CPA Firm Privacy Policy
Last Updated: [Date]
This Privacy Policy explains how Waterman and Associates CPA collects, uses, discloses, and protects your information when you engage professional accounting, tax, and advisory services.
1. Information Collected
The firm may collect the following types of information:
Personal Information
Name, address, email, phone number
Social Security numbers or Taxpayer Identification Numbers
Date of birth
Financial account numbers
Tax documents and filings
Business Information
Entity formation documents
Financial statements and bookkeeping records
Payroll and employee data
2. How We Use Your Information
The firm uses collected information to:
Provide accounting, tax preparation, and advisory services
Communicate with you about your engagement
Maintain accurate records for compliance and professional standards
Improve our services and website functionality
Fulfill legal or regulatory obligations
3. How We Share Your Information
The firm does not sell or rent your personal information.
We may share information only with:
Third‑party service providers assisting with secure data storage, tax software, or payroll systems
Government agencies (e.g., IRS, state tax authorities) as required
Professional partners with your authorization (e.g., attorneys, financial advisors)
Compliance and regulatory bodies if required by law
All third parties must maintain strict confidentiality consistent with professional CPA standards.
4. Data Security
The firm implements commercially reasonable technical and administrative safeguards, including:
Encrypted data storage and transmission
Access controls and authentication
Secure physical file handling
Employee confidentiality agreements
No system is completely secure, but we take appropriate measures to protect your information.
5. Your Rights and Choices
Depending on applicable law, you may have the right to:
Access and request copies of your information
Request corrections to inaccurate information
Request deletion where allowed
Limit disclosure of your personal information
To exercise these rights, contact Mr. Waterman using the information below.
6. Data Retention
The firm retains records for the duration required by:
IRS Circular 230
State accountancy board regulations
Generally accepted professional standards
After the retention period, data is securely destroyed.
8. Changes to This Policy
The firm may update this Privacy Policy periodically. Updated versions will be posted with a new "Last Updated" date.
9. Contact Us
If you have questions about this Privacy Policy or your information, please contact:
Waterman and Associates CPA
408-856-6345
info@watermancpa.net