Privacy Policy

We may collect information that you voluntarily provide, including:

• Full name
• Email address
• Telephone number
• Company name
• Mailing address
• Service requested
• General description of tax or accounting needs
• Preferred contact method
• Appointment preferences
• Information submitted through contact forms
• Communications with our office

We may also collect limited technical information such as:

• IP address
• Browser type
• Device type
• Operating system
• Pages visited
• Referring website
• General website usage information

For security reasons, visitors should not submit highly sensitive information through ordinary website forms. Do not submit:

• Social Security numbers
• Taxpayer identification numbers
• Passwords
• Bank account credentials
• Credit card numbers
• Financial account login information
• Copies of sensitive identity documents

unless specifically requested through an appropriate secure process.

Information may be used to:

• Respond to inquiries
• Schedule consultations
• Communicate about requested services
• Evaluate service requests
• Provide customer support
• Improve website functionality
• Maintain business records
• Protect website security
• Prevent fraud or abuse
• Comply with applicable legal requirements

Information provided to the firm in connection with professional tax or accounting services may be subject to additional confidentiality obligations and professional requirements applicable to the engagement. Website submissions are not necessarily the same as information submitted through a formal professional engagement or secure client portal.

If you provide an email address, we may use it to respond to your inquiry or communicate regarding requested services.

If you provide a telephone number, we may contact you regarding your inquiry, consultation, scheduling, or requested services.

The website may use cookies and similar technologies to improve functionality, security, analytics, and user experience. Users may control cookies through browser settings.

The website may use third-party providers for:

• Hosting
• Analytics
• Security
• Form processing
• Email
• Scheduling
• Maps
• Website functionality

These providers may process information as necessary to provide their services.

We may share information with authorized service providers, technology providers, professional advisors, or other parties when reasonably necessary to operate the business, provide requested services, maintain website functionality, or comply with applicable law. We do not sell personal information simply because someone submits a website inquiry.

We use reasonable safeguards designed to protect personal information. However, no electronic transmission or storage system can be guaranteed completely secure.

Information may be retained as reasonably necessary for:

• Professional services
• Business records
• Legal compliance
• Dispute resolution
• Tax recordkeeping
• Security
• Legitimate business purposes

This website is not directed toward children under 13. We do not knowingly collect personal information from children for the purpose of providing professional tax or accounting services.

Our website may contain links to third-party websites. Consulting CPA PLLC is not responsible for the privacy practices or content of third-party websites.

Depending on applicable law, individuals may have certain rights concerning their personal information. Requests may be submitted using the contact information below. Identity verification may be required.

We may update this Privacy Policy periodically. The updated version will be posted on this page.