Privacy Policy

Effective Date: September 16, 2026

Huntress Books LLC, doing business as Huntress Financial Group ("Huntress Financial Group," "Huntress," "we," "us," or "our"), respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy describes how we collect, use, disclose, and protect information when you visit our website, communicate with us, or use our accounting, bookkeeping, payroll, tax preparation, tax advisory, financial reporting, CFO/advisory, or related professional services.

We may collect information that you voluntarily provide to us, including your name, email address, telephone number, mailing address, business information, and information submitted through our website, client portal, onboarding forms, email, telephone, text message, or other communications.

When you become a client, we may also collect information reasonably necessary to provide the services you request. Depending on the services provided, this may include financial records, accounting records, payroll information, tax documents, identification information, employment information, banking or payment information, and other business or personal financial information.

Our website may also automatically collect limited technical information, such as browser type, device information, IP address, pages visited, and similar website usage information through cookies, analytics tools, or similar technologies.

We may use information we collect to:

• Provide accounting, bookkeeping, payroll, tax, advisory, and related professional services; 
• Establish, maintain, and administer client accounts; 
• Communicate with clients and prospective clients; 
• Respond to inquiries and provide customer support; 
• Process payroll, tax filings, accounting records, and other requested services; 
• Request documents or information necessary to perform services; 
• Provide appointment, deadline, document, filing, payroll, onboarding, and other service-related reminders or notifications; 
• Process payments and administer billing; 
• Maintain and improve our website, systems, and services; 
• Protect our business, clients, systems, and information from fraud, misuse, unauthorized access, or security threats; 
• Comply with applicable legal, regulatory, tax, professional, or recordkeeping requirements; and 
• Exercise or defend legal rights. 

Huntress Financial Group may communicate with clients and other individuals by SMS or text message when the recipient has consented to receive such communications or has initiated a text-message conversation with us.

Messages may include customer-support communications, appointment and scheduling notifications, document requests, tax-document and filing-deadline reminders, payroll-related notifications, onboarding updates, service updates, and other communications relating to services requested from or provided by Huntress Financial Group.

Message frequency varies. Message and data rates may apply.

Recipients may reply STOP to opt out of text messaging or HELP for assistance. Consent to receive SMS messages is not a condition of purchasing or receiving services from Huntress Financial Group.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. SMS opt-in data and consent will not be sold, rented, transferred, or shared with third parties or affiliates for marketing, promotional, or lead-generation purposes.

We may use service providers as reasonably necessary to operate our communications systems and deliver messages on our behalf. Such providers may process information only as necessary to provide services to Huntress Financial Group and are not authorized by us to use SMS opt-in information for their own marketing or promotional purposes.

Huntress Financial Group does not sell personal information.

We may disclose information to service providers or professional partners when reasonably necessary to operate our business or provide services requested by our clients. These may include accounting, tax, payroll, payment-processing, software, cloud-storage, communications, document-management, security, and other technology or professional-service providers.

We may also disclose information when reasonably necessary to:

• Comply with applicable law, regulation, subpoena, court order, or other lawful process; 
• Cooperate with tax authorities or other governmental agencies when authorized or required; 
• Protect the rights, property, security, or safety of Huntress Financial Group, our clients, or others; 
• Detect or prevent fraud, security incidents, or unlawful activity; or 
• Complete a merger, acquisition, financing, sale, restructuring, or similar business transaction, subject to applicable confidentiality and privacy obligations. 

Regardless of the foregoing, mobile telephone information and SMS opt-in data and consent are excluded from sharing with third parties or affiliates for marketing, promotional, or lead-generation purposes.

Because Huntress Financial Group provides professional financial services, clients may provide confidential financial, tax, payroll, employment, and business information.

We use administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure. However, no electronic transmission, storage system, or internet-based service can be guaranteed to be completely secure.

Clients should use designated secure portals or other approved secure methods when submitting sensitive documents rather than ordinary email or SMS whenever appropriate.

We use third-party software, technology, payment, communications, accounting, payroll, tax, document-management, hosting, and other service providers to operate our business and provide client services.

Information provided to these service providers is limited to information reasonably necessary for the services they perform and is subject to applicable contractual, confidentiality, privacy, or security obligations.

Third-party websites and services may maintain their own privacy policies and practices. Huntress Financial Group is not responsible for the privacy practices of independently operated third-party websites.

Our website may use cookies or similar technologies to operate the website, understand website usage, maintain security, and improve user experience.

Browser settings may allow users to limit or disable certain cookies. Disabling cookies may affect some website functionality.

We retain information for as long as reasonably necessary to provide services, maintain business and client records, satisfy tax, accounting, legal, regulatory, contractual, and professional obligations, resolve disputes, and enforce agreements.

Retention periods may vary depending on the type of information and services provided.

You may contact us to request that we update or correct certain personal information we maintain about you, subject to legal, professional, contractual, and record-retention requirements.

You may unsubscribe from eligible email communications using the unsubscribe method provided, where applicable.

You may opt out of SMS communications at any time by replying STOP.

Our website and professional services are not directed toward children under 13, and we do not knowingly collect personal information directly from children under 13 through our website without appropriate authorization.

We may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or legal requirements.

The current version will be posted on our website with its effective date.

Questions about this Privacy Policy or our privacy practices may be directed to:

Huntress Financial Group
Huntress Books LLC, DBA Huntress Financial Group
Email: erin@huntressfinancialgroup.com
Website: huntressfinancialgroup.com