Privacy Policy

01 Information We Collect

Depending on how you interact with our website and services, we may collect the following types of information:

• Personal Information: Name, address, email address, phone number, date of birth, Social Security Number (SSN), Tax Identification Number (TIN), and other identifiers you provide to us.
• Financial Information: Bank account details, income and expense records, tax returns, tax filings, and other financial documents required to provide our services.
• Website Information: IP address, browser type, operating system, browser user agent, and website usage information collected through cookies or similar technologies.
• Comments and Communications: Information you submit through website comments, contact forms, or other communications with our firm.

02 How We Use Your Information

We may use the information we collect to:

• Provide accounting, tax preparation, and advisory services.
• Prepare and process tax-related documents and requests.
• Communicate with you regarding your account or our services.
• Respond to inquiries and provide customer support.
• Comply with applicable legal and regulatory requirements.
• Maintain website functionality and improve our services.
• Help detect, investigate, and prevent fraud, spam, and unauthorized access.

03 Comments

When visitors leave comments on our website, we collect the information displayed in the comments form, along with the visitor's IP address and browser user agent string to assist with spam detection.

An anonymized string created from your email address, also called a hash, may be provided to the Gravatar service to determine whether you use it. The Gravatar service privacy policy is available at https://automattic.com/privacy/ .

After your comment is approved, your profile picture, if associated with Gravatar, may be visible to the public alongside your comment.

04 Media

If you upload images to our website, we recommend removing embedded location data, including EXIF GPS information, before uploading them. Visitors may be able to download images and extract location data embedded in those files.

05 Cookies and Tracking Technologies

Our website may use cookies and similar technologies to support website functionality, remember preferences, and improve your browsing experience.

• Comment cookies: If you leave a comment, you may choose to save your name, email address, and website in cookies for convenience. These cookies may last for one year.
• Login test cookie: If you visit our login page, a temporary cookie may be set to determine whether your browser accepts cookies. It contains no personal data and is removed when you close your browser.
• Login cookies: When you log in, cookies may store your login information and display preferences. Login cookies typically last two days, while screen preference cookies may last one year. Selecting "Remember Me" may keep you logged in for two weeks.
• Editing cookies: If you edit or publish an article, a cookie may store the post ID. It contains no personal data and expires after one day.

You can configure your browser to refuse cookies or notify you when cookies are being used. Disabling certain cookies may affect website functionality.

06 Embedded Content from Other Websites

Articles or pages on our website may include embedded content, such as videos, images, articles, or other resources. Embedded content from third-party websites behaves as though you visited those websites directly.

Third-party websites may collect information about you, use cookies, implement additional tracking technologies, and monitor your interaction with their content. If you have an account and are logged in to those websites, your interactions may be associated with that account.

07 Information Sharing and Disclosure

CPF Accounting Firm does not sell or rent your personal information. We may disclose information in the following circumstances:

• When you have provided your consent.
• To service providers who help us deliver our services, subject to appropriate confidentiality and data protection obligations.
• When required by applicable law, regulation, or court order.
• When reasonably necessary to protect our rights, property, safety, or the rights and safety of others.

If you request a password reset through our website, your IP address may be included in the password reset email.

08 Data Security

We implement reasonable physical, electronic, and administrative safeguards designed to protect personal and financial information against unauthorized access, use, alteration, or disclosure.

Although we take reasonable measures to protect your information, no method of electronic storage or transmission can be guaranteed to be completely secure.

09 How Long We Retain Your Data

We retain personal information for as long as reasonably necessary to provide our services, fulfill the purposes described in this policy, comply with applicable legal and professional recordkeeping obligations, resolve disputes, and enforce our agreements.

Comments and their metadata may be retained indefinitely to help recognize and automatically approve follow-up comments rather than placing them in a moderation queue.

For users who register on our website, we store the personal information they provide in their user profile. Users may generally view, edit, or delete their profile information, except for their username. Website administrators may also access and edit this information.

10 Your Privacy Rights

Depending on applicable law, you may have the right to:

• Request access to personal information we hold about you.
• Request corrections or updates to inaccurate information.
• Request deletion of your personal information, subject to applicable legal, tax, professional, and security requirements.
• Request an export of personal data you have provided to us.
• Opt out of certain communications where applicable.

We may retain certain information when required or permitted by law, including for administrative, legal, professional, or security purposes.

To make a privacy-related request, please contact CPF Accounting Firm through our website.

11 Third-Party Links

Our website may contain links to third-party websites, including government tax agencies and other external resources. We do not control those websites and are not responsible for their content, security, or privacy practices. We encourage you to review the privacy policies of any third-party website you visit.

12 Where Your Data Is Sent

Visitor comments may be checked through an automated spam detection service. Information may also be processed by service providers as necessary to operate our website and deliver our services, subject to applicable obligations.

13 Mobile Information and Text Messaging

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. The foregoing categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

14 Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or applicable requirements. Any updates will be published on this page. We encourage you to review this policy periodically.