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Privacy Policy

1. Information We Collect

 

We collect two main types of information: Personal Information and Non-Personal Information.

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Personal Information (PI)

 

This is information you voluntarily provide to us when seeking our services, corresponding with us, or using forms on our website. This includes, but is not limited to:

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

  • Financial Data: Income, expenses, tax identification numbers (SSN/EIN), bank account details, investment holdings, and other financial documents necessary for tax and planning services.

  • Identification Data: Date of birth, marital status, and other legally required identification details.

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Non-Personal Information

 

When you visit our website, we may automatically collect non-identifying information about your activity. This includes:

  • Usage Data: IP address, browser type, operating system, device information, pages viewed, and the date/time of your visits.

  • Cookies and Tracking: We use cookies and similar technologies (like those provided by our website host) to understand user behavior, ensure site functionality, and improve our services.

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2. How We Use Your Information
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We use your Personal Information for the following purposes:

  • Service Delivery: To provide the specific tax preparation, investment management, and financial planning services you request.

  • Communication: To contact you regarding your services, appointments, or to respond to your inquiries.

  • Legal & Regulatory Compliance: To comply with all applicable tax laws, government regulations, and professional standards required of a financial advisory firm.

  • Service Improvement: To analyze website usage and client needs, helping us improve the quality and relevance of our services and content.

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3. Disclosure of Information
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We view your personal and financial information as highly confidential and share it only when necessary to fulfill our commitments to you or when legally required.

We may disclose your information to:

  • Authorized Service Providers: Third-party vendors or consultants who perform functions on our behalf (e.g., secure data storage, client portal hosting, or specialized tax software providers), strictly under confidentiality agreements.

  • Legal Requirements: When we are legally required to do so, such as in response to a court order, subpoena, or government request.

  • Consent: With your explicit written consent for any other purpose.

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We will never sell or rent your Personal Information to third parties.

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4. Data Security and Retention
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We implement commercially reasonable security measures to protect your Personal Information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure.

We retain your Personal Information for as long as necessary to provide our services and to comply with legal, accounting, and tax requirements (e.g., tax records are often required to be kept for seven years).

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5. Cookies and Trackers (Your Choices)
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We use essential cookies to ensure site functionality, as well as analytical cookies to understand how visitors interact with our site. You can manage or disable non-essential cookies at any time:

  • Cookie Banner: You can adjust your preferences via the cookie settings banner on our website.

  • Browser Controls: You can set your web browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. Note that disabling essential cookies may impact website functionality.

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6. Communications & Opt-Out Rights
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You have complete control over how we communicate with you:

  • Email Marketing: You can opt out of non-transactional marketing emails by clicking the "Unsubscribe" link at the bottom of any email we send, or by contacting us directly.

  • Text Messaging (SMS): If you consent to receive SMS updates or reminders from us, you may opt out at any time by replying STOP to any message. Reply HELP for assistance. Message and data rates may apply.

  • Mobile Data Sharing: No mobile information will be shared with third parties or affiliates for marketing/promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

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7. Your Privacy Rights and Choices
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Depending on your jurisdiction, you have the right to request access to, correction of, or deletion of the personal information we hold about you. Due to legal and regulatory requirements governing financial advisors and tax preparers, certain records (e.g., tax return preparation documentation) must be retained for required statutory periods (typically 7 years) and cannot be deleted prior to that timeframe.

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8. Contact Us
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If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

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contact@sharetheharvest.com

(330) 493-1814

4942 Higbee Ave. NW, Suite A, Canton, OH 44718

Effective Date: 11/7/2025 Last Updated: 9/11/2026

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