Privacy Policy

Privacy Policy
Effective Date: October 7, 2025
Last Updated: October 7, 2025

1. Introduction

 

Welcome to ENTPREPARER CPA Services (“we,” “our,” “us”). Your privacy is very important to us. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website, use our online CPA or tax preparation services, or communicate with us.
By accessing our website or services, you agree to the terms of this Privacy Policy. If you do not agree, please do not use our site.

2. Information We Collect

We collect both personal and non-personal information to provide and improve our services:

a. Personal Information

When you use our services, we may collect:

• Full name

• Contact information (phone number and email)

• Date of birth

• Social Security Number or Employer Identification Number (EIN)

• Financial records, tax documents, income statements, W-2s, 1099s, and related forms

• Payment details (if applicable)

• Account login credentials (for client portals)
   

b. Non-Personal Information

We may collect technical and usage data, such as:

• IP address and browser type

• Pages visited and time spent on our site

• Device type and operating system

• Cookies and similar tracking technologies
   

3. How We Use Your Information

We use your information to:

• Prepare and file tax returns

• Provide accounting, bookkeeping, and consulting services

• Verify your identity and maintain security

• Process payments and send invoices

• Communicate with you about your account or services

• Send important updates, reminders, or marketing messages (if you opt in)

• Comply with legal and regulatory obligations
   

4. How We Protect Your Information

We use administrative, technical, and physical security measures to protect your data, including:

• Secure servers and encrypted databases

• SSL (Secure Socket Layer) for online forms and client portals

• Limited access to sensitive information

• Staff confidentiality agreements
   

While we take every precaution, no system is 100% secure. You use our services at your own risk.
5. Sharing and Disclosure

We do not sell or rent your personal information. We may share your information only with:

• Authorized staff, contractors, or affiliates assisting with your service

• Third-party software providers (e.g., tax software or payment processors) under confidentiality agreements

• Legal authorities, when required by law or to protect our legal rights

• Financial institutions for payment processing
   

6. Cookies and Tracking Technologies

Our website may use cookies to enhance your experience, analyze traffic, and store preferences. You can disable cookies in your browser settings, but some features may not function properly.
7. Your Rights and Choices

You have the right to:
 

• Access and request a copy of your personal information

• Request corrections to inaccurate data

• Withdraw consent for marketing emails

• Request deletion of your data (subject to legal recordkeeping requirements)
   

To make a privacy-related request, please contact our team through the communication methods provided on our website.

8. Data Retention
We retain client and financial records only as long as necessary to fulfill our legal, accounting, or tax obligations — typically seven (7) years or as required by law.

9. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites. Please review their privacy policies before providing any information.

10. Children’s Privacy
Our services are not directed to anyone under 18. We do not knowingly collect personal information from minors.

11. Updates to This Policy
We may update this Privacy Policy at any time. Any changes will be posted on this page with the updated effective date. Please review it periodically.

12. Contact Us
If you have questions or concerns about this Privacy Policy or your personal data, please reach out through our official contact page or communication channels.