Privacy Policy

Privacy Policy

Marquess Advisory Group
Effective Date: 3/17/2026

Introduction

At Marquess Advisory Group, your privacy is not just a policy, it is a commitment. We understand that the information you share with us is highly sensitive, and we take our responsibility to protect it seriously.

This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website and engage our services.

Information We Collect

We may collect the following types of information:

1. Personal Information

• Name, email address, phone number
• Mailing address
• Social Security Number or Tax Identification Number
• Financial and tax-related information
• Business information if applicable

2. Non-Personal Information

• IP address
• Browser type and device information
• Website usage data through cookies and analytics tools

How We Use Your Information

We use your information to:

• Provide tax advisory, compliance, and consulting services
• Communicate with you regarding your account or services
• Prepare and file tax returns
• Improve our website and user experience
• Comply with legal and regulatory requirements

We do not sell your personal information to third parties.

Confidentiality and Data Security

We implement industry-standard security measures to protect your data, including:

• Secure client portals and encrypted file transfers
• Access controls limiting data to authorized personnel only
• Ongoing monitoring and cybersecurity safeguards

Despite our efforts, no system is completely secure, and we encourage clients to use secure methods when sharing sensitive data.

Sharing of Information

We may share your information only in the following circumstances:

• With your consent
• With trusted third-party service providers such as tax software providers or secure document platforms
• When required by law, regulation, or legal process

All third parties are required to maintain strict confidentiality.

Cookies and Tracking Technologies

Our website may use cookies and similar technologies to:

• Enhance user experience
• Analyze website traffic
• Improve our services

You can modify your browser settings to decline cookies if you prefer.

Data Retention

We retain your information only as long as necessary to:

• Fulfill the purposes outlined in this policy
• Comply with legal, regulatory, and professional obligations

Your Rights

Depending on your location, you may have the right to:

• Access your personal information
• Request corrections or updates
• Request deletion of your data, subject to legal requirements
• Opt out of certain communications

To exercise these rights, please contact us directly.

Third-Party Links

Our website may contain links to external websites. We are not responsible for the privacy practices of those sites.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be reflected on this page with an updated effective date.

Contact Us

If you have any questions or concerns about this Privacy Policy, please contact:

Marquess Advisory Group
info@marquessadvisorygroup.com