Privacy Policy

Precision CPA (“we,” “us,” or “our”) respects your privacy. This policy explains what information we collect through this website and in the course of providing tax, accounting, and advisory services, and how we use and protect it.

Information we collect

We collect information only when you provide it to us, for example when you:

• Submit our contact form (name, email, phone number, and your message)
• Engage us for services (identifying details, tax and financial records, and other information needed to complete the work you request)
• Opt in to receive text messages (your mobile number and consent record)

Like most websites, our hosting provider may also record basic technical data such as IP address, browser type, and pages visited, to keep the site secure and working.

How we use your information

• To respond to your inquiry and schedule appointments
• To perform the tax, accounting, and advisory work you request, including filings required by government agencies
• To send service-related communications, including text messages if you have opted in
• To meet our legal and professional obligations

Confidentiality and sharing

Client information is confidential. We do not sell your personal information. We share it only with taxing authorities and other parties as required to complete the work you engaged us for, with service providers who help us operate (such as secure document portals and tax software) under confidentiality obligations, or when required by law.

SMS consent and phone numbers are never shared with third parties or affiliates for marketing purposes.

Text messaging

If you opt in, we may text you about appointments, document requests, and the status of your tax or accounting matters. Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out, or HELP for assistance. You can also call 616-499-6007.

How we protect your information

We collect sensitive documents through secure, encrypted channels and limit access to the staff who need it to do your work. Please do not send Social Security numbers or account numbers through our website contact form or by regular email.

Your choices

You may ask to review, correct, or delete the personal information we hold about you, subject to the record-retention rules that apply to CPA firms. To make a request, contact us at contact@precisioncpa.net.

Children

This website is not directed to children under 13, and we do not knowingly collect their information through it.

Changes to this policy

We may update this policy from time to time. Changes will be posted on this page with a new “last updated” date.

Contact

Precision CPA, 625 Kenmoor Ave SE, Suite 301, Grand Rapids, MI 49546 · 616-499-6007 · contact@precisioncpa.net