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Privacy Policy

By using our services, you agree to the practices described in this Privacy Policy.

1. Information We Collect

1.1 Information You Provide

We collect personal and financial information directly from you to provide accounting, tax, and advisory services. This may include:

  • Name, address, phone number, and email address
  • Social Security Number or Tax Identification Number
  • Financial records, income, and expense data
  • Bank account and investment information
  • Tax returns and related documents

1.2 Information from Third Parties

With your authorization, we may collect additional information from third-party sources, such as financial institutions, payroll providers, or government agencies.

1.3 Information Automatically Collected

When you visit our website, we may collect limited information automatically, such as:

  • IP address
  • Browser type and version
  • Pages viewed and time spent on our site

2. How We Use Your Information

We use the information we collect solely for purposes related to your financial and tax needs, including:

  • Preparing and filing tax returns
  • Providing accounting, audit, or advisory services
  • Communicating with you about your financial matters
  • Complying with legal and regulatory obligations

We do not use your information for marketing purposes or sell your information to third parties.

Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. All the categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

3. Confidentiality and Disclosure

As a CPA, we are bound by professional confidentiality standards. Your information will not be disclosed to third parties except under the following circumstances:

  • Authorized by You: When you provide written consent.
  • Required by Law: To comply with legal, regulatory, or court orders.
  • Service Providers: When necessary to deliver services (e.g., secure document storage, tax software providers).

We require service providers to maintain the confidentiality and security of your information.

4. Your Rights Under California Law

If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA):

  • Access: Request details about the personal information we collect and how we use it.
  • Correction: Request corrections to inaccurate or incomplete information.
  • Deletion: Request the deletion of certain personal information, subject to exceptions (e.g., legal obligations).
  • Data Sharing Opt-Out: Opt-out of data sharing for cross-context behavioral advertising (if applicable).

To exercise these rights, contact us at (714)492-7560.

5. How We Protect Your Information

We implement strict security measures to protect your personal and financial data, including:

  • Encryption of electronic records
  • Secure file-sharing platforms
  • Restricted access to client files
  • Regular staff training on privacy and security practices

While we strive to protect your data, no system can guarantee 100% security.

6. Retention of Information

We retain your information only as long as necessary to provide services to you, fulfill legal or regulatory obligations, and comply with professional record-keeping standards.

7. Cookies and Website Tracking

If you use our website, we may use cookies and similar technologies to enhance your experience. You can manage your cookie preferences through your browser settings.

8. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from minors.

9. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in laws or practices. Updated versions will be posted on our website with the effective date.

10. Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us:

Firm Name: Nguyen & Company, CPA Certified Accountant & Consultants, Inc.
Email: info@cpanguyen
Phone: (714)492-7560
Address: 3525 Hyland Ave. Costa Mesa, CA 92626