Privacy Policy

Effective: May 17, 2026

Who we are

Purdy Advisory is a practice of Purdy Ventures LLC, a Texas limited liability company located in Tyler, Texas. This policy describes how we collect, use, and protect information from visitors to purdy.cpa and from people who contact us through this website.

What we collect

When you submit our contact form, we collect the information you provide: name, email address, phone number, and the content of your message. We also collect standard web analytics through our website host, Squarespace, including IP address, browser type, pages visited, and approximate location. Squarespace places cookies in your browser to operate the site and measure traffic.

How we use it

Information you submit through the contact form is used solely to respond to your inquiry and, if a relationship begins, to provide services. We do not sell, rent, or trade personal information. We do not use it for behavioral advertising.

Who we share it with

We use a small number of service providers to operate the practice. Each provider operates under its own privacy policy and data protection terms:

  • Squarespace (website hosting and form handling)

  • Microsoft 365 (email and document storage)

Additional service providers may be added as the practice grows. This policy will be updated to reflect those additions. We do not share personal information with third parties for marketing purposes.

How we protect it

The practice maintains a Written Information Security Policy covering encryption, multi-factor authentication, access controls, and incident response. Information submitted through this site is transmitted over HTTPS. Access to client data is limited to the practice owner and authorized personnel.

Your choices

You can ask us what information we hold about you, ask us to correct it, or ask us to delete it. Contact keith@purdy.cpa for any of these requests. We aim to respond within thirty days.

Cookies

Squarespace uses essential cookies to operate the website and may use analytics cookies to measure traffic. You can disable cookies in your browser settings; some site features may not work properly without them.

Children

This website is not intended for children under thirteen, and we do not knowingly collect information from them.

Updates to this policy

We may update this policy as the practice grows or as laws change. The effective date above reflects the most recent update.

Contact

Privacy questions: keith@purdy.cpa Purdy Ventures LLC, Tyler, Texas