Privacy Policy

Effective Date: January 1, 2025
Last Updated: January 1, 2025

Elpis Advisory ("we," "us," or "our"), located at 12750 S Pipeline Rd, Suite C, Euless, TX 76040, is committed to protecting the privacy and security of the personal information we receive and collect from our clients, website visitors, and other individuals. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website at elpis-advisory.com or engage our professional services.

1. Information We Collect

We may collect the following types of information:

Personal Information You Provide: When you fill out a contact form, request a consultation, or engage our services, we may collect your name, email address, phone number, company name, and details about your business and the services you are interested in.

Automatically Collected Information: When you visit our website, we may automatically collect certain information about your device, including your IP address, browser type, operating system, referring URLs, and pages viewed. This information is collected through standard web technologies.

Financial Information: In the course of providing accounting, bookkeeping, payroll, CFO, and advisory services, clients may provide us with financial records, tax documents, payroll data, bank statements, and other sensitive financial information necessary for us to perform our professional duties.

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide the services you request
• Communicate with you about our services, appointments, and business updates
• Perform accounting, bookkeeping, payroll, CFO, and advisory services as engaged
• Improve our website, services, and client experience
• Comply with legal obligations and professional standards
• Protect against fraud, unauthorized transactions, and other liabilities

3. How We Share Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following limited circumstances:

• Service Providers: We may share information with trusted third-party vendors who assist us in operating our website, conducting our business, or providing services to you (e.g., email delivery, cloud hosting), provided they agree to keep your information confidential.
• Legal Requirements: We may disclose your information when required by law, subpoena, court order, or governmental regulation, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
• Professional Obligations: As a CPA firm, we are bound by professional ethics rules and may be subject to peer review or regulatory oversight. Any such disclosures will be made in accordance with applicable professional standards.

4. Data Security

We implement commercially reasonable administrative, technical, and physical safeguards to protect the personal and financial information we receive. These include encrypted data transmission, secure file storage, access controls, and regular security assessments. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

5. Data Retention

We retain personal and financial information for as long as necessary to fulfill the purposes for which it was collected, to comply with our legal and regulatory obligations (including IRS record retention requirements), to resolve disputes, and to enforce our agreements. Client engagement files are typically retained for a minimum of seven (7) years following the completion of the engagement, or longer as required by applicable law or professional standards.

6. Your Rights (Texas Residents)

Under the Texas Data Privacy and Security Act (TDPSA), Texas residents may have certain rights regarding their personal data, including the right to access, correct, delete, and obtain a copy of their personal data, as well as the right to opt out of the sale of personal data and targeted advertising. To exercise any of these rights, please contact us using the information below.

7. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience. You can adjust your browser settings to refuse cookies; however, some features of the website may not function properly if cookies are disabled.

8. Third-Party Links

Our website may contain links to third-party websites that are not operated by us. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party site you visit.

9. Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected such information, we will take steps to delete it.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. The updated policy will be posted on this page with a revised "Last Updated" date. We encourage you to review this page periodically.

11. Contact Us

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

Elpis Advisory
12750 S Pipeline Rd, Suite C
Euless, TX 76040
Email: info@elpis-advisory.com