Privacy Policy
Purpose and Scope
This Privacy Policy describes how The CPA Service (“we,” “us,” or “our”) collects, uses, safeguards, and maintains personal information obtained through our website, communications, and professional services.
We are committed to maintaining client confidentiality per AICPA Code of Professional Conduct and New York State requirements.
Information We Collect
Voluntarily Provided
- Name, email address, phone number
- Business or entity information
- Information from contact forms, scheduling tools, email, phone, or text
Automatically Collected Website Data
- IP address, browser and device information, pages visited
- Used solely for website administration, security, and performance analysis
Use of Information
Personal information is used for:
- Providing professional accounting, tax, and advisory services
- Responding to inquiries and managing appointments
- Delivering transactional communications
- Complying with legal and regulatory obligations
We do not use personal information for unsolicited marketing campaigns.
Confidentiality and Non-Disclosure
We do not sell, rent, trade, or disclose personal information to third parties or affiliates for marketing, promotional, or lead-generation purposes. Disclosure occurs only when required by law, with client authorization, or to meet professional obligations.
Text Messaging and Electronic Communications
Messages are limited to client-initiated communications, appointments, and service updates. Text messaging is used exclusively for service-related communications and not for advertising or marketing campaigns. Users may opt out by replying STOP.
Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction. No method of transmission is completely secure.
Record Retention
Client information is retained per legal and professional requirements and securely destroyed when obligations are satisfied.
Cookies and Website Technologies
The website may use cookies to enhance functionality. Users can adjust browser settings to disable them.
Third-Party Websites
The firm is not responsible for third-party website privacy practices.
Your Rights
Individuals may request access, correction, or deletion of personal information, subject to legal and professional retention requirements.
Updates to This Privacy Policy
We may revise this Privacy Policy periodically. Updates will be posted on this page with an updated effective date.
Contact Information
The CPA Service
Email: Info@TheCPAService.com
Website: www.TheCPAService.com