Privacy Policy

Effective Date: September 4, 2026

PGB Advisory Group, Inc. (“PGB Advisory,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how information may be collected and used in connection with our website, pgbadvisory.cpa (the “Website”).

Our Website is primarily informational. We do not use the Website itself to collect tax returns, financial records, Social Security numbers, account information, or other confidential client information.

Information We Collect

PGB Advisory does not currently provide forms or other features on the Website through which visitors submit personal or confidential information directly to us.

When you visit the Website, certain technical information may nevertheless be collected automatically by our website hosting and technology providers. This may include information such as your IP address, browser type, device information, operating system, referring website, pages viewed, and information concerning your interaction with the Website.

This information may be collected through cookies and similar technologies used in connection with the Website. These technologies may be used for purposes such as website security, functionality, performance, and analytics.

We do not use the Website itself to collect sensitive tax or financial information.

Cookies and Website Technologies

The Website may use cookies and similar technologies on visitors’ devices for purposes including security, website functionality, performance, and analytics.

The types of cookies and similar technologies used may change as the Website is updated or as features are added to or removed from the Website. You may control or restrict cookies through your browser settings and, where applicable, through cookie-consent tools provided on the Website.

Client Portal and Third-Party Services

Our Website provides access to a Client Portal powered by a third-party platform used by PGB Advisory for client communications and the secure exchange of documents and information.

Although the Client Portal may appear within or be integrated with our Website, information entered or transmitted through the Client Portal is processed and stored through third-party systems and is not collected or stored by the Website itself.

Information submitted through the Client Portal is subject to the privacy practices and terms of the third-party platform.

Other third-party services or links that may appear on the Website may likewise be subject to their own privacy policies and terms.

How We Use Information

Information collected through the Website or automatically by website technology may be used to:

operate, maintain, and secure the Website;
understand Website performance and usage;
identify and address technical problems;
improve the Website and its functionality; and
comply with applicable legal obligations.

We do not sell personal information collected through the Website.

Confidential Client Information

PGB Advisory takes the confidentiality of client information seriously. Tax returns, financial records, tax documents, and other confidential client information are not collected through the Website itself.

Clients and other visitors should not submit sensitive tax, financial, or personal information through the Website's general email links or other website features. Clients should use the PGB Advisory Client Portal for the secure exchange of confidential information.

Data Security

We take reasonable measures to protect information associated with the Website. However, no website or method of transmitting information over the Internet can be guaranteed to be completely secure.

Because the Website itself is not intended for the transmission of confidential client information, please do not submit sensitive tax, financial, or personal information through the Website outside of the Client Portal.

Privacy Questions

If you have questions about this Privacy Policy or the information practices associated with the Website, you may use the contact form on the main page.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to the Website, our practices, or applicable legal requirements. Any updated Privacy Policy will be posted on this page with a revised effective date.

Last Updated: September 4, 2026