Privacy Policy

Last updated January 1, 2025

1. Introduction

Welcome to CPA Attorney, LLC. We are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Policy outlines how we collect, use, and protect your information when you use our services.

2. Information We Collect

We may collect the following types of information:

Personal Information: Name, address, email, phone number, Social Security number, and other identifying information.

Financial Information: Bank account details, tax identification numbers, and other financial data necessary for tax preparation and wealth management.
Legal Information: Details related to your legal matters, including documents and communications.
Usage Data: Information about how you interact with our website and services.

3. How We Use Your Information

We use your information for the following purposes:

To provide legal and financial services, including tax preparation, bookkeeping, and estate planning.

To communicate with you regarding your legal matters and our services.

To comply with legal obligations and protect our legal rights.

To improve our services and website functionality.

4. Information Sharing and Disclosure

We do not sell or rent your personal information to third parties. We may share your information with:

Service Providers: Third-party vendors who assist us in providing services, such as IT support and payment processing.
Legal Authorities: When required by law or to protect our rights and the rights of others.
Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new owner.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or method of electronic storage is 100% secure.

6. Your Rights

You have the right to access, correct, or delete your personal information. You may also object to the processing of your data or request data portability. To exercise these rights, please contact us at 702-852-2577.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on our website. Please review this policy periodically for any updates.

8. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at:

CPA Attorney, LLC

10155 W. Twain Ave Ste 100 Las Vegas, NV 89147

[email protected]

702-852-2577

CPA Attorney is a one of a kind tax firm specializing in tax, financial services. CPA Attorney works with you to achieve the best possible outcome now and in the future.