When you fill out the qualifier or contact form, we collect your name, email, and the responses you provide. We do not use tracking cookies beyond what is necessary to operate the site (session state and CSRF protection).
We use your information solely to evaluate whether a Coastal Crest engagement is appropriate for your situation and to reply to your inquiry. If you engage us, that information becomes part of your client file governed by our engagement letter and by CPA client-confidentiality rules under AICPA and Tennessee State Board of Accountancy standards.
Data is stored on encrypted infrastructure hosted in the United States. We never sell or share your information with third parties for marketing purposes.
You may request deletion of your information at any time by emailing [email protected]. Once you are an active client, retention requirements under professional standards may require us to retain certain records for a defined period, after which we will honor your deletion request.