Privacy Policy
Last Updated: January 22, 2026
Candela Advisors ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.
1. Information We Collect
We collect information that you provide directly to us, including:
- Personal Information: Name, email address, phone number, mailing address
- Financial Information: Tax documents, income information, business financial data
- Communication Data: Information you provide when contacting us or requesting services
- Technical Data: IP address, browser type, device information, and usage data
2. How We Use Your Information
We use the information we collect to:
- Provide tax planning and preparation services
- Communicate with you about our services
- Respond to your inquiries and requests
- Send administrative information and updates
- Comply with legal and regulatory requirements
- Improve our website and services
- Protect against fraud and unauthorized access
3. Information Sharing and Disclosure
We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:
- With Your Consent: When you explicitly authorize us to share information
- Service Providers: With trusted third-party vendors who assist in operating our business (e.g., cloud storage, payment processors)
- Legal Requirements: When required by law, court order, or government regulation
- Tax Authorities: As necessary to file tax returns and comply with tax regulations
- Professional Advisors: With attorneys, accountants, or other professional advisors as needed
4. Data Security
We implement appropriate technical and organizational security measures to protect your personal information, including:
- Encryption of sensitive data in transit and at rest
- Secure file transfer protocols
- Regular security assessments and updates
- Restricted access to personal information
- Employee training on data protection
However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
5. Data Retention
We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Tax-related documents are typically retained for a minimum of seven years in accordance with IRS regulations.
6. Your Rights and Choices
You have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate or incomplete information
- Request deletion of your information (subject to legal retention requirements)
- Opt-out of marketing communications
- Object to certain processing of your information
7. Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to enhance user experience and analyze website traffic. You can control cookie preferences through your browser settings.
8. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.
9. Children's Privacy
Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The updated version will be indicated by an updated "Last Updated" date. We encourage you to review this Privacy Policy periodically.
11. Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, please contact us:
Candela Advisors
3950 Sunforest Ct, STE 213
Toledo, OH 43623
Phone: 419-558-5671
Email: randall@candelaadvisors.com
12. Compliance with Professional Standards
As tax professionals, we adhere to the confidentiality requirements established by the IRS and professional accounting standards. Your tax information is protected under federal law and professional ethical guidelines.