Privacy Policy Modern Fiscal LLC Effective Date: October 6, 2026 Information We Collect Modern Fiscal LLC ("Modern Fiscal," "we," "us") respects your privacy. When you contact us through our website, booking page, email, or phone, we may collect: Name, Company name, Email address, Phone number, and Details you provide about your bookkeeping, accounting, or payroll needs. If you engage us as a client, we also collect the financial and business information necessary to provide bookkeeping, accounting, and payroll services. That information is handled under the terms of our Master Services Agreement and our Information Security Policy, and is not covered by this page. How We Use Your Information We use this information only to: Respond to your inquiry; Provide quotes or service information; Follow up regarding services you've requested; Schedule and confirm consultations or appointments. We do not sell your information to third parties. Information Sharing We do not share your personal information with third parties, except: As required by law; With service providers who help us operate our business (e.g., email, scheduling, client portal, or accounting platform tools), under confidentiality obligations. Data Retention We retain contact information only as long as needed to respond to your inquiry or maintain an active business relationship. Your Rights You may request that we delete your information at any time by contacting us at: hello@modernfiscal.com / (704) 228-3278. Changes to This Policy We may update this policy periodically. Changes will be posted on this page. Contact Us Modern Fiscal LLC 11220 Elm Ln, Suite 200 Charlotte, NC 28277 (704) 228-3278 hello@modernfiscal.com https://www.modernfiscal.com