Privacy Policy

Effective Date: 4/10/2026

Fortis & Co. LLP (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients, prospective clients, and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information obtained through our website and in the course of providing accounting and related professional services.

1. Information We Collect

We may collect the following types of information:

a. Personal Information You Provide
When you contact us, request services, or engage us as a client, we may collect personal information, including but not limited to:

Name
Email address
Phone number
Mailing address
Business information
Financial, accounting, and tax-related information
Government-issued identification where required to perform professional services

b. Automatically Collected Information
When you visit our website, we may automatically collect certain information, including:

IP address
Browser and device type
Pages visited and time spent on the website
Referring website or source

This information may be collected through cookies or similar tracking technologies.

2. How We Use Your Information

We use the information we collect for purposes including:

Providing accounting, tax, and advisory services
Communicating with you regarding inquiries or engagements
Managing and administering client relationships
Complying with legal, regulatory, and professional obligations
Improving our website and services
Protecting against fraud, unauthorized access, or misuse

Fortis & Co. LLP does not sell personal information.

3. Disclosure of Information

We may disclose personal information only as permitted or required by law, including:

To our partners, employees, and independent contractors who require the information to perform professional services
To trusted third-party service providers (such as secure document storage, tax software providers, or IT support) acting under confidentiality obligations
To governmental, regulatory, or law enforcement authorities when legally required
In connection with a business transaction such as a merger, restructuring, or dissolution

All disclosures are handled in accordance with applicable confidentiality and data protection laws.

4. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction. These safeguards include secure systems, limited access controls, and internal confidentiality policies.

Despite these efforts, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security.

5. Data Retention

We retain personal information only for as long as necessary to:

Provide professional services
Meet legal, regulatory, tax, and professional recordkeeping requirements

When information is no longer required, it is securely deleted or destroyed in accordance with industry standards.

6. Cookies and Tracking Technologies

Our website may use cookies or similar technologies to enhance user experience and analyze website usage. You may adjust your browser settings to refuse cookies; however, some website functionality may be limited as a result.

7. Privacy Rights for California Residents

If you are a California resident, you may have rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), including the right to:

Know what personal information we collect and how it is used
Request access to or deletion of personal information, subject to legal exceptions
Request correction of inaccurate personal information
Not be discriminated against for exercising privacy rights

Requests may be submitted using the contact information below.

8. Third-Party Links

Our website may contain links to third-party websites. Fortis & Co. LLP is not responsible for the privacy practices or content of those websites. We encourage users to review the privacy policies of any third-party sites they visit.

9. Children’s Privacy

Our website and services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Continued use of our website constitutes acceptance of the revised policy.

11. Contact Information

If you have any questions about this Privacy Policy or our privacy practices, please contact us at:

Fortis & Co. LLP
Email: info@fortisnco.com