Our CPA Privacy Policy & Data Protection Standards
As a professional CPA firm, HRX CPAs is committed to protecting your privacy and maintaining the highest standards of confidentiality for your personal and financial information.
Our Privacy Commitment
Data Protection
We implement industry-leading security measures to protect your sensitive information.
Transparency
Clear information about what data we collect, how we use it, and your rights.
Your Control
You have control over your personal information and how it's used.
Information We Collect
Personal Information
- • Name, address, phone number, and email address
- • Social Security Number and tax identification numbers
- • Financial information including income, assets, and liabilities
- • Bank account and investment account information
- • Business information for commercial clients
Website Information
- • IP address and browser information
- • Pages visited and time spent on our website
- • Contact form submissions and consultation requests
- • Cookie data for website functionality and analytics
How We Use Your Information
Professional Services
- • Tax preparation and planning
- • Accounting and financial services
- • Business advisory and consulting
- • Compliance with tax laws and regulations
Communication
- • Service delivery and updates
- • Important deadlines and reminders
- • Tax law changes and planning opportunities
- • Client portal access and support
Information Sharing and Disclosure
We Do NOT Sell Your Information
HRX CPAs does not sell, rent, or trade your personal information to third parties for marketing purposes.
Limited Sharing
We may share your information only in these specific circumstances:
- • With your explicit consent
- • To comply with legal obligations and court orders
- • With professional service providers (e.g., software vendors) under strict confidentiality agreements
- • To other professionals in your advisory team (attorneys, financial advisors) when authorized
- • In connection with business transfers (with client notification)
Data Security
Technical Safeguards
- • 256-bit SSL encryption for data transmission
- • Secure cloud storage with encryption at rest
- • Multi-factor authentication for access
- • Regular security audits and updates
Administrative Safeguards
- • Limited access on need-to-know basis
- • Employee training on data protection
- • Secure document destruction procedures
- • Comprehensive cyber liability insurance
Your Rights and Choices
California Consumer Privacy Rights (CCPA/CPRA)
California residents have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):
Right to Know
- • What personal information we collect
- • How we use your information
- • Who we share it with
- • How long we retain it
Right to Control
- • Delete personal information
- • Opt-out of sale (we don't sell data)
- • Correct inaccurate information
- • Limit use of sensitive information
To exercise these rights: Email us atinfo@hrxcpas.com or call (949) 431-6280. We will verify your identity before processing requests.
Access and Correction
Request access to or correction of your personal information
Communication Preferences
Opt out of non-essential communications (CAN-SPAM compliant unsubscribe links)
Data Portability
Request a copy of your data in a portable format
Account Closure
Request closure of your account (subject to IRS record retention requirements)
Data Retention
We retain client records for 7 years minimum as required by IRS regulations and professional standards
Cookies and Website Tracking
We use cookies and similar technologies to enhance your website experience. You can control cookie preferences through your browser settings.
View Cookie PolicyQuestions About Privacy?
If you have questions about this privacy policy or how we handle your information, please contact us: