Privacy policy.
Last Updated: June 1st, 2024
1. Introduction
CPA4TAX, LLC ("we," "us," "our") is committed to protecting your privacy and ensuring the confidentiality and security of your personal and financial information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you use our accounting and tax advisory services and visit our website www.cpa4tax.com. By using our services, you agree to the terms of this Privacy Policy.
2. Information We Collect
• Personal Information: We may collect personally identifiable information, including but not limited to your name, email address, phone number, mailing address, and other contact details. This information is collected when you engage our services, subscribe to our communications, or contact us.
• Financial Information: In providing accounting and tax advisory services, we may collect sensitive financial information, such as tax identification numbers, financial statements, bank account details, income records, investment information, and other data relevant to financial and tax planning.
• Technical Information: Our website may automatically collect information such as your IP address, browser type, operating system, referring URLs, and other technical data related to your use of our site.
3. How We Use Your Information
We may use the information we collect for the following purposes:
• Service Provision: To provide and manage our accounting, tax advisory, and related financial services, including tax planning and tax return preparation, , and consulting services.
• Communication: To communicate with you about your account, services, inquiries, or other customer service-related issues.
• Compliance and Legal Obligations: To comply with legal obligations, regulations, and professional standards, including anti-money laundering laws and other regulatory requirements.
• Marketing and Updates: To send you information about our services, newsletters, and other communications that may be of interest to you, with your consent.
4. Disclosure of Your Information
We may share your information in the following circumstances:
• Service Providers: We may share your information with third-party service providers who assist us in delivering our services, IT support, cloud storage, and payment processing. These providers are required to maintain the confidentiality and security of your information.
• Legal and Regulatory Authorities: We may disclose your information if required to do so by law or in response to valid legal requests, such as subpoenas or court orders, or to protect our rights, property, or safety, or that of others.
• Business Transfers: In the event of a merger, acquisition, or sale of our business assets, your information may be transferred as part of that transaction, subject to confidentiality agreements.
5. Data Security
We implement appropriate technical and organizational measures to protect your information from unauthorized access, use, alteration, or destruction. These measures include secure data storage, encryption, and access controls. However, please note that no method of transmission over the Internet or electronic storage is completely secure.
6. Data Retention
We retain your information only for as long as necessary to fulfill the purposes for which it was collected and to comply with legal, regulatory, and professional obligations. Once your information is no longer needed, we will securely dispose of it.
7. Your Rights
Depending on your jurisdiction, you may have certain rights regarding your personal information, including the right to access, correct, delete, or restrict the processing of your data. You may also have the right to object to the processing of your data or request data portability. To exercise these rights, please contact us at Ektaa.Shah@cpa4tax.com.
8. Cookies and Tracking Technologies
Our website may use cookies and similar technologies to enhance user experience, analyze website usage, and deliver targeted content. You can manage your cookie preferences through your browser settings.
9. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of any significant changes by posting the updated Privacy Policy on our website and indicating the "June 1st, 2024.
10. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
CPA4TAX, LLC
3086 Route 27, Suite 9
Kendall Park, NJ 08824
Ektaa.Shah@cpa4tax.com
732.940.2100