Montenegro Advisors LLC

Montenegro Advisors LLC (“Montenegro Advisors,” “we,” “our,” or “us”) is committed to maintaining the confidentiality, integrity, and security of personal and business information entrusted to us. This Privacy Policy describes how we collect, use, protect, and disclose information when you visit our website or engage our professional services.

Information We Collect

In the course of operating our website and providing professional accounting and advisory services, we may collect the following categories of information:

Personal Information, such as name, email address, telephone number, and mailing address

Business Information, including entity details and authorized contact information

Financial and Tax-Related Information voluntarily provided by clients for service delivery

Website and Technical Information, including IP address, browser type, device information, and cookies

We collect only information that is reasonably necessary to provide our services, comply with legal obligations, and operate our business.

How We Use Your Information

Information collected may be used to:

Provide accounting, bookkeeping, tax support, and advisory services

Communicate with clients and respond to inquiries

Maintain client records and internal administrative functions

Comply with applicable legal, regulatory, and professional obligations

Improve the functionality, security, and performance of our website and services

We do not use personal information for purposes incompatible with those described above.

Cookies and Website Technologies

Our website uses cookies and similar technologies to support functionality, security, analytics, and user experience. Additional details regarding our use of cookies are available in our Cookie Policy, which forms part of this Privacy Policy.

Information Sharing and Disclosure

Montenegro Advisors LLC does not sell, rent, or trade personal information.

Information may be disclosed only under the following circumstances:

When required by law, court order, or regulatory authority

To trusted third-party service providers who assist us in operating our business or delivering services, subject to confidentiality obligations

With client authorization or consent

To protect the rights, property, or safety of Montenegro Advisors LLC or others, as permitted by law

Data Retention

We retain personal and business information only for as long as necessary to:

Fulfill service engagements

Meet contractual obligations

Comply with applicable legal, regulatory, and recordkeeping requirements

Retention periods may vary depending on the nature of the information and applicable laws.

Data Security

We maintain commercially reasonable administrative, technical, and physical safeguards designed to protect information against unauthorized access, use, disclosure, alteration, or destruction. While no system can be guaranteed to be completely secure, we take reasonable measures consistent with industry standards.

Information Sharing

We do not sell or rent personal information. We may share information only:

When required by law or regulatory authorities

With trusted service providers necessary to deliver services

With client consent

External Websites

Our website may contain links to third-party websites. Montenegro Advisors LLC is not responsible for the privacy practices, content, or security of external sites. We encourage users to review the privacy policies of any third-party websites they visit.

Your Rights

YSubject to applicable laws and professional obligations, you may request:

Access to personal information we maintain about you

Correction of inaccurate or incomplete information

Deletion of personal information, where legally permissible

Requests may be subject to verification and legal limitations.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, legal requirements, or business operations. Updates will be posted on this page with a revised effective date. Continued use of our website or services constitutes acceptance of the updated policy.