Gallagher Tax & Advisory

Privacy Policy & Terms

Privacy Policy

This page describes how Gallagher Tax & Advisory handles information submitted through this website. It is intended as a general summary and should be read together with any privacy notice provided as part of a professional engagement.

Information You Provide

The contact form asks for your name, company name, email address, phone number, industry, and the service you would like to discuss. If you contact the firm directly, the firm will receive the information you choose to include in that communication.

Please do not send Social Security numbers, account credentials, payment-card details, tax documents, or other sensitive financial information through this website’s contact form. The form is for initial inquiries, not for transferring client documents.

How Information Is Used

Information submitted through the form is used to respond to your inquiry, understand the services you are asking about, and communicate with you. Information related to a professional engagement may also be used and retained to provide services, meet legal or professional obligations, and maintain appropriate business records.

Service Providers and Disclosure

The contact form uses FormSubmit to transmit inquiries to the firm’s email inbox. FormSubmit processes the information needed to provide that delivery service under its own terms and privacy practices. Website hosting and other service providers may also process basic technical information necessary to deliver or secure the website.

For clients, nonpublic personal information obtained in the course of professional services is treated as confidential. The firm does not disclose such information except with authorization or as permitted or required by law, including limited disclosures to service providers who need the information to assist in providing services.

Security and Retention

The firm uses reasonable safeguards intended to protect information. No website or electronic transmission can be guaranteed completely secure. Information may be retained as needed to respond to an inquiry, provide professional services, maintain business records, and meet legal or professional obligations.

External Services and Links

This site loads some resources, such as web fonts, from third parties and may link to external websites. Those providers may receive technical information from your browser when their resources are requested. Their services and privacy practices are governed by their own policies.

Questions About Privacy

For privacy questions or requests concerning information you submitted through this site, contact sam@gallagheraccounting.com.

Website Terms

By using this website, you agree to use it lawfully and not to interfere with its operation or security. Website content is provided for general information and does not constitute individualized accounting, tax, legal, or financial advice. Use of this website or submission of an inquiry does not create an accountant-client relationship.

Unless otherwise stated, website text, branding, and materials are owned by Gallagher Tax & Advisory or used with permission. You may not reproduce or distribute them for commercial purposes without prior permission. Third-party names, services, and linked sites remain the property and responsibility of their respective owners.

This website and its content are provided on an “as is” and “as available” basis. To the extent permitted by law, Gallagher Tax & Advisory disclaims warranties related to the website and is not liable for loss arising from use of, inability to use, or reliance on the website. Nothing in these terms limits rights that cannot legally be excluded.

Changes to This Page

The firm may update this page as its website, practices, or applicable requirements change. The current version will be posted here. Contact the firm with questions about how a change applies to your information or use of the website.