Privacy Policy
October 2026
Information We Collect
We collect information you provide directly to us, such as when you contact us through our website, schedule a consultation, or use our client portal. This may include your name, email address, phone number, and any other information you choose to provide.
How We Use Your Information
We use the information we collect to respond to your inquiries, provide accounting and tax services, communicate with you about appointments and engagements, and comply with applicable laws and professional standards.
Confidentiality
As a licensed CPA firm, we are bound by professional confidentiality obligations. All client information is treated as strictly confidential and is not disclosed to third parties except as required by law, with your consent, or as necessary to provide our services.
Website Analytics
Our website may collect standard web analytics data such as pages visited, time on site, and referring URLs. This data is used in aggregate form to improve our website and is not linked to personally identifiable information.
Data Security
We implement reasonable technical and organizational measures to protect your information against unauthorized access, alteration, disclosure, or destruction. Client documents are exchanged through our secure client portal.
Third-Party Links
Our website may contain links to third-party websites, including the IRS, state tax agencies, and professional organizations. We are not responsible for the privacy practices of those sites.
Contact Us
If you have questions about this privacy policy or how we handle your information, please contact us at [email protected] or call (818) 914-0930.