Privacy Policy

Last updated: 06/01/2025

Providence Steward (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide to us.

1. Information We Collect

We may collect personal information such as:

• Name, email address, phone number

• Information submitted through contact forms or Calendly

• Information shared via our portal during onboarding

• Personal and Financial data required to bookkeep, prep taxes and or file taxes

2. How We Use Your Information

We use your information to:

• Respond to inquiries

• Schedule appointments

• Deliver tax and consulting services

• Send updates or resources (if opted in)

We do not sell your information to third parties.

3. Third-Party Tools

We use services like:

• Calendly (for scheduling)

• Our Portal  (for secure communication and documents)

• Google Workspace & Wix (for communication and hosting)

• and other software within our Tech Stack

Each may have its own privacy policy.

4. Data Security

We take reasonable measures to protect your data. Sensitive client data is only transmitted through secure platforms (e.g., Our Portal).

5. Your Rights

You may request to:

• View the data we have on file

• Correct or delete your personal information

6. Contact Us

For questions or data requests, contact us at:

Info@providencesteward.com
210-446-9567