Legal & Policies
Effective Date: August 2026
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Privacy Policy
Privacy Policy
Cook Solutions, LLC is committed to protecting your privacy. This policy outlines how we collect, use, and safeguard your information.
What We Collect:
Personal information such as your name, email address, and phone number submitted through contact or intake forms
General information about your business and the services you are requesting
Financial, tax, and business records provided after engagement or when necessary to evaluate or perform requested services
Communications and documentation related to services provided
Sensitive Financial & Tax Information
Cook Solutions LLC takes the privacy of financial and tax information seriously. Please do not submit highly sensitive information through our public contact forms or general inquiry forms. These forms are intended only for initial inquiries and general information about the services you may need.
Do not submit Social Security numbers (SSNs), Employer Identification Numbers (EINs), complete tax returns, bank account or routing numbers, banking credentials, passwords, credit or debit card information, government identification documents, or other highly sensitive financial or personal information through a public contact form.
When sensitive documents or information are required to provide services, Cook Solutions LLC will provide instructions for securely submitting the necessary documentation.
How We Use Your Information:
To evaluate, provide, and manage requested services
To respond to inquiries or support requests
To communicate regarding current or prospective services
To comply with legal and regulatory obligations
Data Protection
We do not sell your personal information. Information may be processed or stored using third-party service providers necessary to operate our business and provide services. Information may also be disclosed when required by law or with your authorization.
Information Retention
Information may be retained for as long as reasonably necessary to provide services, maintain business and tax records, comply with applicable legal or regulatory requirements, resolve disputes, and fulfill other legitimate business purposes.
Terms & Conditions
Terms & Conditions
By accessing or using the website of Cook Solutions, LLC, you agree to be bound by these Terms & Conditions. Please read them carefully.
Services
Cook Solutions LLC provides information regarding bookkeeping, customized workbook-based financial recordkeeping and reconstruction, tax preparation and amendment services, certain IRS notice assistance, business systems organization, CRM organization, data migration, and related administrative and financial support services. Specific services, deliverables, pricing, and terms of engagement are established through a separate written service agreement.
No Professional Relationship From Website Use
Submitting an inquiry, completing the New Client Contact Form, sending an email, or using this website does not create a client relationship with Cook Solutions LLC. A client relationship is established only after Cook Solutions LLC accepts the engagement and any required service agreement and payment or retainer requirements have been completed.
Intellectual Property
All content on this website—including logos, text, graphics, and service descriptions—is the property of Cook Solutions, LLC and may not be used without permission.
No Guarantee of Results
While we strive for accuracy and excellence, financial outcomes may vary based on individual circumstances. We do not guarantee any specific financial or tax results.
User Conduct
You agree not to use this site for any unlawful purposes or to transmit any harmful or disruptive content.
Changes
We reserve the right to update these Terms at any time. Continued use of the site constitutes acceptance of the updated terms.
Client Responsibility
Clients are responsible for providing complete, accurate, and timely information and documentation. Cook Solutions LLC relies upon information supplied by clients and third-party records when performing services and is not responsible for errors, omissions, penalties, interest, or other consequences resulting from inaccurate, incomplete, withheld, or untimely information provided by the client.
Deadlines
Cook Solutions LLC does not guarantee that a filing, response, amendment, or other submission can be completed by a particular deadline unless that deadline has been specifically accepted in writing. Clients are responsible for promptly providing notices, records, and requested information and for informing Cook Solutions LLC of applicable filing or response deadlines.
Website & Professional Services Disclaimer
Website & Professional Services Disclaimer
Disclaimer
Information provided on this website is for general informational purposes only and should not be considered individualized legal, tax, accounting, or financial advice. Information presented on the website may not apply to every individual, business, or tax situation.
Cook Solutions LLC is not a CPA firm or law firm, and its owner is not a Certified Public Accountant, attorney, or Enrolled Agent. Tax preparation services are provided by a tax return preparer holding an active IRS Preparer Tax Identification Number (PTIN). Certain bookkeeping, tax preparation, amendment, IRS notice assistance, financial record reconstruction, and business organization services are available; however, services do not include legal advice or unrestricted representation before the IRS.
Use of this website, submission of the New Client Contact Form, or communication with Cook Solutions LLC does not by itself establish a client relationship. A client relationship is established only after an engagement has been accepted and applicable service agreement and payment requirements have been completed.
No specific financial, tax, business, or other outcome is guaranteed. Clients should consult an appropriately licensed or credentialed professional when their circumstances require legal advice, audit or attestation services, unrestricted IRS representation, or services outside the scope of Cook Solutions LLC's engagement.
Scope of Services
Cook Solutions LLC provides only the services specifically identified and agreed upon for each engagement. Services not expressly included in an engagement, proposal, or service agreement are outside the scope of work. Cook Solutions LLC is not responsible for identifying or performing services outside the agreed-upon scope unless additional services are requested and accepted.
If you have questions about these policies, please contact us at:
cooksolutionsllc@gmail.com
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