Effective Date: November 12, 2026

RVG & Company, LLC ("RVG," "we," "our," or "us") respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, communicate with our firm, or engage our services.

By using our website, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

We may collect the following types of information:

Personal Information

• Name

• Email address

• Phone number

• Mailing address

• Business name and professional information

• Any information you voluntarily provide through contact forms, inquiries, or other communications

Financial and Tax Information

When you engage our accounting, tax, or advisory services, we may collect sensitive financial and business information necessary to perform our services, including:

• Tax returns and related tax documents

• Financial statements and accounting records

• Income, expenses, and other financial information

• Banking and financial account information

• Business ownership and organizational information

• Other records and documents necessary to fulfill our professional engagements

Technical and Usage Information

When you visit our website, certain information may be collected automatically, including:

• IP address

• Browser type and operating system

• Device information

• Pages visited and time spent on our website

• Referring website addresses

• General website usage and interaction data

2. How We Use Your Information

We collect and use information for legitimate business and professional purposes, including to:

• Respond to inquiries and communicate with prospective and existing clients.

• Provide accounting, tax, and advisory services.

• Prepare tax returns, financial statements, and other professional deliverables.

• Manage client engagements, billing, and payments.

• Process and maintain client records and documentation.

• Provide access to secure client portals and document-sharing platforms.

• Improve our website, services, and user experience.

• Send relevant business communications and updates where permitted.

• Comply with applicable legal, regulatory, and professional obligations.

• Protect our firm, clients, and website against fraud, unauthorized access, and other security risks.

3. How We Share Your Information

We do not sell your personal information.

We may share information in the following circumstances:

Service Providers

We may share information with trusted third-party providers who assist us in operating our business and delivering our services. These may include:

• Secure document-sharing and client portal providers, including Citrix ShareFile.

• Payment processing and billing providers.

• Cloud-based storage and software providers.

• Technology, IT, and cybersecurity providers.

• Professional service providers who assist with our operations.

These providers may access information only as necessary to perform their services, subject to applicable confidentiality and security requirements.

Professional Services

When necessary to fulfill an engagement, we may share relevant information with third-party service providers or subcontractors who assist us in delivering professional services or supporting our firm.

Legal and Regulatory Requirements

We may disclose information when required by applicable law, regulation, court order, subpoena, or other legal process, or when necessary to protect our legal rights and interests.

With Your Authorization

We may share information with other professionals, financial institutions, or third parties when you authorize us to do so or when disclosure is otherwise permitted by applicable law.

We handle tax return information in accordance with applicable federal and state confidentiality requirements, including restrictions on the use and disclosure of tax return information where applicable.

4. Confidentiality of Financial and Tax Information

We understand that the information shared with an accounting and advisory firm is often highly sensitive.

We treat client financial, tax, and business information as confidential and take reasonable measures to protect it from unauthorized access, use, or disclosure.

Our firm may use electronic communication, cloud-based storage, and secure online platforms to transmit and manage client information. We employ measures designed to maintain the security of this information in accordance with applicable laws, regulations, and professional standards.

We utilize Citrix ShareFile as a secure client portal for sharing documents, engagement information, and deliverables.

While we take reasonable precautions to protect your information, no electronic communication or storage system can be guaranteed to be completely secure.

5. Cookies and Website Tracking

Our website may use cookies and similar tracking technologies to improve website functionality, understand visitor behavior, and analyze website performance.

Cookies are small data files stored on your device when you visit a website. They may help us:

• Understand how visitors use our website.

• Improve website navigation and functionality.

• Analyze website traffic and performance.

• Remember certain website preferences.

You may be able to manage or disable cookies through your browser settings. Please note that disabling certain cookies may affect website functionality.

Our website may also use third-party analytics or tracking tools. These providers may collect information about your interactions with our website in accordance with their own privacy policies.

6. Data Retention

We retain personal and client information for as long as reasonably necessary to fulfill the purposes for which it was collected, provide our services, maintain business records, and comply with applicable legal, regulatory, and professional requirements.

Client records and workpapers are maintained in accordance with our firm's record retention policies and applicable requirements.

Our professional workpaper files are generally retained for seven years, after which they are destroyed in accordance with our record retention policy, subject to applicable requirements and circumstances.

We may retain certain information for longer periods when required by law or necessary to resolve disputes, enforce agreements, or protect our legal interests.

7. Data Security

We implement reasonable administrative, technical, and organizational safeguards designed to protect personal and confidential information against unauthorized access, disclosure, alteration, or destruction.

These safeguards may include secure client portals, access controls, electronic security measures, and the use of service providers with established security procedures.

However, no method of electronic transmission or storage is entirely secure. We cannot guarantee the absolute security of information transmitted over the Internet or stored electronically.

8. Your Privacy Rights and Choices

Depending on your location and applicable law, you may have certain rights regarding your personal information, including the right to:

• Request access to personal information we maintain about you.

• Request correction of inaccurate personal information.

• Request deletion of certain personal information, subject to applicable legal and professional recordkeeping obligations.

• Opt out of certain marketing communications.

• Exercise other privacy rights available under applicable law.

Requests may be subject to verification and applicable legal exceptions. Certain client records, financial information, and tax documents may be subject to professional, regulatory, or legal retention requirements and therefore may not be eligible for deletion.

To submit a privacy-related request, please contact us using the information provided below.

9. Third-Party Websites and Services

Our website may contain links to third-party websites, platforms, or services. These websites operate independently of RVG & Company, LLC and have their own privacy policies and practices.

We are not responsible for the privacy practices, content, or security of third-party websites. We encourage you to review their privacy policies before providing personal information.

10. Children's Privacy

Our website and professional services are intended for businesses and adults. We do not knowingly collect personal information directly from children under the age of 13 through our website.

If we become aware that personal information has been collected from a child under 13 without appropriate consent, we will take reasonable steps to address the information in accordance with applicable law.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business practices, website functionality, technology, or applicable legal and regulatory requirements.

Any updates will be posted on this page with a revised effective date. We encourage you to review this Privacy Policy periodically.

12. Contact Us

If you have questions about this Privacy Policy or how we collect, use, or protect your information, please contact us:

RVG & Company, LLC

Fort Lauderdale, Florida

Website: tessura.com

Email: customerservice@tessura.cpa

Phone: (954) 233-1767