Privacy Policy
Effective Date: 12/08/24
CAPATA CPA (“we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of our clients and visitors. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you engage with our services or visit our website.
1. Information We Collect
We collect both personal and non-personal information to provide and improve our services. The types of information we may collect include:
- Personal Information: Name, address, phone number, email address, Social Security Number (SSN), Tax Identification Number (TIN), financial information, and other details necessary for accounting and tax preparation services.
- Non-Personal Information: Browser type, IP address, device information, and website usage data collected through cookies and analytics tools.
2. How We Use Your Information
We use the information we collect to:
- Provide accounting, tax, and financial advisory services.
- Communicate with you regarding appointments, updates, and service-related inquiries.
- Comply with legal and regulatory requirements.
- Enhance website functionality and improve user experience.
- Offer personalized recommendations and service updates.
3. Sharing and Disclosure of Information
We do not sell, trade, or rent your personal information to third parties.
4. Security of Your Information
We take reasonable measures to protect your information from unauthorized access, alteration, disclosure, or destruction. This includes using secure technologies and maintaining rigorous data management protocols. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
5. Your Choices
You have the right to:
- Access and review your personal information held by us.
- Request corrections to any inaccurate or incomplete information.
- Opt out of receiving non-essential communications, such as marketing messages.
- Request deletion of your personal data, subject to our legal and contractual obligations.
To exercise these rights, please contact us at (949) 539-0760 or via email at [insert email address].
6. Cookies and Tracking Technologies
Our website uses cookies and similar technologies to enhance user experience and analyze website traffic. You can manage or disable cookies through your browser settings. Please note that disabling cookies may affect the functionality of our website.
7. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We encourage you to review this policy regularly. The “Effective Date” at the top of this policy indicates the most recent update.
8. Contact Us
If you have any questions, concerns, or complaints about this Privacy Policy or how we handle your information, please contact us:
CAPATA CPA
5000 Birch St # 4000
Newport Beach, CA 92660
Phone: (949) 539-0760
Email: [Insert Contact Email]
Your trust is important to us, and we are committed to protecting your privacy. Thank you for choosing CAPATA CPA.