Privacy Policy

Last Updated: June 25th, 2024

Welcome to Perry CPA. We value your privacy and are committed to protecting your personal information. This Privacy Policy outlines our practices regarding the collection, use, and disclosure of your information when you use our services.

1. Information We Collect

We collect the following types of information to provide and improve our services:

  • Personal Information: Name, email address, phone number, mailing address, Social Security Number, and other relevant information provided by you during consultations or through our website.
  • Financial Information: Bank account details, tax identification numbers, income, expenses, and other financial data necessary for providing our CPA services.
  • Usage Data: Information about your interactions with our website, including IP address, browser type, pages visited, and the date and time of your visit.

2. How We Use Your Information

We use your information to:

  • Provide and improve our CPA services.
  • Communicate with you regarding your account, transactions, and our services.
  • Process payments and manage your financial accounts.
  • Comply with legal obligations and enforce our agreements.
  • Personalize your experience and understand your needs.

3. Sharing Your Information

We do not sell, trade, or otherwise transfer your personal information (phone numbers, etc.) with any third parties/affiliates or partner.

4. Data Security

We implement a variety of security measures to maintain the safety of your personal information. These measures include encryption, firewalls, and secure server access. However, no method of transmission over the Internet or electronic storage is 100% secure.

5. Your Choices

You can choose not to provide certain information, but this may limit your ability to use some of our services. You can also update or correct your personal information by contacting us.

6. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. You can control the use of cookies through your browser settings.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these sites. We encourage you to read their privacy policies before providing any personal information.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. Your continued use of our services after any changes take effect will constitute your acceptance of the revised policy.

9. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us at:

Perry CPA
900 N Olive Ave West Palm Beach, Fl 33401
561.231.5966
info@perry-cpa.com