Privacy Policy

1. Information We Collect

Nick Dawson CPA collects information that you provide directly to us when you use our services, including:

• Contact information (name, email address, phone number, mailing address)
• Financial information necessary to provide accounting and tax services
• Business information and tax identification numbers
• Payment and billing information

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our CPA services
• Prepare tax returns and financial statements
• Communicate with you about our services
• Process payments and maintain accurate records
• Comply with legal and regulatory requirements

3. Information Sharing and Disclosure

We do not sell, rent, or share your personal information with third parties for their marketing purposes. We may share your information only in the following circumstances:

• With your explicit consent
• With government agencies as required for tax filing and compliance
• With professional service providers who assist in delivering our services (bound by confidentiality agreements)
• When required by law or to respond to legal process

4. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. This includes encryption, secure file transfer protocols, and restricted access to sensitive data.

5. Data Retention

We retain your information for as long as necessary to provide our services and comply with legal obligations. Tax records and related documents are typically retained for a minimum of seven years in accordance with IRS requirements.

6. Your Rights

You have the right to:

• Access and review your personal information
• Request corrections to inaccurate information
• Request deletion of your information (subject to legal retention requirements)
• Opt-out of marketing communications

7. Cookies and Tracking

Our website may use cookies and similar tracking technologies to improve user experience and analyze website traffic. You can control cookie preferences through your browser settings.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last Updated" date.

9. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us: