Privacy Policy

Effective Date: December 29th, 2025

At Zander Gray, we take your financial privacy seriously. This Privacy Policy describes how we collect, use, and protect your personal and business information when you use our website and advisory services.

1. Information We Collect

To provide entity formation, tax strategy, and bookkeeping services, we collect the following:

Personal Identifiers: Name, email address, phone number, and Social Security Number (SSN) for tax filing and entity formation purposes.
Business Information: Business name, Employer Identification Number (EIN), and industry details.
Financial Data: Bank transaction history, expense records, and payroll data (collected via bank-syncing or manual upload).
Government Documents: Articles of Organization, Operating Agreements, and previous tax returns.

2. How We Use Your Information

We use your data strictly for the following business purposes:

Executing entity formations with state agencies.
Developing and implementing tax-saving strategies.
Managing your bookkeeping and financial reporting.
Processing payroll and owner’s compensation via third-party partners.
Communicating updates regarding your account or regulatory changes.

3. Third-Party Service Providers

To provide a "done-with-you" experience, we share necessary data with industry-leading platforms. By using our services, you acknowledge that your data will be processed by:

Accounting/Bookkeeping: Hurdlr or QuickBooks Online (QBO).
Payroll: Gusto.
Banking Partners: We utilize Bluevine to facilitate business banking. We collect and store bank statement data and transaction history to perform bookkeeping and tax strategy services.
Government Agencies: The Secretary of State(s) (for formations) and the IRS (for EIN and tax filings).
Payment Processing: Financial Cents for subscription billing.

Note: We do not sell, rent, or trade your personal or financial information to third-party marketers.

4. Data Security

We implement industry-standard security measures to protect your sensitive data:

Encryption: All document transfers are handled via secure, encrypted portals.
Limited Access: Only authorized Zander Gray personnel assigned to your account have access to your financial records.
Third-Party Security: We only partner with software providers (Gusto, QBO, Hurdlr, Bluevine) that maintain bank-level security encryption.

5. Data Retention & Ownership

Your Data, Your Property: You own your financial data. Upon termination of service, we will provide reasonable assistance to help you export your data from our managed software licenses.
Legal Obligations: We retain certain records as required by law for tax compliance and audit purposes.

6. Cookies and Tracking

Our website may use cookies to improve user experience and analyze site traffic. You can choose to disable cookies through your browser settings, though this may affect the functionality of certain portal features.

7. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Effective Date."

8. Contact Us

If you have any questions regarding your privacy or data security, please contact us via mail at:

Zander Gray LLC

112 13th Ave N

St. Petersburg, FL 33701