Privacy Policy

Effective Date: May 13, 2025

BM Advisory Co. ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard information when you visit our website or contact us.

Information We Collect

We may collect the following types of information:

Contact information you voluntarily provide (name, email address, phone number, business name) through our contact form or inquiry submissions
Usage data such as browser type, pages viewed, time spent on pages, and referring URLs — collected automatically through standard web analytics tools
Cookies and similar tracking technologies used to understand how visitors interact with our site

How We Use Your Information

We use the information we collect to:

Respond to your inquiries and schedule consultations
Provide and improve our services
Send relevant communications, if you have opted in
Analyze website traffic and improve user experience
Comply with legal obligations

We Do Not Sell Your Information

We do not sell, rent, or trade your personal information to third parties. Period.

Third-Party Service Providers

We may share limited information with trusted third-party service providers (such as email platforms or scheduling tools) solely to operate our business. These providers are contractually obligated to keep your information confidential and use it only for the purposes we specify.

Cookies

Our website may use cookies to improve functionality and analyze traffic. You may disable cookies through your browser settings; however, some site features may not function properly as a result.

Data Retention

As a licensed CPA firm, BM Advisory Co. retains client records and related personal information for a minimum of seven (7) years in accordance with professional standards and applicable state and federal regulations. Non-client inquiries and general contact information are retained only as long as necessary to fulfill the purpose of the communication. We may retain information longer if required by law or professional obligation.

Your Rights

Depending on your location, you may have the right to access, correct, or request deletion of your personal information. To submit a request, contact us at hello@bmadvisoryco.com.