Privacy Policy
This document was last updated on August 10, 2026.
Your Trust, Our Priority
Here is what you can expect from us when it comes to your personal information.
Encrypted & Secure
We use secure portals, SSL encryption, and multi-factor authentication to protect your sensitive financial and tax data.
We Never Sell Your Data
Your personal information is never sold, rented, or traded to third parties for marketing — ever.
Only What We Need
We collect only the information necessary to deliver our accounting, tax, and advisory services to you.
Vetted Partners Only
When we share data with service providers, it is only with trusted vendors bound by strict confidentiality agreements.
7-Year Record Retention
Client records are retained for at least seven years per IRS guidelines, then securely and permanently destroyed.
Your Rights Respected
You can request access to, correction of, or deletion of your personal information at any time by contacting us directly.
About This Policy
Aligned CPA, LLC is a professional CPA and advisory firm located at 405 East Duval Street, Lake City, Florida 32055. We specialize in accounting, bookkeeping, payroll, tax planning, and advisory services for solo and small law firms.
This Privacy Policy describes how we collect, use, protect, and share personal information gathered through our website alignedcpa.com and through our professional client engagements. By using our Site, you agree to the practices described in this Policy.
As licensed CPAs, we are bound by professional ethical standards — including strict confidentiality obligations — that govern how we handle your financial and tax information. This Policy supplements, and does not replace, those professional duties.
What We Collect & Why
We collect information in two ways: directly from you, and automatically when you visit our Site.
| Source | Information Collected | Purpose |
|---|---|---|
| Contact Form | Name, email, phone, message | Respond to inquiries and schedule consultations |
| Newsletter Sign-Up | Name, email address | Send tax tips, deadline reminders, and firm news |
| Client Services | Financial records, tax documents, payroll data, business information | Deliver accounting, tax, and advisory services |
| Analytics | IP address, pages visited, browser type, device type | Improve Site performance and content |
Analytics data is collected in aggregate and is generally not linked to your personal identity. We do not collect sensitive personal information (such as Social Security numbers) through our website contact forms.
How We Protect Your Information
We implement appropriate technical and organizational safeguards to protect your personal information, including:
- SSL/TLS encryption for all data transmitted through our Site
- Secure, encrypted cloud portals for client document exchange
- Multi-factor authentication on all client-facing systems
- Role-based access controls — only authorized team members access client data
- Regular security audits and software updates
- Staff training on data privacy and handling best practices
If you believe your information or interaction with us has been compromised, contact us immediately at info@alignedcpa.com or (386) 752-4005.
How We Use & Share Information
We use your information to provide and improve our services, communicate with you, and meet our legal and professional obligations. We do not sell your data.
We may share your information only in the following limited circumstances:
- Service Providers — Trusted vendors who assist us in operating our business (email platforms, cloud storage, practice management software such as Clio). These vendors are contractually bound to protect your information.
- Legal Requirements — If required by law, court order, or governmental authority, or to protect the rights and safety of Aligned CPA, our clients, or the public.
- Professional Obligations — With other professionals (e.g., attorneys, enrolled agents) as necessary to deliver services, with your consent where required by professional standards.
- Business Transfers — In the event of a merger or acquisition, client information may transfer as part of that transaction, subject to the same confidentiality protections.
Mobile/SMS: We do not share mobile information or phone numbers with third parties for marketing or promotional purposes.
Your Choices & Rights
Depending on applicable law and your relationship with us, you may have the following rights:
- Access — Request a copy of the personal information we hold about you
- Correction — Request that we correct inaccurate or incomplete data
- Deletion — Request deletion of your personal information, subject to our legal and professional retention obligations
- Opt-Out — Unsubscribe from our newsletter at any time via the link in any email, or by emailing us directly
- Portability — Request your information in a structured, machine-readable format where feasible
- Object — Object to certain uses of your information, including marketing communications
To exercise any of these rights, contact us at info@alignedcpa.com. We will respond within 30 days.
Data Retention & Secure Disposal
We retain personal information for as long as necessary to fulfill the purposes described in this Policy and to comply with our legal, professional, and regulatory obligations:
- Client tax and financial records — minimum seven (7) years, consistent with IRS guidelines and Florida CPA professional standards
- Contact form submissions — up to two (2) years, or until your inquiry is resolved
- Newsletter subscriptions — until you unsubscribe; opt out anytime via the link in any email
- Analytics data — aggregated and anonymized; retained per Google Analytics defaults (up to 26 months)
When information is no longer needed, we securely delete or anonymize it in accordance with our data disposal procedures.
Website & Cookies
Our Site uses cookies and web analytics tools to understand how visitors use the Site and to improve your experience.
| Type | Purpose |
|---|---|
| Essential | Required for the Site to function — forms, security, session management |
| Analytics | Google Analytics — aggregate usage data to improve Site content and performance |
| Preference | Remember your settings and browsing preferences |
Google Analytics: We use Google Analytics to collect anonymized information about how visitors use our Site. You may opt out by installing the Google Analytics Opt-Out Add-on.
Managing Cookies: You can control or delete cookies through your browser settings. Disabling certain cookies may affect Site functionality.
Updates to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. When we make material changes, we will update the "Last Updated" date at the top of this page.
We encourage you to review this Policy periodically. For significant changes, we may also notify active clients and newsletter subscribers by email. Continued use of our Site after changes are posted indicates your acceptance of the updated Policy.
Specialized accounting, tax planning, and advisory for solo and small law firms.
Schedule a Free CallPrivacy Questions?
We take privacy seriously. Reach out and we'll respond within 1 - 3 business days.
"Your Growth Is Our Business"
At Aligned CPA, LLC, protecting your personal and financial information is not just a legal obligation — it is a core part of the trust we build with every client.
As licensed CPAs serving solo and small law firms, we hold ourselves to the highest professional standards of confidentiality and care.
If you have any concerns about how your information is handled, we want to hear from you.