Effective Date: 2/16/2026
Last Updated: 2/16/2026
Eminent Financial Services (“Eminent,” “we,” “us,” or “our”) values your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have. This policy applies to our websites, forms, services, and communications (including email, phone, and SMS/text messages).
We may collect the following categories of information:
A. Information you provide to us
Contact details (name, email, phone number, mailing address)
Business details (company name, entity type, industry, revenue range, payroll size)
Intake and service information (service interests such as bookkeeping, tax preparation, tax planning, CFO services, payroll, audit support, consulting)
Payment and billing information (invoices, transaction records; payment processing may be handled by third-party providers)
Communications (messages, emails, call notes, support requests)
B. Information collected automatically
Website usage data (pages viewed, time on site, referring pages)
Device and browser data (IP address, browser type, device identifiers)
Cookies and similar tracking technologies (see Section 4)
C. Information from third parties (as applicable)
Accounting platforms, payroll providers, banks, or financial tools you authorize
Identity verification and fraud-prevention providers (if used)
Analytics providers (website performance and traffic)
We use information to:
Provide and administer services (bookkeeping, tax prep, tax planning, CFO services, payroll, audit support, consulting)
Communicate with you about onboarding, documents, deadlines, scheduling, and service delivery
Send service-related notifications (e.g., appointment reminders, document requests, filing updates)
Provide customer support
Improve our website, forms, and service processes
Maintain security, prevent fraud, and comply with legal obligations
Send marketing communications only if you opt in, and you can opt out at any time
If you opt in to receive SMS/text messages from Eminent, we may send messages such as:
Appointment confirmations and reminders
Document/request reminders (e.g., missing tax documents)
Service updates (e.g., status notifications, deadlines)
Billing notifications (e.g., invoice reminders)
Limited promotional messages (only if you opt in for marketing texts)
Consent and choice
Your consent to receive SMS messages is not a condition of purchase.
Message frequency may vary.
Message and data rates may apply.
Opt-out
Reply STOP at any time to unsubscribe from SMS messages.
Reply HELP for help.
Important Mobile Information Sharing Statement
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
Information sharing to subcontractors/service providers is permitted solely to provide support services (e.g., messaging delivery vendors), and they are not allowed to use your information for their own marketing.
We may use cookies, pixels, and similar technologies to:
Enable core site functionality
Understand site traffic and performance
Improve user experience and marketing effectiveness (where permitted)
Your choices
You can control cookies through your browser settings. Disabling cookies may affect site functionality.
We use reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no method of transmission or storage is 100% secure. You are responsible for maintaining the confidentiality of any login credentials and for securing your devices.
We may share information:
With service providers who perform services for us (e.g., hosting, analytics, scheduling, payments, document storage, messaging delivery) under confidentiality obligations
When required by law, regulation, subpoena, or legal process
To protect rights, safety, and prevent fraud
In connection with a business transaction (e.g., merger, acquisition), subject to standard protections
We do not sell your personal information.
Depending on your location, you may have rights to:
Access, correct, or delete certain personal information
Withdraw consent for marketing communications
Request information about our data practices
To make a request, contact us using the information below.
We retain personal information as necessary to:
Provide services
Meet legal, tax, accounting, and regulatory requirements
Resolve disputes and enforce agreements
Our services are intended for adults and businesses. We do not knowingly collect personal information from children under 13.
We may update this Privacy Policy from time to time. The “Last Updated” date above reflects the latest revision.
Eminent Financial Services
Email: [email protected]
Phone: 1(501)500-9644
Support Hours: Mon–Thu 9:00a–5:00p, Fri 9:00a–1:00p]