Your Financial Calm in a Noisy World
Last updated: July 1, 2025
Your privacy matters. This policy explains how your personal information is collected, used, and protected when you visit this website or interact with my services.
When you visit this site or fill out a contact form, I may collect the following types of information:
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Personal Information: Name, email address, phone number, or other details you choose to share when submitting a form or booking a call.
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Usage Data: Browser type, time spent on the site, pages visited, and basic analytics through tools like Google Analytics.
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Your information is collected for the following purposes:
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To respond to your inquiries or messages
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To deliver the services you’ve requested
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To follow up after consultations or discovery calls
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To improve the website experience and service offerings
Your data will never be sold, rented, or shared with third parties for marketing purposes.
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This website may use cookies or similar technologies to improve functionality and track basic visitor behavior. You can disable cookies in your browser settings if preferred.
Your information is stored securely and only accessed when needed to provide services or respond to inquiries. Reasonable measures are taken to protect your data from unauthorized access, loss, or misuse.
This website may link to or integrate third-party tools (e.g., scheduling software, email platforms, QuickBooks, or financial tools). Please refer to the individual privacy policies of those services for their specific data practices.
You have the right to:
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Request access to any personal data I’ve collected about you
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Ask for corrections or updates to your data
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Request the removal of your information from my records
To make such requests, simply contact me.
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This Privacy Policy may be updated from time to time. Changes will be reflected on this page with a new "Last updated" date. You’re encouraged to review this policy periodically.
If you have any questions about these Terms & Conditions, please contact me before using this website or engaging my services.
Last updated: July 1, 2025
Welcome to the official website of Anthony R. Thomas ("we," "us," or "I"). By using this site, you agree to the following Terms & Conditions. Please read them carefully.
This website provides general information about accounting and financial advisory services. By accessing this site, you confirm that you are at least 18 years old and legally capable of entering into binding agreements.
This website describes two distinct service categories:
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Accounting Services: Includes QuickBooks setup, bank reconciliation, bookkeeping, and financial reporting.
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Financial Advisory Services: Covers life insurance planning, long-term care, retirement guidance, and wealth management.
❗ Please Note: I do not offer tax preparation or filing services. All financial topics mentioned are for informational purposes only and do not constitute tax advice.
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All content is provided "as is" and for general information only. There are no guarantees of results or specific outcomes. You are encouraged to seek personalized advice before making financial decisions.
I reserve the right to modify or discontinue any part of this website—including services, pricing, or availability—at any time without notice.
All content, including text, images, branding, and design elements, is the intellectual property of Anthony R. Thomas unless otherwise stated. You may not reuse or reproduce content without written permission.
If you submit your name, email, or phone number through contact forms or scheduling tools, your information will be used only for communication and service-related follow-up. For more, view the full [Privacy Policy].
For paid services, fees and billing schedules will be outlined in writing prior to beginning any work. Late payments may result in additional fees. Ongoing services or subscriptions will be clearly defined and agreed upon.
I reserve the right to decline service or terminate a client relationship at any time if a client becomes verbally abusive, uncooperative, or in breach of agreement. In such cases, refunds will not be issued.
This website may reference tools or third-party providers (e.g., QuickBooks, insurance partners). I do not guarantee the performance or outcomes of third-party products or services.
To the maximum extent permitted by law, I am not liable for any loss, damage, or inconvenience resulting from your use of this website or related services.
If you have any questions about these Terms & Conditions, please contact me before using this website or engaging my services.