Privacy Policy
Effective Date: January 11th, 2024

ClearPath Tax & Financial Services ("we," "us," "our") is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your personal information when you use our website, software, and services ("Services").

Information We Collect

We collect the following types of information to provide and improve our Services:

  • Account Information – Your name, email address, phone number, and physical address when you sign up for an account, newsletter, or request an appointment.

  • Financial Information – Tax documents, financial statements, and other related information necessary to provide tax and financial services.

  • Usage Data – Information about how you interact with our Services, such as page visits and file uploads, to enhance user experience.

  • Cookies & Tracking Technologies – We use cookies and similar technologies to personalize your experience and analyze site traffic.

How We Use Your Information

We use your information for the following purposes:

  • To provide and improve our Services.

  • To communicate with you regarding your account, appointments, and updates.

  • To ensure security and prevent fraud.

  • To comply with legal and regulatory requirements.

  • To send marketing communications (you may opt out at any time).

Sharing & Disclosure of Information

We do not sell your personal information. However, we may share it with:

  • Trusted Service Providers – Third-party vendors that assist in providing our Services (e.g., cloud storage, payment processing).

  • Legal & Regulatory Authorities – When required to comply with legal obligations.

  • Business Transfers – In the event of a merger, acquisition, or asset sale, your information may be transferred.

Data Security & Retention

We take reasonable measures to protect your data from unauthorized access. We retain your information as long as necessary to provide our Services and comply with legal obligations. If you wish to delete your data, you may contact us for assistance.

Your Rights & Choices

You have the right to:

  • Access, update, or correct your personal information.

  • Request the deletion of your data (subject to legal requirements).

  • Opt-out of marketing communications.

To exercise these rights, contact us at sahsan@clearpathtaxfinancialservices.com.

Third-Party Links & Services

Our website may contain links to third-party services. We are not responsible for their privacy practices, and we encourage you to review their policies before sharing any personal information.

Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be posted on our website. Significant changes will be communicated to you directly where required.

Contact Us

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

ClearPath Tax & Financial Services


Mailing Address: 8983 Okeechobee Blvd, STE 202, PMB 112, West Palm Beach FL 33411
Email: sahsan@clearpathtaxfinancialservices.com
Phone: (728) 200-6112 (Text Service Available)

This Privacy Policy ensures transparency and control over your personal information. For the latest updates, visit our website.