Privacy Policy

Platinum Financial Services (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients, website visitors, and business partners. This Privacy Policy explains how we collect, use, protect, and disclose information obtained through our website and while providing professional services.

We may collect personal and business information including, but not limited to:

• Name, email address, phone number, and mailing address
• Business or organizational information
• Financial and tax-related information provided in connection with our services
• Information submitted through contact forms, scheduling tools, or email communications
• Website usage data such as IP address, browser type, and pages visited

Information collected is used solely for legitimate business purposes, including to:

• Provide accounting, tax, audit, and advisory services
• Respond to inquiries and communicate with clients and prospective clients
• Comply with legal, regulatory, and professional obligations
• Improve our website, services, and client experience
• Maintain internal records and documentation

We take reasonable and appropriate measures to protect personal and confidential information from unauthorized access, disclosure, alteration, or destruction. These safeguards include administrative, technical, and physical security controls consistent with professional standards applicable to certified public accounting firms.

We do not sell, rent, or trade personal information. Information may be shared only:

• With trusted third-party service providers who assist in delivering services and are contractually obligated to maintain confidentiality
• When required by law, regulation, court order, or professional standards
• With client consent or as necessary to perform professional services

Our website may use cookies and similar technologies to enhance user experience and collect aggregated website analytics. Cookies do not collect personally identifiable information unless voluntarily provided. Users may adjust browser settings to disable cookies.

Our website may contain links to third-party websites. Platinum Financial Services is not responsible for the privacy practices or content of those external sites. Users are encouraged to review the privacy policies of any third-party websites they visit.

Clients may request access to their personal information or request corrections where appropriate, subject to applicable laws and professional obligations.

We retain personal and client information only for as long as necessary to fulfill business purposes, comply with legal and regulatory requirements, and meet professional record-retention standards.

We reserve the right to update or modify this Privacy Policy at any time. Updates will be posted on this page with the revised effective date.

If you have questions regarding this Privacy Policy or how your information is handled, please contact:

2046 West Park Place Boulevard, Suite H | Stone Mountain, Georgia 30087
info@pfscpa.co
470.709.2790

Platinum Financial Services is a CPA-led accounting firm committed to protecting client confidentiality and safeguarding personal information.