Privacy Policy

1. Who We Are

Figures Advisors Inc. (“Figures Advisors,” “we,” “us,” or “our”) is a Delaware corporation providing CFO advisory, bookkeeping, and tax planning services to small businesses in the United States. Our principal place of business is in the United States and we can be reached at info@figuresglobal.com.

This Privacy Policy explains how we collect, use, disclose, and safeguard personal information when you visit our website at figuresglobal.com (the “Site”), contact us, or use our services. Please read it carefully. By using our Site or engaging our services, you agree to the practices described herein.

2. Information We Collect

Information You Provide Directly

We collect personal information you voluntarily provide to us, including:

• Contact information — name, email address, phone number, company name, and job title when you fill out our intake form or contact us.
• Business information — revenue, entity type, industry, and financial details necessary to evaluate and deliver our services.
• Communications — messages, emails, and attachments you send to us in the course of inquiry or engagement.
• Client data — financial records, bank statements, transaction data, and tax documents you share with us as part of a service engagement.

Information Collected Automatically

When you visit our Site, we and our service providers may automatically collect:

• Usage data — pages viewed, time spent on pages, links clicked, and navigation paths.
• Device and browser data — IP address, browser type, operating system, and screen resolution.
• Cookies and similar technologies — small data files placed on your device. See our Cookie Notice for details.

Information from Third Parties

We may receive information about you from third parties such as referral partners, financial institutions you authorize us to connect with (e.g., QuickBooks, bank feeds), and publicly available business directories.

3. How We Use Your Information

We use personal information for the following purposes:

• Service delivery — to provide CFO advisory, bookkeeping, financial reporting, and tax compliance services you engage us for.
• Client communications — to respond to inquiries, schedule calls, and communicate about your engagement.
• Billing and administration — to process payments, send invoices, and manage your account.
• Legal and regulatory compliance — to meet our obligations under applicable law, including tax and financial regulations.
• Service improvement — to analyze how our Site and services are used so we can improve them.
• Marketing communications — with your consent or as permitted by law, to send newsletters, financial insights, and updates about our services. You may opt out at any time.
• Security — to detect and prevent fraud, unauthorized access, and other harmful activities.

We rely on the following legal bases for processing: (a) contractual necessity — to perform the services you have engaged us for; (b) legitimate interests — such as improving our services and communicating with prospective clients; (c) legal obligation — to comply with applicable laws; and (d) consent — where you have expressly opted in.

4. How We Share Your Information

We do not sell your personal information. We may share it only in the following circumstances:

Service Providers

We engage trusted third-party vendors to help us operate our business, including cloud storage, accounting software (e.g., QuickBooks Online, Zoho Books), document management, communication tools, and practice management platforms. These providers are contractually bound to use your information only to provide services to us and to maintain appropriate security measures.

Professional and Legal Compliance

We may share information with licensed Enrolled Agents, CPAs, or attorneys engaged to assist in the delivery of tax compliance and advisory services on your behalf. Any such professionals are subject to applicable professional confidentiality obligations.

Legal Requirements

We may disclose information when required by law, court order, or regulatory authority, or when we believe disclosure is necessary to protect the rights, safety, or property of Figures Advisors, our clients, or the public.

Business Transfers

If Figures Advisors is involved in a merger, acquisition, or asset sale, your personal information may be transferred as part of that transaction. We will notify you before your information becomes subject to a materially different privacy policy.

With Your Consent

We may share information with your express consent in circumstances not described above.

5. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Policy, including to satisfy legal, accounting, or reporting requirements. Financial and tax records are typically retained for a minimum of seven (7) years in accordance with IRS guidance and applicable state law. Inquiry and marketing data is retained for a shorter period unless you become a client.

When retention is no longer necessary, we will delete or anonymize your personal information, or where that is not possible, securely store and isolate it from further use.

6. Security

We implement reasonable and appropriate administrative, technical, and physical safeguards to protect your personal information against unauthorized access, disclosure, alteration, and destruction. These measures include encrypted transmission (TLS/SSL), access controls, and use of SOC 2-compliant service providers where applicable.

No method of electronic transmission or storage is 100% secure. While we work hard to protect your information, we cannot guarantee absolute security. In the event of a data breach that creates a material risk to your rights and freedoms, we will notify you in accordance with applicable law.

7. Your Rights and Choices

Depending on your state of residence, you may have the right to:

• Access — request a copy of the personal information we hold about you.
• Correction — request that we correct inaccurate or incomplete information.
• Deletion — request that we delete your personal information, subject to certain legal exceptions (e.g., retention obligations).
• Portability — receive your data in a structured, commonly used, machine-readable format.
• Opt-out of marketing — unsubscribe from promotional emails at any time by clicking the unsubscribe link or contacting us at info@figuresglobal.com.
• Withdraw consent — where processing is based on your consent, you may withdraw it at any time without affecting the lawfulness of prior processing.

To exercise any of these rights, please contact us at info@figuresglobal.com. We will respond within 45 days. We may need to verify your identity before processing your request.

8. California Privacy Rights (CCPA / CPRA)

If you are a California resident, the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA) affords you specific rights regarding your personal information.

Categories of Personal Information Collected

In the past 12 months, we have collected the following categories: identifiers (name, email, IP address); commercial information (transaction records, financial data); professional information (business name, industry, revenue); and internet activity (browsing data, cookie data).

No Sale or Sharing of Personal Information

We do not sell personal information and do not share personal information for cross-context behavioral advertising. You therefore have no sale to opt out of.

Right to Non-Discrimination

We will not discriminate against you for exercising any of your CCPA rights. You will not receive a lower quality of service or be charged different prices for exercising your privacy rights.

9. Children's Privacy

Our Site and services are directed to businesses and their principals, all of whom must be at least 18 years of age. We do not knowingly collect personal information from individuals under the age of 18. If we learn that we have inadvertently collected such information, we will delete it promptly. If you believe we have collected information from a minor, please contact us at info@figuresglobal.com.

10. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Figures Advisors Inc.
Email: info@figuresglobal.com
Website: figuresglobal.com

We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised “Last Updated” date. Material changes will be communicated via email to active clients.