Privacy Policy
At ElBakrawy CPA, we are committed to protecting the privacy, confidentiality, and security of the personal and financial information of our website visitors, clients, and partners. As a certified public accounting practice, we adhere to stringent professional and statutory obligations regarding data privacy.
Information We Collect
We collect information that identifies, relates to, or could reasonably be linked with you or your business ("Personal Information"). This includes:
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Identification Data: Name, business name, email address, phone number, and physical address collected via our contact or scheduling forms.
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Financial Information: Bank-grade data, financial statements, tax documents, and bookkeeping ledgers uploaded securely via our designated client portals.
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Usage Data: IP addresses, browser types, and activity logs collected automatically via Google Analytics and cookies to improve your user experience.
How We Use Your Information
We utilize the collected information strictly for professional purposes, including:
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Delivering tax preparation, bookkeeping, compilation, and financial review services.
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Scheduling consultations and communicating regarding your corporate or individual financial files.
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Ensuring compliance with state board accountancy regulations, federal tax laws, and the Internal Revenue Service (IRS) guidelines.
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Maintaining and optimizing the security of our digital infrastructure.
Gramm-Leach-Bliley Act (GLBA) & Non-Public Personal Information (NPI)
As a financial services provider under US law, we comply strictly with the Gramm-Leach-Bliley Act.
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We do not sell, rent, or trade your personal or business financial data to third-party marketers under any circumstances.
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Access to your non-public personal financial information is strictly limited to authorized personnel who require that data to provide accounting or tax services to you.
Third-Party Tools and Security Compliance
We prioritize institutional-grade data security. When you interact with our website or services, your data may be processed through secure third-party platforms (such as client portals, billing platforms, and scheduling applications).
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All data transmissions involving sensitive financial and tax documents are protected via industry-standard SSL/TLS encryption protocols.
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We recommend that clients always utilize our designated secure client portals rather than standard email to transmit highly sensitive items like Social Security Numbers or corporate banking details.
IRS Circular 230 Notice
In accordance with IRS regulations, any tax advice or financial insights contained on this website (including our blog, resources, and downloadable materials) is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.
Your Rights and Choices
Depending on your jurisdiction (including states adhering to specific privacy acts like the CCPA), you have the right to request access to the personal data we hold about you, request corrections to inaccurate records, or request the deletion of your data, subject to legal record-retention requirements imposed on CPAs by state and federal regulatory bodies.
Contact Us
If you have any questions regarding this Privacy Policy or our data security practices, please contact us directly at:
ElBakrawy CPA Website: https://www.elbakrawycpa.com
Email: info@elbakrawycpa.com