Legal
Privacy Policy
Your privacy and the confidentiality of your information matter to us.
Effective Date: August 22, 2026
Fox Financial Services ("Fox Financial Services," "we," "us," or "our") respects the privacy and confidentiality of the information entrusted to us by our clients and website visitors. This Privacy Policy explains how we collect, use, protect, and disclose information in connection with our services and website.
1. Information We Collect
We may collect nonpublic personal information and other information necessary to provide accounting, bookkeeping, tax, and related financial services.
- Information you provide to us through inquiries, forms, applications, engagement documents, worksheets, and other communications;
- Business and financial information necessary to provide our services;
- Information relating to transactions and accounts;
- Tax-related information and documents;
- Contact information, such as your name, business name, mailing address, telephone number, and email address;
- Information collected through our website, such as information submitted through contact forms and limited technical information associated with website usage.
We may also receive information from third parties when necessary to provide services to you or as permitted by law.
2. How We Use Information
We use information collected from or about you for purposes including:
- Providing bookkeeping, accounting, tax, and related services;
- Communicating with you regarding our services;
- Responding to inquiries and requests;
- Maintaining business and service records;
- Processing transactions and payments;
- Meeting legal, regulatory, and professional obligations;
- Protecting against fraud, unauthorized activity, or other security threats; and
- Other purposes permitted or required by law.
We do not sell your personal or financial information.
3. Disclosure of Information
We do not disclose nonpublic personal information about our clients or former clients to nonaffiliated third parties except as permitted or required by law or as necessary to provide services you have requested or authorized.
Information may be disclosed when necessary to:
- Provide services you have requested;
- Process or administer a transaction;
- Service or maintain technology and systems used to provide our services;
- Comply with legal, regulatory, or professional requirements;
- Respond to subpoenas, court orders, or other lawful requests;
- Prevent, detect, or investigate fraud or unauthorized activity; or
- Protect the rights, property, or security of Fox Financial Services, our clients, or others.
When we use service providers to assist us in providing services, we take reasonable steps to require that information be handled appropriately and kept confidential.
4. Confidentiality of Client Information
We recognize the sensitive nature of the financial and personal information entrusted to us. We restrict access to nonpublic personal information to individuals and service providers who have a legitimate business need for that information to perform services or fulfill authorized business functions.
We maintain administrative, technical, and physical safeguards designed to protect the confidentiality and security of client information.
5. Website Information
Our website may collect information that you voluntarily provide, such as your name, email address, telephone number, and information included in a contact or inquiry form.
We may also use standard website technologies, such as cookies or similar technologies, to operate and improve our website and understand general website usage.
We do not sell personal information collected through our website.
If our website contains links to third-party websites, those websites have their own privacy practices and policies. Fox Financial Services is not responsible for the privacy practices or content of third-party websites.
6. Communications
If you provide your contact information, we may use it to respond to inquiries, communicate regarding services, or provide information relevant to an existing or prospective client relationship.
We will not sell or rent your email address or other personal contact information to third parties.
7. Gramm-Leach-Bliley Act
To the extent applicable to our services, Fox Financial Services complies with applicable requirements of the Gramm-Leach-Bliley Act and its implementing regulations concerning the privacy and protection of nonpublic personal information.
We collect nonpublic personal information from sources such as information you provide to us, information relating to transactions or services we provide, and information obtained from third parties when permitted by law.
We do not disclose nonpublic personal information about our clients or former clients except as permitted or required by law or as necessary to provide services you have requested or authorized.
8. Former Clients
We continue to protect the confidentiality of nonpublic personal information relating to former clients in accordance with applicable law and our professional obligations.
9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our services, business practices, technology, or applicable laws and regulations.
Any updated Privacy Policy will be posted on this website with a revised effective date.
10. Contact Us
If you have questions or concerns regarding this Privacy Policy or our privacy practices, please contact:
We are committed to protecting the confidentiality and security of the information entrusted to us.
Questions about your privacy? Reach out to us and we'll be happy to help.