PRIVACY POLICY
Privacy Policy
Effective Date: July 17, 2026
Information You Provide to Us
We may collect information that you voluntarily provide through our website or in communications with us. This information may include your first and last name, email address, information contained in a consultation request or message, and any other information you choose to provide.
Please do not submit Social Security numbers, taxpayer identification numbers, tax returns, tax notices, financial account numbers, passwords, tax documents, or other sensitive financial information through the public website, contact form, or ordinary email.
Submitting a website form, sending an email, or otherwise contacting Nicholson Tax & Advisory does not create a client relationship. A client relationship is established only through a written engagement agreement accepted by Nicholson Tax & Advisory LLC.
Information Collected Automatically
When you visit the website, certain information may be collected automatically by us or by our website service providers. This information may include your Internet Protocol address, browser type, network and device information, general or approximate location, pages visited before arriving at the website, pages viewed on the website, links clicked, dates and times of visits, scrolling activity, website searches, cookie information, and other information about how the website is used.
We use this information to operate, secure, maintain, evaluate, and improve the website and to better understand how visitors interact with it.
How We Use Information
We may use information collected through the website to respond to questions and consultation requests, communicate with prospective and current clients, evaluate whether our services may be appropriate for an inquiry, schedule or coordinate conversations, operate and improve the website, understand website traffic, maintain appropriate business records, detect or prevent fraud or misuse, protect the security of our systems, comply with legal and professional obligations, and protect our rights and the rights of others.
We will not use information submitted through a website inquiry to send unrelated promotional communications unless you have requested or consented to receive them.
Cookies and Website Analytics
The website may use cookies and similar technologies. Cookies are small files or pieces of information stored on a visitor’s device. They may be used to support essential website functionality, maintain security, remember visitor preferences, measure website traffic, understand how visitors interact with the website, and improve website performance and usability.
The website is hosted through Squarespace, which may process website activity, technical information, and visitor information on our behalf.
Where available, you may use the website’s cookie controls to accept, decline, or manage nonessential cookies. You may also adjust cookie settings through your browser. Disabling certain cookies may affect the operation or availability of some website features.
How We Disclose Information
We may disclose information to service providers that assist us with operating the website and conducting our business. These providers may include website hosting and analytics providers, email and communication providers, information technology and security providers, and professional advisers or consultants. If we later use scheduling, payment, client portal, or similar technology services, those providers may also process information as necessary to provide their services.
We may also disclose information when reasonably necessary to comply with applicable law, regulation, court order, subpoena, governmental request, licensing requirement, professional obligation, or ethical standard. Information may also be disclosed when necessary to protect the safety, rights, property, or security of Nicholson Tax & Advisory, our clients, website visitors, or others, or to investigate suspected fraud, misconduct, security incidents, or unlawful activity.
Information may be disclosed in connection with a merger, reorganization, financing, sale, transfer of assets, or similar business transaction, subject to applicable legal requirements.
Sale of Personal Information
Nicholson Tax & Advisory LLC does not sell or rent personal information collected through this website. We do not use information submitted through website inquiries for targeted advertising.
Data Retention
We retain information for as long as reasonably necessary to respond to inquiries, maintain appropriate business records, operate and protect the website, resolve disputes, enforce agreements, and comply with legal, regulatory, tax, professional, ethical, or record-retention obligations.
Information that is no longer reasonably needed may be deleted, anonymized, or securely destroyed, subject to any applicable retention requirements.
Information Security
We use reasonable administrative, technical, and physical safeguards designed to protect information collected through the website. However, no website, internet connection, email transmission, or electronic storage system can be guaranteed to be completely secure.
You should not use the public website, contact form, or ordinary email to transmit sensitive tax or financial information. If secure document transmission is appropriate, separate instructions will be provided.
Your Choices and Requests
You may contact us to ask questions about this Privacy Policy, request correction of information submitted through the website, request deletion of information submitted through the website, withdraw a previous inquiry, or ask about information we may maintain regarding your website communication.
We may need to retain certain information when required by law, professional obligations, legitimate business needs, or record-retention requirements. Cookie preferences may be managed through the website’s cookie controls, where available, or through your browser settings.
Email Communications
If you contact us by email, we may retain your message and contact information so that we can respond to you and maintain appropriate business records.
Ordinary email may not be secure. Do not send Social Security numbers, tax documents, financial account information, login credentials, or similarly sensitive information through unencrypted email unless you have been specifically instructed to use an approved secure process.
Children’s Privacy
This website is intended for adults and is not directed toward children under the age of 13. We do not knowingly collect personal information through the website from children under 13. If we learn that such information has been submitted, we will take reasonable steps to delete it.
External Links
The website may contain links to third-party websites or services. Nicholson Tax & Advisory LLC does not control and is not responsible for the privacy, security, content, or practices of third-party websites. Visitors should review the privacy policies of any third-party websites or services they use.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in website features, technology providers, business operations, legal or regulatory requirements, or our information practices.
When the policy is updated, the revised version will be posted on this page and the effective date shown above will be changed.
Contact Us
Questions or requests regarding this Privacy Policy may be directed to:
Nicholson Tax & Advisory LLC
Farmingdale, Maine
Email: chris@nicholsontaxadvisory.com