Privacy Policy

1. Introduction

Fidelis Advisory Services ("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, including our tax advisory, lending advisory, and tax relief services.

2. Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us, including but not limited to:

• Name, address, email address, and phone number
• Social Security Number (for credit applications and tax services)
• Financial information (income, assets, debts, tax records)
• Employment information
• Date of birth and other identifying information

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device, including:

• IP address and browser type
• Operating system and device information
• Pages visited and time spent on pages
• Referring website addresses

3. How We Use Your Information

We use the information we collect to:

• Provide, operate, and maintain our services
• Process your applications for tax services, lending, or tax relief
• Conduct credit checks and financial assessments (with your consent)
• Communicate with you about our services
• Send you updates, marketing communications, and promotional materials
• Improve our website and services
• Comply with legal obligations and prevent fraud

4. Credit Reporting and Pre-Qualification

When you submit a pre-qualification application, you authorize us to obtain a "soft pull" credit report from consumer reporting agencies such as Equifax, Experian, or TransUnion. This soft inquiry will not affect your credit score. If you proceed with a formal application for credit, we will obtain a separate "hard inquiry" credit report, which may impact your credit score.

We maintain records of your consent and permissible purpose for obtaining credit reports in accordance with the Fair Credit Reporting Act (FCRA).

5. Information Sharing and Disclosure

We may share your information with:

• Service Providers: Third-party vendors who perform services on our behalf (credit bureaus, payment processors, etc.)
• Lending Partners: Financial institutions and lenders when you apply for lending services
• Tax Authorities: Government agencies as required for tax preparation and resolution services
• Legal Requirements: When required by law, court order, or legal process
• Business Transfers: In connection with a merger, acquisition, or sale of assets

We do not sell your personal information to third parties for their marketing purposes.

6. Data Security

We implement appropriate technical and organizational security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

7. Your Rights and Choices

You have the right to:

• Access and review the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information (subject to legal obligations)
• Opt-out of marketing communications
• Dispute credit report information under the FCRA

To exercise these rights, please contact us at info@fidelis-adv.com or (888) 210-8450.

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. You can control cookies through your browser settings, but disabling cookies may limit your ability to use certain features of our website.

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you believe we have collected information from a child, please contact us immediately.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

11. Contact Us

If you have questions or concerns about this Privacy Policy, please contact us: