Privacy Policy

Who we are

Atlantic Assurance & Advisory, PLLC ("we", "us") is a certified public accounting firm at 13885 Hedgewood Dr, Ste 337, Woodbridge, VA 22193. This policy explains what information this website collects, how we use it and the choices you have. It covers atlanticassuranceandadvisory.com, our inquiry form, our booking links and our secure document portal.

Information you give us

Inquiry and proposal form: your name, business name, email, phone number, the service you select and your message. The form is checked by Cloudflare Turnstile to block automated spam, then delivered to our inbox by email through our email provider, Resend. The website itself does not keep a copy in a database.

Booking a consultation or a free call: scheduling runs on Cal.com. When you book, Cal.com collects your name, email, the time you choose and any notes you add. The $199 consultation fee is paid on that booking page and processed by Cal.com and its payment processor; we never see or store your full card number. Their own privacy policies apply to the information they handle.

Secure document portal: files and details you upload are stored in private, access-controlled storage that only authorized firm staff can open. We send email notices about uploads and shared files through Resend.

Please do not send Social Security numbers, account numbers, tax returns or other sensitive records through the inquiry form or booking pages. Once you engage us, we will give you a secure way to share documents.

Information collected automatically

We use Cloudflare Web Analytics to count visits and see which pages are used. It does not use cookies and does not build a profile of you.

Our website and its security services (Cloudflare, including Turnstile) process technical information such as your IP address, browser type and the pages requested, to deliver the site and protect it from abuse.

Your browser stores your light or dark theme choice on your own device. If you install our app, your browser may also keep a copy of some pages for offline use. Neither is sent to us.

The contact page shows a Google Maps view of our office. When it loads, Google may collect information under its own privacy policy.

How we use information

We use the information you give us to answer your inquiry, prepare a proposal, schedule and hold consultations, provide services you engage us for, send related messages and meet our legal and professional obligations. We do not sell personal information, and we do not use it for advertising.

Confidentiality

As licensed CPAs we follow professional confidentiality rules for client information. Once you become a client, your engagement letter sets out how we handle, share and retain your records, and it governs if it differs from this policy. We share information with service providers only as needed to run this website, our email, scheduling and document storage, or when the law or a professional standard requires it.

How long we keep information

We keep inquiry and booking messages only as long as needed to respond and to maintain ordinary business records. Client records are kept for the periods required by law, professional standards and our engagement terms, then securely deleted.

Security

The site is served only over HTTPS, the form rejects unexpected input, and portal files are stored privately with access limited to authorized staff. No method of transmission or storage is completely secure, so please use the secure portal rather than email for sensitive documents.

Your choices

You can ask us what information we hold about you, ask us to correct it, or ask us to delete it where we are not required to keep it. Email [email protected] or call (571) 241-0295. We will respond within a reasonable time.

Children

This website is meant for businesses, organizations and adults. We do not knowingly collect information from children under 13.

Changes to this policy

We may update this policy as our website or services change. The date below shows when it last changed. Last updated: November 10, 2026.