Last updated: [SLOT: DATE]
Contact details you provide (name, email, phone), enrollment and payment records, and any information you choose to share during mentorship. For tax-preparation clients, we collect the documents and details required to prepare your return.
To deliver your program, communicate with you, process payments, prepare tax filings where engaged, and meet legal and record-keeping obligations. We do not use your information to make decisions about your credit, because we do not provide credit-repair or credit-servicing.
Tax documents are handled confidentially and used only to prepare and file your return, or as required by law. [SLOT: CONFIRM handling, retention period, and any e-file provider used.]
We share information only with service providers who help us operate (such as payment processors and, for tax clients, e-file systems), or where required by law. We do not sell your personal information.
You may request access to, correction of, or deletion of your personal information, subject to legal retention requirements. Contact [SLOT: EMAIL].
We retain records for as long as needed to provide services and meet legal obligations, and we use reasonable safeguards to protect your information. [SLOT: CONFIRM retention specifics.]
Privacy questions: [SLOT: EMAIL].