Last Updated: February 8th, 2026
The Grove Group, LLC (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting it through our compliance with this policy. This Privacy Policy describes the types of information we may collect from you or that you may provide when you visit the website grovegrouptax.com (our “Website”) and our practices for collecting, using, maintaining, protecting, and disclosing that information.
This policy applies to information we collect:
- On this Website.
- In email, text, and other electronic messages between you and this Website.
- Through your use of our tax, advisory, and other consulting services (the “Services”).
- When you interact with our advertising and applications on third-party websites and services, if those applications or advertising include links to this policy.
Please read this policy carefully to understand our policies and practices regarding your information and how we will treat it. If you do not agree with our policies and practices, your choice is not to use our Website. By accessing or using this Website, you agree to this privacy policy.
1. Information We Collect About You and How We Collect It
We collect several types of information from and about users of our Website and clients of our Services, including information:
- By which you may be personally identified, such as name, postal address, email address, telephone number, bank account information, or any other identifier by which you may be contacted online or offline (“personal information”).
- That is about you but individually does not identify you, such as benefit information or medical information required for specific advisory services.
- Technical information, such as internet connection, IP address, and browser type.
We collect this information:
- Directly from you when you provide it to us (e.g., filling out forms on our Website, engaging us for Services, or providing employee information).
- Automatically as you navigate the site. Information collected automatically may include usage details, IP addresses, and information collected through cookies and other tracking technologies.
- From third parties, for example, our business partners or service providers.
2. Information You Provide to Us
The information we collect on or through our Website and during our engagement may include:
- Information that you provide by filling in forms on our Website. This includes information provided at the time of requesting our Services, subscribing to our newsletter, or posting material.
- Records and copies of your correspondence (including email addresses), if you contact us.
- Your responses to surveys that we might ask you to complete for research purposes.
- Details of transactions you carry out through our Website and of the fulfillment of your Service engagements.
- Your search queries on the Website.
3. Use of Cookies and Other Tracking Technologies
As described in our Privacy Policy, we collect personal information from your interactions with us and our website, including through cookies and similar technologies. We may also share this personal information with third parties, including advertising partners. We do this in order to show you ads on other websites that are more relevant to your interests and for other reasons outlined in this privacy policy.
Sharing for Targeted Advertising: Sharing of personal information for targeted advertising based on your interaction on different websites may be considered “sales”, “sharing”, or “targeted advertising” under certain U.S. state privacy laws (such as the CCPA). Depending on where you live, you may have the right to opt out of these activities.
Global Privacy Control: If you visit our website with the Global Privacy Control (GPC) opt-out preference signal enabled, depending on where you are, we will treat this as a request to opt-out of activity that may be considered a “sale” or “sharing” of personal information for the device and browser you used to visit our website.
4. How We Use Your Information
We use information that we collect about you or that you provide to us, including any personal information:
- To present our Website and its contents to you.
- To provide you with Services, information, products, or services that you request from us.
- To fulfill the business purposes of the Client (you), such as our tax, advisory, and other consulting services.
- To carry out our obligations and enforce our rights arising from any contracts entered into between you and us, including for billing and collection.
- To notify you about changes to our Website or any Services we offer or provide though it.
- To allow you to participate in interactive features on our Website.
- To maintain the security of our systems, including preventing unauthorized access (both physical and logical).
- In any other way we may describe when you provide the information.
- For any other purpose with your consent.
5. Disclosure of Your Information
We may disclose aggregated information about our users without restriction. We may disclose personal information that we collect or you provide as described in this privacy policy:
- To our subsidiaries and affiliates.
- To contractors, service providers, and other third parties we use to support our business (e.g., IT service providers, data storage providers) and who are bound by contractual obligations to keep personal information confidential and use it only for the purposes for which we disclose it to them.
- To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of The Grove Group, LLC’s assets.
- For any other purpose disclosed by us when you provide the information.
- With your consent.
- To comply with any court order, law, or legal process, including to respond to any government or regulatory request.
- To enforce or apply our Terms and Conditions and other agreements, including for billing and collection purposes.
- If we believe disclosure is necessary or appropriate to protect the rights, property, or safety of The Grove Group, LLC, our clients, or others.
6. Data Security & Retention
We have implemented measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration, and disclosure. We follow the AICPA’s Generally Accepted Privacy Principles (GAPP) best practices regarding security.
- Access Restriction: Access to personal information (employee records, client tax returns) is restricted to only those individuals with a specific business reason to have such access.
- Electronic Files: All electronic files containing personal information are password-protected.
- Secure Portal Requirement: Social Security numbers (SSNs) and other highly sensitive identifiers are inherently unsafe to transmit through our Website forms or via standard email. Such information should never be transmitted through our Website directly. For the transmission of these sensitive documents, clients must use the provided secure client portal.
- Encryption: When transmitting client data via email over the Internet, the email and/or attachments containing personal information are encrypted and password protected; however, the use of the secure portal is the required method for sensitive tax documentation.
- Computer Security: All company computers are password protected. Passwords are complex (minimum 8 characters) and changed regularly.
- Firewalls & Anti-Virus: We utilize firewalls, up-to-date anti-virus software, and current security patches on all computers connected to the Internet.
Retention: We retain personal information for only as long as necessary to fulfill the purposes for which it was collected, or to satisfy any legal, accounting, or reporting requirements. At the end of the retention period:
- Paper information is shredded.
- Electronic data is deleted and written over to make it unrecoverable.
The safety and security of your information also depends on you. Where we have given you (or where you have chosen) a password for access to certain parts of our Website, you are responsible for keeping this password confidential.
7. Your State Privacy Rights (e.g., CCPA)
State consumer privacy laws may provide their residents with additional rights regarding our use of their personal information.
California Consumer Privacy Act (CCPA): If you are a California resident, you have the right to request that we disclose what personal information we collect, use, and disclose about you. You also have the right to request deletion of your personal information, subject to certain exceptions. We will not discriminate against you for exercising your privacy rights.
Opt-Out Rights: If you would like to opt out of activity that may be considered a “sale” or “share,” or “targeted advertising” under applicable laws, please email us at contactus@thegrovegroupllc.com with the subject line “Opt-Out Request.”
8. European Union Users (GDPR)
For users in the European Union, you have rights under the General Data Protection Regulation (GDPR), including the right to access, correct, or delete your personal data. We process personal data to provide Services to you and to comply with legal obligations.
9. Changes to Our Privacy Policy
It is our policy to post any changes we make to our privacy policy on this page. If we make material changes to how we treat our users’ personal information, we will notify you through a notice on the Website home page. The date the privacy policy was last revised is identified at the top of the page. You are responsible for ensuring we have an up-to-date active and deliverable email address for you, and for periodically visiting our Website and this privacy policy to check for any changes.
10. Contact Information
To ask questions or comment about this privacy policy and our privacy practices, contact us at:
The Grove Group LLC 1800 JFK Blvd Suite 300 #99151 Philadelphia, PA 19103
Email: contactus@thegrovegroupllc.com
Phone: +(1) 717-715-0225