PRIVACY POLICY
Last updated: January 8, 2026
The Confidential CPA is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you use our website or work with our firm. By visiting this website or submitting information through our forms, you agree to the terms of this Privacy Policy.
Information We Collect
We may collect the following types of information:
1. Information You Provide Directly
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Name
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Email address
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Phone number
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Contact preferences
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Details you choose to include in form submissions
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Information you share during consultations or communication with us
2. Automatically Collected Information
Our website may collect basic technical data, including:
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IP address
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Browser type
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Device type
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Pages visited
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General usage data
This information helps us improve our website and user experience.
3. Cookies and Tracking
We may use cookies or similar technologies to:
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Improve website performance
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Personalize user experience
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Analyze website traffic
You may disable cookies in your browser settings at any time.
How We Use Your Information
We use your information to:
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Respond to your inquiries
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Provide tax and accounting services
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Communicate with you about appointments, updates, or service needs
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Improve our website and service offerings
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Maintain internal records
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Comply with legal and regulatory requirements
We do not use your information for any purpose unrelated to our services.
How We Protect Your Information
We take your privacy and security seriously. We use secure systems, encryption, and restricted access to ensure your information is safe.
All personal and financial information is treated with strict confidentiality.
Sharing Your Information
The Confidential CPA does not sell, rent, or trade your personal information.We only share information in the following situations:
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With your direct permission
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With service providers that support our business operations (such as secure document portals or scheduling tools)
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When required by law, such as responding to a subpoena, court order, or government request
All third party providers are expected to maintain privacy and security controls.
Your Choices and Rights
You have the right to:
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Request access to the personal information we hold
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Request corrections to inaccurate information
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Request deletion of certain data if it is no longer needed
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Opt out of email communication
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Disable cookies in your browser
To make a request, contact us using the information below.
Links to Other Websites
Our website may link to third party sites. We are not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies separately.
Children’s Privacy
Our services are not directed toward children under 18. We do not knowingly collect personal information from minors.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with the updated date.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, contact us at: