Privacy Policy

Last Updated: June 9, 2026

1. Introduction

Everest Advisory Partners, LLC ("Everest Advisory Partners," "Company," "we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit our website, submit a contact form, schedule a consultation, request services, or otherwise interact with our firm.

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

2. Information We Collect

We may collect the following categories of information:

Personal Information

• First and last name
• Email address
• Mobile and telephone numbers
• Mailing address
• Business information
• Financial, tax, and accounting-related information voluntarily provided by you
• Information submitted through contact forms, consultation requests, appointment requests, or client intake forms

Technical Information

• Internet Protocol (IP) address
• Browser type and version
• Device information
• Operating system
• Website usage information
• Date and time of visits

3. How We Use Your Information

• Respond to inquiries and requests
• Schedule appointments and consultations
• Provide accounting, tax, bookkeeping, advisory, and related professional services
• Send service-related communications
• Request documents and information needed to provide services
• Provide customer support
• Improve website performance and user experience
• Comply with legal, regulatory, and professional obligations

4. SMS/Text Messaging Communications

By providing your mobile phone number through our website forms and affirmatively consenting to receive text messages, you agree to receive SMS communications from Everest Advisory Partners, LLC.

These communications may include:

• Appointment confirmations and reminders
• Responses to inquiries you submit
• Client service updates
• Document request notifications
• Account-related communications
• Other informational messages related to services you have requested

Message Frequency

Message frequency varies based on your interactions with our firm and the services requested.

Message and Data Rates

Message and data rates may apply. Please contact your wireless carrier for details regarding your messaging plan.

Opt-Out

You may opt out of receiving SMS messages at any time by replying STOP to any message. After you send STOP, you will receive a confirmation message and no further SMS messages will be sent unless you provide new consent.

Help

For assistance, reply HELP to any message or contact us directly at:

Email: [email protected]
Phone: (205) 767-6525

Consent Not Required

Consent to receive text messages is not a condition of purchasing services or receiving professional services from Everest Advisory Partners, LLC.

SMS Privacy Protection

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

All categories above exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Sharing of Information

We do not sell, rent, lease, or trade your personal information.

We may share information with trusted third-party service providers that assist us in operating our business, including:

• Website hosting providers
• Customer relationship management (CRM) platforms
• Appointment scheduling systems
• Secure communication providers
• Professional technology service providers

These providers are authorized to use your information only as necessary to perform services on our behalf and are required to maintain appropriate safeguards.

6. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to improve website functionality, analyze website traffic, and enhance user experience.

You may disable cookies through your browser settings; however, certain portions of the website may not function properly.

7. Data Security

We implement commercially reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.

While we strive to use acceptable means to protect your information, no method of transmission over the Internet or electronic storage is completely secure and we cannot guarantee absolute security.

8. Data Retention

We retain personal information only as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce agreements.

9. Your Rights

Depending on applicable law, you may have the right to:

• Request access to your personal information
• Request correction of inaccurate information
• Request deletion of personal information where permitted by law
• Withdraw consent for communications

To exercise these rights, please contact us using the information below.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

11. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Updates will be posted on this page with a revised effective date.

12. Contact Information

Everest Advisory Partners, LLC
310 Saint Charles Street
Homewood, Alabama 35209

Email: [email protected]
Phone: (205) 767-6525