No tracking. Here is the whole policy.

This website

This site sets no cookies, runs no ad pixels and uses no analytics that track you across sites. That is why there is no cookie banner. Our web host keeps standard server logs (such as IP address, browser type and the page requested) for security and troubleshooting, and those logs are not used for marketing.

When you book a call

Booking links go to our scheduling provider, which collects the name, email and phone number you enter so we can confirm the appointment. Their own privacy policy applies on their site.

When you become a client

Tax and financial information you share is used only to prepare your returns, books and payroll. We do not sell or rent client information, and we do not share it except as needed to do the work you hired us for (for example, filing with the IRS or the Pennsylvania Department of Revenue) or as required by law. Paid tax preparers are bound by federal rules on the use and disclosure of tax return information.

Please do not send Social Security numbers or tax documents by regular email. We provide a secure upload link.

Questions

Call 215-330-8736 or email info@havertownfinancial.com.