Privacy Policy

CM Tax & Insurance Solutions Group ("we," "our," or "us") is committed to protecting the privacy and confidentiality of our clients, prospective clients, and website visitors. We value the trust you place in us and are dedicated to safeguarding your personal information.

Information We Collect

We may collect information you voluntarily provide, including:

• Name

• Address

• Telephone number

• Email address

• Date of birth

• Tax and financial information

• Insurance-related information

• Business information

• Documents you provide for tax preparation, bookkeeping, insurance, or business development services

We may also collect limited technical information when you visit our website, such as your browser type, device information, IP address, and website usage data.

How We Use Your Information

Your information is used to:

• Provide requested tax, bookkeeping, insurance, and business development services.

• Prepare and file tax returns when authorized.

• Communicate regarding appointments, services, and client support.

• Respond to inquiries.

• Improve our services and client experience.

• Comply with applicable federal, state, and regulatory requirements.

Information Sharing

We do not sell, rent, or trade your personal information.

We may disclose information only:

• With your authorization.

• To trusted service providers who assist in delivering our services.

• As required by law, court order, or governmental regulation.

• To protect our legal rights or prevent fraud.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. While no system can guarantee absolute security, we take reasonable measures to safeguard the information entrusted to us.

Confidentiality

Because we provide tax and financial services, maintaining client confidentiality is one of our highest priorities. We handle client information in accordance with applicable privacy laws and professional standards.

Cookies and Analytics

Our website may use cookies or similar technologies to improve website functionality, analyze traffic, and enhance your browsing experience. You may adjust your browser settings to decline cookies if you choose.

Third-Party Services

Our website or social media pages may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third-party sites.

Your Rights

Depending on applicable law, you may have the right to:

• Request access to your personal information.

• Request correction of inaccurate information.

• Request deletion of information where permitted by law.

• Withdraw consent when processing is based on consent.

• Ask questions regarding how your information is handled.

Certain records may be retained as required by applicable tax, insurance, business, or legal recordkeeping requirements.

Children's Privacy

Our services are not directed to children under the age of 13, and we do not knowingly collect personal information directly from children.

Policy Updates

We may update this Privacy Policy from time to time. Changes will become effective when posted on our website or other official communication channels. The Effective Date above will reflect the most recent revision.

Contact Us

If you have questions about this Privacy Policy or how we protect your information, please contact:

CM Tax & Insurance Solutions Group

Email: admin@cmtaxandinsurance.com

Phone: 919-801-9600

Website:  www.cmtaxandinsurance.com

Business Hours: By Appointment Only