Shah & Associates, CPA, PLLC is committed to protecting your privacy. This policy explains what information we collect, how we use it, and your rights regarding your personal data.
We collect information you provide directly to us when you use our website or engage our services. This includes:
We do not collect sensitive personal information such as Social Security Numbers through our website contact form. Any sensitive tax documents are collected through secure, encrypted channels only.
We use the information we collect to:
We never sell, rent, or trade your personal information to third parties for marketing purposes. Your financial information is used solely to provide the services you have requested.
Shah & Associates, CPA, PLLC may share your information only in the following limited circumstances:
As licensed CPAs, we are also bound by professional confidentiality standards under the AICPA Code of Professional Conduct, which prohibit the unauthorized disclosure of client information.
We take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. These measures include:
No method of transmission over the internet or electronic storage is completely secure. While we use commercially reasonable measures to protect your information, we cannot guarantee absolute security.
Our website uses cookies and similar tracking technologies to understand how visitors use our site and to improve the user experience. The information collected is aggregated and does not identify individual visitors.
You can control cookie settings through your browser preferences. Disabling cookies may affect some website functionality but will not prevent you from accessing our content or contacting us.
We use Google Maps to display our office locations. Google Maps has its own privacy policy which governs information collected through that service.
You have the right to:
To exercise any of these rights, please contact us using the information below. We will respond to your request within 30 days.
We retain client financial and tax records in accordance with IRS guidelines and North Carolina state requirements. Tax records are generally retained for a minimum of seven years. Website inquiry information is retained for as long as necessary to respond to your request and for a reasonable period thereafter.
Our website contains links to third-party websites including IRS.gov and state tax authority websites. We are not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any third-party sites you visit.
Our website and services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately and we will take steps to delete it.
We may update this privacy policy from time to time to reflect changes in our practices or applicable law. We will post the updated policy on this page with a revised effective date. We encourage you to review this policy periodically.
If you have questions about this privacy policy or how we handle your personal information, please contact us:
Reach out if you have any questions about how we handle your information.