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Legal

Privacy Policy

Last updated September 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 — the pages you visit, the website or ad that brought you to us, your device and browser type, and your general location, collected through cookies and Google Analytics to keep the site secure, working and useful. See “Cookies and Google Analytics” below.

Cookies and Google Analytics

Our website uses a few cookies — small text files your browser keeps — and similar browser storage.

  • Needed to run the site — our hosting provider sets a cookie that keeps the site secure and working. The site also keeps a short note in your browser so an order confirmation is counted only once.
  • Google Analytics — we use Google Analytics to see how our site is used: which pages are visited and for how long, how visitors found us, the type of device and browser, and a general location such as the city. It also tells us when someone completes an order or a booking step. Google Analytics sets its own cookies (named _ga) to recognize a returning browser. It does not give us your name, email or phone number, and we do not send it what you type into our forms.
  • No advertising cookies — we do not use advertising cookies, and we have not turned on Google Analytics’ advertising features.

Google handles this information under its own privacy policy (policies.google.com/privacy). You can block or delete cookies in your browser settings, or install Google’s opt-out add-on (tools.google.com/dlpage/gaoptout); the site keeps working either way. Browser “Do Not Track” signals do not change how our site works; we do not follow visitors across other websites.

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 TaxDome, our secure client portal; our payment processor; Google Analytics, which measures how our website is used; Calendly, where calls are booked; and our email, website-form 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.