Legal

Privacy Policy

Your privacy matters to us. This policy explains what information we collect, how we use it, and the steps we take to protect it.

1. Information We Collect

We collect information you provide directly to us when you request a consultation, subscribe to our newsletter, or otherwise interact with our firm. This may include your name, business name, email address, phone number, revenue range, employee count, and any details you share in your message. We also collect limited technical information automatically, such as your browser type and pages visited, to improve our website performance.

2. How We Use Your Information

We use the information we collect to respond to your inquiries, schedule and conduct consultations, provide accounting and advisory services, send you relevant resources and updates if you have opted in, and improve our website and services. We do not sell, rent, or trade your personal information to third parties under any circumstances.

3. Email, Phone, and SMS Communications

We may communicate with you by email, telephone, or text message (SMS) regarding inquiries, appointments, documents, deadlines, engagements, and services you have requested. If you consent to receive SMS messages from us, message frequency may vary and message and data rates may apply. Reply STOP to opt out or HELP for assistance. Consent to receive SMS messages is not a condition of purchasing any services. Mobile phone numbers, SMS opt-in information, and text message consent will not be sold, rented, or shared with third parties or affiliates for marketing or promotional purposes.

4. Information Sharing

We may share your information with trusted service providers who assist us in operating our firm, such as cloud accounting platforms and secure document management systems. These providers are bound by confidentiality obligations and are only permitted to use your information to provide services to us. We may also disclose information when required by law or to protect our legal rights.

5. Data Security

We implement industry-standard security measures to protect your personal information, including encrypted data transmission, access-controlled storage platforms, and regular security reviews. While no method of transmission or electronic storage is completely secure, we work diligently to safeguard your information using reasonable and appropriate safeguards.

6. Cookies and Tracking

Our website may use cookies and similar technologies to enhance your browsing experience and analyze website traffic. You can control cookies through your browser settings. Disabling cookies may affect some functionality of the website but will not prevent you from accessing our content.

7. Your Rights

You have the right to access, correct, or request deletion of your personal information. You may also opt out of marketing communications at any time by clicking the unsubscribe link in our emails or contacting us directly. If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA).

8. Retention of Information

We retain your information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. When your information is no longer needed, we securely delete or anonymize it in accordance with our retention policies.

9. Children's Privacy

Our services are intended for businesses and adults. We do not knowingly collect personal information from children under 16. If you believe we have collected information from a minor, please contact us and we will promptly delete it.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we make material changes, we will update the effective date at the top of this page and, where appropriate, notify you. We encourage you to review this policy periodically.

11. Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us at info@accruecpa.com or (559) 550-4400. You may also write to us at .