Effective Date: January 1, 2025  ·  Last Updated: January 1, 2025

Pronto Advisors LLC (“Pronto Advisors,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at prontoadvisors.com or engage our services.

1. Information We Collect

• Contact information: name, email address, phone number, and mailing address.
• Financial and tax information: documents, records, or data you provide to us in connection with our accounting, tax, payroll, or business formation services.
• Business information: entity type, industry, EIN, and related business details.
• Usage data: IP address, browser type, pages visited, and referral URLs collected automatically when you use our website.
• Communications: emails, messages, or other correspondence you send us.

2. How We Use Your Information

• Provide, operate, and improve our accounting, tax advisory, payroll, and business formation services.
• Respond to your inquiries and fulfill your service requests.
• Send you administrative notices, service updates, and relevant communications.
• Comply with applicable laws, regulations, and professional obligations (including IRS requirements and state tax authorities).
• Prevent fraud, protect the security of our systems, and enforce our agreements.

3. How We Share Your Information

We do not sell, rent, or trade your personal information. We may share your information with:

• Service providers who assist us in operating our business (e.g., cloud storage, payroll software, document management), subject to confidentiality obligations.
• Government agencies and tax authorities as required by law or as necessary to perform services on your behalf.
• Legal and regulatory bodies when required by a valid legal process, court order, or to protect our rights.
• Business transfers: in connection with a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

4. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Policy, provide our services, and comply with legal, tax, and regulatory obligations. Tax and financial records may be retained for up to seven (7) years or longer as required by applicable law.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information against unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

6. Your Rights

Depending on your jurisdiction, you may have the right to access, correct, or request deletion of your personal information. To exercise any of these rights, please contact us at privacy@prontoadvisors.com. We will respond within 30 days.

7. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance your experience and analyze site traffic. You can control cookie settings through your browser; however, disabling cookies may affect certain functionality.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites and encourage you to review their respective privacy policies.

9. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will post the revised policy on our website with an updated effective date. Your continued use of our services after such changes constitutes your acceptance of the updated policy.

11. Contact Us

• Email: privacy@prontoadvisors.com
• Website: prontoadvisors.com
• Mailing Address: Pronto Advisors LLC, United States

Effective Date: January 1, 2025  ·  Last Updated: January 1, 2025

Please read these Terms and Conditions (“Terms”) carefully before using the website or services provided by Pronto Advisors LLC (“Pronto Advisors,” “we,” “us,” or “our”). By accessing our website or engaging our services, you agree to be bound by these Terms.

1. Services Provided

Pronto Advisors provides accounting, tax advisory, payroll, and business formation services to individuals and businesses. The scope, fees, and deliverables for each engagement are set forth in a separate service agreement or engagement letter signed by both parties.

2. Not Legal Advice

The information provided on our website and in our general communications is for informational purposes only and does not constitute legal, financial, or investment advice. Pronto Advisors is not a law firm. For legal matters, please consult a licensed attorney.

3. Client Responsibilities

• Provide accurate, complete, and timely information required to perform the services.
• Notify us promptly of any changes to your financial or business circumstances that may affect our work.
• Review all deliverables (including tax returns and filings) before submission and inform us of any errors or omissions.
• Pay all fees in accordance with the terms of your engagement agreement.

4. Fees and Payment

Service fees are outlined in your individual engagement agreement. Unless otherwise stated, invoices are due within 30 days of issuance. Late payments may be subject to a 1.5% monthly finance charge. We reserve the right to suspend services on accounts with outstanding balances.

5. Confidentiality

We treat all client information as strictly confidential and will not disclose it to third parties except as required by law, as necessary to perform our services, or with your explicit written consent. This obligation survives the termination of any service agreement.

6. Intellectual Property

All content on the Pronto Advisors website, including text, graphics, logos, and software, is the property of Pronto Advisors LLC and is protected by applicable copyright and trademark laws. You may not reproduce, distribute, or create derivative works without our prior written permission.

7. Limitation of Liability

To the maximum extent permitted by applicable law, Pronto Advisors shall not be liable for any indirect, incidental, consequential, or punitive damages arising out of or related to our services or your use of our website. Our total liability to you in connection with any services shall not exceed the fees paid by you to Pronto Advisors in the three (3) months preceding the claim.

8. Disclaimer of Warranties

Our website and general informational content are provided on an “as is” and “as available” basis without warranties of any kind, express or implied. We do not warrant that our website will be uninterrupted, error-free, or free of viruses or other harmful components.

9. IRS Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, any U.S. federal tax advice contained in this communication (including any attachments) is not intended to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

10. Termination

Either party may terminate a service engagement upon written notice. Upon termination, you remain responsible for all fees incurred through the termination date. We will return any original documents you have provided within 30 days of written request.

11. Governing Law

These Terms are governed by and construed in accordance with the laws of the United States and the state in which Pronto Advisors operates, without regard to conflict of law principles. Any disputes shall be resolved in the appropriate courts of that jurisdiction.

12. Dispute Resolution

Before initiating any formal legal proceeding, both parties agree to attempt to resolve any dispute through good-faith negotiation. If a resolution cannot be reached within 30 days, disputes may be submitted to binding arbitration in accordance with the rules of the American Arbitration Association.

13. Modifications to These Terms

We reserve the right to update these Terms at any time. Updated Terms will be posted to our website with a revised effective date. Your continued use of our services constitutes acceptance of the updated Terms.

14. Contact Us

• Email: hello@prontoadvisors.com
• Website: prontoadvisors.com