Information We Collect

We may collect nonpublic personal information about you from the following sources:

• Information we receive from you on applications, tax organizers, worksheets, forms, and other documents
• Information about your transactions with us, our affiliates, or others
• Information we receive from consumer reporting agencies

In addition, when you visit our website, we may automatically collect certain information about your device and browsing activity, including:

• IP address
• Browser type and version
• Pages visited and time spent on pages
• Referring website addresses

How We Use Your Information

We use the information we collect to:

• Provide and improve our services
• Communicate with you
• Analyze website usage and performance
• Comply with legal and regulatory requirements

Use of Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience and analyze website traffic.

We may use third-party services, including:

• Google Analytics to understand how visitors interact with our website
• Google Ads to measure advertising performance and deliver relevant ads
• Microsoft Clarity to analyze user behavior and improve website usability

These services may collect information such as your IP address, browsing behavior, and interactions with our site.

Third-Party Data Collection

Third-party vendors, including Google and Microsoft, may use cookies or similar technologies to:

• Serve ads based on your prior visits to this and other websites
• Measure the effectiveness of advertising campaigns
• Provide insights into user behavior

You can opt out of personalized advertising by visiting:

• Google Ads Settings: https://adssettings.google.com
• Network Advertising Initiative: https://www.networkadvertising.org

Information Sharing

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law.

Data Security

We restrict access to nonpublic personal information to authorized personnel who need it to provide services to you.

We maintain physical, electronic, and procedural safeguards that comply with federal regulations to protect your information.

Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified data centers.

Your Consent

By using our website, you consent to the terms of this Privacy Policy.

Contact Us

If you have any questions about this Privacy Policy, please contact us directly.