Privacy Policy

Who we are

This website is operated by Latorre & Company, 10550 Independence Pointe Pkwy, Suite 200, Matthews, NC 28105. This policy explains what information we collect through the site, how we use it, and the choices you have.

Information you give us

When you send a consultation request, we collect the details you type into the form: your name, phone number, email address, the service you are asking about, your preferred language and anything you write in the message box. We use this only to respond to your request and to schedule and prepare for your consultation.

By submitting the form you agree that we may contact you by phone, text message or WhatsApp about your request. Message and data rates may apply. You can ask us to stop at any time.

Information collected automatically

Like most websites, ours records standard technical information such as your IP address, browser type, the pages you visit and the site that referred you. We may use analytics tools to understand how the site is used in aggregate. These tools may set cookies; you can block them in your browser settings without affecting your ability to contact us.

How we protect client information

Information you share with us as a client, including tax returns, financial records and IRS correspondence, is protected under the confidentiality rules that apply to tax professionals. We do not sell personal information. We share it only with service providers who help us run the firm (for example, secure document storage or our client management system) and only as needed to serve you, or where the law requires it.

Your choices

• Ask us what information we hold about you, or ask us to correct or delete it.
• Opt out of marketing messages at any time by replying STOP or by telling us.
• Block cookies in your browser.

Contact

Questions about this policy: call (844) 200-1730 or write to us at the Matthews address above.