Privacy Policy

Last updated: September 20, 2026. This is placeholder content — please review with your own advisor before relying on it.

Claritas Finance Solutions, LLC (“we,” “us,” or “our”) respects your privacy. This policy explains what information we collect through this website, how we use it, and the choices you have.

Information We Collect

When you fill out a form on this site (such as a consultation request or contact form), we collect the information you provide, which may include your name, email address, phone number, business name, and the details of your message.

How We Use Your Information

We use the information you provide to respond to your inquiry, schedule consultations, and, if you become a client, to deliver our bookkeeping and advisory services. We do not sell your personal information.

Client Portal

Current clients may be given login access to a private client portal area of this site. Access is limited to authorized users and is used solely to communicate about your account.

Contact Us

If you have questions about this policy, please reach out via our Request a Consultation page.