Privacy Policy

1. Information We Collect

We collect information you provide directly to us, including:

• Contact information — name, phone number, email address, and mailing address submitted through our contact form or service intake forms.
• Business information — business name, type of entity, industry, and desired business structure provided during consultations or form submissions.
• Tax and financial information — Social Security Numbers, ITINs, EINs, income records, and prior tax returns collected via JotForm embedded forms during tax preparation or ITIN service intake.
• Immigration information — visa status, country of origin, passport details, and related documentation collected via JotForm embedded forms for immigration-related services.

Our native contact form (on the Contact page) collects name, email, phone, and message only. JotForm-embedded forms on our Resources pages collect the additional service-specific information listed above and are processed under JotForm's platform.

2. How We Collect Information

• Directly from you — via our website contact form, JotForm service intake forms, in-person consultations, phone, email, and WhatsApp.
• Automatically — Vercel (our hosting provider) collects standard server logs and anonymized analytics including page views and referral sources. We do not use advertising trackers.
• Session storage — our chat widget uses sessionStorage to remember whether you have interacted with it during your current browser session. This data is not transmitted to any server and is cleared when you close the tab.

3. How We Use Your Information

• To respond to your inquiries and schedule consultations
• To provide business formation, licensing, tax, insurance, and related services
• To prepare and file documents on your behalf with government agencies
• To communicate with you about your case or ongoing services
• To send follow-up information or updates relevant to your services
• To comply with our legal and professional obligations

We do not sell your personal information. We do not use your information for advertising purposes or share it with marketing third parties.

4. Third-Party Services

• JotForm — we embed JotForm forms to collect service intake information. Data submitted through JotForm is stored on JotForm's platform and is subject to JotForm's Privacy Policy. JotForm is HIPAA-eligible and uses HTTPS encryption.
• Vercel — our website is hosted on Vercel, which processes server requests and may log standard access data (IP address, browser type, pages visited) for security and performance purposes. See Vercel's Privacy Policy.
• Email delivery — inquiries submitted through our contact form are delivered to our team via email service providers. These providers process messages in transit only.

5. Sensitive Information

Some services require us to handle sensitive information including tax identification numbers, financial records, and immigration documents. We take this seriously:

• Sensitive data is collected only through encrypted, HTTPS-secured forms
• Access is restricted to the specific team member handling your case
• We do not share your sensitive documents with third parties except as required to deliver your service (e.g., filing with the IRS, USCIS, or New York State agencies)
• Physical documents provided in-office are stored securely and returned or destroyed upon completion of your case

6. Data Retention

We retain your information for as long as necessary to provide services and meet legal requirements. For tax-related records, the IRS generally requires practitioners to retain records for a minimum of seven (7) years. Business formation and licensing records are retained for the duration of the client relationship and thereafter as required by New York State law.

If you request deletion of your information, we will remove what we are legally permitted to remove and inform you of any records we are required to retain.

7. Your Rights

You have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information (subject to legal retention requirements)
• Withdraw consent to future communications at any time

To exercise any of these rights, contact us at info@advantagenys.com. We will respond within 30 days.

8. Security

Our website is served exclusively over HTTPS. Form submissions are encrypted in transit. Access to client files is limited to authorized staff. While we take reasonable steps to protect your information, no method of transmission over the internet is completely secure. If you have concerns about sharing sensitive information online, please contact us by phone or visit our office.

9. Children's Privacy

Our website and services are not directed at individuals under 13 years of age. We do not knowingly collect personal information from children. If you believe a child has submitted information through our site, please contact us and we will delete it promptly.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the “Last updated” date at the top of this page. Continued use of our website or services after a change constitutes acceptance of the updated policy. We encourage you to review this page periodically.

11. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us: