Privacy Policy

Effective Date: July 28, 2026

Exact Accounting Firm (“Exact Accounting Firm,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy explains how we collect, use, share, retain, and protect information when you visit exactaccountingfirm.com, contact us, schedule a consultation, submit a form, or use our accounting and tax services.

Information We Collect

Depending on how you interact with us, we may collect:

Name
Email address
Telephone number
Mailing or business address
Company name and business information
Information submitted through contact, consultation, or intake forms
Appointment information
Communications you send to us
Billing and payment information
Information needed to provide accounting, bookkeeping, payroll, tax, or advisory services

Please do not submit Social Security numbers, tax documents, banking information, passwords, or other highly sensitive information through an ordinary website form or unencrypted email. Use only a secure document-delivery method approved by Exact Accounting Firm.

Information Collected Automatically

When you visit our website, we or our technology providers may automatically collect:

IP address
Browser and device type
Operating system
Pages visited
Referring website
Date and time of access
General location information
Website interactions
Cookie and analytics information

How We Use Information

We may use information to:

Respond to inquiries
Schedule and manage consultations
Provide accounting, bookkeeping, payroll, tax, or advisory services
Communicate about appointments and client matters
Process payments and maintain records
Operate, secure, and improve our website
Detect fraud and unauthorized activity
Meet legal, tax, regulatory, and professional obligations
Protect our rights and enforce agreements
Send communications when permitted by law and with any required consent

Tax and Financial Information

Information provided for tax preparation or accounting services may be protected by additional federal and state confidentiality requirements.

We do not use or disclose tax-return information for unrelated purposes except with the client’s consent or as otherwise permitted or required by law.

Cookies and Similar Technologies

Our website may use cookies, analytics tools, pixels, and similar technologies to support functionality, understand website traffic, and improve performance.

You may adjust your browser settings to refuse or delete cookies. Disabling cookies may affect certain website features.

How We Share Information

We may share information when reasonably necessary with:

Authorized employees and professionals
Website-hosting and technology providers
Scheduling, communication, payment, document-storage, analytics, and security providers
Legal, accounting, tax, insurance, and other professional advisers
Government agencies, regulators, courts, or law-enforcement authorities when required by law
Other parties when you direct us to share information or provide consent

We do not sell personal information for money.

Text and Email Communications

If you provide your telephone number and consent to receive text messages, Exact Accounting Firm may send appointment reminders, service updates, and other authorized communications.

Message and data rates may apply. Message frequency may vary. Reply STOP to opt out or HELP for assistance. Consent to receive marketing messages is not a condition of purchasing services.

You may unsubscribe from marketing emails by using the unsubscribe link or contacting us.

Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no online transmission or storage system can be guaranteed completely secure.

Clients should use only approved secure methods when transmitting sensitive financial or tax information.

Data Retention

We retain information for as long as reasonably necessary to:

Provide services
Maintain client and business records
Meet legal, tax, regulatory, and professional obligations
Resolve disputes
Enforce agreements
Protect against fraud and security threats

Your Privacy Choices

Depending on where you live and subject to applicable law, you may request:

Access to certain personal information
Correction of inaccurate information
Deletion of certain information
Information about how your data is used
Withdrawal of consent where applicable
Removal from marketing communications

Some information may be exempt because of legal, tax, accounting, security, or recordkeeping requirements. We may verify your identity before completing a request.

Third-Party Websites

Our website may contain links to third-party websites or services. Exact Accounting Firm is not responsible for their content, privacy practices, or security.

Children’s Privacy

Our website and services are not directed to children under 13. We do not knowingly collect personal information directly from children under 13 through the website.