Privacy Policy

1. Introduction and Scope

Accountaholics PLLC ("we," "our," "us," or "Accountaholics") is committed to protecting your privacy and handling your personal information with care and transparency. This Privacy Policy describes how we collect, use, disclose, retain, and protect information about you when you:

• Visit our website at accountaholics.com (the "Website")
• Use our services, including accounting, bookkeeping, tax preparation, and advisory services
• Communicate with us via email, phone, text, or other means
• Submit forms, applications, or other information to us

By accessing our Website or using our services, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with our policies and practices, do not use our Website or services.

2. Information We Collect

2.1 Information You Provide to Us

We collect information that you provide directly to us, including:

• Contact Information: Name, email address, phone number, mailing address, business name
• Business Information: Business revenue, industry, entity type, number of employees, pain points, financial challenges
• Financial Information: When you engage our services, we may collect tax returns, bank statements, financial statements, accounting records, and other financial data necessary to provide professional services
• Communication Data: Information contained in emails, messages, calls, or other communications with us
• Form Submissions: Information provided through contact forms, application forms, newsletter signups, or other web forms
• Payment Information: Billing addresses and payment details (processed through secure third-party payment processors)

2.2 Information Collected Automatically

When you access our Website, we automatically collect certain technical information, including:

• Device and Browser Information: IP address, browser type and version, operating system, device type, screen resolution
• Usage Information: Pages viewed, time spent on pages, links clicked, date and time of visits, referring and exit pages
• Log Information: Server logs, error reports, and other diagnostic data
• Location Data: General geographic location based on IP address

2.3 Cookies and Tracking Technologies

We use cookies, web beacons, and similar technologies to:

• Remember your preferences and settings
• Analyze website traffic and user behavior
• Improve website functionality and user experience
• Deliver targeted advertising (if applicable)

You can control cookies through your browser settings. However, disabling cookies may limit your ability to use certain features of our Website.

2.4 Information from Third Parties

We may receive information about you from third parties, including:

• Service providers who help us operate our business
• Marketing partners and data brokers for business development purposes
• Publicly available sources
• Your current or former service providers (with your consent)

3. How We Use Your Information

We collect and use your information based on the following legal bases:

3.1 With Your Consent

When you provide explicit consent, we use your information to:

• Send marketing communications and newsletters
• Contact you about services you may be interested in

3.2 To Fulfill Contractual Obligations

When you engage our services, we use your information to:

• Provide accounting, bookkeeping, tax preparation, and advisory services
• Respond to your inquiries and provide customer support
• Process applications and evaluate potential client relationships
• Communicate about services, appointments, deadlines, and deliverables
• Process payments and billing

3.3 For Legitimate Business Interests

We use your information to:

• Improve and optimize our Website and services
• Analyze website usage and user behavior
• Prevent fraud, security incidents, and abuse
• Conduct business development and marketing activities
• Maintain records for business operations

3.4 To Comply with Legal Obligations

We use your information to:

• Comply with applicable laws, regulations, and professional standards
• Respond to legal process, governmental requests, or regulatory inquiries
• Maintain records as required by federal and state law
• Report to regulatory bodies as required (e.g., IRS, Washington State Board of Accountancy)

4. How We Share Your Information

We may share your information in the following circumstances:

4.1 Service Providers

We share information with third-party service providers who perform services on our behalf, including:

• Website hosting and cloud storage providers
• Email service providers and communication platforms
• Payment processors
• Analytics providers
• Customer relationship management (CRM) systems

These service providers are contractually obligated to protect your information and use it only for the purposes we specify.

4.2 Professional Advisors

We may share information with lawyers, auditors, consultants, and other professional advisors when necessary for professional advice or services.

4.3 Legal and Regulatory Compliance

We may disclose your information when required by law, legal process, or governmental request, including:

• In response to subpoenas, court orders, or legal process
• To comply with tax laws and reporting obligations
• To cooperate with regulatory authorities or law enforcement
• To protect our legal rights and defend against legal claims

4.4 Business Transfers

In the event of a merger, acquisition, sale of assets, or other business transaction, your information may be transferred to the acquiring entity, subject to the same privacy protections.

4.5 With Your Consent

We may share your information for other purposes with your explicit consent.

