Effective Date: August 27, 2026
Northline Tax & Advisory LLC (“Northline,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and financial information entrusted to us.
This Privacy Policy describes how we collect, use, disclose, retain, and protect information when you visit our website, communicate with us, inquire about our services, or become a client.
This Privacy Policy applies to information collected through our website, telephone communications, SMS/text messaging, email, and other interactions with Northline. Additional privacy, confidentiality, and information-security requirements may apply to information provided to us in connection with professional tax, accounting, payroll, advisory, or other client services.
Depending on how you interact with Northline, we may collect the following categories of information.
This may include:
When you use a contact form or otherwise communicate with us through our website, we may collect:
Please do not submit Social Security numbers, tax identification numbers, bank account information, passwords, copies of tax documents, or other highly sensitive information through our general website contact form.
If you engage Northline for professional services, we may collect information necessary to perform those services, including:
Sensitive client information should be provided only through communication methods or secure systems approved by Northline.
When you visit our website, certain information may be collected automatically by our website platform or service providers, such as:
Our website may also use cookies and similar technologies as described below.
We may use personal information for legitimate business and professional purposes, including to:
We do not use client tax return information for purposes prohibited by applicable federal or state law.
Information obtained by Northline in connection with tax return preparation may be subject to special federal restrictions governing the use and disclosure of tax return information.
Northline does not knowingly or recklessly disclose or use tax return information for unauthorized purposes. Tax return information will be used or disclosed only as permitted by applicable law, as necessary to provide services requested by the client, or pursuant to a valid taxpayer consent when such consent is required.
Nothing in this Privacy Policy is intended to constitute a taxpayer consent to use or disclose tax return information where a separate consent is required by law.
Northline may use SMS or MMS text messaging for one-to-one communications with clients and prospective clients who have provided consent.
Text messages may include:
Consent to receive SMS messages may be provided verbally, by initiating an SMS conversation with Northline, or through another consent method disclosed at the time consent is obtained.
Message frequency may vary. Message and data rates may apply.
You may reply STOP to an SMS message to opt out of future text messages. You may reply HELP for assistance.
Consent to receive SMS messages is not a condition of purchasing services from Northline.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
Northline does not sell, rent, or share customer mobile phone numbers or SMS opt-in information with third parties or affiliates for marketing, promotional, advertising, or lead-generation purposes.
SMS opt-in data and consent will not be sold or provided to third parties or affiliates for their own marketing or promotional purposes.
Any permitted use of information by service providers assisting Northline with communications or technology is limited to providing services on Northline's behalf and is subject to applicable privacy, confidentiality, and security requirements.
Northline does not sell personal information.
We may disclose information in limited circumstances, including as described below.
We may engage third-party service providers that assist us with business operations, such as:
We provide such service providers only with information reasonably necessary for the services they perform, and we expect them to maintain appropriate confidentiality and security protections.
As stated above, mobile phone numbers and SMS opt-in information are not sold or shared with third parties or affiliates for marketing, promotional, advertising, or lead-generation purposes.
We may disclose information when required or permitted by applicable law, regulation, court order, subpoena, government request, or professional obligation.
Any disclosure of tax return information remains subject to applicable restrictions governing taxpayer information.
Where legally permitted, we may disclose information when reasonably necessary to:
If Northline undergoes a merger, acquisition, restructuring, sale, or transfer of all or part of the business, information may be transferred as permitted by applicable law and professional obligations.
Any transfer involving protected tax return information will remain subject to applicable legal requirements.
Northline takes the confidentiality and security of client information seriously.
We maintain administrative, technical, and physical safeguards designed to protect information against:
Our safeguards may include access controls, authentication measures, encryption, secure data-storage practices, security software, employee or contractor access restrictions, and other measures appropriate to the nature and sensitivity of the information we maintain.
However, no website, electronic communication, network, or data-storage system can be guaranteed to be completely secure. You should use care when transmitting sensitive information electronically.
Clients should not send Social Security numbers, complete tax returns, banking credentials, passwords, or other highly sensitive documents through ordinary SMS messages or general website contact forms. Northline may provide a secure portal or another approved method for transmitting sensitive information.
Our website and the third-party services supporting it may use cookies, pixels, log files, or similar technologies to:
Cookies are small files stored on your device by your browser.
You may be able to control or disable cookies through your browser settings. Disabling certain cookies may affect the operation or functionality of the website.
Our website may use security and anti-spam technologies, including Google reCAPTCHA, to protect website forms from spam, abuse, and automated submissions.
Information processed through such technologies may be subject to the privacy policies and terms of the applicable service provider.
If you communicate with Northline by email, we may retain the contents of the communication and your contact information as necessary to respond to you and maintain appropriate business records.
Ordinary email may not always be appropriate for transmitting highly sensitive financial or tax information. Northline may instruct clients to use a secure client portal or another approved method when transmitting sensitive documents.
If you make payments to Northline electronically, payment information may be processed by a third-party payment processor.
Northline may receive information relating to the transaction, such as your name, payment status, transaction amount, and limited account or card details. Payment processors maintain their own privacy and security practices.
We retain personal information for as long as reasonably necessary to:
Retention periods may vary depending on the type of information and the purpose for which it was collected.
Information may be securely destroyed or deleted when it is no longer required, subject to applicable legal and professional requirements.
Depending on applicable law and the nature of our relationship with you, you may have the right to request that we:
Some information cannot be deleted upon request because Northline may be required to retain it for tax, regulatory, legal, professional, security, or recordkeeping purposes.
To stop SMS communications, reply STOP to a Northline text message.
To stop optional marketing email communications, use the unsubscribe method provided in the communication, if applicable.
Service-related and legally required communications may continue when necessary.
Our website and services are not directed to children under the age of 13, and we do not knowingly collect personal information directly from children under 13 through our website.
Information concerning a minor that is necessary for a client's tax, accounting, payroll, or other professional services may be provided to us by the minor's parent, guardian, taxpayer, employer, or other authorized person.
Our website may contain links to websites or services operated by third parties.
Northline does not control the privacy, security, or content practices of third-party websites. This Privacy Policy does not apply to information collected directly by those third parties.
You should review the privacy policy of any third-party website you visit.
Northline may update this Privacy Policy periodically to reflect changes in:
When we make changes, we will update the Effective Date displayed at the top of this Privacy Policy.
Material changes may also be communicated through other appropriate means when required by law.
If you have questions regarding this Privacy Policy or Northline's privacy practices, please contact us:
Northline Tax & Advisory LLC
39555 Orchard Hill Place, Suite 600
Novi, Michigan 48375
Phone: (734) 499-3004
Fax: (734) 264-0780
You may also contact us through the contact form available on our website at northlinetaxgroup.com.
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