1. Privacy Policy

 

1.1 Introduction

1.1.1 Purpose of This Policy
This Privacy Policy explains how Forensics CPA Tax, PLLC (“we,” “us,” “our”) collects, uses, stores, and protects your information when you engage our services or use our website.

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1.1.2 Agreement to Terms
By accessing our website or providing information to us, you agree to the practices described in this Policy.

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2. Information We Collect

 

2.1 Personal Information

2.1.1 Details You Provide
We may collect information such as your name, email address, phone number, mailing address, and any information you voluntarily submit through forms, emails, phone calls, or during the course of an engagement.

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2.1.2 Financial or Sensitive Data
If you become a client, we may collect financial records, tax documents, statements, and other data necessary to provide accounting, forensic, tax, valuation, or advisory services.

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2.1.3 Automatically Collected Data
When you visit our website, we may automatically collect information such as your IP address, browser type, device identifiers, pages viewed, and usage patterns through cookies or similar technologies.

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3. How We Use Your Information

 

3.1 Service Delivery

3.1.1 To Provide Professional Services
We use your information to deliver forensic accounting, litigation support, tax preparation, tax planning, business valuation, and related professional services.

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3.1.2 Communication
We use your information to respond to inquiries, schedule consultations, send engagement-related communications, and provide updates about your matters.

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3.1.3 Compliance and Legal Obligations
We may use your information to comply with applicable laws, regulations, professional standards, and record-keeping requirements for CPA and forensic services.

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4. Sharing of Information

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4.1 Service Providers

 

4.1.1 Operational Support
We may share information with trusted third-party service providers who assist with functions such as secure data storage, IT support, or other operational needs. These providers are required to protect your information and use it only as instructed by us.

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4.1.2 Legal Requirements
We may disclose information when required to do so by law, regulation, court order, subpoena, or a request from a governmental or regulatory authority.

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4.1.3 Client Authorization
We may share information with attorneys, experts, or other third parties when you authorize us to do so in connection with your engagement.

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5. Data Security

 

5.1 Protection Measures

 

5.1.1 Safeguards

We use reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, loss, misuse, or alteration.

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5.1.2 Limitations
While we take data security seriously, no method of transmission or storage is completely secure, and we cannot guarantee absolute security of your information.

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6. Your Rights

 

6.1 Access, Correction, and Deletion

 

6.1.1 Your Options

You may request access to the personal information we hold about you, request corrections if it is inaccurate or incomplete, or request deletion where permitted by law and consistent with professional record-keeping obligations.

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6.1.2 Communication Preferences
You may opt out of non-essential or marketing-related communications at any time by following the instructions in those communications or by contacting us directly.

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7. Cookies & Tracking

 

7.1 Cookies

 

7.1.1 Usage
Our website may use cookies and similar technologies to improve performance, analyze usage, and enhance your browsing experience. You can usually modify your browser settings to refuse cookies or alert you when cookies are being used. However, some features of the site may not function properly if cookies are disabled.

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8. Third-Party Links

 

8.1 External Sites

 

8.1.1 Responsibility
Our website may contain links to external or third-party websites. We are not responsible for the privacy practices, content, or security of those sites, and we encourage you to review their privacy policies before providing any information.

 

9. Data Retention

 

9.1 Storage Policies

9.1.1 Required Retention
We retain client and engagement-related records for the period required by law, regulation, and applicable professional standards for CPAs and forensic professionals.

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9.1.2 Business Purposes
We may retain other information for as long as necessary to fulfill the purposes described in this Policy, resolve disputes, enforce our agreements, and maintain business records.

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10. Children’s Privacy

 

10.1 Under 18

 

10.1.1 No Collection
Our services and website are not directed to children under 18. We do not knowingly collect personal information from individuals under 18. If we become aware that we have collected such information, we will take steps to delete it.

 

11. Changes to This Policy

 

11.1 Updates

 

11.1.1 Notifications
We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or services. When we do, we will revise the “Last Updated” date at the top of the policy. Your continued use of our website or services after any changes indicates your acceptance of the updated Policy.

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12. Contact Information

 

12.1 How to Reach Us

 

12.1.1 Contact Details
If you have questions about this Privacy Policy or how we handle your information, please contact:

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Forensics CPA Tax, PLLC
Phone: 914-646-4481
Email: angel@forensicsCPAtax.com