Privacy Policy:
Our Commitment to Your Privacy
CPA MBA Solutions (“we,” “our,” or “us”) values your trust and is committed to protecting your personal information. As a Certified Public Accounting (CPA) firm, we adhere to strict professional standards of confidentiality and comply with applicable U.S. privacy laws, including the Gramm-Leach-Bliley Act (GLBA) and IRS Section 7216.
Information We Collect
We may collect the following types of information:
- Personal Information: Name, address, email, phone number.
- Financial Information: Tax returns, income details, banking information.
- We do not collect any client or potential client information from our website
How We Use Client Information
We use your information to:
- Provide accounting, tax, and advisory services.
- Communicate with you regarding your account or services.
- Comply with legal and regulatory requirements.
Sharing of Information
We do not sell or rent your personal information. We may share information only:
- With employees and contractors who assist in providing services.
- With third-party service providers under strict confidentiality agreements.
- When required by law, regulation, or court order.
Data Security
We maintain physical, electronic, and procedural safeguards to protect your information. Access is restricted to authorized personnel only.
Your Rights
You have the right to:
- Request access to your personal information.
- Request corrections or deletion where legally permissible.
To exercise these rights, contact us at the email below.
Cookies and Website Tracking
If our website uses cookies or analytics, they are used only to improve user experience. You can disable cookies in your browser settings.
IRS Section 7216 Compliance
In accordance with IRS Section 7216, we do not disclose or use tax return information for any purpose other than preparing, assisting in preparing, or providing services in connection with your tax return, unless you provide written consent. We maintain strict confidentiality and comply with all IRS regulations regarding the handling of tax return data.
SMS and MMS Terms & Conditions:
Program Description
CPA MBA Solutions offers SMS/MMS alerts to clients including appointment reminders, document requests, filing deadline alerts, and service updates. No marketing messages will be sent without your prior express written consent.
Consent and Opt-In
As a client, by providing your mobile number, you are opting in, you agree to receive SMS/MMS messages from CPA MBA Solutions. Message frequency varies. Message and data rates may apply. Reply STOP to cancel, HELP for help. Your consent is not a condition of purchase of services.
Carrier Disclaimer
Wireless carriers are not liable for delayed or undelivered messages.
Privacy
We use your mobile number only to deliver the messages you request and to operate this program. We do not sell or share mobile numbers. For more information, please see our Privacy Policy at /privacy-policy.
IRS Section 7216 Compliance
If any message uses or discloses tax return information, CPA MBA Solutions will obtain your specific written consent in accordance with IRS Section 7216 regulations. We do not send sensitive tax information via SMS.
Contact Us
If you have any questions about this Privacy Policy and SMS Terms & Conditions, please contact:
CPAMBA Solutions
Email: info@cpambasolutions.com