CalCPAGroup | Los Angeles CPA Firm

Privacy Policy

Effective Date: January 16th, 2026

CalCPAGroup ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services.

Information We Collect

Personal Information You Provide

We collect information that you voluntarily provide to us when you:

Complete our intake forms or contact forms
Engage our services and sign engagement letters
Upload documents to our client portal
Subscribe to newsletters or communications
Communicate with us via email, phone, or other channels

This information may include:

Name, email address, phone number, and mailing address
Business information (entity name, EIN, structure, industry)
Financial information (income sources, property details, investment accounts)
Tax documents and records (W-2s, 1099s, K-1s, prior returns)
Other information relevant to providing accounting and tax services

Information Collected Automatically

When you visit our website, we may automatically collect:

IP address, browser type, and device information
Pages visited, time spent on pages, and referring URLs
Cookies and similar tracking technologies (see Cookies section below)

How We Use Your Information

We use the information we collect to:

Provide professional accounting, tax preparation, cost segregation, and fund administration services
Communicate with you about your engagement, deadlines, and service updates
Respond to inquiries and provide customer support
Evaluate your fit for our services during the intake process
Process payments and maintain financial records
Comply with legal and regulatory obligations
Improve our website, services, and client experience
Send periodic emails or newsletters (with your consent)

How We Share Your Information

We do not sell, trade, or rent your personal information to third parties.

We may share your information with:

Service Providers

We work with trusted third-party service providers who assist us in operating our business, including:

Client portal and document management systems (e.g., TaxDome, Canopy, Egnyte)
Tax preparation software (e.g., Lacerte)
Accounting and bookkeeping tools (e.g., QuickBooks)
Payment processors
Website hosting and analytics providers (e.g., Google Analytics)

These providers are contractually obligated to protect your information and use it only for the purposes we specify.

Legal and Regulatory Requirements

We may disclose your information when required by law, regulation, legal process, or governmental request, or to:

Comply with IRS, state tax authorities, or other regulatory bodies
Enforce our Terms of Service or protect our rights
Respond to claims or protect the safety of our clients or others

Professional Standards

As CPAs, we are bound by professional standards of confidentiality. We will not disclose client information except as permitted or required by professional ethics rules and applicable law.

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to:

Remember your preferences and settings
Analyze website traffic and user behavior
Improve website functionality and user experience

Types of Cookies We Use:

Essential cookies: Required for the website to function properly
Analytics cookies: Help us understand how visitors use our site (e.g., Google Analytics)
Preference cookies: Remember your choices and settings

You can control cookies through your browser settings. Disabling cookies may limit your ability to use certain features of our website.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction, including:

Encrypted data transmission (SSL/TLS)
Secure client portal with authentication
Access controls and employee training
Regular security assessments

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to:

Provide ongoing services to you
Comply with legal and regulatory requirements (including IRS record retention rules)
Resolve disputes and enforce our agreements

Generally, we retain client records for at least seven years following the completion of services, or longer if required by law or professional standards.

Your Privacy Rights

California Residents (CCPA)

If you are a California resident, you have the right to:

Know what personal information we collect, use, and disclose
Access your personal information
Delete your personal information (subject to certain exceptions)
Opt-out of the sale of your personal information (we do not sell personal information)
Non-discrimination for exercising your privacy rights

To exercise these rights, contact us at [Insert Email] or [Insert Phone Number].

Other States

Depending on your state of residence, you may have additional privacy rights under state law. Contact us to learn more.

General Rights

All users may:

Update or correct their personal information by contacting us
Opt-out of marketing communications by following unsubscribe instructions
Request information about our data practices

Third-Party Links

Our website may contain links to third-party websites or services that are not operated by us. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing any personal information.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will post the updated policy on this page with a revised "Effective Date." Your continued use of our website and services after changes are posted constitutes acceptance of the updated policy.