Effective Date: October 15, 2025

 

Fuller Results, Pllc., (“firm,” “we,” “us,” or “our”), is committed to protecting the privacy of our clients (“you” or “your”) and website visitors. This Privacy Policy outlines how we collect, use, and safeguard your personal information.

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Information We Collect

We collect certain nonpublic personal information about you from various sources to provide accounting, tax, and advisory services:

• Information we receive from you from interviews and written forms, such as applications including your name, address, social security numbers, names of family members, assets, and income;

• Information from documents provided by you about your transactions, such as account balances, investments, current and prior tax information, and credit card usage;

• Information from third parties such as credit reporting agencies pertaining to your credit worthiness and credit history.

Under our policy, all information we obtain about you will be provided by you or obtained with your permission.

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How We Use Your Information

Your information is used to (1) provide accounting, tax, and advisory services, (2) communicate with you regarding your inquiries and services, (3) process payments and manage billing, (4) comply with legal and regulatory requirements.

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Data Sharing and Disclosure

We do not sell or disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

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Security

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

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Your Rights

You have the right to access, correct, or delete your personal information. To exercise these rights, please contact us at Kacy@FullerResultsPllc.com.

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Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted on our website with the revised effective date.