Information collected
The public website may collect basic information you choose to provide, such as your name, email address, phone number, preferred contact method, general client and service type, timing, and a brief description of your needs. Please do not submit Social Security numbers, tax records, banking information, identification documents, passwords, or other sensitive information through a public website form.
How information is used
Website inquiry information may be used to review your request, communicate with you, evaluate fit and availability, maintain basic business records, protect the website from misuse, and improve the inquiry experience. Submitting information does not create a CPA-client relationship.
Service providers
The website may use service providers for hosting, scheduling, form delivery, analytics, spam prevention, and related operations. Those providers may process limited information to perform services on behalf of the firm. Production providers should be documented here before launch.
Analytics and cookies
Analytics will load only when a production analytics identifier is configured. If enabled, analytics may collect general usage and device information. Sensitive form content should not be sent to analytics. The final policy should identify the tools in use and any choices available to visitors.
Public inquiries and client data
Public website inquiries are separate from accepted client engagements. After an engagement is accepted, sensitive records are exchanged through designated secure client systems and handled under the terms of the engagement and applicable professional obligations.
Retention and protection
Information may be retained for as long as reasonably needed for the purposes described, legal obligations, dispute prevention, and business records. Reasonable administrative and technical safeguards may be used, but no internet transmission or storage system can be guaranteed to be completely secure.
Your questions and requests
Before launch, add a monitored privacy contact email and any legally required request procedures here. Identity verification may be required before acting on a request involving personal information.
Changes
This policy may be updated as website practices, service providers, or legal requirements change. The revision date above should be updated when material changes are published.