Privacy Policy

Noble Business Advisors and Tax Consultants Inc. (formerly W. Stevens LLP)

Effective Date: July 24, 2026

We at Noble Business Advisors and Tax Consultants Inc. value the privacy of individuals who visit our website, contact our firm, or use our services. This Privacy Policy describes how information may be collected, used, maintained, and disclosed through our websites, https://wstevenscpa.com and https://noblebusinessadvisors.com, and through other interactions with our business.

By using our website or communicating with us, individuals may provide information that allows us to respond to inquiries, provide services, and manage our business relationship with them.

About our websites. Noble Business Advisors and Tax Consultants Inc. owns and operates two internet domains. wstevenscpa.com is our legacy domain, retained from when the firm operated under the name W. Stevens LLP, and it automatically forwards to noblebusinessadvisors.com, which is our current active website. Both domains are owned and operated by the same business entity. This Privacy Policy applies to both domains and is published on noblebusinessadvisors.com, where it can be reached from either address.

1. Information We May Receive

The type of information collected may depend on how an individual interacts with our website or business. Information may include:

• Full name
• Email address
• Telephone or mobile phone number
• Mailing or business address
• Company or business details
• Information related to tax, accounting, or business services
• Details submitted through online forms
• Information provided when requesting a consultation or service
• Any other information an individual elects to submit

When visitors access our website, certain information may be collected automatically as part of their browsing activity. This may include technical and usage details such as an IP address, browser and device information, operating system, pages viewed, and general activity on the website.

2. Purposes for Using Information

Information collected by Noble Business Advisors and Tax Consultants Inc. may be used to:

• Answer questions and respond to requests
• Deliver tax, accounting, business advisory, and related services
• Arrange consultations, meetings, or appointments
• Communicate regarding requested services or business matters
• Maintain and manage client relationships
• Operate, maintain, and improve the website
• Help protect the security and integrity of our systems
• Meet legal, regulatory, and professional obligations
• Send communications that a person has requested or agreed to receive

We process personal information for valid business needs and in compliance with applicable laws and regulations.

3. Mobile Information and Text Messaging

Noble Business Advisors and Tax Consultants Inc. sends text messages to clients and prospective clients who have provided a mobile phone number and consented to receive them. Messages may include appointment confirmations and reminders, requests for documents or signatures, notifications that a document is ready for review or signature, updates on the status of a return or engagement, and responses to client inquiries.

Consent to receive text messages is obtained through our engagement letters, client intake forms, website contact forms, or a direct request from the individual. We do not purchase mobile phone numbers or obtain consent from third-party sources.

Message frequency may vary. Message and data rates may apply.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We do not share customer mobile phone numbers with third parties. We do not sell, lease, rent, trade, or otherwise disclose customer mobile phone numbers, text-message opt-in information, or consent records to third parties or affiliates for any purpose, including their marketing or promotional activities. This protection applies to mobile phone numbers, text-message opt-in information, consent records, and related information collected in connection with text messaging. Mobile phone numbers are transmitted only as necessary to the licensed messaging platform and mobile carriers that deliver our messages on our behalf; those providers are not permitted to use the information for their own purposes. Consent records are retained only as long as necessary to document the individual’s opt-in and to satisfy applicable legal and regulatory requirements.

Opting out. Reply STOP to any message to stop receiving text messages at any time. After an opt-out request is received, the individual may receive one message confirming that the request has been processed. No further messages will be sent unless the individual provides new consent to receive them.

Getting help. Reply HELP to any message for assistance, or contact us using the information in Section 12 of this policy.

Additional information about our text messaging program is available in our Text Messaging Terms and Conditions.

4. When Information May Be Disclosed

Noble Business Advisors and Tax Consultants Inc. may disclose personal information in limited situations when doing so is necessary to support our business operations or deliver our services.

Depending on the circumstances, information may be provided to:

• Vendors and service providers that support our technology, website, communications, scheduling, or administrative functions
• Professional consultants or advisors when their involvement is necessary
• Government bodies or regulatory agencies when disclosure is required by applicable law or legal process
• Law enforcement agencies or other authorized parties when disclosure is required or permitted by law
• A successor organization or relevant parties in connection with a merger, acquisition, restructuring, or transfer of business assets

We do not exchange personal information for money or any other form of financial benefit.

All of the above categories exclude customer mobile phone numbers and text messaging originator opt-in data and consent. We do not share customer mobile phone numbers with third parties. Mobile phone numbers, text-message opt-in information, consent records, and related text messaging data will not be shared with any third parties.

5. Cookies and Similar Technologies

Our website may use cookies and comparable technologies to support website operations and learn how visitors interact with the site.

These technologies may collect information such as browser details, pages viewed, and general website activity.

Most web browsers provide settings that allow users to manage or restrict cookies. However, disabling certain cookies may affect how some website features operate.

6. External Websites and Third-Party Services

Our website may occasionally provide links to websites, platforms, or services operated by other organizations.

These external websites operate under their own privacy practices. Noble Business Advisors and Tax Consultants Inc. does not control and is not responsible for the content, security, or privacy practices of third-party websites.

Visitors should review the privacy policies of external websites before submitting personal information through them.

7. Protecting Personal Information

We use reasonable safeguards designed to protect personal information against unauthorized access, use, alteration, disclosure, or destruction.

Although reasonable security measures are used, no online transmission or electronic storage system can be guaranteed to be completely secure. As a result, absolute security of information cannot be promised.

8. How Long Information Is Kept

Personal information may be retained for the period reasonably necessary to fulfill the purposes for which it was collected.

This may include providing services, maintaining business and professional records, meeting legal or regulatory requirements, resolving disputes, and enforcing applicable agreements.

The length of time information is retained may vary based on its nature, purpose, and applicable legal or business requirements.

9. Privacy of Children

Our website and services are not intended for children younger than 13 years of age.

We do not knowingly request or collect personal information from children under 13. If we become aware that such information has been collected, we will take reasonable steps to remove it.

10. Privacy Rights and Choices

Depending on applicable law, individuals may have certain rights concerning their personal information.

These rights may include the ability to:

• Ask whether certain personal information is maintained
• Request access to eligible personal information
• Ask that inaccurate information be corrected
• Request deletion of certain information where legally available
• Manage or opt out of certain communications
• Withdraw consent when applicable

Requests relating to personal information may be submitted using the contact information provided in the Contact Information section below.

11. Updates to This Policy

This Privacy Policy may be revised periodically to reflect changes in our practices, services, legal requirements, or technology.

When updates are made, the Effective Date at the top of this document will be revised. Visitors are encouraged to review this policy from time to time to remain informed about how information is handled.

12. Contact Information

Questions about this Privacy Policy or the way Noble Business Advisors and Tax Consultants Inc. handles personal information may be directed to the business using the contact details below.

Noble Business Advisors and Tax Consultants Inc. (formerly W. Stevens LLP)
52 South 9th Street
Noblesville, IN 46060

Phone: 317-281-9063
Fax: 317-219-0510
Email: contactus@wstevenscpa.com
Website: https://noblebusinessadvisors.com (primary)
Legacy domain: https://wstevenscpa.com (forwards to the primary website above)

By accessing our website or sharing information with Noble Business Advisors and Tax Consultants Inc., you acknowledge that you have reviewed this Privacy Policy.