Privacy Policy

Overthink Consulting Services is committed to protecting the privacy and confidentiality of the businesses and individuals we serve. We maintain the security of your personal and financial information in accordance with applicable U.S. federal law and Florida statutes, including the Florida Information Protection Act.

This policy applies to information collected through our website and in the course of providing financial and business consulting services.

Website information: name, email, phone number, and any details you provide through our forms, the chat assistant, consultation requests, or scheduling tool.

Engagement information: when you become a client, we collect the business and financial information needed to provide the service you request — which may include financial statements, tax documents, business registration details, and, for tax or identity-related services, government identifiers such as an EIN/FEIN or Social Security number.

Technical information: cookies and anonymized analytics about how the website is used.

Some of our services require sensitive information such as Social Security numbers, EIN/FEIN, bank and financial records, tax documents, or, for Live Scan and background-check services, fingerprint and identity data. We collect this information only when necessary to deliver the service you request, use it solely for that purpose, and protect it with appropriate safeguards.

For tax-preparation engagements, we treat your tax return information as confidential and do not use or disclose it except as you authorize or as permitted by federal law.

We use your information to respond to inquiries, provide and coordinate the services you request, prepare and submit filings or applications on your behalf, process payment, and meet our legal and regulatory obligations.

We may share information with service providers and subcontractors who support our work under written confidentiality agreements, and with government agencies or authorities when necessary to complete a service you have requested (for example, a tax filing, a business registration, a licensing or credentialing application, or a background check).

We may also disclose information when required by law. We do not sell or rent your personal or financial information, and we do not use it for marketing without your consent.

You may request to access the personal information we hold about you, ask us to correct inaccurate information, request deletion (subject to the records we are legally required to retain), and opt out of marketing communications.

To exercise any of these rights, contact us using the details below. You also have the right to raise concerns with the appropriate Florida or federal authority.

For Florida Live Scan, fingerprint card, Level-II background check, and FBI record services, we handle identity and biometric information strictly to facilitate the request you have authorized. This information is transmitted to the relevant agency or authorized channel and is not used for any other purpose.

If you contact us by phone, email, SMS, or WhatsApp, we use that information only to respond and coordinate your service. These channels are not secure for sensitive personal or financial data, so please do not share such details through them.

Our website uses essential cookies and may use analytics tools to understand usage and improve the site. Analytics data is anonymized and not linked to your financial information. You can manage cookies through your browser settings.

We use trusted third-party tools for scheduling, the chat assistant, and, where applicable, a client portal or secure document exchange. These providers process limited information under their own terms and privacy policies.

We use administrative, physical, and technical safeguards to protect your information against unauthorized access, use, or disclosure. While no method of transmission or storage is completely secure, we continuously work to protect your data.

We retain personal and financial information for as long as necessary to provide our services and to comply with legal, tax, and regulatory record-retention requirements under applicable U.S. and Florida law.

Our website and services are intended for adults and businesses. We do not knowingly collect personal information from children through the website.

We may update this Privacy Policy periodically. Changes take effect when posted on this page with an updated effective date.

For questions about this Privacy Policy or to exercise your rights, contact us at hello@overthinkcs.com or +1 (305) 505-3442.