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Privacy Policy

Effective Date: 10/22/25

At Foundations (“we”, “us”, “our”), formerly known as Grandon Tax, we are committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your personal data when you use our website located at https://www.grandontax.com/ (the “Site”), and our services.

1. Information we collect
We may collect the following types of personal information:

  • Information you provide: When you contact us, schedule an appointment, subscribe to a newsletter, fill out a form, or use our services, you may provide us with your name, email address, phone number, mailing address, tax‐related information, financial information, business information, or other information you choose to provide.
  • Information we collect automatically: When you visit the Site, we may automatically collect certain usage information, including your IP address, browser type, device type, operating system, referring URL, pages visited, and the dates/times of your visits.
  • Cookies and similar technologies: We or our service providers may use cookies, web beacons, tracking pixels and similar technologies to collect usage data and improve the Site. You can manage cookies through your browser settings; however, disabling cookies may affect your ability to use certain parts of the Site.

2. How we use your information
We use your personal information for the following purposes:

  • To provide, operate, maintain and improve our Site and services.
  • To respond to your inquiries, schedule appointments, deliver newsletters or other communications you have requested.
  • To send you administrative information (e.g., changes to our terms, policy updates, etc.).
  • To personalize your experience and to understand how you use our Site.
  • For billing, accounting, tax and other professional services we provide to you (if you become a client).
  • To protect the security or integrity of our Site and services, and to comply with legal obligations.

3. Disclosure of your information
We may disclose your personal information in the following circumstances:

  • To our service providers, contractors or agents who assist us in operating the Site or delivering our services and who are bound by confidentiality obligations.
  • To our affiliates or successors in connection with a merger, acquisition, restructuring or sale of assets (in which case your information may be transferred).
  • When required by law or in response to valid legal process (e.g., court orders, subpoenas).
  • To protect our rights, your safety, or the safety of others, or to investigate fraud or security issues.
  • With your consent or at your direction.

4. Data security
We implement reasonable administrative, technical and physical safeguards designed to protect your personal information from unauthorized access, use, alteration or destruction. However, no method of transmission over the Internet or electronic storage is completely secure. We cannot guarantee absolute security.

5. Data retention
We retain your personal information for as long as necessary to fulfil the purposes described in this Privacy Policy, or as required by law, or as necessary for our legitimate business interests (such as accounting, record-keeping, tax/legal obligations). When we no longer need the information, we will securely dispose of it.

6. International transfers
If you are located outside the United States, please note that we are based in the U.S. and your information may be transferred to, processed in, and stored in the United States. By using our Site or providing us your information, you consent to such transfers.

7. Your rights and choices
Depending on your jurisdiction, you may have rights regarding your personal information, including:

  • The right to access the personal information we hold about you.
  • The right to correct or update your personal information.
  • The right to request deletion of your personal information (subject to our legal obligations and legitimate interests).
  • The right to object to or restrict certain processing of your information.
  • The right to withdraw consent (where processing is based on consent).
  • The right to opt-out of promotional communications.

If you wish to exercise any of these rights, please contact us using the information in Section 11 below. We will respond in accordance with applicable law. Please note that we may need to verify your identity before fulfilling your request.

8. Children’s privacy
Our Site and services are not directed to children under the age of 18, and we do not knowingly collect personal information from children under 18. If you become aware that a child has provided us personal information, please contact us and we will take steps to delete the information.

9. Links to other websites
Our Site may contain links to third‐party websites or services that are not operated by us. We have no control over such third‐party websites, and you should review their privacy policies. We are not responsible for their content or practices.

10. Changes to this Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Effective Date” at the top and post the updated policy on this Site. We encourage you to review this policy periodically. Your continued use of the Site after changes become effective constitutes your acceptance of the updated policy.

11. Contact us
If you have any questions about this Privacy Policy, or if you wish to make a request regarding your personal information, please contact:

Foundations
1400 7th Ave
Marion, IA 52302

Phone: (319) 373-8801
Fax: (319) 373-8803
Email: joel@grandontax.com

1400 7th Ave, Marion, IA 52302   |   Telephone: (319) 373-8801