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Privacy Notice for Fortress Financial & Tax, LLC

Effective Date: January 1, 2026

Last Updated: January 1, 2026

1. Introduction

At Fortress Financial and Tax LLC ("we," "our," or "us"), we value your privacy. This notice explains how we collect, use, and protect your personal and financial information when you visit www.fortressft.com or engage our professional services.

2. Information We Collect

To provide accurate tax preparation and financial reporting, we collect the following:

• Identity Data: Name, address, phone number, and email address.

• Financial & Tax Data: Income details, business records, and other documentation necessary for tax return preparation.

• Payment Data: Credit card or bank details (processed securely via Stripe).

• Technical Data: IP addresses and browsing behavior (via Google Analytics).

3. How We Collect Your Data

We collect information through the following methods:

• Digital Intake: Microsoft Forms and website contact forms.

• Scheduling: Appointment details via Calendly.

• Automated Tools: Cookies and tracking via Squarespace Analytics and Google Analytics to understand how visitors use our site.

• Direct Interaction: Information provided in person or via phone/email consultations.

4. How We Use Your Information

Your data is used strictly for professional purposes:

• To prepare and file your federal and state tax returns.

• To generate financial reports and provide consulting services.

• To schedule appointments and communicate regarding your account.

• To process payments for services rendered.

5. Sharing Your Information

We do not sell your personal or financial data. We share your information only with trusted third-party service providers to facilitate our business:

• Stripe: To process secure payments.

• Google: For website analytics and internal document management.

• Squarespace: Our website hosting and analytics provider, which processes site traffic data and hosts the information you submit via our web form.

• Calendly: To manage scheduling and lead routing.

• Government Agencies: As required by law to file your tax returns (e.g., IRS).

6. Data Security

As a financial services firm, we implement industry-standard security measures to protect your sensitive data. Access to your tax and income details is restricted to authorized personnel who need that information to provide services to you.

7. Your Rights

Depending on your state of residence, you may have the right to:

• Request access to the personal data we hold about you.

• Request corrections to inaccurate information.

• Request deletion of your data (subject to legal record-keeping requirements for tax preparers).

8. Contact Us

If you have questions about this Privacy Notice, please contact us at:

Email: ContactUs@FortressFT.Com