Privacy Policy
Effective Date: July 3, 2026
Website: [www.picroncpa.com]
Business: Picron CPA Firm, LLC
Contact: [privacy@picroncpa.com]
Picron CPA Firm, LLC respects your privacy. This Privacy Policy explains how we collect, use, disclose, protect, and retain personal information when you visit our website, contact us, schedule a consultation, submit information through our forms, or use our online services.
This Privacy Policy applies to information collected through our website and related online tools. It does not replace any separate engagement letter, client agreement, tax disclosure consent, secure portal terms, or professional obligation that may apply when you become a client.
1. Information We Collect
We may collect the following types of information:
A. Information You Provide to Us
You may provide information when you complete a contact form, schedule a consultation, request services, subscribe to updates, pay an invoice, upload documents, or communicate with us.
This may include:
Name
Email address
Phone number
Mailing address
Business name
Job title or role
Information about your tax, accounting, business, or financial needs
Documents or files you choose to submit
Payment-related information
Any other information you voluntarily provide
Please do not submit Social Security numbers, tax returns, bank records, wage statements, identity documents, or other sensitive information through general website forms unless we specifically provide a secure method for doing so.
B. Client and Tax Information
If you become a client, we may collect information needed to provide tax, accounting, advisory, consultation, IRS representation, bookkeeping, business coaching, or related professional services.
This may include tax return information, financial records, income information, business records, account statements, identification information, IRS or state notices, prior-year returns, payroll records, entity documents, and other confidential client information.
Tax return information is subject to special confidentiality rules. We do not use or disclose tax return information except as permitted by law, authorized by you, or required to provide agreed services.
C. Website and Device Information
When you visit our website, we or our service providers may automatically collect technical information, such as:
IP address
Browser type
Device type
Pages visited
Time and date of visit
Referring website
General location information
Website interaction data
Cookies and similar tracking technologies
D. Scheduling, Payment, Portal, and Third-Party Tool Information
We may use third-party tools to operate the website and provide services, such as website hosting, scheduling, email, payment processing, secure document exchange, video meetings, analytics, electronic signatures, client intake, invoicing, and customer relationship management.
Examples may include tools such as Squarespace, Calendly, Google Workspace, payment processors, secure portals, document management platforms, analytics services, or similar providers. The exact providers may change over time.
2. How We Use Information
We may use personal information to:
Respond to inquiries
Schedule consultations
Determine whether our services may be appropriate for your needs
Provide tax, accounting, advisory, consulting, IRS representation, bookkeeping, or related professional services
Prepare engagement letters, invoices, proposals, and client files
Communicate with you
Process payments
Operate, secure, and improve our website
Send service updates, educational content, or firm communications
Maintain records
Comply with legal, regulatory, ethical, professional, tax, accounting, and security obligations
Protect our rights, clients, systems, and business operations
We do not sell your personal information.
3. Tax Return Information and CPA Confidentiality
As a CPA firm and tax return preparer, we treat client tax and financial information as confidential.
We do not disclose or use tax return information for purposes other than preparing, assisting with, or providing agreed tax-related services unless permitted by law or authorized by you through a required consent.
Certain uses or disclosures of tax return information may require a separate written consent. This Privacy Policy is not intended to serve as that consent.
4. How We Share Information
We may share information in limited circumstances, including:
A. Service Providers
We may share information with vendors and service providers who help us operate our business, such as website hosting providers, secure portals, software vendors, email providers, payment processors, scheduling tools, cloud storage providers, analytics providers, professional liability insurers, IT providers, and administrative support providers.
These providers may only use information as needed to provide services to us, subject to their own legal and contractual obligations.
B. Professional and Legal Obligations
We may disclose information when needed to comply with law, court orders, subpoenas, IRS or state tax administration requirements, professional standards, regulatory obligations, peer review, quality control, insurance, dispute resolution, or similar legal or professional requirements.
C. With Your Direction or Consent
We may share information when you direct us to do so, authorize us to communicate with another person or entity, sign a power of attorney, approve a disclosure, or otherwise provide consent.
D. Business Transfers
If our firm is involved in a merger, reorganization, sale, transfer, or similar business transaction, information may be transferred as part of that transaction, subject to applicable law and professional confidentiality obligations.
5. Cookies and Website Tracking
Our website may use cookies, pixels, analytics tools, embedded content, and similar technologies to operate the site, understand visitor activity, improve performance, and support marketing or educational content.
You can usually adjust your browser settings to block or delete cookies. Some website features may not work properly if cookies are disabled.
If our website uses embedded content, such as videos, maps, scheduling tools, forms, or payment links, those third-party providers may collect information under their own privacy policies.
6. Email, Text, and Marketing Communications
If you provide your contact information, we may use it to respond to you, provide services, send updates, send reminders, or share educational information.
You may opt out of non-essential marketing emails by using the unsubscribe link, if available, or by contacting us at [privacy@picroncpa.com].
Opting out of marketing communications does not prevent us from sending service-related, transactional, legal, billing, tax, or client communications.
7. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information and client information from unauthorized access, disclosure, alteration, or destruction.
These safeguards may include access controls, secure document exchange, password protections, multi-factor authentication, encryption where appropriate, vendor review, staff training, record retention procedures, and written security practices.
No website, email system, portal, software platform, or internet transmission is completely secure. You should not send highly sensitive information through unsecured email or general website forms.
8. Data Retention
We retain information for as long as reasonably necessary to provide services, operate our business, comply with legal and professional obligations, resolve disputes, maintain records, and enforce agreements.
Client records may be retained according to our engagement terms, professional standards, tax rules, document retention policies, and applicable law.
9. Your Privacy Choices
Depending on your relationship with us and applicable law, you may request that we:
Confirm whether we have certain personal information about you
Correct inaccurate contact information
Update your communication preferences
Remove you from marketing communications
Delete certain information, where legally permitted
Provide information about how your information is used or shared
We may need to verify your identity before responding. Some information cannot be deleted if we must retain it for legal, professional, tax, accounting, billing, security, or recordkeeping reasons.
10. Data Breach Notice
If we discover a data security incident involving personal information, we will evaluate the incident and provide notices as required by applicable law.
Missouri law may require notice to affected Missouri residents following certain breaches of personal information.
11. Children’s Privacy
Our website and services are intended for adults and businesses. We do not knowingly collect personal information from children under 13 through our website.
If you believe a child has provided information to us, please contact us at [privacy@picroncpa.com].
12. Links to Other Websites
Our website may link to third-party websites, videos, forms, portals, scheduling tools, payment pages, social media platforms, or other online services.
We are not responsible for the privacy practices, security, content, or policies of third-party websites or services. You should review their privacy policies before providing information to them.
13. State-Specific Privacy Rights
Some states provide residents with additional privacy rights. If you are a resident of a state with applicable privacy laws, you may have additional rights regarding access, correction, deletion, portability, restriction, or opt-out choices.
We will respond to legally required privacy requests in accordance with applicable law.
14. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date.
Your continued use of the website after updates are posted means you accept the revised Privacy Policy.
15. Contact Us
If you have questions about this Privacy Policy or how your information is handled, contact us at:
Picron CPA Firm, LLC
Email: [privacy@picroncpa.com].
Website: [www.picroncpa.com]