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Polk Advisors Privacy Policy 

Last updated on April. 15, 2020

Your financial and personal privacy is of prime importance to us. We recognize that our relationships with current and prospective clients are based on integrity and trust. As providers of accounting, tax and business consulting services to you, we are committed to maintaining the confidentiality of your personal financial information, while still being able to provide you with the professional service you have become accustomed. We work hard to maintain your privacy and are very careful to preserve the private nature of our relationship with you. We have described below how we handle your personal information in keeping with the professional standards of confidentiality of our profession. By accessing, browsing and using the site, you acknowledge that you have read, understood and agreed to the Privacy Policy described herein.

Information We Collect

We collect Personal Data that you specifically and voluntarily provide to us while using the site. “Personal Data” refers to information that can identify you as a specific individual, such as your name, address, phone number, or email address.

Automatically-Collected Data

When you access or use the Site, we automatically collect information about your visit, including:

Log Information: We collect log information about your use of the Site, including the type of browser you use, access times, pages viewed, your IP address and the page you visited before navigating to our Site.

Device Information: We collect information about the computer or mobile device you use to access our Site, including the hardware model, operating system and version, unique device identifiers and mobile network information.

Information Collected by Cookies and Other Tracking Technologies

We use various technologies to collect information, including cookies and web beacons. Cookies are small data files stored on your hard drive or in device memory that help us improve our Site and your experience, see which areas and features of our Site are popular and count visits. Web beacons are electronic images that may be used in our Site or emails and help deliver cookies, count visits and understand usage and campaign effectiveness. We may also include third party cookies on our site, and the collection, use and choice related to these third party cookies can be found on such third party sites. Please be aware that while visiting our site, Visitors can follow links to other sites that are beyond our sphere of influence. Polk Advisors is not responsible for the content or privacy policy of these other sites. For more information about cookies, and how to disable them, please see “Your Choices” below.

Information We Collect From Other Sources

We may also obtain information from other sources and combine that with information we collect directly. For example, we may collect information about you in writing via regular mail, email or over the Internet, verbally via the phone or personal conferences, or from third parties (with your authorization).

How We Use the Information We Collect

We use the Personal Data we collect primarily to provide you with the services you use from our Site, and to build features that will make the Site easier to use. We also use the information we collect to: communicate with you, including to provide customer service; monitor and analyze trends, usage and activities in connection with our services; detect, investigate and prevent fraudulent transactions and other illegal activities and protect the rights and property of Polk Advisors and others; and to personalize the Site, including content or features that match user profiles or interests.

Sharing Your Personal Data

We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law.

Permitted disclosure of your nonpublic personal information is restricted to employees and other parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared and that they are bound either by our professional standards of confidentiality or nondisclosure agreements where applicable.

Protecting the Confidentiality and Security of Nonpublic Information

We retain records relating to the professional services we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic and procedural safeguards that comply with our professional standards.

Your privacy, our professional ethics and the ability to provide you with quality financial services are very important to us. Please contact us if you have any questions or concerns about the confidentiality of your information.

Your California Privacy Rights


In response to California law, if you are a California resident, you are entitled to request information concerning whether your personal information has been disclosed to nonaffiliated third parties for their direct marketing purposes. We do not share your personal information with nonaffiliated third parties for such purposes. We never sell your personal information. If you are a California resident and would like to make such a request, please contact us.

Your Choices

How You Can Access or Change Your Personal Data

Under applicable law, you may have the right to access or obtain a copy of the personal information that we have collected about you, or to review, modify, delete, or to request that we stop processing such personal information. You may submit requests to change or remove Personal Data by emailing




If you would prefer not to receive information from Polk Advisors, you may simply opt-out from receiving them by accessing the “unsubscribe” link included within any email and/or contacting Polk Advisors administrators at Please note that, even if you opt out of promotional emails, we may still send you service-related communications.




You can always choose to not receive a cookie file by enabling a browser to refuse cookies or to prompt you before accepting a cookie. By refusing to accept cookies, you will not be able to take advantage of certain of the features and functions of our site.

Protecting Your Personal Data

Polk Advisors uses reasonable administrative, technical, and physical safeguards to protect personal information collected through its website. Polk Advisors retains personal information collected from its website as long as reasonably necessary to fulfill its business purposes and to comply with any legal obligations.

Polk Advisors does not share personal information with third parties for direct marketing purposes.

Polk Advisors may share information collected through its website with certain service providers it has retained (for example, service providers who administer technical support for our website). These service providers are not authorized to use or disclose the information except as necessary to perform services on the Firm’s behalf or to comply with legal requirements. In addition, Polk Advisors may disclose information about you (i) if it is required to do so by law or pursuant to legal process, (ii) in response to a request from law enforcement authorities or other government officials, or (iii) when it believes disclosure is necessary or appropriate to prevent physical harm or financial loss or in connection with an investigation of suspected or actual illegal activity.


Polk Advisors does not otherwise sell, rent, trade, or disclose personal information submitted through its website except as described in this Privacy Statement.

A Special Note About Children

We do not intentionally gather Personal Data from visitors under the age of 13. If a child under 13 submits Personal Data to Polk Advisors and we learn that the information is of a child under 13, we will attempt to delete the information as soon as possible. If you believe that we have any Personal Data from a child under 13, please contact us at

Amendments To This Privacy Policy

Polk Advisors may update or change this Privacy Statement from time to time and without prior notice to you. The top of this Privacy Statement will indicate when it was most recently updated. If we make material changes to this Privacy Policy, we will notify you here, and/or by email, and/or by means of a notice on our homepage.

How To Contact Us

Should you have any questions, concerns or comments please email us at 

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