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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. Your Rights and Choices
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Depending on your location, you may have the right to:

  • Access the Personal Information we hold about you.

  • Request Correction of inaccurate or incomplete data.

  • Request Deletion of your Personal Information, subject to our legal obligations (e.g., retaining tax records).

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To exercise any of these rights, please contact us using the information provided below.

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6. 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: 11/7/2025

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