Privacy Policy

Effective Date: August 2025

Joshua Scott & Associates, LLC (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information when you interact with our website, services, and lead generation forms.

1. Information We Collect

  • Personal Information: Name, email address, phone number, mailing address, and business information that you voluntarily provide.

  • Financial Information: Limited details necessary for billing and invoicing (processed securely through third-party payment providers).

  • Usage Data: Information such as IP addresses, browser type, and device information to help improve our website and services.

2. How We Use Your Information

  • Providing tax strategy, financial, and advisory services.

  • Responding to inquiries and scheduling consultations.

  • Sending educational content, newsletters, and updates (with opt-out options).

  • Processing payments for services rendered.

  • Complying with legal, regulatory, or contractual obligations.

3. Sharing of Information

We do not sell or rent your personal information. We may share your data only with:

  • Trusted service providers (such as payment processors or IT providers) who support our operations.’

  • Regulatory authorities or legal entities when required by law.

  • Business transfers (if our firm undergoes a merger or acquisition).

4. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your

personal information. While we strive to protect your data, no method of transmission

over the internet can be guaranteed 100% secure.

5. Your Rights

  • Request access to the personal information we hold about you.

  • Request correction or deletion of your personal data.

  • Opt-out of receiving marketing communications at any time.

  • To exercise these rights, contact us at info@joshuascottassociates.com.

6. Cookies & Tracking

Our website may use cookies or similar tracking technologies to improve user

experience and analyze website traffic. You can disable cookies in your browser settings

if you prefer.

7. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the

privacy practices of external sites.

8. Children’s Privacy

Our services are not directed to individuals under 18. We do not knowingly collect

information from children.

9. Updates to This Policy

We may update this Privacy Policy periodically. The updated version will be posted on

this page with the revised “Effective Date.”

10. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

Joshua Scott & Associates, LLC

Greensboro, NC

Email: info@joshuascottassociates.com

Website: www.joshuascottassociates.com