Privacy Policy

(Acharya CPA & Co PLLC)

Effective Date: August 2025

xAt Acharya CPA & Co PLLC (“we,” “our,” “us”), we take your privacy and confidentiality seriously. As a licensed CPA firm, we are bound by federal and state privacy laws, the AICPA Code of Professional Conduct, and IRS Circular 230 requirements regarding client confidentiality.

Information We Collect

  • Personal and business details you provide (e.g., name, address, email, phone number).

  • Financial and tax documents required to perform services.

  • Website and form submissions (e.g., contact forms, scheduling tools).

  • Limited technical information such as IP address or cookies for website functionality.

How We Use Information

  • To provide accounting, tax preparation, and advisory services.

  • To comply with legal and regulatory obligations.

  • To communicate with you about services, deadlines, and updates.

  • To improve our website and client experience.

Data Security

We use commercially reasonable safeguards to protect your data, including secure portals, encrypted communications, and access controls. Client records are retained in accordance with professional standards and securely destroyed when no longer required.

Third-Party Services

We may use trusted third-party platforms (e.g., QuickBooks Online, TaxDome, G-Suite, Squarespace, Calendly) to deliver services. These providers are contractually or legally obligated to protect your information.

Confidentiality

We will not disclose your information to any third party without your consent, except as required by law, regulation, or professional standards.

Your Rights

Depending on your state of residence, you may have rights regarding access, correction, or deletion of personal information. Contact us at info@acharyacpa.com for inquiries.

Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with the “Effective Date” above.