Privacy Policy
Effective date: September 1, 2026
Highpoint Advisory Services Inc. (“Highpoint,” “we,” “us,” or “our”) is a certified public accounting and advisory firm based in Schaumburg, Illinois. This policy explains what information we collect through highpointadvisoryservices.com (the “Site”), how we use it, and the choices you have. It applies to information collected through the Site. Information you give us as a client of the firm is also governed by your engagement letter and by the professional confidentiality obligations described below.
Information we collect
Information you give us. When you complete a form on the Site, request a consultation, download a resource, or email or call us, we collect the information you provide. This usually includes your name, business name, email address, telephone number, and whatever you choose to tell us about your business and what you need help with.
Information collected automatically. When you visit the Site, our hosting provider and analytics tools collect standard technical information, including your IP address, browser type, device type, operating system, referring page, the pages you view, and the dates and times of your visits. This information is collected through cookies and similar technologies.
Information we do not collect through the Site. Please do not send tax returns, financial statements, payroll records, Social Security numbers, bank or account numbers, or other sensitive documents through the Site forms or by ordinary email. If we need those materials, we will send you a secure method for delivering them.
How we use your information
We use the information described above to:
- Respond to your inquiry and schedule a consultation
- Provide, administer and improve our accounting, tax and advisory services
- Send resources, guides or updates you have requested
- Understand how the Site is used and improve its content and performance
- Maintain the security of the Site and our systems
- Meet our legal, regulatory and professional obligations
We do not sell your personal information. We do not rent or trade your contact information to third parties for their own marketing purposes.
Cookies and analytics
The Site uses cookies and similar technologies to remember your preferences and to measure how visitors use the Site. We use Google Analytics for this purpose, which sets cookies and processes information about your visit. We may also use advertising and measurement tools provided by Meta Platforms, Inc. These providers process the information they collect under their own privacy policies.
Most browsers allow you to refuse or delete cookies through their settings. If you disable cookies, parts of the Site may not function as intended. The Site does not currently respond to browser Do Not Track signals.
How we share information
We share personal information only in these circumstances:
- Service providers. Vendors that host the Site, deliver email, process forms, schedule appointments, prepare or file returns, or provide practice management and document exchange software, acting on our instructions.
- Professional advisors. Attorneys, insurance brokers, bankers or other advisors, only where you have asked us to work with them or have otherwise authorized the disclosure.
- Legal requirements. Where disclosure is required by law, court order, subpoena, or the rules of a regulatory or professional body having authority over us.
- Business transfer. In connection with a merger, sale or transfer of all or part of the firm, subject to the confidentiality obligations that apply to client information.
Confidentiality of client information
As an Illinois-licensed certified public accounting firm, Highpoint is subject to professional standards governing the confidentiality of client information, including the Illinois Public Accounting Act and the American Institute of Certified Public Accountants Code of Professional Conduct. Tax return information is further protected under Section 7216 of the Internal Revenue Code, which restricts the disclosure or use of that information without your written consent, subject to limited exceptions permitted by law. These obligations apply in addition to this policy and, where they are more protective, they control.
How we protect information
We maintain administrative, technical and physical safeguards designed to protect personal information against unauthorized access, use or disclosure, including access controls, encrypted transmission of client documents, and a written information security program appropriate to the size of the firm and the sensitivity of the information we hold. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
If a breach of the security of personal information occurs, we will provide notice as required by the Illinois Personal Information Protection Act, 815 ILCS 530, and any other applicable law.
How long we keep information
We keep personal information for as long as needed for the purpose it was collected, and afterward for the period required by our professional, tax and legal record retention obligations. Inquiry information from visitors who do not become clients is retained for a reasonable period and then deleted.
Your choices and rights
You can ask us to correct or delete the contact information we hold about you, and you can unsubscribe from our emails at any time using the link in the message or by contacting us. Requests to delete information are subject to the record retention requirements described above.
Depending on where you live, you may have additional rights over your personal information, including the right to know what we collect, the right to request deletion, and the right not to be discriminated against for exercising those rights. To make a request, contact us using the details below. We will verify your request before acting on it.
Children
The Site is intended for business users. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, contact us and we will delete it.
Third party links
The Site links to other websites, including social media platforms and software providers. We are not responsible for the privacy practices or content of those sites. Review their policies before providing information to them.
Changes to this policy
We may update this policy from time to time. The effective date at the top of the page shows when it was last revised. Material changes will be posted on this page.
Contact us
Questions about these terms:
Highpoint Advisory Services Inc.
Schaumburg, Illinois