Effective Date: September 30, 2026
NorthStar Accounting Partners (“NorthStar,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit NorthStarAP.com, submit a form, schedule an appointment, contact us, or otherwise interact with our business.
This Privacy Policy applies to information collected through our website and related business communications. Additional privacy, confidentiality, or data handling terms may apply to information provided in connection with professional accounting or tax services.
We may collect information that you voluntarily provide to us, including:
Name
Email address
Phone number
Business name
Information submitted through contact forms
Appointment or service request information
Messages and communications you send to us
Information you provide when requesting or receiving our services
When you become a client or provide information in connection with professional services, we may also receive financial, accounting, tax, business, identification, and other information necessary to provide those services.
Please do not submit Social Security numbers, tax documents, bank statements, account credentials, identification documents, or other sensitive financial or personal information through general website contact forms unless specifically instructed by NorthStar to do so.
We may also automatically collect limited technical information when you use our website, such as browser type, device information, IP address, referring pages, and website activity.
We may use information we collect to:
Respond to inquiries and service requests
Evaluate whether our services may be appropriate for you or your business
Schedule and manage appointments
Provide accounting, tax, financial reporting, and related professional services
Communicate regarding existing or requested services
Request information or documents necessary to provide services
Send confirmations, reminders, and customer service communications
Send marketing communications when appropriate consent has been provided
Operate and improve our website and services
Maintain the security of our systems
Detect or prevent fraud or misuse
Maintain appropriate business and professional records
Comply with applicable legal, regulatory, tax, accounting, and professional obligations
NorthStar may collect and process financial, accounting, tax, business, and other sensitive information when necessary to provide professional services to clients.
Current and prospective clients should use the secure methods provided or approved by NorthStar when submitting tax documents, financial records, identification documents, banking information, or other sensitive information.
Information received as part of a professional engagement may also be subject to additional confidentiality obligations, professional standards, applicable law, and the terms of the applicable engagement agreement.
If you provide your email address or phone number and consent to receive communications, NorthStar may contact you regarding your inquiry, appointments, requested services, existing services, document requests, account matters, or other communications related to your relationship with us.
Where separate consent is provided, we may also send promotional or marketing communications.
Consent to receive marketing text messages is not a condition of purchasing or receiving services.
Message frequency may vary. Message and data rates may apply.
You may opt out of text messages at any time by replying STOP.
For assistance, reply HELP or contact NorthStar using the information provided below.
You may unsubscribe from marketing emails using the unsubscribe mechanism contained in those communications.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
We do not sell, rent, or transfer SMS opt in information or consent to unrelated third parties for their own marketing purposes.
We may share information with service providers that assist us with communications, customer relationship management, scheduling, website operation, customer support, or other business functions. Those providers may process information as necessary to perform services on our behalf.
SMS opt in data and consent will not be shared with third parties for their own marketing or promotional purposes.
We may share information with trusted service providers that perform services on our behalf or assist us in operating our business, including providers of:
Website hosting
Customer relationship management systems
Accounting and tax software
Secure document management and client portals
Email and SMS communications
Appointment scheduling
Payment processing
Data storage and technology infrastructure
Website analytics
Professional, administrative, or technical support
We may also disclose information when reasonably necessary to:
Comply with applicable laws, regulations, court orders, or legal processes
Respond to lawful requests from government or regulatory authorities
Protect the rights, property, security, or safety of NorthStar, our clients, or others
Prevent or investigate fraud, misuse, security incidents, or unlawful activity
Establish, exercise, or defend legal claims
We do not sell personal information for monetary consideration.
Information obtained in connection with professional accounting or tax services may be subject to additional restrictions on disclosure under applicable law, professional standards, and our engagement agreements.
NorthStar uses third party technology and service providers to operate portions of our business.
These may include accounting platforms, tax software, document management systems, client portals, customer relationship management systems, scheduling tools, payment processors, communications platforms, cloud storage providers, and other business technology.
Information processed through those services may also be subject to the privacy and security practices of the applicable provider.
We select service providers based on our business requirements but cannot guarantee the security or availability of systems operated by independent third parties.
Our website may use cookies, pixels, analytics tools, and similar technologies to understand website usage, improve website performance, measure the effectiveness of our communications, and support marketing activities.
These technologies may collect information such as browser type, device information, IP address, referring pages, pages viewed, and interactions with the website.
You may be able to control or disable certain cookies through your browser settings. Disabling cookies may affect certain website functionality.
NorthStar uses reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, loss, or misuse.
When sensitive client information needs to be exchanged, NorthStar may provide or approve secure methods for submitting documents or information.
However, no method of internet transmission, electronic communication, or electronic storage can be guaranteed to be completely secure.
We may retain personal information for as long as reasonably necessary to:
Provide requested or contracted services
Maintain accounting, tax, professional, and business records
Fulfill the purposes described in this Privacy Policy
Meet legal, regulatory, professional, or contractual requirements
Resolve disputes
Protect our legal rights
Retention periods may vary depending on the type of information and the purpose for which it was collected.
Depending on where you reside and applicable law, you may have certain rights regarding your personal information.
You may contact NorthStar to:
Ask questions about how your information is handled
Request that certain contact information be updated or corrected
Request information regarding certain personal information we maintain about you
Exercise other applicable privacy rights
Certain information may need to be retained when required by law, professional standards, contractual obligations, or legitimate business requirements.
You may unsubscribe from marketing emails using the unsubscribe instructions contained in those messages.
You may opt out of SMS communications by replying STOP.
Our website may contain links to websites operated by third parties.
NorthStar is not responsible for the privacy practices, security, availability, or content of independent third party websites. We encourage you to review the privacy policies of websites or services you choose to use.
Our website and professional services are intended for adults and businesses and are not directed toward children under 13.
We do not knowingly collect personal information from children under 13 through our general website.
NorthStar may update this Privacy Policy periodically to reflect changes in our practices, technology, services, or applicable requirements.
Changes will be posted on this page with an updated effective date.
If you have questions about this Privacy Policy or how NorthStar handles personal information, contact:
NorthStar Accounting Partners
Email: [email protected]
Phone: +18084704750
Website: NorthStarAP.com