Privacy Policy
Last updated: June 1, 2025. CPA Legacy Group LLC is committed to protecting your personal information and your right to privacy.
This Privacy Policy describes how CPA Legacy Group LLC ("we," "us," or "our") collects, uses, and protects information you provide when you visit our website or engage our services. By using our website, you agree to the terms of this policy.
1. Information We Collect
We collect information you voluntarily provide, including:
- Name, email address, and phone number submitted via our contact form
- Business name and description of services requested
- Financial documents and tax records shared during an engagement (subject to separate engagement letter)
- Communication preferences and language selection
We also collect non-personal information automatically through standard web analytics, including IP address, browser type, referring pages, and time spent on pages.
2. How We Use Your Information
We use the information we collect to:
- Respond to inquiries and provide requested tax and accounting services
- Send engagement letters, invoices, and service-related communications
- Improve our website and service offerings
- Comply with legal and professional obligations as licensed CPAs
- Send occasional firm updates (you may opt out at any time)
3. Confidentiality of Client Information
As licensed Certified Public Accountants, we are bound by professional confidentiality standards under the AICPA Code of Professional Conduct and applicable state laws. All client financial information is treated with the highest level of confidentiality and is never sold, rented, or shared with third parties except as required by law or with your explicit written consent.
4. Data Security
We implement industry-standard security measures to protect your information, including encrypted communications, secure client portals, and restricted access to sensitive data. No method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
5. Third-Party Services
Our website may use third-party tools including Google Analytics (for website traffic analysis) and scheduling platforms. These services have their own privacy policies and we encourage you to review them. We do not sell your personal data to any third party.
6. Cookies
Our website uses cookies to enhance your browsing experience and analyze site traffic. You may disable cookies through your browser settings, though this may affect certain website functionality.
7. Your Rights
You have the right to:
- Request access to personal information we hold about you
- Request correction or deletion of your personal information
- Opt out of marketing communications at any time
- Request a copy of your data in a portable format
8. Contact Us
For questions, concerns, or requests regarding this Privacy Policy, please contact us: