How we collect, use, and protect the personal and financial information you share with us.
When you book a consultation, contact us, or become a client, we collect information you provide directly, such as your name, email, phone number, and financial documents necessary to prepare returns or provide advisory services. We do not sell your personal information.
We use your information to provide tax, bookkeeping, and advisory services, to communicate with you about your engagement, and to comply with legal and professional obligations as a licensed CPA firm.
Client documents are shared through Google Workspace (Drive, Gmail, Meet), which applies bank-level encryption in transit and at rest. Access to your files is limited to the CPAs and staff working on your engagement.
We may use third-party tools (such as QuickBooks, Xero, Gusto, or payment processors) to deliver services. These providers only receive the information necessary to perform their function and are bound by their own privacy and security obligations.
You may request a copy of the personal information we hold about you, ask us to correct it, or request deletion where we are not required to retain it for legal or professional reasons, such as IRS recordkeeping requirements.
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Email us anytime, we're happy to clarify anything.
info@purestrikecpa.com