Privacy  Policy

Ascendance Consulting Last Updated: June 2026

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Introduction

Ascendance Consulting ("we," "us," or "our") respects your privacy and is committed to protecting it through compliance with this policy. This Privacy Policy describes the types of information we may collect from you when you visit ascendance-consulting.com (the "Website"), and our practices for collecting, using, maintaining, protecting, and disclosing that information.

This policy applies to information we collect:

• On this Website

• In email, text, and other electronic messages between you and this Website

• Through interactive features, forms, and tools available on this Website

• When you interact with our advertising or content on third-party platforms that link to this policy

It does not apply to information collected offline, through other websites operated by third parties, or through third-party applications or content that may link to or be accessible from this Website.

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Please read this policy carefully. If you do not agree with our practices, your choice is not to use our Website. By accessing or using this Website, you agree to this Privacy Policy. This policy may change from time to time — your continued use of the Website after changes are posted constitutes acceptance of those changes.

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Children Under the Age of 16

Our Website is not intended for children under 16 years of age. We do not knowingly collect personal information from children under 16. If you believe we may have inadvertently collected information from a child under 16, please contact us immediately at jacki@ascendance-consulting.com so we may delete it.

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Information We Collect

We collect several types of information from and about users of our Website, including:

• Personal information — such as your name, email address, phone number, mailing address, or any other identifier by which you may be contacted

• Business information — such as your business name, EIN, entity type, and financial information provided through intake forms or portal submissions

• Usage data — information about your internet connection, browser type, IP address, pages visited, and other automatically collected data

We collect this information:

• Directly from you when you fill out forms, submit inquiries, complete our intake form, or communicate with us

• Automatically as you navigate through the Website, through cookies and similar tracking technologies

• From third parties such as our software platforms and service providers, to the extent permitted by your consents

How We Use Your Information

We use the information we collect to:

• Provide, operate, and improve our Website and services

• Respond to your inquiries and fulfill service requests

• Set up and manage your client account and engagement

• Send you appointment reminders, document requests, and service-related communications

• Comply with legal obligations, including tax preparation regulations under IRC 26 U.S.C. § 7216 and the Gramm-Leach-Bliley Act

• Enforce our agreements and protect our legal rights

• Send periodic firm updates with your consent

Disclosure of Your Information

We do not sell, rent, or share your personal information with third parties for marketing purposes.

We may disclose your personal information to:

• Service providers and software vendors who assist us in operating our business, to the extent you have consented through our intake form (see our Software & Technology Consents)

• Government agencies and tax authorities as required by law or in the course of providing tax preparation and filing services

• Legal or regulatory authorities when required by court order, law, or legal process

• Successors in the event of a merger, acquisition, or sale of business assets, with appropriate confidentiality protections

• Other parties with your explicit consent

Cookies and Automatic Data Collection

Our Website may use cookies and similar tracking technologies to improve your experience, analyze usage patterns, and customize content. You may configure your browser to refuse cookies, but doing so may affect your ability to use certain features of our Website.

Data Security

We implement reasonable physical, electronic, and administrative safeguards to protect your personal information from unauthorized access, use, alteration, or disclosure. However, no internet transmission is completely secure — you provide information at your own risk. You are responsible for maintaining the confidentiality of any login credentials associated with your client portal or account.

Your Choices

You may request access to, correction of, or deletion of the personal information we hold about you by contacting us at jacki@ascendance-consulting.com. We will respond to all requests within a reasonable timeframe.

If you have opted in to email or text communications, you may opt out at any time by following the unsubscribe instructions in our communications or contacting us directly.

Your State Privacy Rights

Residents of certain states may have additional rights regarding their personal information under applicable state law. To exercise any such rights, please contact us at jacki@ascendance-consulting.com.

Third-Party Links

Our Website may contain links to third-party websites, including government resources, software platforms, and other services. We do not control, endorse, or guarantee the content or privacy practices of those sites. Your use of third-party sites is at your own risk and subject to their respective privacy policies.

Changes to This Policy

We will post any changes to this Privacy Policy on this page with an updated effective date. Material changes will be communicated via email to active clients. You are responsible for periodically reviewing this policy.

Contact Us

For questions, concerns, or complaints about this Privacy Policy or our privacy practices, please contact:

Ascendance Consulting jacki@ascendance-consulting.com ascendance-consulting.com