Privacy Policy

Pilot Management Group, LLC ("PMG," "we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website www.pilotmg.com (the "Site"). By using our Site, you consent to the terms of this Privacy Policy.

 

1. Information We Collect

We may collect the following types of information:

A. Personal Information

When you interact with our Site, you may voluntarily provide personal information, including:

  • Name

  • Email address

  • Phone number

  • Business details (if applicable)

  • Any other information you provide through contact forms, scheduling tools, or email communications

B. Sensitive Personal Information

In the course of providing accounting, tax, and financial services, we may collect sensitive personal information, including but not limited to:

  • Social Security Numbers (SSNs) or Employer Identification Numbers (EINs)

  • Financial account details

  • Tax records and filings

  • Payment information

  • Other confidential business or financial data

We take appropriate security measures to protect sensitive personal information from unauthorized access, disclosure, alteration, or destruction. Sensitive data is only shared with third parties when necessary for service fulfillment and in compliance with applicable regulations.

C. Non-Personal Information

We may automatically collect specific non-personal data when you visit our Site, including:

  • IP address

  • Browser type and version

  • Pages visited on our Site

  • Referring website

  • Time and date of visit

  • Other technical data collected through cookies and analytics tools

 

2. How We Collect Your Information

We collect information through the following methods:

  • Directly from you: When you submit a contact form, schedule a consultation, or communicate with us.

  • Automatically: Through cookies, tracking technologies, and analytics tools (such as Google Analytics).

  • Third-party services: If you interact with third-party tools integrated with our website, such as Calendly for appointment scheduling and Dropbox for document collection and secure transmission.

 

3. How We Use Your Information

We use the collected data for the following purposes:

  • To respond to inquiries and provide requested services

  • To schedule and manage consultations

  • To collect, store, and securely transmit documents through Dropbox

  • To process payments securely through QuickBooks Payments

  • To improve our website, services, and user experience

  • To send important updates, newsletters, or marketing communications via Mailchimp (only if you opt-in)

  • To comply with legal and regulatory requirements

 

4. How We Share Your Information

We do not sell, rent, or trade your personal information. However, we may share information with:

  • Service providers: We may use third-party services to facilitate scheduling (Calendly), document collection and secure transmission (Dropbox), accounting and payments (QuickBooks, QuickBooks Payments), marketing (Mailchimp), and analytics (Google Analytics).

  • Legal compliance: If required by law, we may disclose your information to comply with legal obligations or protect our rights.

  • Business transfers: In the event of a business acquisition or merger, your information may be transferred to a new entity.

 

5. How We Protect Your Information

We take reasonable measures to secure your data, including:

  • Encryption of sensitive information

  • Restricted access to personal data

  • Secure storage and transmission of documents via Dropbox

  • Secure processing of payments via QuickBooks Payments

  • Regular monitoring for security vulnerabilities However, no data transmission over the internet is completely secure, and we cannot guarantee absolute security.

 

6. International Data Use

PMG serves clients globally, and your personal information may be processed in locations outside your country of residence. If you are located in a jurisdiction with data protection laws, we take reasonable measures to ensure that your information is handled in compliance with applicable regulations, including GDPR for European clients. By using our services, you consent to the transfer of your data to our operating locations as necessary to provide services.

 

7. Your Rights and Choices

Depending on your location, you may have the following rights regarding your personal data:

  • Access & Correction: You can request access to your personal data and request corrections if necessary.

  • Deletion: You may request the deletion of your personal data, subject to legal obligations.

  • Opt-Out of Marketing: You can unsubscribe from marketing emails at any time by following the instructions in the email.

  • Cookie Preferences: You can control or disable cookies through your browser settings.

To exercise your rights, please contact us at privacy@pilotmg.com.

 

8. Cookies and Tracking Technologies

Our Site may use cookies and similar tracking technologies to enhance user experience. These may include:

  • Essential Cookies: Necessary for the website to function properly.

  • Analytics Cookies: Used to analyze website traffic and improve performance.

  • Marketing Cookies: Used for advertising purposes (if applicable).

You can adjust your cookie preferences through your browser settings.

 

9. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before sharing personal information.

 

10. Children's Privacy

Our services are primarily intended for individuals over the age of 18; however, we may collect information about minors as required for tax preparation and compliance purposes. This includes dependent information necessary for tax filings. We handle such data with the highest level of confidentiality and security. If we discover that we have inadvertently collected unnecessary personal data from a minor, we will take steps to delete it promptly.

 

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Effective Date." We encourage you to review this policy periodically.

 

12. Contact Us

If you have any questions about this Privacy Policy or how your data is handled, you can contact us at:

Pilot Management Group, LLC
1420 Washington Blvd, Ste 301
Detroit, MI 48226
Email: privacy@pilotmg.com
Phone: 313-782-3676
Website: www.pilotmg.com

Last Updated: February 27, 2025