Privacy Policy

Effective Date: 11 December 2025 Last Updated: 11 December 2025

1. Who We Are

FiscPro Advisory, LLC, a Washington limited-liability company headquartered at 1201 Pacific Ave, Ste 600, Tacoma, WA 98402, USA, operates https://fiscproadvisory.com and provides bookkeeping, payroll, tax, and advisory services.

2. Information We Collect

Category	Examples	Source
Identifiers	Name, address, email, phone, IP, device IDs	You / Cookies
Customer Records	W-2, 1099, K-1, passport, bank statements	You / Plaid
Commercial Info	Services purchased, pricing, payment last-4	Stripe / CRM
Internet Activity	Browsing history, clickstream, logs	Google Analytics
Sensitive PI	SSN, EIN, bank-account numbers, tax IDs	You

3. How We Use Your Information

Provide and manage contracted services
Prepare and file tax returns & payroll reports
Send appointment reminders and deadline alerts
Detect security incidents and prevent fraud
Comply with IRS, state, and other legal obligations
Improve our Site and develop new features

4. California Consumer Privacy Rights (CCPA/CPRA)

California residents may request to know, delete, or correct personal information, or opt-out of sale/sharing (we do not sell or share). Exercise rights by emailing partner@fiscproadvisory.com or calling (253) 651-0702.

5. Cookies & Tracking

We use essential, analytics, and marketing cookies (Google Analytics 4, LinkedIn Insight, HubSpot). See our Cookie Policy for opt-out instructions.

6. Data Retention

Data Type	Retention Period	Legal Basis
Client tax & accounting files	7 years	IRS statute
Payroll records	7 years	FLSA
Marketing leads	2 years	Last interaction

7. Security Measures

SOC-2 Type II audit annually
AES-256 at rest; TLS 1.3 in transit
Multi-factor authentication for all staff
Role-based access control & quarterly vulnerability scans
Immutable encrypted backups

8. Sharing & Onward Transfers

We never sell personal information. We share only with vetted processors (QuickBooks, Stripe, Plaid, Google, Microsoft) under DPAs and, when required, with courts or regulators.

9. International Transfers

Data is transferred to Tacoma, WA, USA. For EU/UK users we rely on Standard Contractual Clauses 2021 or your explicit consent.

10. Your Rights (Non-California)

EU/UK (GDPR/UK GDPR) – access, rectification, erasure, restriction, portability, objection, automated decision opt-out. We respond within 30 days.

11. Children’s Privacy

Our Site and Services are not directed to children under 16. We do not knowingly collect their data.

12. Changes to This Policy

Material changes will be posted here with a new “Last Updated” date and, if significant, notified by email or in-portal alert.

13. Contact Us

Chief Privacy Officer FiscPro Advisory, LLC 1201 Pacific Ave, Ste 600 Tacoma, WA 98402, USA Email: partner@fiscproadvisory.com Phone: (253) 651-0702