Privacy Policy

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Privacy Policy — Contra Costa CPA

Last updated: 04/09/2026

Contra Costa CPA (“we,” “our,” “us”) is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, submit information through our forms, or engage with our services.

By using our website or providing information to us, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following categories of information:

Personal Information

Name

Email address

Phone number

Mailing address

Employer or organizational information

Tax‑related information voluntarily provided by you

Technical Information

IP address

Browser type

Device information

Pages visited and time spent on the website

Cookies and tracking technologies

Client‑Provided Documents

Documents uploaded through our secure portal or provided during onboarding, including tax forms, financial statements, and supporting documentation.

2. How We Use Your Information

We use your information to:

Provide tax preparation, advisory, and accounting services

Communicate with you regarding appointments, document requests, and service updates

Maintain accurate client records

Improve website functionality and user experience

Comply with legal, regulatory, and professional obligations

Send SMS notifications when you have provided consent (see Section 6)

We do not sell personal information to third parties.

3. How We Share Your Information

We may share your information with:

Secure third‑party service providers (e.g., client portals, e‑signature platforms, scheduling tools)

Government agencies when legally required (IRS, FTB, state authorities)

Professional partners assisting with your engagement (with your authorization)

All third‑party providers are required to maintain confidentiality and data security consistent with professional standards.

4. Data Security

We implement administrative, technical, and physical safeguards to protect your information, including:

Encrypted data transmission

Secure client portals

Access controls and authentication

Regular system monitoring

While we take reasonable measures to protect your data, no method of transmission or storage is completely secure.

5. Your Rights and Choices

Depending on your jurisdiction, you may have the right to:

Access the personal information we hold about you

Request corrections or updates

Request deletion of certain information

Opt out of non‑essential communications

To exercise these rights, contact us at:  Admin@Contracostacpa.com

6. SMS Communications and Consent

We may send SMS messages to clients who voluntarily provide their mobile numbers. These messages may include:

Appointment reminders

Document‑ready notifications

Portal access instructions

Important service updates

By providing your mobile number, you consent to receive SMS messages from our firm. Message frequency may vary. Standard message and data rates may apply. You may opt out at any time by replying STOP to any message.

We do not share or sell mobile numbers to third parties for marketing purposes. Mobile numbers are used solely to deliver requested services and communications in accordance with this Privacy Policy.

7. Cookies and Tracking Technologies

We may use cookies, analytics tools, and similar technologies to:

Improve website performance

Understand user behavior

Enhance your browsing experience

You may disable cookies through your browser settings, though some features may not function properly.

8. Third‑Party Links

Our website may contain links to third‑party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies.

9. Children’s Privacy

Our services are not directed to individuals under 13. We do not knowingly collect information from children. If we become aware of such data, we will delete it promptly.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated “Last Updated” date. Continued use of our website constitutes acceptance of the revised policy.

11. Contact Us

If you have questions about this Privacy Policy or your personal information, please contact:

Contra Costa CPA   2950 Buskirk Ave. Suite 300. Walnut Creek CA 94598. (925)289-0332. Admin@contracostacpa.com