Porter Williams Group LLC
Effective Date: 01/01/2025
Porter Williams Group LLC (“we,” “us,” or “our”) is committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect information when you engage with our website, client portal, and professional services.
Information We Collect
We may collect personal and business information, including but not limited to:
- Name, email address, phone number, and mailing address
- Business information and entity details
- Financial and accounting records
- Tax documents and related personal or business data
- Payment and billing information
- Communications submitted through our website, client portal, or email
How We Use Information
We use the information we collect to:
- Provide accounting, tax preparation, CFO, and advisory services
- Communicate with you regarding services, requests, or updates
- Prepare financial reports, tax filings, and advisory materials
- Process payments and manage billing
- Comply with legal, regulatory, and professional obligations
- Improve our services and internal operations
How Information Is Stored and Protected
We take reasonable and appropriate measures to protect your information, including:
- Secure client portals and encrypted systems
- Restricted access to sensitive information
- Use of reputable third-party platforms for document storage, payments, and communication
While no system can guarantee absolute security, we take data protection seriously and follow industry-standard practices to safeguard your information.
Sharing of Information
We do not sell or rent your personal information.
We may share information only as necessary to:
- Provide requested services
- Work with trusted third-party service providers (such as secure portals, payment processors, or tax software)
- Comply with legal or regulatory requirements
- Respond to lawful requests from government or regulatory authorities
All third parties are expected to maintain appropriate confidentiality and security standards.
Client Responsibilities
You are responsible for maintaining the confidentiality of your login credentials and for ensuring that information you provide is accurate and complete.
Cookies and Website Analytics
Our website may use basic cookies or analytics tools to improve functionality and user experience. These tools do not collect sensitive financial or tax information.
Your Rights and Choices
You may contact us to:
- Request access to your information
- Update or correct inaccurate information
- Ask questions about how your data is handled
Certain information may be retained as required by law or professional standards.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us:
Porter Williams Group LLC
Email: hello@porterwilliamsgroup.com
Location: Dallas, Texas
Porter Williams Group 