Privacy Policy
Last updated June 2026
CNE Financial and Tax Strategies ("CNE," "we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you share with us. This policy explains what we collect, how we use it, and the choices you have. It applies to this website and to information you provide when you contact us or engage our services.
Information we collect
We collect information you choose to provide and a limited amount of technical data:
- Information you give us — your name, email, phone number, and the details you enter in our contact form, new-client intake questionnaire, or entity-formation order, including information about your business and finances.
- Documents you share — tax, accounting, and identification records you upload to our secure client portal or send to us directly.
- Technical data — standard server and analytics information such as your browser type and pages visited, used to keep the site secure and working.
How we use your information
We use your information to respond to your inquiries, prepare and deliver the tax, accounting, and advisory services you request, process orders and invoices, meet our legal and regulatory obligations, and communicate with you about your engagement. We do not sell your personal information, and we do not share it for advertising purposes.
How we share information
We share information only as needed to serve you: with trusted service providers who help us operate (such as our secure client-portal provider, TaxDome, our payment processor, and email and hosting services), and when required by law, regulation, or to comply with our professional obligations. These providers are bound to protect your information and use it only to perform services for us.
Data security & retention
We use administrative, technical, and physical safeguards designed to protect your information, including encrypted transmission and a secure client portal for sensitive documents. We retain records for as long as needed to provide our services and to meet legal, tax, and regulatory requirements, after which they are securely disposed of.
Your California privacy rights
If you are a California resident, the California Consumer Privacy Act gives you the right to request the personal information we hold about you, to request its deletion, and to not be discriminated against for exercising these rights. Because we do not sell personal information, no opt-out of sale is necessary. To make a request, contact us using the details below.
Contact us
Questions about this policy or your information? Reach us at Info@cnestrategies.com or (949) 822-7004, or write to 946 Calle Amanecer, Suite E, San Clemente, CA 92673.