Privacy Policy

Effective Date: September 14, 2026
Last Updated: September 14, 2026

Shepard Consultants LLP (“Shepard Consultants,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, disclose, store, and protect information when you visit www.shepardconsultants.com, communicate with us, submit information through our website, subscribe to our communications, or otherwise interact with our services.

By using our website or providing information to us, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

We may collect information that you voluntarily provide to us, including:

• Name;

• Email address;

• Telephone number;

• Business or company name;

• Job title or role;

• Mailing or business address;

• Information submitted through contact, consultation, intake, assessment, or inquiry forms;

• Information you provide when subscribing to newsletters, resources, or marketing communications;

• Information concerning your business, finances, accounting, tax, payroll, operations, or other matters when you inquire about or receive our services;

• Payment and billing information;

• Documents or files you voluntarily provide to us; and

• Communications and correspondence between you and Shepard Consultants.

Depending upon the services you request, we may receive sensitive financial, tax, payroll, business, employee, or personally identifiable information. Information collected in connection with an established professional engagement may also be governed by the applicable engagement letter, service agreement, and applicable professional or legal requirements.

2. Information Collected Automatically

When you visit our website, certain information may be collected automatically through cookies and similar technologies. This information may include:

• Internet Protocol (IP) address;

• Browser type;

• Device type;

• Operating system;

• Referring website;

• Pages viewed;

• Date and time of visits;

• Approximate geographic location;

• Website interactions; and

• Other usage and technical information.

We may use analytics and similar technologies to understand how visitors use our website and to improve its functionality and performance.

3. Cookies and Similar Technologies

Our website may use cookies, pixels, analytics tools, and similar technologies to operate the website, remember preferences, analyze website traffic, measure marketing effectiveness, and improve the user experience.

Some cookies may be provided by third-party service providers.

You may be able to disable or restrict cookies through your browser settings. Doing so may affect certain features or functionality of the website.

Where required by applicable law, we will obtain consent before using non-essential cookies or similar tracking technologies.

4. How We Use Information

We may use information we collect to:

• Respond to inquiries and consultation requests;

• Determine whether our services may be appropriate for a prospective client;

• Provide consulting, accounting, bookkeeping, payroll, tax, valuation, financial analysis, CFO, business planning, AI optimization, or other professional services;

• Establish and administer client relationships;

• Process payments and maintain billing records;

• Communicate regarding services, appointments, projects, or accounts;

• Provide requested resources, newsletters, updates, and educational content;

• Market our services where permitted by law;

• Improve our website, services, operations, and customer experience;

• Maintain security and prevent fraud or misuse;

• Maintain business and professional records;

• Comply with applicable laws, regulations, professional obligations, court orders, or governmental requests; and

• Protect the rights, property, security, and legitimate interests of Shepard Consultants, our clients, and others.

5. Financial, Tax, and Client Information

Because Shepard Consultants provides professional business and financial services, clients and prospective clients may provide confidential financial, accounting, tax, payroll, employee, or business information.

We take reasonable administrative, technical, and organizational measures designed to safeguard such information.

Submitting information through a general website contact form does not, by itself, establish a client relationship. When you formally engage Shepard Consultants, additional terms concerning confidentiality, data handling, document retention, and the scope of our professional responsibilities may be contained in your engagement letter or service agreement.

6. How We Share Information

We do not sell your personal information in the ordinary meaning of the term.

We may disclose information to third parties when reasonably necessary to operate our business or provide our services, including:

• Website hosting and technology providers;

• Cloud storage providers;

• Accounting, bookkeeping, payroll, tax, and financial software providers;

• Customer relationship management providers;

• Scheduling providers;

• Email and communications providers;

• Payment processors;

• Analytics providers;

• Professional advisers;

• Contractors or service providers assisting Shepard Consultants; and

• Governmental, regulatory, judicial, or law-enforcement authorities when required or permitted by law.

These third parties may process information according to their own privacy policies and contractual obligations.

We may also disclose information in connection with a merger, acquisition, reorganization, sale of assets, financing, or similar business transaction.

7. Artificial Intelligence and Technology Tools

Shepard Consultants may use artificial intelligence, automation, data analysis, or other technology-assisted tools in connection with internal operations or the delivery of certain services.

Where appropriate, we seek to use such tools in a manner consistent with our confidentiality obligations and applicable law. The specific use of artificial intelligence or third-party technology in a client engagement may also be governed by the applicable engagement letter or service agreement.

8. Payment Information

If you purchase services through our website or another electronic platform, payment information may be collected and processed by a third-party payment processor.

Shepard Consultants may not directly receive or store complete payment-card information when payment processing is handled by a third-party provider. Your use of a third-party payment service may also be subject to that provider's terms and privacy policy.

9. Email and Marketing Communications

If you subscribe to our mailing list, request a resource, or otherwise consent to receive marketing communications, we may send you information concerning Shepard Consultants, educational resources, business insights, services, and offers.

You may unsubscribe from marketing emails by using the unsubscribe mechanism included in the communication.

Even if you unsubscribe from marketing communications, we may continue to send non-promotional communications necessary to administer an existing client relationship, transaction, or service.

10. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no internet transmission, electronic storage system, or security procedure can be guaranteed to be completely secure. Accordingly, we cannot guarantee the absolute security of information transmitted to or maintained by us.

Please do not transmit highly sensitive financial, tax, identification, or authentication information through ordinary email or general website contact forms unless we specifically instruct you to do so.

11. Data Retention

We may retain personal and business information for as long as reasonably necessary to:

• Provide services;

• Maintain business and professional records;

• Satisfy legal, tax, accounting, contractual, or regulatory requirements;

• Resolve disputes;

• Enforce agreements; and

• Protect legitimate business interests.

Retention periods may vary according to the type of information and the services involved.

12. Third-Party Websites and Services

Our website may contain links to websites, platforms, applications, or services operated by third parties.

Shepard Consultants does not control and is not responsible for the privacy practices, security, content, or policies of third-party websites or services. You should review the privacy policies of third parties before providing information to them.

13. Your Privacy Choices and Rights

Depending upon where you reside, applicable law may provide certain rights regarding your personal information, which may include the right to request access, correction, deletion, or information concerning certain uses or disclosures of your personal information.

You may also:

• Unsubscribe from marketing emails;

• Adjust cookie settings through your browser or available website controls; and

• Contact us regarding questions or requests concerning your information.

Certain information may be exempt from privacy requests when retention or processing is required by law, professional standards, contractual obligations, or legitimate business purposes.

14. Children's Privacy

Our website and services are intended for businesses and adults and are not directed to children under the age of 13.

We do not knowingly collect personal information directly from children under 13 through our website. If we become aware that such information has been collected without appropriate authorization, we may take reasonable steps to delete it.

15. United States Operations

Shepard Consultants is based in the United States. Information provided to us may be processed and stored in the United States or in other jurisdictions in which our service providers operate.

If you access our website from outside the United States, your information may be transferred to jurisdictions with privacy laws that differ from those applicable in your location.

16. Changes to This Privacy Policy

We may modify this Privacy Policy periodically to reflect changes in our practices, services, technology, or legal requirements.

When changes are made, we will update the “Last Updated” date displayed above. Your continued use of the website after an updated Privacy Policy becomes effective constitutes acknowledgment of the revised policy to the extent permitted by law.

17. Contact Us

Questions, concerns, or privacy requests concerning this Privacy Policy or Shepard Consultants' privacy practices may be submitted through the contact information provided on our website.

Shepard Consultants LLP
Atlanta, Georgia, United States
Website: www.shepardconsultants.com