1. Introduction and Overview

Highcrest Equity respects your privacy and is committed to protecting the personal and financial data you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit highcrestequity.cloud or utilize our tax support services, including tax preparation support, sales tax reporting, year-end closing, and CPA coordination. Please read this Privacy Policy carefully. By accessing our website and using our services, you acknowledge that you have read, understood, and agree to the practices described in this policy.

2. Information We Collect

We collect personal and financial information necessary to provide our tax support services effectively. This includes personal identifiers such as your name, business name, email address, phone number, and mailing address provided when you contact us via contact@highcrestequity.cloud. Additionally, to perform our contracted services, we collect business financial records, ledgers, sales tax records, tax identification numbers, and transaction data provided directly by you or your authorized representatives. We may also automatically collect standard technical data when you browse our website, including your IP address, browser type, operating system, and basic analytics regarding site usage.

3. How We Use Your Information

Highcrest Equity uses the information collected strictly for legitimate business operations and service execution. Primary uses include delivering accurate tax preparation support, processing multi-jurisdiction sales tax reporting, completing year-end financial closing reconciliations, and facilitating seamless CPA coordination on your behalf. We also use your contact details to respond to inquiries, send administrative notifications, provide service updates, and ensure compliance with federal, state, and local regulatory requirements. We do not sell, rent, or trade your personal or financial information to third parties for commercial or marketing purposes.

4. Information Sharing and Disclosure

We maintain strict confidentiality regarding all client financial records and personal data. Highcrest Equity only shares your information under specific, limited circumstances: with third-party CPAs or accounting professionals explicitly authorized by you to receive your financial data; with trusted service providers who assist us in operating our secure infrastructure and website under strict confidentiality obligations; or when required by law, subpoena, or government regulation to comply with legal processes or protect our legal rights.

5. California Privacy Rights (CCPA/CPRA Compliance)

If you are a resident of the State of California, you hold specific privacy rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA). You have the right to request disclosure of the categories and specific pieces of personal information we have collected about you, the right to request deletion of your personal data, and the right to correct inaccurate personal information. Highcrest Equity does not sell personal information or share personal data for cross-context behavioral advertising. California residents may exercise their privacy rights without fear of discrimination by submitting a verifiable request to our designated privacy contact email.

6. Data Security and Retention

We implement robust physical, technical, and administrative security measures to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. Electronic data and financial records are stored on secure servers with restricted access controls. We retain your personal information and financial documentation only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, satisfy our contractual obligations, and comply with applicable tax, legal, and accounting retention requirements under State of California and United States federal law.

7. Third-Party Links and Website Analytics

Our website, highcrestequity.cloud, may contain links to external third-party websites or services that are not operated or controlled by Highcrest Equity. We are not responsible for the privacy practices, content, or data collection policies of any third-party websites. We encourage you to review the privacy policies of any third-party sites you choose to visit. We may also use basic, privacy-focused website analytics tools to monitor site performance and improve user experience, which gather aggregated, non-identifiable technical browsing data.

8. Updates to This Privacy Policy

Highcrest Equity reserves the right to update or modify this Privacy Policy at any time to reflect changes in our operational practices, legal requirements, or regulatory standards. Any changes will become effective immediately upon posting the updated policy to highcrestequity.cloud. We will indicate the revision date at the top or bottom of this policy. Your continued use of our website or services following any updates signifies your acceptance of the revised Privacy Policy.

9. Contact Information

If you have any questions, concerns, or requests regarding this Privacy Policy, your personal data, or your California privacy rights, please reach out to Highcrest Equity at:

Email: contact@highcrestequity.cloud