Privacy policy.

Under review. Our formal privacy policy is being finalized. In the meantime, please contact us at any of our three offices for current information about how we handle client and visitor data.

Working summary.

Acuity Business & Tax Advisors, LLC (“we,” “our,” or “Acuity”) treats client confidentiality and data security as the foundation of every engagement. While our formal policy is finalized, the working principles are:

We collect only the information needed to provide tax, accounting, and advisory services or to respond to a contact-form inquiry.
We do not sell or rent client information to third parties for marketing purposes — ever.
We share information with third parties only when needed to deliver our services (e.g., e-filing platforms, payroll processors, IRS or state tax authorities), or when required by law.
We use industry-standard safeguards (encrypted document portals, two-factor authentication, secure email when transmitting tax data) to protect confidential information.
You have the right to ask what information we hold about you and to request its correction or deletion, subject to our legal and professional record-retention obligations.

Questions about how we handle your information? Contact us at any of our three offices, or email a director directly.

Last updated: 2026-05-05