Legal
Privacy policy
Last updated: To be filled in at handoff
This text is a draft. The business owner should have it reviewed by their own attorney.
This policy explains what information Your Business Name CPA, PLLC collects, and does not collect, when you visit this website or contact us, how that information is used and the choices you have.
Information collected on this website
The site does not use cookies and has no visitor analytics, advertising or social media tracking tools. Fonts and all files load from the site itself; no request is sent to a third-party service when a page opens. The site has no forms and no accounts.
Calculators
The calculators run only in your browser. Amounts, rates and other figures you enter are not sent to any server and are not stored.
Information you send us
When you call, email or message us on WhatsApp, we receive the information you choose to share, such as your name, phone number, email address and details about your business or tax situation. We use it only to reply to you, to schedule a meeting and, if you become a client, to provide the services in our engagement letter.
Client tax and financial information is handled under the confidentiality rules that apply to CPAs and under federal rules on the use and disclosure of tax return information. We do not sell or share personal information for advertising.
Server logs and external links
The company that hosts the site may keep technical logs, such as IP address and time of access, for security purposes. Phone, WhatsApp, email and map links open the related app or service, and that service's own privacy terms apply.
Your privacy rights
Depending on where you live, state privacy laws such as the California Consumer Privacy Act, as amended by the California Privacy Rights Act, may give you the right to know what personal information we hold about you, to ask us to correct or delete it, and to opt out of its sale or sharing. We do not sell or share personal information. To make a request, contact us using the details below; we may need to verify your identity, and some records must be kept for the periods required by law.
Children
This site is not directed to children under 13, and we do not knowingly collect their personal information.
Changes and contact
If this policy changes, the updated version will be posted on this page with a new date. For questions, contact Your Business Name CPA, PLLC, 0000 Example Street, Suite 000, Charlotte, NC 28202, at +1 (555) 010-0100 or contact@example.com. See also our terms of use.