Privacy Policy for Solstice Financial Services

Last Updated: March 27, 2026

Solstice Financial Services ("the Company," "we," "us," or "our") is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website, https://www.solsticefs.com, or use our tax and financial services.

By using our website or services, you agree to the collection and use of information in accordance with this policy.

1. Information We Collect

We collect information that identifies, relates to, describes, or could reasonably be linked, directly or indirectly, with a particular consumer or household ("Personal Information").

A. Information You Provide to Us

• Contact Information: Name, email address, phone number, and mailing address.

• Financial Information: Information necessary for tax preparation and financial guidance, including Social Security numbers, tax identification numbers, income details, expense records, bank account information, and investment details.

• Business Information: For entrepreneurs and small business owners, we may collect entity details, payroll records, and financial statements.

• Communication Data: Records of your communications with us, including inquiries made via our website contact forms or calendly booking links.

B. Information Collected Automatically

When you visit our website, we may automatically collect certain information about your device and usage, including:

• IP address and device identifiers.

• Browser type and version.

• Pages viewed, time spent on pages, and navigation paths.

• Cookies and similar tracking technologies to improve user experience and analyze website traffic.

2. How We Use Your Information

We use the information we collect for the following purposes:

• Service Delivery: To provide accurate tax preparation, tax strategy, and financial guidance.

• Communication: To respond to inquiries, send service-related updates, and provide educational content regarding tax and financial strategy.

• Personalization: To tailor our financial advice to your specific tax burden, deductions, and credits.

• Compliance: To meet legal and regulatory obligations related to tax filing and financial reporting.

• Security: To detect and prevent fraudulent transactions and protect the integrity of our financial systems.

3. Sharing and Disclosure of Information

We do not sell your personal information. We may share your information in the following circumstances:

• Service Providers: With trusted third-party vendors who assist us in operating our website, conducting our business, or servicing you (e.g., tax software providers, secure document storage, and scheduling tools).

• Legal Requirements: When required by law, subpoena, or other legal process, or if we believe such action is necessary to comply with the law and the reasonable requests of law enforcement.

• Professional Referrals: With your explicit consent, we may refer you to other licensed professionals (e.g., investment advisors or legal counsel) if your needs fall outside our scope of services.

4. Data Security

We implement industry-standard physical, technical, and administrative security measures to protect your sensitive financial data. This includes encryption, secure portals for document transmission, and restricted access to personal information. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

5. Data Retention

We retain your personal and financial information for as long as necessary to provide our services, comply with legal obligations (such as IRS record-keeping requirements), resolve disputes, and enforce our agreements.

6. Your Rights and Choices

Depending on your jurisdiction, you may have the following rights regarding your personal information:

• Access: The right to request copies of your personal data.

• Correction: The right to request that we correct any information you believe is inaccurate.

• Deletion: The right to request that we erase your personal data under certain conditions.

• Opt-Out: The right to opt-out of receiving marketing communications from us by following the "unsubscribe" link in our emails.

7. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

8. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date at the top of this policy.

9. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

Solstice Financial Services
Email: info@solsticefs.com
Phone: (972) 920-4966
Website: https://www.solsticefs.com