Privacy Policy
Last updated: June 24, 2026
Pathfinding Consultants ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and your rights regarding that information when you visit pathfindingconsultants.com (the "Site") or use our services.
Information We Collect
We collect information you provide directly to us, including when you:
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Fill out a contact form or request a consultation
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Book a call or appointment through our scheduling tools
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Create or use an account in our client portal
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Communicate with us by email, phone, or other means
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Engage our bookkeeping, tax, or business consulting services
This information may include your name, email address, phone number, business information, and any financial or tax-related documents you choose to share with us in the course of receiving our services.
We also automatically collect certain technical information when you visit the Site, such as your IP address, browser type, device information, and pages viewed, through cookies and similar technologies.
How We Use Your Information
We use the information we collect to:
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Provide, maintain, and improve our services
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Respond to your inquiries and schedule consultations
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Communicate with you about your account or services
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Send you information, updates, or marketing communications (which you may opt out of at any time)
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Comply with legal and regulatory obligations
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Operate and improve our website
How We Share Your Information
We do not sell your personal information. We may share your information only:
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With trusted third-party service providers who help us operate our business and website (such as scheduling, client portal, and payment processors), under confidentiality obligations
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When required by law, regulation, legal process, or governmental request
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To protect the rights, property, or safety of Pathfinding Consultants, our clients, or others
Third-Party Links
Our Site may contain links to third-party websites, including affiliate links to products and services we recommend. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any third-party sites you visit. Please also see our Affiliate Disclosure for more information about our affiliate relationships.
Cookies and Tracking Technologies
We use cookies and similar technologies to operate the Site, understand how visitors use it, and improve your experience. Most web browsers allow you to control or disable cookies through their settings. Disabling cookies may affect certain features of the Site.
Data Retention and Security
We retain personal information only as long as necessary to provide our services, comply with our legal obligations, resolve disputes, and enforce our agreements. We protect the information we hold using commercially reasonable safeguards designed to prevent loss, theft, and unauthorized access, use, or disclosure. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.
Your Privacy Rights
Depending on your state of residence, you may have rights regarding your personal information, including the right to:
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Request access to the personal information we hold about you
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Request correction or deletion of your personal information
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Opt out of marketing communications
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Opt out of the "sale" or "sharing" of personal information (we do not sell personal information)
California Residents: If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the CPRA, provides you with specific rights regarding your personal information, including the rights described above. We do not sell your personal information. To exercise any of these rights, please contact us using the information below.
Children's Privacy
Our Site and services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us so we can delete it.
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 "Last updated" date. We encourage you to review this policy periodically.
Contact Us
If you have any questions about this Privacy Policy or how we handle your information, please contact us at:
Pathfinding Consultants
8317 Painter Ave # 4, Whittier, CA 90602
pathfindingconsultants@gmail.com
(949) 620-1036