At CPA Des Consulting, we are committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy explains how we collect, use, and disclose your personal information, and outlines the steps we take to safeguard your privacy and protect your data.

Collection of Personal Information

We collect personal information from our clients and other individuals in the course of providing our accounting, tax, and consulting services. This information may include your name, address, phone number, email address, Social Security number, financial account numbers, and other information necessary to provide our services. We may also collect information about your transactions with us, such as the services you request and the fees you pay.

Use of Personal Information

We use your personal information to provide our accounting, tax, and consulting services, and to communicate with you about our services and related matters. We may also use your information to comply with our legal and regulatory obligations, such as filing tax returns or responding to government inquiries.

Disclosure of Personal Information

We do not sell or rent your personal information to third parties. However, we may disclose your information to third parties as necessary to provide our services. For example, we may disclose your information to a tax authority to file your tax return, or to a financial institution to process a payment.

We may also disclose your information to our service providers who assist us in providing our services, such as our IT service providers, cloud storage providers, or document management providers. These service providers are required to keep your information confidential and use it only for the purposes for which we have engaged them.

In addition, we may disclose your information if required by law or if we believe that such disclosure is necessary to protect our rights, property, or safety, or the rights, property, or safety of others.

Security of Personal Information

We take reasonable steps to protect your personal information from unauthorized access, disclosure, or alteration. We use physical, technical, and administrative safeguards to protect your information, including encryption, firewalls, and access controls.

However, please note that no method of transmission over the internet or method of electronic storage is 100% secure. We cannot guarantee the absolute security of your information, and we are not responsible for any unauthorized access to your information that is beyond our control.

Retention of Personal Information

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, or as required by law. After that, we securely dispose of your information in accordance with our document retention and destruction policies.

Changes to the Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting a notice on our website or by other means.

Contact Us

If you have any questions or concerns about this Privacy Policy, or if you wish to exercise your rights under applicable privacy laws, please contact us at desarae.hendricks@cpades.com.