Privacy Policy

Bogle Tax Solutions respects your privacy and is committed to protecting your personal and financial information.

We collect personal information only when voluntarily provided by you through our website, secure client portal, email, or during the course of providing tax and advisory services. This information may include, but is not limited to, your name, contact information, and tax-related data.

Your information is used solely for the purpose of providing professional tax services, complying with legal obligations, and communicating with you regarding your engagement.

We do not sell, rent, or share your personal information with third parties except:

• As required by law

• With your consent

• With service providers necessary to deliver professional services (e.g., secure portals, e-file providers)

Reasonable administrative, technical, and physical safeguards are used to protect your information.