5. CPA-Client Confidentiality and Professional Standards

Client information may only be disclosed to:

• Regulatory authorities (IRS, state tax agencies, Washington State Board of Accountancy) when legally required
• Third parties pursuant to a valid subpoena or court order
• Your authorized representatives
• Other professionals with your consent (e.g., attorneys, financial advisors)

6. Data Security

We implement reasonable administrative, technical, and physical security measures designed to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction. These measures include:

• Encryption of data in transit and at rest
• Secure servers and cloud storage with restricted access
• Regular security assessments and updates
• Employee training on data protection and confidentiality
• Access controls and authentication requirements

7. Data Retention

We retain your personal information for as long as necessary to:

• Fulfill the purposes described in this Privacy Policy
• Comply with legal, regulatory, tax, and professional obligations
• Resolve disputes and enforce our agreements

When information is no longer needed, we will securely delete or anonymize it in accordance with our data retention policies and applicable law.

8. Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information:

8.1 General Rights

• Access: Request access to the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal and professional retention obligations)
• Opt-Out: Unsubscribe from marketing communications at any time
• Restriction: Request that we restrict processing of your information in certain circumstances
• Data Portability: Request a copy of your information in a portable format

8.2 State-Specific Privacy Rights

Washington State Residents (My Health My Data Act)

Washington residents have additional rights under the My Health My Data Act if we collect health-related information.

California Residents (CCPA/CPRA)

California residents have the right to:

• Know what personal information we collect, use, disclose, and sell
• Request deletion of personal information
• Opt-out of the sale or sharing of personal information (we do not sell personal information)
• Correct inaccurate personal information
• Limit use of sensitive personal information
• Not be discriminated against for exercising these rights

8.3 How to Exercise Your Rights

To exercise any of these rights, please contact us at:

We will respond to your request within the time period required by applicable law (typically 30-45 days). We may request additional information to verify your identity before processing your request.

8.4 Limitations on Rights

Certain rights may be limited where we have a legal obligation or legitimate business interest to retain information, including compliance with tax laws, professional standards, or legal proceedings. We will explain any limitations when responding to your request.

9. Cookies and Tracking Technologies

9.1 Types of Cookies We Use

• Essential Cookies: Necessary for the Website to function properly (e.g., session management, security)
• Performance Cookies: Collect information about how visitors use our Website (e.g., Google Analytics)
• Functionality Cookies: Remember your preferences and settings
• Targeting/Advertising Cookies: Deliver relevant advertisements based on your interests (if applicable)

9.2 Managing Cookies

You can control and manage cookies through your browser settings. Options include:

• Blocking all cookies
• Accepting cookies only from certain websites
• Deleting cookies when you close your browser
• Receiving notifications when cookies are set

Please note that disabling cookies may affect the functionality and user experience of our Website.

9.3 Do Not Track Signals

Our Website does not currently respond to "Do Not Track" signals from browsers. However, you can manage cookies and tracking as described above.

10. Third-Party Links and Services

Our Website may contain links to third-party websites, services, or applications that are not operated or controlled by Accountaholics PLLC. This Privacy Policy does not apply to third-party websites or services.

We are not responsible for the privacy practices, content, or security of third-party websites. We encourage you to review the privacy policies of any third-party websites you visit.

11. Children's Privacy

Our Website and services are not directed to individuals under the age of 18. We do not knowingly collect, use, or disclose personal information from children under 18.

If we become aware that we have collected personal information from a child under 18 without parental consent, we will take steps to delete that information as soon as possible. If you believe we have collected information from a child under 18, please contact us immediately at roxana@accountaholics.com.

12. International Data Transfers

Your information may be transferred to, stored, and processed in the United States or other countries where our service providers operate. These countries may have data protection laws that differ from those in your jurisdiction.

By using our Website or services, you consent to the transfer of your information to the United States and other countries as described in this Privacy Policy.

13. Changes to This Privacy Policy

We reserve the right to update or modify this Privacy Policy at any time to reflect changes in our practices, technology, legal requirements, or other factors.

We will notify you of material changes by:

• Posting the updated Privacy Policy on this page with a new "Last Updated" date
• Sending an email notification (for material changes affecting existing clients)

Your continued use of our Website or services after changes become effective constitutes your acceptance of the revised Privacy Policy. We encourage you to review this Privacy Policy periodically.

14. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us: