Privacy Policy

Information We Collect

When you submit our contact form, request a consultation, or subscribe to updates, we collect the information you provide — typically your name, email address, phone number, the service you are interested in, and any details you choose to include in your message.

We do not collect tax documents or sensitive financial records through this website. Those are exchanged only through secure channels once an engagement begins.

Like most websites, our hosting provider may automatically log technical data such as your IP address, browser type, and pages visited. We use privacy-friendly, aggregate analytics and do not sell this data.

How We Use Your Information

We use the information you provide to:

• Respond to your inquiry and schedule consultations
• Provide the tax and advisory services you request
• Send you information you have asked for, such as resource updates
• Meet our legal, regulatory, and professional obligations

We will never sell your personal information to third parties.

How We Share Information

We share information only with service providers that help us operate — for example, our scheduling tool (Calendly) and our form/email delivery provider — and only to the extent needed to provide the service. These providers are bound by their own privacy and security obligations.

We may disclose information if required by law, regulation, valid legal process, or to protect our rights.

Data Security & Retention

We use reasonable administrative and technical safeguards to protect the information you submit, including encryption in transit (HTTPS). No method of transmission over the internet is 100% secure, so we cannot guarantee absolute security.

We retain contact information only as long as needed to respond to your inquiry, deliver services, and satisfy legal or professional record-keeping requirements.

Your Choices

You may request that we access, correct, or delete the personal information you have shared with us, or unsubscribe from communications, by emailing shankar@relycfo.com. Disabling cookies in your browser will not affect your ability to use this site.

Children's Privacy

This website is intended for adults and is not directed to children under 13. We do not knowingly collect information from children.

Changes to This Policy

We may update this policy from time to time. The “Last updated” date above reflects the most recent revision.