Privacy Policy

Effective Date: August 21, 2026

Affluent Method LLC respects your privacy and is committed to protecting personal information entrusted to us.

This Privacy Policy explains what information Affluent Method may collect, how it may be used, how it may be shared, and how we seek to protect it.

1. INFORMATION WE MAY COLLECT

Depending on the services you request, Affluent Method may collect:

Identity information

Name
Date of birth
Address
Email address
Telephone number
Identification information

Credit-related information

Credit reports
Credit-account information
Account numbers
Payment history
Public-record information
Credit scores
Dispute information
Information relating to creditors and collection agencies

Tax information

Social Security numbers or taxpayer identification numbers
W-2s
1099s
Prior-year tax returns
Income information
Business information
Dependent information
Bank information necessary for tax preparation
Deduction and credit documentation
Other information required to prepare a tax return

Business information

Entity information
EIN information
Revenue information
Expenses
Business financial information
Funding-related information

2. HOW INFORMATION IS COLLECTED

Information may be collected through:

Website forms
Client intake forms
Appointments
Email
Telephone
Text messages
Electronic-signature platforms
Secure document-upload systems
Tax software
Credit-monitoring platforms
Payment processors
Other service providers

3. HOW INFORMATION IS USED

Information may be used to:

Provide requested services
Prepare tax returns
Review credit information
Assist with lawful credit disputes
Communicate with clients
Process payments
Schedule appointments
Maintain client records
Comply with legal obligations
Prevent fraud
Improve services
Respond to client requests

4. SHARING INFORMATION

Affluent Method may share information when reasonably necessary to provide requested services or comply with legal obligations.

Examples may include sharing information with:

Credit-reporting agencies
Tax authorities
Tax software providers
Credit-monitoring providers
Payment processors
Electronic-signature providers
Secure document platforms
Cloud-storage providers
Professional service providers
Government agencies when legally required

Affluent Method does not sell client information for purposes unrelated to providing or supporting requested services.

5. SOCIAL SECURITY NUMBERS AND TAX INFORMATION

Sensitive taxpayer information will be handled in accordance with applicable federal tax, privacy, and information-security requirements.

Clients should not send sensitive tax or identity documents through unsecured communication channels when a secure submission method has been provided.

6. DATA SECURITY

Affluent Method uses reasonable administrative, technical, and physical safeguards designed to protect client information.

However, no electronic transmission or storage system can be guaranteed to be completely secure.

7. DATA RETENTION

Affluent Method may retain records for as long as reasonably necessary to provide services, maintain business records, satisfy legal requirements, resolve disputes, enforce agreements, and meet professional record-retention obligations.

8. COOKIES AND WEBSITE TECHNOLOGIES

The website may use cookies, analytics tools, pixels, or similar technologies to operate the website, understand website traffic, improve user experience, and support marketing activities.

Third-party providers may have separate privacy practices.

9. CHILDREN

Affluent Method's website and services are not intended to collect personal information from children under 13 without appropriate authorization.

10. YOUR PRIVACY RIGHTS

Depending on applicable law, you may have rights concerning your personal information.

Requests may be submitted to:

Affluent Method LLC
affluentmethod@gmail.com

11. POLICY UPDATES

Affluent Method may update this Privacy Policy periodically.

The effective date will be updated when material changes are made.

​Privacy Policy

Privacy Policy