Privacy Policy
Last updated: September 16, 2026
Taylor Montgomery, CPA respects your privacy. This policy explains the types of information this website may collect, how that information may be used, and the choices available to website visitors.
Information You Provide
If you contact Taylor Montgomery, CPA through a website form, email, or telephone, you may provide information such as your name, email address, telephone number, business name, and the contents of your inquiry. Please do not submit Social Security numbers, banking information, tax documents, or other sensitive financial information through an unsecured form or ordinary email.
Information Collected Automatically
The website and its hosting or security providers may automatically collect limited technical information, such as an Internet Protocol address, browser type, device type, referring page, pages visited, and the date and time of a visit. Cookies or similar technologies may also be used for essential website functions, security, performance, and remembering visitor preferences.
How Information May Be Used
- To respond to inquiries and evaluate whether requested services may be a good fit
- To operate, secure, maintain, and improve the website
- To detect spam, fraud, misuse, or technical problems
- To comply with applicable legal, regulatory, or professional obligations
- To protect the rights, safety, and property of Taylor Montgomery, CPA, clients, and others
Service Providers and Disclosure
Information may be processed by service providers that support website hosting, security, email delivery, form processing, analytics, or similar business functions. Information may also be disclosed when required by law, to protect legal rights or security, or in connection with a business reorganization. Personal information is not sold in exchange for money.
Data Retention and Security
Information is retained for as long as reasonably necessary for the purposes described in this policy and to meet applicable legal, regulatory, tax, accounting, security, or professional obligations. Reasonable safeguards are used, but no website, email, or Internet transmission can be guaranteed to be completely secure.
Third-Party Websites and Embedded Content
This website may link to or display content from third-party websites. Those third parties may collect information under their own privacy policies. Taylor Montgomery, CPA does not control their privacy or security practices.
Your Choices
You may request access to, correction of, or deletion of personal information you have provided, subject to applicable legal and professional record-retention requirements. You may also configure your browser to limit cookies, although some website features may not function properly.
Changes to This Policy
This policy may be updated periodically. The “Last updated” date will be revised when material changes are made.
Contact
Questions or privacy requests may be sent to taylor@taylormontgomerycpa.com.