1. Introduction
The Gudaitis CPA Firm PLLC (“we,” “us,” or “our”) is committed to protecting the confidentiality and security of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained in the course of providing professional accounting, tax, and advisory services.
2. Information We Collect
We may collect nonpublic personal information about you from the following sources:
Information you provide to us (e.g., tax returns, financial statements, payroll records, identification information)
Information from third parties with your authorization (e.g., banks, investment firms, payroll providers)
Information obtained in the course of providing services to you.
3. How We Use Your Information
We use your information to:
Provide accounting, tax, audit, consulting, and related professional services.
Communicate with you regarding your engagement.
Comply with legal, regulatory, and professional obligations.
Maintain internal records and improve our services.
4. Information Sharing and Disclosure
We do not sell your personal information.
We may disclose information only:
With your consent
To service providers who assist us in delivering services (e.g., IT support, cloud storage, tax software providers).
As required or permitted by law, regulation, or professional standards.
To regulatory authorities or courts when legally required.
All third parties are required to maintain the confidentiality of your information.
**SMS Terms of Service
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
" By texting THE GUDAITIS CPA FIRM PLLC, you agree to receive conversations (external) messages from THE GUDAITIS CPA FIRM PLLC. Reply STOP to opt-out; Reply HELP for support; Message & data rates may apply; Messaging frequency may vary. Visit https://gudaitiscpa.com/privacy-policy to see our privacy policy."
5. Data Security
We maintain administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, or disclosure. These measures include secure systems, access controls, and confidentiality obligations for our personnel.
6. Data Retention
We retain client information for as long as necessary to provide services and to comply with legal, regulatory, and professional record-retention requirements.
7. Your Rights
Depending on applicable law, you may have the right to:
Request access to your personal information
Request corrections to inaccurate information
Withdraw consent for certain uses of your information, subject to legal and professional obligations
8. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date.
9. Contact Information
If you have questions about this Privacy Policy or our privacy practices, please contact:
The Gudaitis CPA Firm PLLC
Address: 7035 Beracasa Way Suite 204, Boca Raton, FL 33433
Phone: 561 - 208 - 1625
Email: admin@gudaitiscpa.com