

When sensitive information or documents are required to provide services, Rebalance Consulting & Tax may provide an appropriate secure method for transmitting that information.

Taxpayer Information

When Rebalance Consulting & Tax provides tax services, taxpayer information may be subject to additional federal and state privacy, confidentiality, and disclosure requirements.

Tax return information will be handled in accordance with applicable laws and professional requirements governing the use and disclosure of taxpayer information.

Cookies and Analytics

Our website may use cookies and similar technologies to provide website functionality, understand how visitors use our website, improve user experience, and measure website performance.

Certain functionality may be provided by third-party platforms or service providers that maintain their own privacy practices.

Visitors may be able to restrict or disable cookies through their browser settings; however, doing so may affect certain website functionality.

Third-Party Service Providers

We may use reputable third-party service providers to support our website and business operations, including website hosting, email, scheduling, analytics, payment processing, client portals, accounting software, and other technology services.

These providers may receive information only as reasonably necessary to perform services on our behalf and are subject to their own privacy and security practices.

Information Sharing

We may disclose information when reasonably necessary to:

• Provide services requested by you

• Work with service providers supporting our business operations

• Comply with applicable laws, regulations, court orders, or governmental requests

• Protect the rights, property, security, or interests of Rebalance Consulting & Tax, our clients, or others

• Facilitate a business transaction, restructuring, or transfer where permitted by law

We do not sell personal information to third parties for their independent marketing purposes.

Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information under our control.

However, no website, email system, electronic transmission, or storage system can be guaranteed to be completely secure. Visitors should avoid transmitting highly sensitive information through unsecured communication methods.

Links to Other Websites

Our website or social media pages may contain links to third-party websites or services. Rebalance Consulting & Tax is not responsible for the privacy practices, security, or content of third-party websites.

We encourage visitors to review the privacy policies of any third-party services they use.

Children's Privacy

Our website and services are intended for adults and businesses and are not directed toward children under 13. We do not knowingly collect personal information from children through our website.

Your Privacy Choices

You may contact us to request that we update or correct personal information you have voluntarily provided through our website.

Where applicable law provides additional privacy rights, requests will be handled in accordance with those requirements and any legal or professional record-retention obligations applicable to Rebalance Consulting & Tax.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or legal requirements.

The effective date at the top of this policy will indicate when the policy was most recently updated.

Contact Us

Questions regarding this Privacy Policy or our privacy practices may be submitted through the contact information provided on our website.

Rebalance Consulting & Tax
Hopkinsville, Kentucky
Website:rebalanceconsulting.com