Privacy Policy

Effective Date: September 10, 2026

Steve Tonkin and Company  (“we,” “us,” or “our”) respects your privacy and the confidentiality of information shared with us.

This Privacy Policy explains how we may collect, use, and handle information when you visit [Website URL], contact us, or interact with our business.

1. Information We May Collect

We may collect information that you choose to provide, such as:

  • Name
  • Email address
  • Telephone number
  • Business or company name
  • Information submitted through website forms
  • Information provided when scheduling a meeting
  • Communications sent to us
  • Information related to an inquiry about our services

If you become a client, we may also receive financial, accounting, payroll, banking, operational, or other business information related to the services you request.

2. Information Collected Through the Website

When you visit our website, certain technical information may be collected automatically, such as:

  • IP address
  • Browser or device information
  • Pages visited
  • Date and time of visits
  • Referring website or search engine

This information may be collected through standard website technologies such as cookies, server logs, or similar tools.

3. How We May Use Information

We may use information we collect to:

  • Respond to questions and inquiries
  • Communicate with prospective and existing clients
  • Schedule meetings
  • Provide requested accounting, bookkeeping, reporting, advisory, or business support services
  • Manage client and business relationships
  • Operate and improve our website
  • Maintain business records
  • Support the general operation of our business
  • Meet applicable legal or contractual requirements

4. Artificial Intelligence and Technology-Assisted Tools

We may use artificial intelligence (“AI”) and other technology-assisted tools to support administrative, analytical, documentation, research, communication, and workflow activities.

These technologies are used to assist our work and do not replace our responsibility for the services we provide or the judgment we apply in serving our clients.

Our use of AI and other technology may vary depending on the nature of the task, the information involved, and the capabilities of the technology.

We consider confidentiality, privacy, and data security when using technology in connection with our business.

Our use of AI-assisted technology may change over time as technology and business practices evolve.

5. Third-Party Services

We may use third-party services and technology to operate our website, communicate with clients and prospective clients, and support our business operations.

Information may be processed by these providers as necessary to provide those services. Their handling of information is subject to their own privacy policies and terms.

6. Cookies

Our website may use cookies or similar technologies to support website functionality and understand how visitors use the site.

Most web browsers allow you to control or disable cookies through your browser settings.

7. Information Security

We recognize the importance of protecting personal and confidential information and use technology and business practices intended to support the security of information we receive and maintain.

No method of electronic communication or storage can be guaranteed to be completely secure.

8. Retention and Privacy Requests

We may retain information for as long as reasonably appropriate for the purpose for which it was collected or as needed for business, contractual, legal, or recordkeeping purposes.

Depending on applicable law and the circumstances, you may be able to request access to, correction of, or deletion of certain personal information associated with you.

Some information may need to be retained for legal, contractual, recordkeeping, or business purposes.

Privacy-related questions or requests may be submitted using the contact information below.

9. Client Information

Information provided as part of a client relationship may include confidential financial, accounting, operational, payroll, or business information.

The handling of client information may also be governed by our engagement agreements, other contractual obligations, and applicable law.

Nothing in this Privacy Policy is intended to change any confidentiality obligation specifically established in a written client agreement.

10. Third-Party Links, Policy Changes, and Contact Information

Our website may contain links to websites or services operated by third parties. We are not responsible for the privacy or security practices of those third-party websites.

We may update this Privacy Policy from time to time to reflect changes in our website, technology, business practices, or applicable requirements. The effective date shown at the top of this policy may be updated when changes are made.

If you have questions about this Privacy Policy, please contact:

Steve Tonkin and Company
3333 S. Wadsworth Blvd. Ste D-110
Lakewood, Colorado 80227

Email Address:
Steve@stevetonkin.com

Telephone number:
720-515-1177

Website:
www.stevetonkin.com