Atlas Accountants
Home Services The Margin Line Pricing About Get My Free Review
LEGAL

Privacy Policy

Last updated: September 29, 2026

1. Information We Collect

Atlas Accountants ("we," "us," or "our") collects information you provide directly when you:

  • Fill out a contact form or Financial Health Review request (name, email, company, business details)
  • Book a discovery call through our Calendly integration
  • Subscribe to communications or interact with our website

We also automatically collect certain technical information when you visit our site, including your IP address, browser type, device type, pages visited, and referring URL.

2. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide our bookkeeping and accounting services
  • Schedule and conduct Financial Health Reviews
  • Improve our website and user experience
  • Send relevant communications about our services (only with your consent)
  • Comply with legal obligations

3. Third-Party Services

Our website uses the following third-party services that may collect data:

  • Formspree — processes form submissions. Formspree Privacy Policy
  • Calendly — manages appointment scheduling. Calendly Privacy Policy
  • Google Fonts — serves web fonts. Google Privacy Policy
  • Google Analytics — tracks anonymized website usage data. Google Privacy Policy

4. Cookies

Our website uses cookies and similar technologies for essential site functionality and analytics. You can control cookie preferences through your browser settings or our cookie consent banner. We use:

  • Essential cookies — required for the website to function properly
  • Analytics cookies — help us understand how visitors interact with our site

5. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy, or as required by law. Form submission data is retained for up to 24 months unless you request earlier deletion.

6. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet is 100% secure.

7. Your Rights

Depending on your location, you may have the right to:

  • Access, correct, or delete your personal information
  • Opt out of marketing communications
  • Request a copy of the data we hold about you
  • Withdraw consent for data processing

8. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

9. Changes to This Policy

We may update this privacy policy from time to time. Any changes will be posted on this page with an updated revision date.

10. Contact Us

If you have questions about this privacy policy or how we handle your data, please contact us:

  • Email: info@atlasaccountantsusa.com
  • Phone: (919) 438-0294
  • Location: Wake Forest, North Carolina
Atlas Accountants

Bookkeeping and job-costed financial statements for contractors, remodelers, and real estate investors. Wake Forest, NC. Serving all 50 states.

Company

AboutServicesPricingContact

Tools

The Margin LineFinancial Health Review

Contact

(919) 438-0294info@atlasaccountantsusa.com
© 2026 Atlas Accountants. All rights reserved. Privacy Policy · Terms