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Privacy Policy

At 4A Financial Group, we take the privacy of our clients and website visitors very seriously. This Privacy Policy outlines our practices for collecting, using, and protecting personal information.

Collection of Personal Information

We may collect personal information from our clients and website visitors, including names, email addresses, phone numbers, and financial information. This information may be collected through our website's contact forms, via phone or email communication, or through our client intake process.

Use of Personal Information

We use personal information to provide our clients with tax preparation and bookkeeping services. We may also use personal information to contact clients and website visitors regarding updates, promotions, and other information related to our services.

We will never sell or share personal information with third-party companies or individuals for marketing purposes without explicit consent from the individual. We may share personal information with third-party service providers who assist us with our operations and services, such as software providers or payment processors. These third-party service providers are required to comply with applicable data privacy regulations and are prohibited from using personal information for any purpose other than the specific services they are providing to us.

Protection of Personal Information

We take appropriate measures to protect personal information from unauthorized access, use, disclosure, or destruction. This includes using secure technologies and maintaining physical, electronic, and procedural safeguards.

Retention of Personal Information

We will retain personal information for as long as necessary to fulfill the purposes for which it was collected, including for tax and accounting purposes. When personal information is no longer needed, we will securely dispose of it in accordance with applicable data privacy regulations.

Website Analytics and Cookies

We use website analytics tools to collect information about website usage and visitor behavior. This includes information such as IP addresses, browser types, device types, and pages visited. We use this information to improve our website's performance and user experience. We also use cookies, which are small data files that are stored on a user's device, to personalize website content and analyze website usage. Users can adjust their browser settings to refuse cookies or to receive alerts when cookies are being used.

Changes to this Privacy Policy

We reserve the right to update or change this Privacy Policy at any time. We will post the updated policy on our website and notify clients and website visitors of any material changes.

Contact Us

If you have any questions or concerns about our Privacy Policy or our use of personal information, please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it. or at the following address:

4A Financial Group
449 Route 130
Sandwich, MA 02563

We will respond to inquiries as soon as possible.