Privacy Policy

Effective Date: March 1, 2026

The Athena Group (“we,” “our,” or “us”) is committed to protecting your privacy and upholding the confidentiality standards required of Certified Public Accountants.

This Privacy Policy explains how we collect, use, and safeguard information when you visit our website or engage with our firm.

1. Information We Collect

Information You Voluntarily Provide

We collect personal information that you voluntarily provide when you:

• Schedule a Complimentary Financial Health Review through Calendly
• Contact us via email

This information may include:

• Name
• Email address

We do not collect payment information through this website.

Document Uploads

Following a scheduled consultation, prospective or engaged clients may be invited to upload financial documents through SmartVault, a secure third-party document management platform used by accounting professionals.

SmartVault maintains its own privacy and security protocols. Clients should review SmartVault’s privacy policies for additional details.

2. How We Use Your Information

We use the information collected to:

• Respond to inquiries
• Schedule consultations
• Conduct Financial Health Reviews
• Provide accounting and advisory services upon formal engagement
• Improve website performance and user experience

We do not sell, rent, or trade personal information.

3. Analytics and Cookies

We use Google Analytics to understand website traffic and usage patterns. Google Analytics may collect:

• IP address
• Browser type
• Device type
• Pages visited
• Time spent on site

This data is aggregated and does not personally identify individual users.

By using this website, you consent to the use of cookies for analytics purposes.

4. Data Security

We implement reasonable administrative, technical, and organizational safeguards to protect your information.

Client documents are transmitted and stored through SmartVault, a secure document management platform designed for financial professionals.

Email communications may not be encrypted. Sensitive financial information should only be transmitted through secure portals as directed by our firm.

5. Confidentiality and Professional Standards

As a CPA-led firm, The Athena Group adheres to the ethical and confidentiality standards established by the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct, including the principles of:

• Responsibilities
• Public Interest
• Integrity
• Objectivity and Independence
• Due Care

No CPA-client relationship is established through website use, email communication, or participation in a Complimentary Financial Health Review. A formal engagement agreement must be executed before professional services are rendered.

6. Nationwide Services

The Athena Group provides services to clients throughout the United States. Information submitted through this website may be processed within the United States.

7. Your Rights

You may request:

• Access to personal information we hold
• Correction of inaccurate information
• Deletion of your information, subject to legal and professional recordkeeping requirements

Requests may be submitted to: info@theathenagroupcas.com

8. Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with a revised effective date.