Privacy Policy

Last updated: August 14, 2026

This policy describes how Square Crest Holdings handles information submitted through squarecrestholdings.com.

Information you provide

We may receive information you voluntarily submit through the contact form or AI Concierge, including your name, company, email address, phone number, service interest, and message content.

How we use information

We use information to respond to inquiries, evaluate whether our services may be relevant, communicate with you, operate the website, improve customer service, and protect against abuse.

AI Concierge

Messages submitted to the AI Concierge are transmitted to our AI service provider to generate a response. Do not submit passwords, Social Security numbers, bank login credentials, full financial account numbers, or other highly sensitive information.

Professional referrals

If you request a service delivered by an independent professional, such as a CPA affiliate, we may ask your permission before sharing information needed to facilitate an introduction.

Contact

Questions may be sent to info@squarecrestholdings.com.

This is a practical website draft and should be reviewed by qualified counsel before public launch if your final data practices, vendors, jurisdictions, or services differ.