Last Updated: January 2026

AAA American CPA ("we," "our," or "us") is committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained in the course of providing accounting, tax, bookkeeping, consulting, and related professional services.

1. Information We Collect

We may collect the following types of information:

a. Personal Information

• Name, address, email address, phone number, and date of birth
• Government-issued identification, including Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), or state-issued Driver's License

b. Financial and Tax Information

• Income details such as W-2s, 1099s, K-1s, and business income records
• Bank account and payment information
• Investment, retirement, and asset information
• Tax returns and supporting documentation

c. Business Information

• Business name, Employer Identification Number (EIN), and entity structure
• Accounting records and financial statements

2. How We Use Information

We use collected information to:

• Provide accounting, tax preparation, bookkeeping, payroll, consulting, and advisory services
• Prepare and file federal, state, and local tax returns and related forms
• Communicate with clients regarding services, deadlines, and compliance matters
• Respond to inquiries from tax authorities with proper authorization
• Improve our services, internal processes, and client experience
• Comply with legal, regulatory, and professional obligations

3. Whom Personal Information Is Shared With

SMS opt-in or phone numbers for the purpose of SMS are not being shared with any third party and affiliate company for marketing purposes. We do not sell or rent client information and may share information only in the following circumstances:

• With Client Authorization: When you authorize us, such as through Form 2848 (Power of Attorney) or written consent
• With Service Providers: Trusted third parties who assist us in operations (e.g., tax software providers, secure portals, payment processors), subject to confidentiality obligations
• With Government Authorities: When required to comply with tax laws, regulations, court orders, or lawful requests
• For Professional Purposes: With legal counsel, insurers, or auditors as required for compliance or risk management

4. Data Security

We maintain reasonable administrative, technical, and physical safeguards to protect personal and financial information, including:

• Secure client portals and encrypted file transmission
• Access controls and confidentiality policies for staff
• Secure storage of electronic and physical records

Despite these measures, no data transmission or storage system can be guaranteed 100% secure. Clients are encouraged to use secure methods when sharing sensitive information.

5. Client Responsibilities

• Providing accurate and complete information
• Using secure communication methods recommended by us
• Protecting their own login credentials and portal access

6. Record Retention

We retain client records in accordance with professional standards, legal requirements, and internal retention policies. Records may be destroyed after the applicable retention period unless otherwise required by law or requested by the client.

7. Third-Party Links

Our website or communications may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. Clients should review the privacy policies of any third-party websites they visit.

8. Messaging & Communication

• Messaging frequency may vary.
• Message and data rates may apply.
• To opt out at any time, text STOP.
• For assistance, text HELP or visit our website at aaaamericancpa.com.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in laws, regulations, or business practices. Updates will be posted on our website with a revised effective date.

10. Contact Information

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

AAA American CPA
Email: info@aaaamericancpa.com
Phone: (201) 464-1541
Website: https://aaaamericancpa.com/