Privacy Policy

Red Five Services LLC ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

• Fill out contact forms on our website
• Subscribe to our newsletter
• Request a consultation
• Engage our professional services
• Communicate with us via email, phone, or chat

This information may include:

• Name and contact information (email, phone number, mailing address)
• Company name and business information
• Financial information (when providing professional services)
• Tax identification numbers
• Any other information you choose to provide

Automatically Collected Information

When you visit our website, we automatically collect certain information about your device and browsing behavior through cookies and similar technologies:

• IP address and geolocation data
• Browser type and version
• Pages visited and time spent on pages
• Referring website addresses
• Device information (type, operating system)

How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our accounting and financial advisory services
• Respond to your inquiries and provide customer support
• Send you service-related communications and updates
• Process transactions and send related information
• Send marketing communications (with your consent)
• Analyze website usage and improve user experience
• Comply with legal obligations and professional standards
• Protect against fraud and unauthorized access

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to:

• Essential Cookies: Necessary for website functionality
• Analytics Cookies: Help us understand how visitors use our site (Google Analytics, Microsoft Clarity)
• Functionality Cookies: Remember your preferences and settings
• Advertising Cookies: Deliver relevant advertisements (if applicable)

You can control cookies through your browser settings. Note that disabling certain cookies may affect website functionality.

Third-Party Services We Use:

• Google Analytics: Website traffic analysis
• Microsoft Clarity: User behavior analysis and session recordings
• Tidio: Live chat and customer support

How We Share Your Information

We do not sell your personal information. We may share your information only in the following circumstances:

Service Providers

We may share information with third-party vendors who perform services on our behalf, such as:

• Website hosting and maintenance
• Email service providers
• Analytics services
• Payment processors
• Cloud storage providers

Legal Requirements

We may disclose your information if required by law, subpoena, or court order, or to:

• Comply with legal processes
• Protect our rights and property
• Prevent fraud or illegal activity
• Protect the safety of our clients and staff

Professional Standards

As a CPA firm, we may be required to disclose information to comply with professional regulatory requirements and standards.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information, including:

• Encryption of data in transit (SSL/TLS)
• Secure data storage systems
• Access controls and authentication
• Regular security assessments
• Employee training on data protection

However, no method of transmission over the Internet is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Data Retention

We retain your personal information only as long as necessary to:

• Fulfill the purposes outlined in this policy
• Comply with legal and regulatory requirements
• Resolve disputes and enforce agreements
• Meet professional standards for record retention

Client financial records are typically retained for a minimum of 7 years in accordance with IRS requirements and professional standards.

Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information:

General Rights

• Access: Request a copy of your personal information
• Correction: Request correction of inaccurate information
• Deletion: Request deletion of your information (subject to legal retention requirements)
• Opt-Out: Unsubscribe from marketing communications
• Data Portability: Request transfer of your data to another provider

California Residents (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

• Right to know what personal information is collected
• Right to know if personal information is sold or disclosed
• Right to opt-out of the sale of personal information
• Right to non-discrimination for exercising CCPA rights

European Union Residents (GDPR)

If you are in the EU, you have rights under the General Data Protection Regulation (GDPR), including the right to lodge a complaint with a supervisory authority.

Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will delete it promptly.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by:

• Posting the new policy on this page
• Updating the "Last Updated" date
• Sending an email notification (for significant changes)

Contact Us

Do Not Sell My Personal Information

We do not sell personal information. If you have any concerns about how your information is used, please contact us using the information above.